Read the Lightning Experience Pro Tips blog series to learn about setting up Lightning Experience and how to avoid common gotchas along the way.
Let’s look at how your existing Salesforce apps work in Lightning Experience, usually with no effort on your part. And let’s explore how you can add some sizzle (and potency) to those apps by upgrading them to take advantage of Lightning Experience-only improvements. All without impacting users still working in Salesforce Classic.
Favorites are a great way for your users to boost productivity by personalizing how they navigate. Think of the favorites star at the top of the page in Lightning Experience as a constellation in the sky. It’s always there, so your users can easily navigate to what they need no matter where they are. Let’s look at how your users can create favorites to quickly feel at home in an unfamiliar user interface, with fewer clicks and more efficiency.
In this post, we’ll look at how much easier it is to set up lookup search in Lightning Experience. And, we’ll walk through the way your org’s existing lookup filters apply—and don’t apply—in the new interface. But first, let’s review some lookup search terms and basics so we’re on the same page.
In Lightning Experience, Salesforce Files unifies all your users’ files, documents, content, and attachments into a single system for easier management and collaboration. In this post, we look at how the different types of files are integrated in Salesforce Files and how to get things set up so that your users are quickly at home in Lightning Experience.
With enhanced Notes in Lightning Experience, everyone can create better notes, faster, from anywhere. Let’s look at how to set up and optimize enhanced Notes, and ensure a smooth transition for your users by converting their classic notes to work with the new tool.
You can help everyone feel at home in Lightning Experience by ensuring that the activity actions they use in Salesforce Classic are readily available. Even better, give the team a productivity boost with custom actions tailored to your business needs.
With the activity timeline in Lightning Experience, your sales team gets an easier, more efficient way to keep track of current and past activities. Let’s configure the timeline to show the activities-related fields that are important to your teams and that they’re used to working within Salesforce Classic.
You’ve invested valuable time and effort into setting up your Salesforce org to work just the way your teams need it to. So it’s natural to wonder if moving to Lightning Experience means you’ll have to redo all that work over again. The answer is: nope! That’s because the information …