How do you make sales easier in Salesforce Lightning?
The first thing most salespeople do is click on the Details tab. So, make it easier for them. Lightning Tip #1: Set the default tab on every page to Details. Now salespeople will first see the Details tab when they click on any record in Lightning. Make the order of tabs consistent across all page layouts.
What is the default tab on a Salesforce Lightning page?
The Default tab on any Lightning page is Activity. In other words, when you click on a record, you land on the Activity tab. The first thing most salespeople do is click on the Details tab. So, make it easier for them. Lightning Tip #1: Set the default tab on every page to Details.
How do I exceed the maximum number of attachments in Salesforce?
To exceed this limit, contact Salesforce. 1 You can add an attachment to the Attachments related list of a case, solution, campaign, task, or event, or to the Notes & Attachments related list of an account, contact, lead, opportunity, or custom object. If you don’t see the related list on task or event page layouts, ask your admin to add it.
How to speed up the use of Salesforce?
It’s a simple but effective way of speeding up the use of Salesforce. 15. Pin List Views on Lightning Tabs The default List View on any Salesforce tab, is Recently Viewed. However, that’s rarely the most useful List to a user. Other Lists, for example, My Accounts, are often the most valuable.
What is the limit on the number of Lightning components to be defined in one Lightning application?
No there is no limit.
What are the limitations of Salesforce?
Here are five of the biggest limitations of Salesforce reports.Too much training required. ... Limited visualization. ... Problems sharing reports. ... Difficult cross-object reporting. ... Difficulties accessing historical data.
How many components can Lightning page region have?
100 componentsA Lightning page region can contain up to 100 components.
How many reports can a user subscribe to in Salesforce?
5 reportsCurrently, Users can subscribe to a maximum of 5 reports or dashboards and be notified whenever set conditions are met. This maximum limit is currently hard-coded and cannot be increased. Note: The limit of 5 subscribed reports is independent for Salesforce Classic and Lightning Experience.
What is the maximum limit of related objects in report type of lightning experience?
A custom report type can contain up to 60 object references. For example, if you select the maximum limit of four object relationships for a report type, you can select fields via lookup from an extra 56 objects.
How many records a list can hold in Salesforce?
A list can hold 1000 elements(as per the limit).
What are the maximum number of components that we can include in LWC?
Hello, We can add upto 20 components in a single dashboard and every component can use single report.
What are different types of lightning pages?
The four options are App Page, Home Page, Record Page, and Embedded Service Page.
What is a flexi page?
Represents the metadata associated with a Lightning page. A Lightning page represents a customizable screen made up of regions containing Lightning components.
How many reports can you subscribe to in Salesforce lightning?
5 reportsEach user can set up subscriptions for up to 5 reports. Subscription recipients aren't listed on the report subscription emails. For Platform users, the admin must enable subscriptions. To subscribe a user, group, or role to a report, the folder containing the report must be shared with the user, group, or role.
How many dashboards can a user subscribe to in Salesforce?
5 dashboardsEach user can set up subscriptions for up to 5 dashboards. You can subscribe to filtered dashboards, but dashboard filters aren't applied to emailed dashboards.
How many reports we can schedule in Salesforce?
In Professional Edition, each user may schedule up to 3 reports (max one per hour, at times selected by the server, between 6pm and 3 am only). Enterprise and Unlimited Edition users may schedule up to 24 reports each.
What is Lightning Notes?
Lightning Notes replaces the Notes part of Notes & Attachments. Files replace Attachments. Therefore you’ll need to migrate your Notes & Attachments into Notes and Files, respectively. Of course, if you’re new to Salesforce and going straight into Lightning, that’s not an issue.
Why is Kanban view important in Lightning?
The Kanban View makes this easier in Lightning because salespeople can drag and drop Opportunities between Stages. Also, there’s a warning flag to highlight opportunities that have no open activities. And the drop-down arrow makes it easy to edit Opportunities directly from the Kanban view.
Is Salesforce better than Lightning?
No, it’s just a better way to use Salesforce. To more quickly gain all the productivity benefits, plan your move to Lightning Experience. The Learning Map provides a curated set of resources to help you visualize the recommended steps and best practices in each phase of a Lightning Experience transition: Discover, Roll Out, and Optimize.
Is Salesforce full of admins?
Yes, there is, full of admins and devs. You can meet experts, ask questions, and get answers from an entire community of people ready to help. Visit the Salesforce Success Community now.
Is Lightning the future of Salesforce?
Yes, but Lightning is the future of the Salesforce platform and user experience. It empowers our customers to move faster, do more, and be more productive through reimagined classic features and boosted features available only in Lightning Experience.
1. Anticipate User Needs
Here are a few questions to ask/answer when designing an in-app guidance prompt. Note: If you are creating a “Floating” prompt (see #2), you will need to answer these in 120 characters or less:
2. Choose Type, Placement, and Customize Settings
Type: There are two types to choose from A Docked prompt is ideal for step-by-step instructions and accepts 4000 characters. A Floating prompt is best for pointing out screen elements and accepts only 120 characters.
3. You Can Be Selective About Configuring User Visibility
If your end users have the View Setup and Configuration standard permission, you can limit the display of prompts based on other standard and custom permissions. In-App Guidance offers easy educational assistance, delivered during the respective activity.
Summary: Empower Users and Drive Adoption
Ever created an awesome shortcut for end-users only to later learn that no one was using it? People are often afraid to click things they aren’t familiar with because they don’t know what will happen.
Is Salesforce Surveys free?
Previously Salesforce Surveys incurred a license fee, however, they are now being made free to send. You will get charged based on how many responses you get after the initial free limit. Check it out in your pre-release Org!
Does Salesforce have a record view?
For customers who want a “softer” transition to the Lightning Experience. Salesforce now has two record view options when setting up a record page. This second option looks more similar to classic and allows you to view a lot more records on one screen. While my preference is with the Lightning look and feel, this classic option may appeal to some users who need to see a large number of records.
What is Salesforce Lightning?
Salesforce Lightning is packed up with the most recent technological advancements that can help you in improvising your customer as well as interdepartmental relations. It provides you the facility to use the potential of the cloud for almost everything you do on this platform. Apart from this, salesforce releases three definite lightning updates every year and you will also get it automatically.
What does lightning mean in Salesforce?
In Salesforce, lightning simply means you can do every integration very quickly. Lightning components in Salesforce provide you with a client-server framework that can accelerate development as well as application performance. Moreover, it is ideal to work with the Salesforce Mobile Application.
What is Steelbrick Salesforce?
Steelbrick is one more fabulous feature embedded in Salesforce, which is entirely constructed only on the Lightning infrastructure. Its CPQ (Configure, Price, Quote) enable the Sales Cloud to do all the tasks for trading deals in the business structure. With the help of this, the Salesforce representative can easily create proposals and contracts for brands without any hustle. Moreover, they can also get rebate approvals and can even gather signatures without signing out of their CRM.
What is Lightning Community Cloud?
Concerning the historical backdrop of Community Cloud, the Lightning Customer Community is the highest feature-packed released by Salesforce. It works for empowering organizations to engage intelligently as well as rapidly with their clients. Moreover, it comes with a new UX that promises to provide you with a completely new level of personalization. The Lightning Customer Community now comes along with a lot of new engagement opportunities, which can simply assist your business in attaining an unparalleled client experience. Apart from this, it also provides different built-in solutions to frequent grievances or business.
Does Salesforce need developers?
However, they need professionals (i.e. salesforce developers) for the integration, as there is coding involved in it.
Is Salesforce based on Lightning?
Here, we are talking about the Salesforce1 Mobile Application, which is completely based on the Lightning Platform . The development of this platform came in sight just to redesign the Lightning’s desktop dashboard experience. All the customizations made on the platform will immediately be available on your cell phone by using the Salesforce1 Mobile Application.
Can you take notes on Salesforce?
This means that no matter where you are using the virtues of Salesforce, you are always free to make as well as receive calls if you have your cell phone included in it. Apart from this, the best thing about this feature is you can also take notes and log calls while making or receiving a call. 4. Steelbrick Feature.
Fully Supported Languages
You can change the language for all features, including Help, to one of the following fully supported languages from the Setup page. Enter Company Information in the Quick Find box, select Company Information, and then select Edit. In the Default language field, select your desired language and click Save.
End-User Languages
End-user languages are useful if you have a multilingual organization or partners who speak languages other than your company’s default language. For end-user languages, Salesforce provides translated labels for standard objects and pages, except admin pages, Setup, and Help.
Platform-Only Languages
In situations where Salesforce doesn’t provide default translations, use platform-only languages to localize apps and custom functionality that you build on the Salesforce Platform. You can translate items such as custom labels, custom objects, and field names. You can also rename most standard objects, labels, and fields.
