One step further with Salesforce Lightning

Estimated reading time: 10 minutes

In this guide, you will learn everything about Salesforce Lightning, a further development of the proven CRM system Salesforce.

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| 10 Min. Read time

What is Salesforce Lightning?

Digital transformation is accelerating the evolution of business processes worldwide, which is driving the expansion of the software industry. Salesforce has established itself as a pioneer of cloud-based Customer Relationship Management (CRM) and leads this market. In this context, our guide introduces you to Salesforce Lightning - an innovative further development of the established CRM system.

Salesforce Lightning is the latest version of the proven CRM system and takes customer relationship management to the next level with new designs and technologies, a streamlined platform, and a host of new features. The graphical user interface offers intuitive operation, enabling smarter collaboration between departments and a whole new level of productivity. Information is available even more easily and quickly, processes or measures can be automated even better, and customers can always be addressed with individual offers at the right time and in the right place. In particular, the optimized use on mobile devices is proof of the system's contemporary progress. Salesforce Lightning builds on the proven functions of Salesforce Classic and takes the system to the next level with extensive innovations. 

Advantages for end users

Is new automatically better? Many users are perfectly happy with Salesforce Classic and may wonder why they should go to the trouble of switching to Lightning. That's why we present the most important advantages of Lightning for end users.

Salesforce Lightning vs. Classic

Although Salesforce Classic still exists, Salesforce has made it clear that the focus of the development of new features is on Lightning. To give you an overview of the various components, here is a short table with the most important key facts.

SALESFORCE LIGHTNING 

SALESFORCE CLASSIC 

Calendar, Appointments & Tasks 

Yes

Yes

Collaborative forecasts 

Yes

Yes

Integrated e-mail 

Yes

Yes

Einstein Analytics 

Yes

Yes

Einstein Search

Yes 

No 

App Builder 

Yes 

No 

Advanced forecasts 

Yes 

No 

Modern surface 

Yes 

No 

News & Notes 

Yes 

No 

Recent updates 

Yes 

No 

Flexible layouts 

Yes 

No 

Optimized for mobile devices 

Yes 

No 

SOS Customer Service 

No 

Yes 

Follow-up reports 

No 

Yes 

Visualforce components 

No 

Yes 

Understanding the user interface

Now you know the various benefits of Salesforce Lightning, but how does the cloud program actually work?

General functions

Salesforce Lightning offers a wide range of functions. We give you an overview of the most important features for us to optimize your user experience:

Increase your productivity

The following tools in Lightning improve workflows and decision-making by enabling accurate data analysis and effective communication.
1

Data organization

Use list views to organize your data effectively. By applying filters, you can access the information you need and optimize processes.

2

Report creation

Users can use ready-made templates to generate reports that visualize and analyze important business data. All this without in-depth technical knowledge.

3

Customize notifications

Customize your notifications and settings to receive only relevant updates. This helps to reduce distractions and focus on essential tasks.

Personalize your Lightning Experience

Salesforce Lightning offers numerous options for tailoring its use to your needs.

Salesforce Lightning on mobile devices

Last but not least, Salesforce Lighting can also be used on mobile devices without any problems. The following points should be noted:

  • The Salesforce Mobile + Tablet App: The Salesforce Mobile App, compatible with smartphones and tablets, offers comprehensive access to Salesforce functions. It enables users to access, manage and update their CRM data from anywhere.

  • Salesforce on the move: Use the offline functionality to access important data even without an internet connection. Organize your start page to have quick access to frequently used functions. The use of voice input can also increase efficiency on the move.

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