Salesforce is not just a CRM platform. It is a brand that defines trends and makes what we refer to as best practices in the field of customer relationship management. With over 150,000 customers all over the world and virtually millions of users, there is a great deal of pressure on Salesforce to remain leader of the industry and continuously deliver the most stellar experience.
So, quite recently the company has decided to introduce its users to an entirely new UX – Salesforce Lighting Experience. It is an ambitious project which was more than just new fonts, renewed icons, and fresh color pallet. Lighting is a completely new platform altogether that meant to reinvent the way businesses around the world conduct their sales operations. The updated system is intended to maximize sales rep productivity as well as deliver all-new intelligence tools.
Salesforce Lightning Migration
For a long time, the typical Salesforce UI was one of the sufficient holdbacks, when it came to the platform’s adoption. And to be fair, the interfaces were outdated, despite the fact that it was backed up by some of the most advanced cloud computing solutions. Ultimately it doesn’t matter since from the perspective of your regular user – what customer sees is the final product, and there is nothing beyond worth looking it. And, when making a business case, there is some merit to such mindset.
Lightning Experience is a sales-and service-centric interface that extends beyond to service, apps, platform, and more, which makes it entirely applicable to other departments like marketing and customer service.
What has Changed Exactly?
Although Lightning is a brand-new system, some aspects of your CRM system remain unchanged. Mostly this concerns the technical side of the platform, such as:
- Business logic and workflows;
These are still the same. You can, just as in the past, use process builders, setup validation, and workflow rules. So there is no need to recreate your custom fields, adjust security models or import data all over again.
However, there are significant changes that any buyer needs to be fully aware of:
- Business Processes;
- 3rd Party AppExchange Apps (make sure that your existing apps support Lighting, in AppExchange there have to be a “Lightning Ready” tag);
- User Training;
All of the above have undergone some changes, so if you look closely, it will become apparent that Salesforce Lightning Migration is essentially a reimplementation of the CRM.
New features of Salesforce Lightning Experience
When designing the Lightning Experience the team behind the entire project wanted to improve and simplify the core features that are used by sales department on a daily basis. Salesforce went through all the trouble of interviewing thousands of sales reps around the globe to find out what was done right and what needs to be added in order to streamline the business workflow.
Among the primary objectives in designing the system, Salesforce aimed at building an application that has a point of view on sale instead of merely being a database of customer information. Here are some of the best features that you will find most useful after some time with Lightning.
- Customizable Dashboards. When in the past there were only three columns available for building a report in Salesforce UI, now you can go up to nine. This was always one of the most considerable drawbacks to the in-built Salesforce analytics tools, and customers were screaming to fix this for years.
- Improved Navigation. This is not something that a user might request directly, but it can be a root of many different problems in the system. New efficient navigation of Lightning and the quick switch between custom-branded apps available straight in the interface makes the work in a new interface so much quicker.
- Activity Feed. This was far from perfect in the Salesforce Classic. Now with an improved feed, your sales reps can always know at least two things: what did just happened in an account and what they need to do next. Which is pretty much, half the battle in the sales department.
Salesforce Lightning isn’t simply user-oriented interface. It extends its benefits to many personas in your company. Your admins can create and customize pages faster, with reusable pre-built components and intuitive visual tools, called Lightning App Builder. Also, it provides more flexibility to admins, which is always good, as it accelerates customization work. The system offers many various benefits for developers as well.
Salesforce Customization & Migration Services at OMI
All in all, Salesforce Lightning is a vast improvement over the classic interface in every way possible. It lives up to its name and speeds up all of the core processes, not only for your sales department but for other people in your company as well. And with a new flexibility of development, the customization of the CRM platform opens up completely new possibilities.
If your company is interested in migrating from Classic to Salesforce Lightning and optimizing new interface to serve your corporate goals better, then you can contact us at OMI. As a Salesforce migration partner and a long-standing player in the area of CRM custom solutions development, we can take your business idea and turn it into a reality with Salesforce Lightning.