Is Your Salesforce Org Ready for Lightning Experience?

Almost a year ago Salesforce launched the biggest innovation, named Lightning. Lightning gave a completely new platform and user experience, and even day by day it is getting better. It is really a superbly intelligent CRM application, which can help you to sell faster, smarter and in the way in which you want to do. Some organizations are using Salesforce even from quite long time and before the launch of Lightning. Salesforce Lightning has a number of advantageous features and so such organizations are migrating from Classic to Lightning.

In order to migrate the CRM, the organizations must ensure that they are ready for this new platform. This article discussesvarious features of Lightning and some points that are considered before migration to Lightning.

Salesforce Lightning Features

Any business organization can shift to Lightning due to following reasons:

1)      Innovative Invention

From last many years Salesforce is providing the CRM solutions and since then, according to the Salesforce customer’s feedback, they always wanted to have a platform, which can provide a new user experience and that’s why Salesforce launched Lightening CRM to give a completely new CRM experience, which can add value and accelerate the business of its customers. By switching to lightning, you can get and have the new lightening experience.

2)      Salesforce Voice

This is just an innovative and useful feature for the salespeople, which is given by Salesforce with the name, Lightening Voice for Salesforce. Through this feature, they can make the voice calls easily, even from within the cloud. It means that either from your laptop or mobile device you can receive and make the voice calls along with which you can also take the notes at the same time. You can choose any local territory number as well.

3)      Configure, Price, Quote (CPQ)

Salesforce Quote to Cash feature can make you unable to deliver the invoices, quotes, contracts faster. You can easily and quickly get discounts, do quoting, generate contracts and proposals and moreover, they can receive the signature without leaving their CRM platform.

Salesforce Lightning Features

4)      Outlook and Lightning

Due to thepartnershipwith Microsoft and Salesforce, both the CRM suite and the leading productivity tools have become together and therefore you can access the Lightning from Outlook, due to its integration with Outlook and as a result of which you won’t have to jump between both the programs. Not only this, even due to cloud synchronization your calendar also keeps updated across Microsoft Exchange, Office 365 and Salesforce applications.

5)      Lightning Mobile App

Salesforce mobile apps are built on Lightning Platform and both the innovations of Salesforce have improved the desktop experience drastically. Even a single small or big or many customizations are soon reflected on mobile apps immediately.

6)      Lightening Builder Tool

Lightening builder can help you in developing desktop or mobile app even without any expertise in aprogramming language. By drag and drop anyone can either customize the existing page or build a new app according to his or her requirement. For that the three types of components, which you can use in Lightening builder are Partner built Lightening Exchange components, Pre-built components of Salesforce and custom components.

7)      AppExchange Apps

There are a number of third-partyLightning ready apps available in Appxchange,whichis completely compatible with Salesforce. The user can deliver the most consistent experience while moving the organization to Lightning, by using the Lightning Ready apps. You can find many Lightening ready symbols on Appexchange

Organizational Configuration and Lightning

Salesforce Lightning is not a one to one mapping of Salesforce Classic. In order to implement Salesforce Lightning, the organizations may need to configure their dashboard to quickly access the data. There is a few major differences between Salesforce Classic and Lightning like page layouts, opportunity creation method and lead convert process. In order to ensure the readiness of your organization for Lightning you must be aware of the difference between both the versions. The following step must be taken by the Salesforce admin for this:

Checklist Creation:

 The admin of the organization must create the checklist of the Sales cloud features, used by the organization. As Classic and Lightning are not same, soidentify that which feature of the Sales cloud is currently used by the organization and is available or no in Lightning. Everyday Salesforce is trying to launch and add new features to Lightning, so check and ensure when you can deploy Lightning?

Test and Validate Lightning:

Salesforce admin and developer can check or test their existing system for the Lightning platform without disturbing their current CRM, using Admin Playground or Sandbox. The admin or developer can check them that whether the Lightning can be implemented efficiently or not?

In-House Validation and Testing:

Salesforce admin can deploy and test the Lightning by providing its access to some selected employees of the organization. They are like early adopters, who can test the new platform and provide their feedback and report the errors, bugs and the potential issues of the new platform.

Final Words

In short, if the Salesforce admin is well aware of the organizational operations and the Lightning features, then just through a few steps he can get ensured that whether the organization is ready for this new implementation or not.