Salesforce Lightning is a powerful, modern user interface that brings an array of features designed to enhance productivity, streamline business processes, and deliver a more intuitive experience for users. Whether you are a Salesforce beginner or a seasoned CRM professional, the benefits of Lightning are clear. With seamless Salesforce implementation, organizations can unlock its full potential to improve efficiency and user engagement. Below, we will explore the top 10 standout features of Salesforce Lightning and how they can help transform your business operations.
Table of Contents
1. App Builder
- Salesforce Lightning’s App Builder is one of the most unique tools that enables users to develop and configure applications with no coding expertise. Thanks to the simplicity of the editor, users can then drag and drop various elements to create the pages, or business flows, or applications that most suit the organization. Regardless of whether you are developing a Sales app, or the Service app the need to design specific apps adjusted to the company requirements are easily achievable using the App Builder.
Real-World Example: A sales team might program the App Builder to generate a dashboard for important sales data, pipeline phases, and forecasting reports in one convenient window.
2. Lightning Components
- Lightning Component framework allows developers to create easy to reuse, and application specific components for LEX and Salesforce mobile. These components are intended to be fast performing as well as easy on the system as possible for the users. With pre–built widgets like charts and visualization, the users can very easily build feature rich and user centric webpages with absolutely no coding requirement.
Example: One possible way that a customer service could work with a pre-built component is to have a view like the one below where they could see new cases, enter notes and service metrics on one page with minimal navigation.
3. Lightning Flow
- Salesforce Lightning Flow provides the essence of business process management with its flow diagrams. Integrating approving, workflows, and flexible guided visualization, Salesforce lightning flow turns intricate process into an easy to follow step-by-step. It is best suited to take over all various aspects beginning from the leads right up to customer acquisition and on-boarding so that this or that proof less required human work and guarantee consistency.
Example: Lightning Flow: A comprehensive example of a company is where through a self-registration process, a company on board a new client and the client is taken through a flow, which includes signing of contracts, creation of account and training on various products.
4. Lightning Console
- The Lightning Console is indeed an effective tool for customer support and various sales representatives. It gives a single overview of several records and tasks, helping users work with everything starting from service cases up to opportunities without leaving the page. Electric Lightning Console increases productivity as it is an easily navigable tab-based layout where all important information can be found at a glance.
Example: It allows a support agent to view a customer’s case in the console, open an article and change a case status immediately.
5. Lightning Process Builder
- Process Builder is an application within Salesforce Lightning that provides users with an ability to automate those business processes using predefined fields and conditions called processes. Such triggers can cause different actions, for example, record update or the sending of an email alert, making it possible to ensure that repeated procedures are done optimally.
Example: Process Builder can help a marketing team for instance set up an email that will be delivered to a customer after he/she has made a purchase to improve on the level of his/her satisfaction.
6. Lightning App Launcher
- Lightning App Launcher is a handy tool, with the help of which the users can quickly and without any difficulties gather all the apps in one place. The App Launcher comes with customizable tiles and easy browsing for easy access to launch any of the apps; they often use in a single click.
Example: A sales manager can view his full Sales app, Reports app, and Opportunities summary on one page and navigate from one task to another.
7. Lightning Knowledge
- Salesforce Lightning Knowledge enables the authors to publish knowledge articles which offer excellent self-service solutions to the customers and employees. It is designed to provide that necessary information at the correct time, to improve such areas as customer service and minimize the number of calls to the helpdesk.
Example: Knowing that a customer service agent can get information from the knowledge base article and consider the steps when solving a client’s problem increases response time and satisfaction.
8. Lightning Experience
- Lightning Experience is that eye appealing graphic interface by Salesforce that replaces traditional interface layout. Lightning experience makes it easy to tailor the home page, record views and improve its design while enabling users to work on Salesforce faster.
Example: In the Lightning Experience, a user can personalize their home page to include key reports, tasks, and recent updates, therefore being able to track their day-to-day actions and accomplishments.
9. Lightning Maps
- Lightning Maps is an emerging feature that adds geographic representation to the data in the Salesforce platform. By integrating location-related data, businesses can track a sales territory, view their customer locations, and work on service routes. For field sales teams and servicing agents who work with such location-based data, the feature will be of great convenience.
Example: Field technicians can use Lightning Maps to identify service calls in the area, reducing travel routes and increasing response time for customer issues.
10. Lightning Scheduler
- Salesforce Lightning Scheduler allows customers, prospects, and service reps to schedule meetings, demos, or service appointments directly within Salesforce. This integrates directly with Salesforce calendars to allow businesses to manage their schedules better and minimize missed appointments.
Example: A service representative can use Lightning Scheduler to schedule and confirm an appointment with a customer for a product demo or repair service, thus making scheduling smooth for both parties.
Take Away Features of Salesforce Lightning
Salesforce Lightning is designed for making users’ experiences in performing different roles within the organizations faster, more efficient, and easier to understand. From custom App Builder interfaces to scheduling easy appointments with Lightning Scheduler, each feature is crafted with the aim of simplifying work, automating activities, and making things as productive as possible.
By using these features, businesses can streamline their operations, improve collaboration, and enhance customer experiences. Whether you are new to Salesforce or a long-time user, integrating these standout features into your Salesforce Lightning environment will help your team perform at their best and stay ahead of the competition.
Author Bio:Â Â
Passionate about the intersection of cutting-edge technologies and their applications in Industry 4.0. I delve into topics like Artificial Intelligence, Machine Learning, Big Data, and the Internet of Things, exploring their transformative potential in modern industries. Eager to engage in discussions, share insights, and learn from others on these exciting frontiers. Let’s connect and explore the future of technology together!
Author Name:Â Â Gopinath G
SM Link:Â Â https://www.linkedin.com/in/gopinath-govindasamy/
