Slaesforce FAQ

what all you can do with lightning in salesforce

by Vivianne Paucek Published 2 years ago Updated 1 year ago
image

Salesforce Lightning makes it easier for you to open the features, menus, contacts, reports, schedules, and anything you would like. You can pin any results from your search or menu options to get there with a single mouse click. The Favorites star is always there on the top of your Salesforce page.

5 Lightning Experience Tricks You Can Do During Your Lunch Break
  • Add utility bars to your apps. ...
  • Add contacts to multiple accounts. ...
  • Clean up your Chatter feed with streams. ...
  • Use Lightning communities. ...
  • Chatter more efficiently with keyboard shortcuts.
Mar 27, 2017

Full Answer

How do I switch from Salesforce classic to lightning?

Supported Browsers and Devices for Lightning Experience

  • Salesforce doesn’t support nonbrowser applications that embed WebView or similar controls to render content for Salesforce Classic or Lightning Experience. ...
  • You can’t access Lightning Experience in a mobile browser. ...
  • You can access Lightning Experience on iPad Safari. ...
  • Lightning Experience doesn’t support incognito or other private browsing modes.

How to enable Salesforce Lightning knowledge?

How do I enable lightning knowledge in Salesforce?

  • From Setup, enter Knowledge in the Quick Find box and click Knowledge Settings.
  • If you're new to Knowledge, enable Knowledge by selecting Yes and clicking Enable Salesforce Knowledge.
  • Click OK to continue.
  • On the Knowledge Settings page, click Edit.
  • Select Enable Lightning Knowledge.
  • Click Save.

How to create new user in Salesforce Lightning?

Salesforce Lightning: Create a New User

  1. Click on the Setup menu and select Users within the Administration category.
  2. Click on the New User button.
  3. Enter the first name, last name, alias, email address, username and nickname. ...
  4. Choose a role. ...
  5. Choose a User License. ...
  6. Choose a Profile. ...
  7. Set your email encoding language.
  8. Set your locale settings.

More items...

How to be successful with Salesforce?

  • Analyze what the needs of the users are, then design, test, and develop software that meets those needs
  • Design Salesforce solutions and create effective project plans. ...
  • Suggest new software upgrades for the customers’ existing apps, programs, and systems

More items...

See more

image

What can you do with Salesforce Lightning?

SalesSales Force Automation.Revenue Optimization.Sales Engagement.Territory Planning.Sales Enablement.Partner Relationship Management.

Why Lightning is used in Salesforce?

Lightning components accelerate development and app performance. Develop custom components that other developers and admins can use as reusable building blocks to customize Lightning Experience and the Salesforce mobile app.

What can you include in a Lightning app Salesforce?

In Lightning Experience, Lightning apps give your users access to sets of objects, tabs, and other items all in one convenient bundle in the navigation bar. Lightning apps let you brand your apps with a custom color and logo. You can even include a utility bar and Lightning page tabs in your Lightning app.

What are two advantages of using Salesforce Lightning?

5 Benefits of Moving to Salesforce LightningGreater Productivity. ... Saved Time and Dollars. ... Third Party Integrations and Customizations. ... Modernized User Interface. ... Certainty for the Future.

Who uses Salesforce lightning?

Salesforce Field Service Lightning is most often used by companies with >10000 employees and >1000M dollars in revenue....Who uses Salesforce Field Service Lightning?CompanyHoughton Mifflin Harcourt CoCountryUnited StatesRevenue>1000MCompany Size1000-50002 more rows

What is difference between classic and lightning?

What is the difference between Salesforce Classic and Lightning? Salesforce Lightning has a new and improved interface whereas Classic sticks to the tried-and-trusted Salesforce formula. Lightning also comes with improved features such as an activity timeline and workplace page layouts.

What is a key benefit of lightning apps?

What's a key benefit of Lightning apps for your users? Users can create records and access recent records and lists directly from the navigation bar.

What can you build with the Lightning app Builder?

With the Lightning App Builder, you can build:Single-page apps that drill down into standard pages.Dashboard-style apps, such as apps to track top sales prospects or key leads for the quarter.More items...

What is the difference between a page layout and a lightning page?

Like a page layout, Lightning pages allow you to add custom items to a page. However, these items, instead of being fields or Visualforce components, are Lightning components, which allow much more flexibility. The structure of a Lightning page adapts for the device it's viewed on.

What is Salesforce lightning migration?

The actual migration is a straightforward task. The Lightning Migration Assistant guides the user through the process of installing Lightning components. The Lightning Experience Transition Change Management Hub provides step-by-step instructions and best practices to manage the transition of the org.

When did Salesforce lightning start?

While Launched in 2014, the Lightning Experience has been slowly inching its way in to the Salesforce spotlight. At first launch, the Lightning Experience seemed to be slow and inefficient.

What are the maximum no of components that we can include in an LWC?

Salesforce allows 25 components to be accommodated in each of the section you have in your Lightning App Builder Canvas. So, If you have selected Header and Left Sidebar as page region, You cannot add more than 75 component on your page.

Empower everyone to build apps the fast, easy, and fun way

Enable IT and business to create apps together using no-code builders and pro-code tools. With Lightning, you can save up to 25% of the time developers spend building customizations.*

Prepare for even more features in the future

Use this feature roadmap to see which features are coming as you turn on Lightning Experience and evolve your business.

Got Questions?

Join our Lightning Now community to get help, learn and collaborate with fellow customers around Lightning Experience.

How does Salesforce Ideas work?

Year-round, Salesforce users can go on the IdeasExchange platform to post an idea they have, upvote the ideas of others, and leave comments to provide details about how others’ good ideas would also benefit them.

Why is Ideas Important?

Like Salesforce itself, Salesforce users can implement the Ideas platform in their own ways to empower their customers, partners, and employees to share ideas and have a voice in the development of new innovations that improve overall user experience.

The Catch: No Lightning Capability

Salesforce Lightning enhances the overall user experience with centralized information, streamlined features, and tools for better communication, increased productivity, and better reporting (among other improvements).

The Solution: LEX Ideas

The good news is that you can switch to Lightning while enjoying the benefits of Salesforce Ideas. LEX Ideas by Rainmaker allows Salesforce customers to continue managing ideas from their stakeholder groups without having to switch back and forth from Classic to Lightning.

What is Salesforce Lightning Experience?

Firstly, we see what’s all about Salesforce Lightning? Why does it matter to your business? Is there a way you can use this feature to manage your business better?

Top Tips and Tricks for Salesforce Lightning Experience

These are the things you should know to make working with your Salesforce Lightning Experience integration easier in 2022.

Conclusion

Hopefully, you like our comprehensive write-up on Salesforce Lightning. These all features take the user experience to the next level. Follow the above-mentioned tactics to make the most of Lightning Experience.

What is Lightning Voice for Salesforce?

Speaking of new features, Lightning Voice for Salesforce is a game-changer for salespeople. It connects them to customers and prospects faster than ever by enabling voice calls directly within Sales Cloud. This means wherever you are using Salesforce, including on your mobile device, you can make and receive calls in context, while taking notes and logging these calls at the same time. You can even choose a number that’s local to your territory.

Is Salesforce1 a mobile app?

In fact, the Salesforce1 Mobile App is built on top of the Lightning Platform. Both innovations served as catalysts for the reimagined Lightning desktop experience. Any and every customization that happens there is immediately accessible on any mobile device via Salesforce1.

How is it fast?

The tools – from low code to code – App Builder, Lightning Flow, SalesforceDX and Heroku – make building apps incredibly fast at every stage of application development – from designing to testing to publishing, and later, managing.

How is it easy?

We’ve abstracted away complicated technology services to reduce complexity and streamline all aspects of the app dev lifecycle. How do we do it? We built in scale, globalization, process automation, search, reporting, and more to come standard. Integration tools connect you to anything. Emerging technologies like Einstein and IoT embed seamlessly.

How is it fun?

We don’t just give builders a blank canvas and tell them to use their imagination to create apps. Trailhead empowers every trailblazer to learn to build apps and truly transform their careers. And have some fun along the way with hundreds of badges and guided learning tools that are free and accessible.

What apps can you build on the Lightning Platform?

You can build any app you need to transform business. Businesses like Eli Lilly, Toyota Financial Services, and Seagate are building on the Lightning Platform to create personalized patient journeys, reduce dozens of spreadsheets into a single app, and drive the same productivity on mobile and on desktop.

What is Lightning App Builder?

Use the Lightning App Builder to configure the default record page to match your users' workflow. Your Lightning page consists ofarticle page layouts and the components you choose for your users.

What is sharing for Lightning Knowledge?

Sharing for Lightning Knowledge lets you take advantage of the features you already know, such as organization-wide defaults,access by owner role hierarchies, and criteria-based rules. When you make the switch to sharing for Lightning Knowledge, you canmanage article access based on fields within the article instead of data categories.

How many versions of Salesforce Knowledge are there?

Every Salesforce Knowledge article can have several versions: one draft, one published, and several archived versions, and each ofthese versions can have multiple translations. Thus, the total number of article versions in an org can be much higher than the numberof articles. When scaling your org, pay attention to both the total number of article versions and edition-specific limits on articles.

What is target in Salesforce?

The target corresponds to the link’s target attribute in the source HTML. This target determineshow links open in Salesforce Classic and outside Salesforce, like in your Salesforce and ExperienceCloud sites.

Can agents share articles in Salesforce?

Agents can insert links to articles from a Salesforce Site or Experience Cloud sites into the case feed .In Lightning Experience, your agents can share article URLs in email, social posts, and chat andmessaging conversations. In Salesforce Classic, your team can send article URLs in the email, social,and Experience Cloud publishers.

Is there a knowledge footer in Lightning?

The Knowledge footer is not in the Lightning Service Console. Instead, add the Knowledge component to any object's record homepage. You can also create a global action or an object-specific quick action to create a knowledge article from any object. However,suggested articles and related actions are available only with cases.

Can you have multiple languages in Salesforce?

With multiple languages for Salesforce Knowledge, you can lower support costs by translatingarticles into the languages your audience prefers. After selecting your language settings, twotranslation methods are available: translating articles in-house using the editing tool in the knowledgebase, or sending articles to a localization vendor. Different languages can use different methods.For example, you may want to export articles to a vendor for French translations, but assign articlesto an internal Knowledge user for Spanish translations.

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.

image
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9