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Salesforce Lightning: The Complete Guide

WalkMe Team

Salesforce Lightning is the next generation of Salesforce Classic – but what exactly does it have to offer? And should every organization make the leap?

In this complete guide to Salesforce Lightning, we will cover the powerful platform in detail.

To start with, let’s cover the basics:

Salesforce Lightning FAQ

Here are some of the most commonly asked questions about Salesforce Lightning.

What is Salesforce Lightning? 

In the words of Salesforce , Lightning is “a next-level experience, platform, and ecosystem.”

Salesforce Lightning is the next evolution of the renowned CRM, which introduces a new interface designed to help employees work faster and smarter.

However, the changes that come with Lightning Experience extend far beyond the interface.

With hundreds of new features — and more packed into each new release — this reimagined platform helps to dramatically increase user productivity .

Salesforce Classic vs. Salesforce Lightning: What are the benefits of migrating?

The integration of any new software tool opens up the risk of user frustration and lost productivity. But with a comprehensive approach to managing the transition, you can ensure your users achieve the many benefits the new platform has to offer. 

According to research by Salesforce, Lightning outperforms Classic on many fronts:

  • Lightning Experience has resulted in a 41% increase in user productivity  
  • Features such as Path and Guidance, which offer relevant guidance along custom sales flows, have improved conversion rates by 22% compared to Classic
  • Split View and similar features have boosted time-to-close by 23%
  • Einstein Search has improved search performance by 30%

These and other productivity gains demonstrate that when users are proficient, Salesforce Lightning can offer significant benefits over Salesforce Classic.

Who Is Salesforce Lightning designed for?

Salesforce Lightning is aimed at three main groups of users:

  • Business Users – Employees working in sales or service can boost their productivity and streamline their Salesforce workflows with Lightning. A host of new features have been developed specifically for business users (covered in more detail below).
  • Admins – Lightning is easy to customize, giving admins the opportunity to customize workflows, dashboards, and even build new apps without writing a single line of code.
  • Developers – Lightning has also been built with developers in mind. Lightning’s developer tools make it easy to build and customize apps that reinvent the way teams use Salesforce .

Each class of user will discover that Lightning offers a number of advantages to streamline workflows and day-to-day operations.

Later, we’ll discuss the features offered for each user group in more detail.

Should my organization migrate to Lightning?

The short answer is yes.

Given the benefits we have covered so far, Lightning will certainly pay for itself.

However, it is important to plan your migration strategically and systematically.

Just flipping the switch on any digital platform, regardless of how user-friendly it is, can cause disruption or chaos in the worst-case scenario.

Because Lightning and Classic have such different interfaces, organizations should plan their migration carefully, paying careful attention to employee onboarding and training.

White Paper: Best Practices for Salesforce Lightning Adoption Success

What are the drawbacks of Lightning migration?

The Lightning Experience delivers a better user experience, enhances productivity, and outperforms Salesforce Classic in many ways.

Despite the benefits, organizations that plan to adopt new digital tools or make a major transition should pay mind to the obstacles ahead of them, such as:

  • Training Time – The learning curve of the new platform
  • Training Effectiveness – How to get the best results from employee training , cost-effectively and quickly
  • Platform Utilization – How to ensure employees use the tool’s full range of capabilities

Lightning will certainly be a new experience for those used to Salesforce Classic. 

However, with the right strategy, the aforementioned drawbacks can be mitigated or even avoided completely. That’s why you need an effective approach to onboarding and training. 

Salesforce Lightning features for business users

Business users are the end-users of Salesforce lightning , such as sales representatives and service representatives.

Salesforce Lightning offers a number of features that can help improve employees’ day-to-day experience as well as their performance.

salesforce lightning

Here are some of the features designed for Lightning’s business users.

Opportunity Workspace

The Opportunity Workspace is a one-stop dashboard for sales representatives.

It highlights the most important information about contacts and offers easy access to related information, such as contacts, products, and notes. 

Path and Guidance

Path is a feature that lays out a sales workflow step by step.

Together, Path and Guidance offer business users key information, links, and tips at each stage, helping to maximize productivity and conversion rates.

Now, almost any list view can be viewed as a kanban board.

The kanban view makes it easy to visualize, reorganize, and sort virtually any workflow or pipeline.

List View also makes it simple to create, edit, search for, and filter specific List Views.

Lightning Console Apps

Lightning Console Apps allow users to edit and reference records quickly and easily.

These console apps have many of the same features from Classic – such as the 3-column layout and pinned tabs – but with added flexibility and functionality.

Split View is ideal for multi-tasking. 

Users can work faster and more efficiently with Split View, which keeps a List View open in one pane. This makes it ideal for staying in context while working through a list of leads, follow-ups, or calls.

Einstein Search

Einstein Search is an AI-powered search function that helps users find what they are looking for even faster.

Typeahead predicts user searches before they even finish typing. Spell Correction automatically delivers spell-corrected results, ignoring spelling errors and typos. And if users already know what they are looking for, they can restrict their search scope to a specific type of object.

Lightning Dialer

Lightning Dialer allows users to make and receive calls quickly and easily, right inside Salesforce.

It also includes time-saving features, such as pre-recorded voicemails: a single click allows representatives to “drop” a call onto an entire list and leave voicemails for multiple contacts simultaneously.

Utility Bar

With Lightning’s convenient Utility Bar, business users can add key components that stick around.

Located at the bottom of the page, each bar can be customized to a specific app. 

Different teams have different needs, so the Utility Bar adds convenience to any workflow.

Quick Actions

Along with the Docked Composer, Global Quick Actions lets users perform a specified action no matter what they’re working on.

With Quick Actions, multi-tasking is a breeze in any page that supports actions, such as the Home Page or the Chatter tab.

Integrated Email

Users can easily send email from anywhere within Lightning, further streamlining users’ workflows.

Also, Lightning for Gmail brings Lightning apps right into Gmail’s side panel.

Favorites give users instant access to their most-used records, lists, Salesforce pages, and more.

Along with the other time-saving features covered here, Lightning’s Favorites function is designed to help users work faster and more efficiently.

Keyboard Shortcuts

Another way to dramatically speed up the day-to-day workflow is with Lightning’s Keyboard Shortcuts.

To see Lightning’s shortcuts, simply press Ctrl + /.

Reports and Dashboards

Reports and Dashboards deliver visual data on demand. 

In Lightning, an array of enhancements helps users better understand this data, inform decisions, and improve collaboration.

Animations, interactivity, an improved dashboard editor, and other features all add on to the capabilities of Salesforce Classic … while still inheriting the same sharing settings and permissions.

Salesforce Einstein

Lightning’s AI functionality can score leads, analyze emails, make intelligent recommendations, and much more.

Correctly applying these features can shoot team productivity through the roof, allowing employees to make better decisions in less time.

Create formulas with string values without using the SAQL editor👇 Where👉 Applies to Einstein Analytics in Lightning Experience and Salesforce Classic. How👉 Edit a column and enter your string formula. For more👉 https://t.co/E1Hhq9TAb8 #Winter20 pic.twitter.com/3BvQ3hGzbq — Salesforce Success Cloud (@asksalesforce) October 7, 2019

Salesforce Lightning features for admins

Administrators can customize Salesforce Lightning to meet the needs of the organization and their teams, without writing any code.

Here are a few features specifically designed for admins:

Lightning App Builder

The Lightning App Builder is a no-code app builder that gives admins control over Salesforce pages.

It is easy to combine standard components – as well as custom or third-party components – onto a single page. 

Lightning Page Templates

Page templates come in a variety of shapes and sizes, all of which can be further customized to meet employee needs.

Developers can even create their own Custom Lightning Page Templates, providing them with even more power and flexibility over their Salesforce implementation.

Lightning Components

Components are reusable, self-contained functional units that comprise apps.

Admins can combine these components into apps as they see fit, without requiring any programming.

Dynamic Lightning Pages

With the Lightning App Builder, admins can add conditional logic to a page.

They can fine-tune pages and workflows to fit the needs of their organization — filtering out information that fails to meet certain criteria, adding conditions that determine what is displayed, and so on.

Lightning Community Builders and Templates

Lightning components can be used to build and customize community pages, just as they can be used to build ordinary pages.

Like the Lightning App Builder, the Lightning Community Builder is code-free, allowing admins to create communities within a user-friendly GUI.

Lightning Service Setup

Setup can be a challenge, but Lightning Service Setup streamlines that process.

It includes straightforward setup flows, a performance metrics dashboard, and more.

Salesforce Lightning features for developers

Developers can design fully customizable apps for any business scenario. 

With Lightning’s straightforward frameworks, it is easier than ever to build, test, and deploy new apps.

Here are a few features that Lightning has built to make developers’ lives easier:

Lightning Design System

Lightning’s easy-to-use UX components help front-end developers and designers create apps that are modern, professional, and consistent with the Salesforce design system.

Using Lightning’s CSS framework, it is easy to create apps that deliver seamless experiences for the end-user.

Base Lightning Components are the building blocks for any app, mobile or desktop.

Each component includes built-in JavaScript and logic, as well as markup and classes to keep these components consistent with the Lightning Experience.

Lightning Data Service

Lightning Data Service removes the need for Apex code, while simultaneously improving data performance.

Records serving components are cached on the client side and only served once, no matter how many components access that record.

This improves performance dramatically, as well as the end user’s experience.

Custom Page Templates

Custom Page Templates give developers the power to build Page Templates that meet the needs of organizations, admins, and business users.

These custom templates are made accessible through the Lightning App Builder’s page wizard.

Lightning Testing Service

Component-level testing allows developers to test components as they build them.

JavaScript testing frameworks such as Mocha and Jasmine come pre-supported. 

The right migration strategy is key to benefiting from these features

When reviewing all of the features mentioned so far, it is clear that Lightning is a big step forward in terms of design and functionality.

Also, we have seen that Lightning can deliver significant benefits to organizations as well as individual employees.

Why then are so many businesses hesitant to adopt Lightning?

It may have to do with the inevitable challenges to adoption – learning curves, training costs, and uncertain returns.

However, the right migration strategy can accelerate training, boost productivity, and ensure organizations maximize the returns from their Lightning investment.

From the drawing board to reality: Making the migration to Salesforce Lightning

As with any other organizational change , digital adoption and migration efforts require a strategy and an action plan.

Having the right digital adoption strategy offers benefits such as:

  • More effective onboarding and training
  • A better user experience and less frustration
  • Decreased time to competency and greater productivity
In this blog on @salesforce , Kristi Lundgren shares how to empower employees to deliver better constituent experiences with Lightning #Apps . https://t.co/fF8MT0hvaN pic.twitter.com/CvC4qFDaaz — Salesforce for Government (@SalesforceGov) October 26, 2019

Below is a step-by-step plan that can help businesses transition to Lightning with minimal disruption and maximum results.

1. Learn about Salesforce Lightning

The very first aim should be understanding Lightning.

That is, anyone involved in the project should learn:

  • Its key features and functions
  • How Lightning is different from Classic
  • How to use it productively 
  • The benefits of the new platform – both for individual users and the organization

In other words, it is important to understand what an organization stands to gain from using it.

2. Obtain executive sponsorship

Executive sponsorship is critical for the success of many business projects, including software migrations.

The best way to earn executive support is by making an open-and-shut case for the adoption project.

A solid business case would emphasize:

  • The benefits for the organization. How will successful Lightning migration boost the bottom line? Executives and business leaders want to understand the tangible benefits of undertaking the transition. The Salesforce statistics mentioned above, such as productivity improvements, can be very useful when building a case.
  • How users will benefit. Individual benefits, such as a better work experience and performance improvements, will positively affect the organizational climate. After all, the digital workflow is an integral part of the employee experience. Better workplace experiences also contribute to many other benefits, such as greater employee engagement, satisfaction, and performance.
  • The need for effective onboarding, training, and adoption. As we have seen Salesforce Lightning and Salesforce Classic are two different platforms. They share many of the same underlying functionality. But Lightning introduces a new interface as well as a host of new features, making strategic training and adoption a necessity.

Topics such as these can help make the case for the bottom-line business value of the migration, which is the main concern for many business leaders. 

3. Assess readiness

It’s important to assess the current state of your Salesforce processes and user abilities before diving into the transition. 

Here are a few boxes to check off during this stage:

  • Gap analysis. From the Salesforce Classic setup menu, click Get Started in the Migration Assistant tile. Clicking Check Readiness in the Migration Assistant will begin the gap analysis and tell you if you need to implement workarounds or changes before migrating.
  • A Salesforce Optimizer report. Salesforce Optimizer generates a report specific to each Salesforce implementation, offering recommendations on how to improve feature use, clean up customizations, and simplify unnecessary complexity.
  • Change readiness . How ready is the workforce for a new tool or workflow? Employees often resist change , which can slow down digital adoption, increase costs, and depress productivity. Understanding employees’ attitudes towards change is essential and can help with developing a better communication strategy.
  • Digital adoption tools. The right digital adoption tools can significantly improve digital adoption and migration projects. For example, Digital Adoption Platforms, covered below, are innovative employee training, guidance, automation, and analytics tools that can accelerate competency and simplify the digital experience.

Once these areas are addressed, it is time to design a “rollout roadmap.”

4. Plan the rollout

salesforce implementation

Software rollouts are typically done in one of two ways:

  • All at once. Organization-wide rollouts transition the entire organization at the same time. These can be more straightforward because trainers need to design and execute a single training program. However, they require more preparation and require more support. They are a bit riskier and can create delays or build up technical debt.
  • Phased. Phased rollouts occur incrementally, one team or department at a time. The advantage to a phased approach is that trainers can run pilot tests, learn from each subsequent phase of the rollout, then incorporate that information as the project progresses. However, trainers and change managers must manage the project more closely, since they are designing it as they go.

There are benefits and drawbacks to each approach.

Which one an organization chooses will depend on the needs and priorities of the business, the employees, and the information collected in the previous steps.

5. Set goals and metrics

Managers, trainers, and business leaders should work together to create goals and define metrics.

Here are a few tips for setting the right goals:

  • Understand the current weak points. These are areas that need improvement or processes that can become more effective with Salesforce Lightning. They can range from employee performance to customer communication.
  • Set achievable, clear goals. Setting goals can be difficult, especially with brand-new platforms such as Salesforce Lightning. However, once trainers and super users understand the platform’s potential, it is worthwhile to set and pursue specific targets.
  • Assign appropriate metrics. Metrics should be defined by their goals. If employee performance is a concern, for instance, then good metrics to track can include the number of calls logged, conversion rates, sales quotas, and so on. 

Metrics are important both during and after the rollout because they keep managers and admins in touch with employees, customers, and the overall health of the migration.

6. Enlist and train champions

Superusers, admins, and other select employees can act as champions for the Lightning rollout.

To make the most of these champions, managers should train them early, listen to their feedback, and enlist their help throughout the migration.

Champions can assist in a few ways:

  • Providing early feedback. If they are given early exposure to Lightning, they can offer input and ideas before the actual rollout. 
  • Supporting teams. Champions can also help support their fellow coworkers through online communities, or simply by being leaders in the field.
  • Assisting with training and onboarding. Champions can tackle many training issues before they escalate into technical support calls, which keeps training costs down and streamlines the adoption process.

When assigning these roles, it is important to communicate clearly to employees. 

They should know who the super users are, as well as what procedures to follow when seeking support.

7. Create a communications strategy

salesforce lightning

A good communications strategy is paramount to the success of any digital adoption program.

After all, employees are the driving force behind any adoption project — earning their support is a must.

Here are a few ways that communication can help:

  • Clarify the purpose of the project. Addressing the “why” of any project goes a long way towards earning employee support. It adds meaning and purpose to the project, two psychological factors that play a large role in employee engagement and the employee experience.
  • Explain roles, responsibilities, procedures, timelines, and other key information. When employees understand this essential information about what the transition will look like and how it will affect them, they will better understand their roles and the expected outcomes. Having this information will further decrease friction and help all parties stay in sync.
  • Sell employees on the benefits of Lightning. Everyone always wants to know what’s in it for them. Selling employees on the personal benefits of the new platform can have a significant impact on their motivation and willingness to learn.
  • Improve employee motivation and performance. A communications plan should keep everyone on the same page, as mentioned. But communications strategies can do more than clarify expectations. They can also help you maximize buy-in and participation. This, in turn, will boost motivation , productivity, and performance.

Without an effective communications strategy, small hindrances from employees can easily expand into large obstacles that block progress.

8. Design your training program

User training directly affects how much your users adopt the platform, which has a direct impact on key metrics, such as productivity and ROI.

Effective digital training programs should focus on areas such as:

  • Decreasing time-to-competency. Training programs should strive to maximize competency in as little time as possible. Not only does this positively affect employee productivity, it also improves the onboarding experience. Because users spend less time being uncertain about their skills, fears related to competency are less likely to build into resistance.
  • A streamlined user experience. The user experience impacts engagement, regardless of whether those users are customers or employees. Simplifying and streamlining that experience helps to reduce cognitive load, user frustration, and burnout. 
  • Maximizing skill levels, as well as platform utilization. When user proficiency plateaus, their productivity levels also plateau. And when a platform is only partially utilized, only part of its value is realized. To truly add value to the bottom line, a workforce should be proficient and use a platform to its fullest extent.
  • Tools and techniques. Training methods and techniques make a big difference in how effective the program is. When it comes to software skills, for instance, contextualized training outperforms the vast majority of other techniques (see below to learn how Digital Adoption Platforms boost employee competency with context-based guidance).

Because training has such a large impact on employee performance, managers should make it a focal point during the Lightning migration process.

Finally, after all of the other preparations have been completed, it’s time to launch Salesforce Lightning.

As mentioned above, the style of the launch will depend on whether you roll out all at once or in stages. 

However, once you begin the transition, it’s important to keep tabs on users and the progress of the project.

Here are a few tips to keep in mind during the rollout , onboarding, and training:

  • Choose the right launch time. Generally speaking, holidays and other busy periods are not the best time to launch a new program or initiative. Good launch times can include company meetings, low seasons, and so forth.
  • Develop and stick to a project schedule. Key dates can include the official launch date, course completion deadlines, as well as other important goals and deadlines. 
  • Stay engaged with champions. Champions, advocates, and super users, mentioned above, are the link between management and Lightning users. They can provide continual feedback, status updates, and ideas, throughout the migration period.
  • Connect with employees. Surveys and polls can be distributed quickly and easily, either through a Salesforce app, through Chatter, or through one of many other survey apps. Feedback that comes straight from employees can help gauge sentiment, identify roadblocks, and more.
  • Stay focused on onboarding and training. As mentioned, onboarding and training efforts are central to digital adoption and migration programs. If onboarding and training don’t deliver, then users are more likely to become discouraged, hampering their productivity.

Software migration and digital adoption efforts are like other business projects — those that are well-structured, well-managed, and sophisticated will perform best.

10. Optimize

Salesforce Lightning migration has the potential for a high reward for your users and bottom line. Achieving the best possible outcome requires an ongoing effort to refine the strategy.

Optimization can include just a few simple steps, such as these:

  • Measure. As mentioned above, metrics are critical to staying in sync with the progress and health of the migration. 
  • Learn. Metrics and feedback can indicate what is working, what is not, and when a change of direction is warranted.
  • Adjust. Make course corrections when needed – these can include changing tactics, adding or adjusting goals, adding new training material, and so forth.

When it comes to any project involving change, the most important trait to have is adaptability.

Agility and adaptability will help managers stay responsive in real-time, reducing the risk of unforeseen obstacles or miscalculations.

How WalkMe enables Lightning migration at the speed of light

With WalkMe’s Digital Adoption Platform , migrating to Salesforce Lightning can be fast, efficient, and productive.

. @Adobe created an elegant solution to scaling their #Salesforce performance support! https://t.co/fiqKPYiijL pic.twitter.com/Ve10GgA332 — WalkMe (@WalkMeInc) July 17, 2019

WalkMe’s innovative training platform can help Salesforce users be productive in Lightning … starting from day one.

The DAP provides onscreen contextualized guidance that walk users through processes step-by-step, so employees can complete processes efficiently, even if it’s completely unfamiliar. 

On top of that, the DAP provides detailed insights on user behavior to managers and trainers can pinpoint exactly where users need extra support. 

Here’s a more specific breakdown of the benefits of using WalkMe for Salesforce Lightning migration:

  • Accelerated training and time-to-competency. With interactive, on-screen guidance, users can complete complex tasks easily and efficiently. Because they no longer need to stop, ask questions, perform research, or request support, employees become more proficient in much less time. 
  • A simplified user experience. Any new platform can be intimidating and confusing. WalkMe’s training solution prevents complex software from overwhelming users by keeping them focused only on the actions they need to take. 
  • A streamlined digital workplace. When employees work seamlessly with their tools, the rest of their work environment improves. Workflows become more efficient, teams work more efficiently, and productivity is maximized . 
  • Insight into software use and training needs. WalkMe’s analytics help organizations understand how people interact with their tools. Trainers can use this data to enhance their training programs, improve WalkThrus , and implement corrective action as needed.
  • Enhanced proficiency, productivity, and performance. One of the most fundamental benefits of using WalkMe is boosted employee productivity. Users are trained automatically and efficiently, beyond the point where their skill levels might otherwise plateau. This helps each and every user become more productive and add more value to a business.
  • More extensive utilization of Lightning’s capabilities. Salesforce Lightning comes packed with countless new features and tools. But if employees don’t know what those features are or how to use them, then that potential will remain untapped. Businesses can get around this problem by using WalkMe to promote specific features and functions.
  • A greater return on the investment. WalkMe helps organizations earn larger returns from their Lightning investment. Users learn more quickly, overall expertise increases, and the Lightning platform itself delivers more of its potential value .

Using WalkMe for Salesforce Lightning adoption is one of the best ways to onboard, train, and upskill Salesforce users.

If your organization wants to streamline the migration to Lightning and maximize their Salesforce ROI, schedule a WalkMe demo today .

WalkMe Team

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Salesforce Knowledge Hub

Salesforce Knowledge Hub

Mastering Salesforce Lightning: A Step-by-Step Tutorial

Mastering Salesforce Lightning: A Step-by-Step Tutorial

Table of contents, introduction, what is salesforce lightning.

Salesforce Lightning is a powerful platform that provides a modern and intuitive user interface for building and customizing applications. It offers a range of tools and features that enable users to create dynamic and interactive experiences. With Salesforce Lightning, businesses can streamline their processes, automate tasks, and enhance collaboration among teams. This tutorial will guide you through the process of mastering Salesforce Lightning, step by step, so you can leverage its full potential and take your application development skills to the next level.

Benefits of Salesforce Lightning

Salesforce Lightning offers numerous benefits that make it a powerful tool for businesses. One of the key advantages of Salesforce Lightning is its user-friendly interface, which allows users to navigate and access information easily. Additionally, Salesforce Lightning provides enhanced productivity features, such as customizable dashboards and drag-and-drop functionality, that streamline workflows and improve efficiency. Another benefit of Salesforce Lightning is its mobile compatibility, enabling users to access and manage their data on-the-go. Furthermore, Salesforce Lightning offers advanced analytics and reporting capabilities, allowing businesses to gain valuable insights and make data-driven decisions. Overall, Salesforce Lightning empowers businesses to optimize their sales processes, improve customer engagement, and drive growth.

Overview of the Tutorial

The tutorial ‘Mastering Salesforce Lightning: A Step-by-Step Tutorial’ provides a comprehensive overview of Salesforce Lightning, a powerful framework for building modern and interactive user interfaces in Salesforce. In this tutorial, you will learn the basics of Salesforce Lightning, including its key features and benefits. The tutorial will guide you through the step-by-step process of creating Lightning components, configuring Lightning pages, and integrating them into your Salesforce org. By the end of this tutorial, you will have a solid understanding of Salesforce Lightning and be able to leverage its capabilities to enhance the user experience of your Salesforce applications.

Getting Started

Setting up a salesforce developer account.

Setting up a Salesforce Developer Account is the first step towards mastering Salesforce Lightning. A Salesforce Developer Account provides you with a dedicated environment to build and test your Salesforce applications. To set up a Salesforce Developer Account, you can visit the Salesforce website and sign up for a free account. Once you have created your account, you will have access to various tools and resources that will help you learn and develop with Salesforce Lightning. By setting up a Salesforce Developer Account, you can explore the powerful features of Salesforce Lightning and gain hands-on experience in building custom applications and automating business processes.

Navigating the Salesforce Lightning Interface

The Salesforce Lightning interface provides a modern and intuitive user experience that allows users to navigate through various features and functionalities with ease. With its sleek design and responsive layout, users can quickly access different tabs, records, and tools, making their workflow more efficient. The interface also offers customizable dashboards and reports, giving users the flexibility to personalize their workspace and access important information at a glance. Whether you are a beginner or an experienced user, navigating the Salesforce Lightning interface is straightforward and user-friendly, making it easier to maximize productivity and achieve your business goals.

Salesforce Lightning Interface

Customizing the Salesforce Lightning Experience

Customizing the Salesforce Lightning Experience allows users to personalize their workspace and optimize their productivity. With Salesforce Lightning, users can easily customize the layout, design, and components of their interface to match their specific needs and preferences. From rearranging the page elements to creating custom Lightning components, the possibilities for customization are endless. This tutorial will guide you through the step-by-step process of customizing the Salesforce Lightning Experience, empowering you to create a personalized and efficient workspace that enhances your overall Salesforce experience.

Building Lightning Components

Understanding lightning component architecture.

Understanding Lightning Component Architecture is crucial for mastering Salesforce Lightning. It forms the foundation of building scalable and reusable components in the Lightning framework. By understanding the architecture, developers can effectively design and develop Lightning components that meet the specific needs of their organization. The Lightning Component Architecture consists of three main building blocks: Components, Events, and Controllers. Components define the visual elements and structure of the user interface, while Events enable communication between components. Controllers handle the logic and behavior of the components. With a solid understanding of the Lightning Component Architecture, developers can create powerful and efficient Lightning components that enhance the user experience and drive business success.

Creating Lightning Components

Creating Lightning Components is an essential skill for anyone looking to master Salesforce Lightning. Lightning Components allow developers to build reusable and customizable UI elements that can be easily integrated into Salesforce applications. By creating Lightning Components, developers can enhance the user experience, improve productivity, and streamline business processes. With step-by-step tutorials, developers can learn how to create Lightning Components from scratch, customize them to meet specific requirements, and leverage the full power of Salesforce Lightning to create modern and engaging user interfaces.

Using Lightning Component Framework

The Lightning Component Framework is a powerful tool for building dynamic and responsive web applications on the Salesforce platform. With its declarative programming model and extensive library of pre-built components, developers can quickly create custom user interfaces that are tailored to their specific business needs. The framework also provides a robust set of tools for data management, event handling, and communication between components, making it easy to build complex and interactive applications. Whether you are a beginner or an experienced developer, mastering the Lightning Component Framework is essential for unlocking the full potential of Salesforce and delivering exceptional user experiences.

Working with Data

Accessing and manipulating data in salesforce lightning.

Accessing and manipulating data in Salesforce Lightning is a crucial aspect of mastering the platform. With Lightning’s powerful features and intuitive user interface, users can easily retrieve, update, and delete data from their Salesforce org. Whether it’s querying records using SOQL, creating custom data models, or performing bulk data operations, Lightning provides developers and administrators with a wide range of tools to efficiently work with data. By understanding the different ways to access and manipulate data in Salesforce Lightning, users can optimize their workflows and maximize the value of their Salesforce implementation.

Using Lightning Data Service

Using Lightning Data Service is a powerful way to access, manipulate, and display data in Salesforce Lightning. It provides a convenient and efficient way to work with data without writing complex Apex code or making multiple server calls. With Lightning Data Service, developers can easily retrieve, update, and delete records, as well as handle record changes and display data in real-time. This feature greatly enhances the user experience by reducing the amount of time and effort required to interact with data. Whether you are building a custom Lightning component or extending a standard one, leveraging Lightning Data Service can greatly simplify your development process and improve the overall performance of your application.

Implementing Data Validation and Error Handling

Implementing data validation and error handling is an essential aspect of mastering Salesforce Lightning. By ensuring that the data entered into the system is accurate and error-free, businesses can maintain the integrity of their data and make informed decisions based on reliable information. Salesforce Lightning provides a robust set of tools and features that enable developers to implement data validation rules and handle errors effectively. With the ability to define validation rules, create custom error messages, and automate error handling processes, Salesforce Lightning empowers businesses to create a seamless user experience and enhance data quality across their organization.

Enhancing User Experience

Implementing lightning app builder.

Implementing Lightning App Builder is a crucial step in mastering Salesforce Lightning. With Lightning App Builder, users can easily create custom, responsive applications without writing any code. This powerful tool allows admins and developers to drag and drop components, customize layouts, and create dynamic pages. By leveraging Lightning App Builder, organizations can quickly build and deploy user-friendly applications that meet their specific business needs. Whether you are a beginner or an experienced Salesforce user, understanding how to implement Lightning App Builder is essential for maximizing the capabilities of Salesforce Lightning.

Creating Lightning Pages

Creating Lightning Pages is an essential skill for any Salesforce developer. These pages provide a user-friendly interface for users to interact with the data stored in Salesforce. With Salesforce Lightning, developers can easily create dynamic and interactive pages using drag-and-drop components and declarative tools. Whether it’s designing a custom dashboard, building a custom record detail page, or creating a lightning app, mastering the art of creating Lightning Pages is crucial for delivering a seamless user experience. In this article, we will walk you through a step-by-step tutorial on how to create Lightning Pages in Salesforce and unleash the full potential of the Lightning platform.

Customizing Lightning Components

Customizing Lightning Components allows developers to modify the appearance and behavior of their Salesforce applications. With the flexibility of Lightning Components, developers can easily create custom user interfaces, add new functionality, and enhance the overall user experience. Whether it’s changing the layout, adding new fields, or integrating third-party libraries, customizing Lightning Components empowers developers to tailor their applications to meet specific business requirements. By leveraging the power of Lightning Components, developers can create highly personalized and innovative solutions that drive user engagement and satisfaction.

Advanced Topics

Implementing lightning web components.

Implementing Lightning Web Components is a crucial step in mastering Salesforce Lightning. Lightning Web Components allow developers to build reusable and efficient components using modern web standards. With Lightning Web Components, developers can create custom user interfaces, enhance user experience, and improve performance. By following this step-by-step tutorial, you will gain a deep understanding of how to implement Lightning Web Components and harness their power to create powerful and dynamic applications in Salesforce.

Integrating with External Systems

Integrating with external systems is a crucial aspect of mastering Salesforce Lightning. In today’s interconnected world, businesses rely on seamless integration with various external systems to streamline their operations and enhance productivity. With Salesforce Lightning, integrating with external systems has become easier than ever before. The platform provides a wide range of tools and features that enable developers to connect Salesforce with third-party applications, databases, and services. Whether it’s integrating with popular CRM systems, marketing automation platforms, or custom-built applications, Salesforce Lightning offers flexible and scalable solutions. By seamlessly integrating with external systems, businesses can leverage the power of Salesforce Lightning to automate processes, gain real-time insights, and deliver personalized experiences to their customers.

Optimizing Performance in Salesforce Lightning

In Salesforce Lightning, optimizing performance is crucial for providing a seamless user experience. There are several techniques that can be employed to enhance the performance of Lightning components. One such technique is reducing the number of server calls by utilizing client-side caching and storing frequently accessed data locally. Another approach is to minimize the use of complex calculations and heavy computations within Lightning components, as these can impact the overall performance. Additionally, optimizing the use of resources such as images, scripts, and stylesheets can contribute to faster loading times. By implementing these performance optimization strategies, developers can ensure that their Salesforce Lightning applications deliver optimal performance and responsiveness to users.

Next Steps Congratulations on completing this step-by-step tutorial on mastering Salesforce Lightning! You have gained a solid understanding of the Lightning platform and its various features. To further enhance your knowledge and stay updated with the latest Salesforce trends, we encourage you to visit our website at  https://salesforceknowledgehub.com/ . Here, you will find a wealth of resources, articles, and tutorials that will help you continue your learning journey and become a Salesforce Lightning expert. Don’t miss out on the opportunity to expand your skills and unlock the full potential of Salesforce Lightning. Start exploring the Salesforce Knowledge Hub today!

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Lightning Experience Enablement Pack

To help jump-start your move to Lightning Experience, we provide an Enablement Pack that’s chock-full of rollout resources and customizable templates. Use the pack to prepare for and complete a successful Lightning Experience transition.

What’s included:

  • Lightning Experience presentation deck, for demo’ing the new experience to your execs, stakeholders, and teams.
  • Customizable user training deck, for delivering in-person training to get your users excited about and prepared for the new interface.
  • Sample email drip campaign, for raising awareness about the coming launch and promoting key features.

The pack also includes resources for planning your rollout, including a project schedule template and a rollout checklist to keep you focused and on track.

Download the Enablement Pack button

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What is Salesforce Lightning?

Empower your admins, business users, and developers to work efficiently with Salesforce Lightning.

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Salesforce Lightning is the latest iteration of the well-known cloud-based CRM software from Salesforce. It features new and advanced functionalities and an updated, easy-to-use user interface.

What does Salesforce Lightning do?

  • Organizations can customize their Lightning interface according to their company branding , including building custom themes, logos, and colors.
  • Lightning App Builder enables admins and developers of all experience levels and familiarity with Salesforce to leverage drag-and-drop components along with more advanced customization when building pages and apps.
  • Productivity features such as Kanban view and path building enable streamlined processes for sales and customer support teams .
  • Improvements to dashboard creation and report-building provide real-time performance monitoring capability with engaging visual design . 
  • Lightning Design System enables simple processes for building mobile-responsive designs for apps . 
  • The new activity timeline enables business users to track various activities across accounts, opportunities, and contacts . 
  • Lightning provides higher levels of security with advanced authentication for permissions and changes to permissions .
  • Salesforce Einstein, the artificial intelligence component of Salesforce, provides more detailed insights, activity recommendations, and automation on accounts and opportunities . 

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Read our Salesforce Service Cloud review .

How departments can use Salesforce Lightning


Lightning provides sales teams with the ability to automate time-consuming lead nurturing tasks, including calls, emails, and meetings. Using the activity timeline associated with accounts and opportunities in the CRM, business users can instantly get a holistic view of the activity history associated with the account, recommendations for next steps, and upcoming automated steps. 

Advanced reporting and dashboard creation also enables sales and marketing teams to keep track of performance and progress on KPIs.  

While they may spend less time operating directly within the platform than other users, marketing teams can leverage Salesforce Lightning to centralize their marketing channels and manage campaigns. But the most significant benefit to marketing by far is the data and insights Salesforce can provide to inform their strategies and tactics. 

The scoring feature enables marketing teams to assess the quality of their assets and campaigns. It also provides insights into the quality of leads they are bringing in for the sales team. With this data and feedback, marketing teams can hone their messaging, branding, content, campaigns, and channels for more effective results.  

IT designers and developers

Part of the appeal of Salesforce Lightning is the ability to build custom pages and apps for your team and customers. Salesforce Lightning provides drag-and-drop app-building capabilities so designers and Salesforce admins can create responsive apps that operate seamlessly across browsers and on mobile. The platform offers out-of-the-box dashboard components which admins can customize according to the organization’s branding. 

For skilled developers who want to dive deeper into creating standalone pages or apps, features such as accessibility component markups and the ability to reuse CSS across components make app building quick and simple.   

For sales managers, chief revenue officers, or anyone else in the organization who needs access to critical sales and revenue performance data, Salesforce Lightning enables the creation of customizable dashboards. The dashboards can be built for reporting, real-time insights, and forecasting, with a visual design that is easy to interpret at a glance. Sales managers can also use the path builder functionality to create customized workflows for their sales team. 

Path builder and guidance allow sales managers to create predetermined steps for sales reps to nurture opportunities effectively and include tips and guidance for recommended activities. Management can also create Paths for many different object types in Salesforce Lightning, including contacts, accounts, campaigns, and orders.

Customer support

With Salesforce Lightning, customer support teams can create and customize a chatbot experience for customers using a feature called Snap-Ins. Through AI technology, much of the chatbot process can be automated, enabling support agents to focus on more complicated requests and issues. 

If your organization already has a chatbot created through an external vendor or technology, you can connect and integrate it into the Salesforce user experience.

Features and benefits of Salesforce Lightning


The updated user interface of Lightning compared to Salesforce Classic provides a much more clean and straightforward experience for all users, from admins and developers to business users. Not only does this make it a more enjoyable experience and faster to use, but it makes it much easier to onboard and train new employees on your Salesforce processes and workflows.

The simplicity of the design also means that advanced functionalities such as app-building are much more accessible for admins without developer experience.


Building and customizing apps, dashboards, pages, and other components within Lightning is simple and straightforward. Experienced developers have everything they need at their fingertips with elements in Lightning Components. 

Meanwhile, designers can leverage best practice guidance in user experience principles through Lightning Design Experience to build user-friendly visual design in their apps. All pages and apps created in Salesforce Lightning are also optimized for mobile and cross-browser responsiveness.


Since Salesforce Lightning is more granular in its activity records than Classic, extracting valuable insights and generating reports has become a whole new experience. 

With Lightning, admins and developers can create personalized dashboards and sales forecasting with data that updates in real-time visually. Admins can create these dashboards with visual components that make the insights easy to digest, providing performance and progress reporting that keeps teams on track.


Many Lightning benefits for business users, such as sales reps and customer service agents, come in the form of increased productivity. 

Lightning eliminates the need for sales reps to manage multiple channels to view contact or opportunity records or decide which next steps to take. Instead, they can view a complete activity record right within Salesforce, receive guidance on next steps, and automate associated tasks such as emails.


While some AI integration is available in Salesforce Classic, the Lightning version kicks it up a gear. Known as Einstein, the artificial intelligence software provides powerful functionality through Lightning, such as lead scoring and opportunity scoring. 

Using data from closed won and closed lost deals in the platform, Einstein can direct your sales reps to the most promising opportunities and your customer support team to the most at-risk accounts.

How much does Salesforce Lightning cost?

The advanced functionality and diverse range of components available in Salesforce mean that pricing can vary depending on the size of your organization, your needs from the platform, and what you choose to add on. For example, personalized support requires an additional fee of 30% of your licensing fee. 

As an example, basic Salesforce Cloud plans start at $25 per user per month. This includes all of the fundamental CRM functionality of Salesforce and is ideal for small organizations. After that, pricing is staggered. Higher pricing tiers are $75 per user per month for the Professional tier, $150 per user per month for Enterprise accounts, and $300 per user per month for Unlimited accounts. The functionality, customization potential, and customer support level increase with each pricing tier. 

There are no additional charges for using Salesforce Lightning instead of Classic, nor are there any charges to existing customers who wish to transition from Classic to Lightning. New users can try a free trial of the platform to get started.

Salesforce Lightning FAQ

The most frequently-asked questions about Salesforce Lightning.

What is the difference between Salesforce Lightning and Classic?

Salesforce Classic is the original user interface associated with Salesforce, and many customers continue to use it. However, since the release of Salesforce Lightning in 2015, users have been able to enjoy a more modern and straightforward interface. 

But the changes also include differences in functionality. Lightning provides additional features such as activity timelines, Einstein insights, scoring, and a bot builder. Some familiar functionalities within Classic are still present in Lightning but with an updated interface and often more advanced functionality.

Can users stay on Salesforce Classic?

Salesforce has not announced whether Classic will be retiring or when that might happen. But new users are now automatically set up on Lightning when onboarded to Salesforce, and all users were automatically transitioned to Lightning back in 2020. The option still exists to revert to Salesforce Classic. 

However, Salesforce has retired many different functionalities within Classic and is likely to continue doing so.

What is included in Salesforce Lightning?

Salesforce Lightning is the umbrella term for the entire Lightning suite of products and add-ons. Under that umbrella are several different instances of Salesforce, all used for various aspects and benefits that the software offers. 

Companies can choose to buy licenses for Salesforce Cloud, Tableau Analytics, Platform and more depending on the depth of functionality and customization they need from the software and their budget flexibility.

Does Salesforce require coding?

It depends on what you’re trying to do within the software. For admins and business users, Salesforce does not require any coding or any knowledge of coding. However, higher levels of customization within the platform and the building of custom apps will need the involvement of a developer. 

The benefit of Salesforce Lightning is that developers can make custom app building simple and repeatable for admins, lightening the workload associated with custom apps.

What coding language does Salesforce Lightning use?

Lightning doesn’t require any coding knowledge or experience to use. It follows the Salesforce “click, not code” philosophy by allowing admins to drag and drop customizable components rather than coding from scratch. The app components within Lightning are made from custom HTML elements and JavaScript.

Main takeaways

  • Features such as activity records and automation enable Salesforce Lightning customers to dramatically improve their organization's productivity when it comes to customer relationships .
  • Artificial intelligence within the platform provides real-time performance dashboards so users and admins can get instant insights into targets, performance, and forecasting .
  • The development and customization of Salesforce apps are made simple for admins and streamlined and faster for developers and designers.
  • Salesforce Lightning provides many extra functionalities and benefits over Salesforce Classic. But customers and new users will not pay any extra to use Lightning or transition to it from Classic .
  • Pricing depends entirely on the products and functionality users require from the platform, but free trials are available to get started.

Further reading

If you’re just getting familiar with Salesforce Lightning, check out this review of Salesforce Cloud to get further insight into the benefits Salesforce can bring as a CRM. For those who are evaluating CRM options in general, take a look at the best crm software of 2021 .

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Lauren holds a degree in marketing from Griffith College, Dublin, and brings more than five years’ experience as a marketing services advisor and marketing executive to her writing. An expert in SEO, copywriting, email marketing, analytics and more, Lauren has worked for the likes of the Bank of Ireland, Irish Stock Exchange, and the Yellow Pages.

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About 10 mins

Learning Objectives

Get ready to get stuff done, spin those plates, you multitasker, act globally, what’s in a name, wield a swiss army utility bar, your home base, speed through work with keyboard shortcuts.

  • Challenge +100 points

Elevate Your Daily Productivity

After completing this unit, you’ll be able to:

  • Kick off global actions and work with docked composers.
  • Identify new features on the Home page.
  • Use keyboard shortcuts.

If you earned the Lightning Experience for Salesforce Classic Users badge, you already started exploring the new Salesforce user interface. Now it’s time to check out the Lightning Experience productivity-enhancers that make the common things you do every day so much easier or faster—or both.

With so much going on every day (and week and quarter), you have to be able to multitask effectively. Lightning Experience sets you up to be a multitasking pro with two new options: the Global Actions menu and the utility bar. Both options are always just a click away, so you can seamlessly act when inspiration strikes, without switching away from other work in progress. Let’s take a closer look.

Global Actions menu icon

Need to write that email and opportunity at the same time? Forget about juggling multiple browser tabs. Each global action you fire off opens a dedicated composer window at the bottom of the page. If there are more composer windows than fit on the screen, they stack up in an overflow menu.

Using multiple docked composer simultaneously

Ready for the truly cool part? Composer windows are docked to the bottom of the screen. So they stay put if you navigate to other pages. You can minimize windows that are in the way. And if you’re a fan of keyboard shortcuts, you’ll love the options for navigating across multiple open windows. See Keyboard Shortcuts for Lightning Experience Composer Windows in Salesforce Help for all the details.

You might be tempted to think the Global Actions menu is so named because it’s available everywhere. But in fact, it’s because all of the options in the menu are global actions that create records without an automatic relationship to other records or the current page. (Although you can easily assign relationships if you want.) The beauty of the Global Actions menu is you can instantly create just what you need without needing to navigate somewhere else first.

Related To field in a New Task composer window, where you can relate the new task to anothe record

The Lightning Experience header at the top of your screen gives you handy tools like the Global Actions menu. And at the bottom of your screen you have another awesome resource: the utility bar.

The utility bar is a fixed footer where you can quickly access handy utilities and common productivity tools, such as Notes, Quip, a flow launcher, telephony features... even custom options that your admin whips up.

The utility bar at the bottom of the screen includes useful utilities and tools

Utilities open in docked panels, similar to the composer windows we just talked about. So you have the same flexibility to navigate around while working with utilities.

Your org’s standard and console apps can have their own dedicated utility bars, each with a unique set of utilities. But the utility bar isn’t displayed in apps by default. If you don’t see a utility bar in the apps you use, ask your admin to consider turning it on.

Ah, the trusted Salesforce Classic Home page. The sturdy bedrock/shining beacon/loyal labradoodle that’s (probably) greeted you upon logging in to Salesforce for quite some time now.

The home page in Salesforce Classic

We’ve redesigned the Lightning Experience Home page to be your base of operations, with a slew of new features to help you manage your day and focus on what’s important. Some features, like your recently viewed records and upcoming tasks are still on the Home page. Other features, such as Chatter and your calendar, have moved elsewhere.

Truth is, your Salesforce admin can design the Lightning Experience Home page to include just about anything that your org needs. Your admin can also create different custom Home pages for different profiles. So if you don’t see some of the new options on your Home page—or if you’re sorely missing features from your Classic Home page—ask your admin if it’s possible to refine things for you.

Here’s what the default Lightning Experience Home page looks like.

The Lightning Experience Home page

The performance chart (1) displays data based on opportunities belonging to you or your sales team. Only opportunities for the current sales quarter that are closed or open with a probability over 70% are displayed.

  • Leads assigned to you today
  • Opportunities with overdue tasks
  • Opportunities with no activity in 30 days
  • Opportunities with no open activity
  • Overdue opportunities

With News (3), you can get timely news articles about customers, partners, and competitors. You can also see the next five meetings on your calendar today (4), and up to five tasks due today (5).

The Recent Records card (6) gives you fast access to your recently viewed records. And Top Deals (7) is a convenient list of your top open opportunities.

Helping to cut through the tedium and the mundane, we give you keyboard shortcuts. You can search for, edit, save, and close records, all without touching a mouse.

Here are keyboard shortcuts to speed up the most common tasks.

When you work with keyboard shortcuts, keep these things in mind:


  • You can’t customize keyboard shortcuts in Lightning Experience.
  • Keyboard shortcuts aren’t case-sensitive. For example, Shift+B is the same as Shift+b. If Ctrl, Alt, or Shift is part of the shortcut, the sequence of the keys doesn’t matter. For example, Ctrl+Alt+A is the same as Alt+Ctrl+A.
  • For shortcuts that specify “then,” release the first key, or key combo, before typing the next key. The comma isn’t part of the shortcut.
  • Keyboard shortcuts are supported on U.S. and U.K. keyboards. Shortcuts that include / (forward slash) and . (period) aren't supported on other language keyboards.
  • Lightning Experience keyboard shortcuts don’t work on Salesforce Classic apps viewed in Lightning Experience or in Visualforce or iFramed components.
  • Help: Keyboard Shortcuts
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Home » Article » Presentation Design Basics: A Guide for Salesforce Administrators

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  • Presentation Design Basics: A Guide for Salesforce Administrators

Here’s a situation we can all recall: You have to give a presentation, and it’s time to start creating the slide deck. You begin by opening PowerPoint, making a title slide, putting some bullet points on the intro slide, and inserting a cute picture — and then you hit a wall. You give yourself kudos for getting this far and go get some coffee. You may think to yourself, “I’m not the best at using PowerPoint — there’s got to be a better way!”

It’s not about how pretty your slides are (well, it is, but that comes later). The basis of designing and delivering an awesome presentation is to craft a story and use visuals to support and strengthen that story.

This is especially key for the data-heavy presentations you create. Salesforce Admins and power users are in a unique position to help leadership understand business success metrics from reports and dashboards. But if you show slide after slides of charts and numbers, your audience won’t hear the story you’re telling.

In this post, you’ll learn how three Salesforce experts craft effective, impactful, and beautiful presentations. Sara Cattanach crafts messaging and content for the keynote presentations at Salesforce World Tour experiences, and coaches speakers to deliver great presentations. Aaron Rabideau and Gabrielle Tabios are the masterminds behind the presentation visuals at Salesforce’s largest events, including the Dreamforce keynote . Over and over again, they make it clear that slide design exists to support the presentation narrative.

Start with the narrative

Some of the best presentations have little or no visual elements. A slide deck is there to back you up, not to be the central focus. You want your audience members to leave saying, “What a great presentation!” not “What a great deck.” Your spoken delivery of the presentation is what will convince, inspire, or educate your audience.

Secret #1: Get the narrative, and titles, down completely before you start on the visuals. Otherwise, you’ll be rearranging slides and editing content when you change your story — you’ll end up doing twice the work on the presentation design elements.

When Sara is at square one starting a new presentation, she begins in a spreadsheet by writing out the narrative, with each slide title in its own row. When she has the story down, she goes to the speaker for the first round of feedback — before making a single slide.

Secret #2: Write the story of your presentation the way you write an essay. There should be a beginning, middle, and end. Different industries will have different ways of crafting stories, and knowing your audience is essential. Here are a few common structures:

  • Thesis, supporting points, conclusion
  • Summary, question posed, hypothesis, exploration, conclusion
  • Problem, solution (it’s your company), how your offerings work, call to action (for example: “Learn more here,” or “Go deeper with small-group event sessions”)
  • For a key or novel idea: what exists now, compare and contrast feature by feature

Every presentation should be tailored to your audience with a clear goal in mind. Is the point to convince investors to back your product? That’s a very different presentation than the first call deck your sales team will use about that same product. A presentation to your peers about research findings may rely much more on text and supporting stats than the same content delivered to an audience that is not as immersed in the field. Below are a few great examples of clear titles and narratives:

Slide image presenting how our world has changed now that we can work from anywhere.

Why visuals matter

Aaron breaks down slide design into three basic tenets:

1. Hierarchy: Is it clear what the primary and secondary messages are? Are messages on the slide competing? Is the title actively working to reinforce your visuals?

2. Balance: Are you using the entire workspace? Is one thing too big compared to another?

3. Alignment: Do titles shift or fonts change size from slide to slide? Do you have clear margins across the entire deck?

The first step he takes when sitting down with a speaker is to say, “Tell me what it is you want me to know.” Aaron’s tips center around two basic goals for visuals: Have each slide reinforce (not distract from) the points in the narrative, and have the visuals be so organized that the audience experience is seamless. In short, you want the presenter to look good.

People are inherent problem solvers. If they see something wrong on a slide, they may not have the design eye to pick out exactly what’s wrong, but their attention will be taken away from what you are saying as they subconsciously work to figure out what’s off.

For example, putting up an even slightly blurry image will divert from what’s being said. Visuals are there to support the speaker and should never detract from the spoken presentation (read: no slides full of long bullet points or low-quality Google-sourced images!).

Taking the extra time upfront to clean up your slides reinforces that you take your presentation, audience, and message seriously. It’s why companies will spend big money on creative agencies that obsess over the details of an ad — if something is sloppy, it reflects poorly on the company. Set yourself up for success by creating consistency and a high standard for quality across your entire deck.

The basics of presentation design

By now, you should be convinced that PowerPoint is not your starting point. After you’ve nailed down your story, and the titles of each of your slides, you can finally get to what you came to this article for: creating impactful slides. The minute details and wizardry of slide creation are best left to training courses, but there are some important points to take home.

1. Each slide should convey one idea. If there are two ideas, break it into two slides. Gabrielle lays out a basic slide breakdown: The top-level thing is what you want the audience to grab right away (a callout, a key visual, or the title). The secondary element supports that first thing, and smaller elements can also be inserted if they don’t overwhelm the slide.

2. Consistency is key. Slide elements should be aligned: Things sit in the same place, are the same color, are the same size, and have the same amount of space between them. Use bold text minimally and a maximum of one highlight color.

3. Text should be minimized. The details of a slide — a picture, callout stat, quote, or subtitle — can support what you’re saying, but the slide shouldn’t speak for you. Newer speakers may need longer titles to help them remember the narrative while presenting. The better you get at storytelling, the less you will need those cues, and the more you can pare down the text on your slides to put your audience’s focus on your words.

4. Recurring images help enhance the narrative. Put a lot of thought into how your images support a slide’s key idea, make sure you use high-quality images, and consider using recurring images. Salesforce uses customer heroes that are tailored to our audience — customers who champion a specific product or are from the segment or industry that best matches who’s in the room. We often introduce this hero at the beginning with a theme — like “customer success” — and then bring them back in at later points to remind the audience of that theme. Even if they don’t consciously pick up on the reminder, using a recurring high-impact image will help shape your story arc and give consistency to your message.

A slide titled "Trailblazers Together" that does an excellent job of drawing the eye to the main idea: the callout box.

This slide draws the eye to the three main ideas and has supporting design elements containing characters to add in the fun and unify the theme.

Aaron gave one final piece of advice for designing slides, a pithy manifesto: “ If you can’t afford to be minimalist, be clear. ”

Learn more with these Trailhead modules:

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Alice Avery

Alice Avery is a Product Marketing Director for the Customer Success team at Salesforce. As an advocate for the company's industry leadership in helping customers reach their digital transformation goals, she champions more than 20 years of best practices and expertise through content, research, and events.

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Salesforce Lightning Migration Guide – 6 Simple Steps That Make It Easy

Lightning Migration Guide

Salesforce positions Lightning as the future of Cloud CRM as the new and easy way to manage and close deals quicker by using dynamic views, mobile-ready UI, customizable homepage,  etc . New public presentations are issued in Lightning, release notes of platform updates contain merely Lightning improvements, so new users are assured there is no time like the present to make the move.

Sound good? Absolutely.

What about the current Classic users? Obviously, migration to Lightning is a significant investment for big customized orgs and ROI should be carefully considered. But Lightning gives you options. You can go for 100% migration, or leave some features on the Classic back-end with a new redesigned UI on Lightning. With no further plans for improvements on Classic, Salesforce releases new Lightning functions 3 times a year with a focus on making it better than Classic. That is why a Salesforce Lightning Migration Guide from Classic that dwells on both technical and user analysis will be a useful tool.

With  42%  of our clients’ apps already using Lightning, and 25% of those apps currently in the process of Lightning migration, we have been immersed in Salesforce innovations from the beginning, and have developed a whole set of best practices.

Here is a lightning migration checklist in 6 steps, which you can use to make your lightning migration smooth and comfortable.

Step 1. preview with migration assistant for a good lightning “test drive”.

Salesforce provides an out-of-the-box Migration Assistant that adds all objects and data to Lightning. It gives you a step-by-step guide on how to activate Lightning Experience for your organization and your users; is a completely harmless operation; and all you need is five minutes to activate all process automation, such as workflow, sharing rules, record types, page layouts and data. You can find Migration Assistant in the Setup.

Salesforce Migration Assistant gives you a chance to create a  Preview  of Lightning Experience. That means Lightning Experience is not yet available for you or your organization. Think of it like a good test drive where you can check “out of the box” Salesforce functionality and prepare for the next step before complete activation. Our practice shows that Preview is a valuable means to explore your production org in Lightning Experience, so you can see exactly how your real data and your current customizations work in the new interface. It is always good to have a try-before-you-buy option.

Step 2. Gap Analysis to examine the technical aspects

Run a Gap Analysis and examine the technical aspects. You tried it out and it looks great so far, but unfortunately, there are some gaps between Salesforce Classic and Lightning Experience. This is your chance to find out what was missed in the automatic conversion process, such as missing default Visualforce pages, custom buttons with javascript context, and a list button. Even when they are there, they look somewhat ancient. In future releases, they will definitely cover gaps, but for now you can use this resource to check out what is not yet done. Depending on the size of your project or entire organization, Gap Analysis can take from one week to two months. No worries though. There always exists a workaround, and you just need to find it.

→ Detect unpredicted behavior in your custom code through functionality, such as catching and logging exceptions in Salesforce .

“Some features like Divisions, Territory Management, Manual Sharing are not yet available in Lighting Experience, but Salesforce plans new releases 3 times a year with a roadmap when to expect at least some of them. But, in the meanwhile, if they are critical, you can still switch to Classic view and use them to the fullest.”

Step 3. Adoption Team – run end-user testing

Create an Adoption Team and run end-user testing. Pick a good cross section of users in your company,  e.g.,  users from various departments, partners, sales reps, developers,  etc.,  to try out the system features. The users should have some actual experience with Lightning so that they can help you identify missing pieces and pitfalls in the converted custom or standard apps . This is the point where usability and high-tech analysis come together.

“Gap analysis and end-user testing work as an integrated whole complementing each other: tech and usability analysis. They both present additional critical information for BAs, product owners, project managers, etc., for further successful implementation.”

Step 4. Close all gaps, implement all features

It’s time to close all gaps between the two editions of Salesforce according to your needs, and then implement all the new great features that Lightning offers: App Builder, Kanban List View, Sales and Service Console, new Dashboards and even more. This step also requires a proficient development team and collaboration with business to figure out which pages can be converted to Lightning components, and which can be pushed to the next release. Gradually you will adopt all Lightning features that help your company be more productive, close deals and cases faster, and implement sophisticated development solutions in the new platform.

Step 5.  Pilot program to spread awareness

Run a Pilot program, which not only helps to further identify deficiencies, but serves as “public relations” for the rest of the company. Your workers need to like Lightning before they will easily adopt it. Many of our clients say that this hint alone made the final adoption process easier and faster.

Step 6.  Launch to User Groups for better adoption practice

A first launch to specific User Groups (with training, feedback and support, as opposed to launching for everyone at once) may take some time. But as a reward, you will get much more than an exclusive and robust UI with hundreds of new features not available in Classic for Sales, Service, and Marketing or CPQ team. This approach will enable your technical team to develop comprehensive, safe and reusable components or applications for your business, as well as a deeper knowledge of how each group will use the system.

“Salesforce Lightning Migration Guide – 6 Simple Steps That Make It EasyWe have worked on a complex pharma solution where the main system which was focused for internal use was built with the help of Lightning components. There were community portals for external users as well, e.g., clinics, doctors, etc. We easily reused the ready-made components from the main system to be replicated at the Community portals with slight modifications. Fairly speaking, as compared to the previous Visualforce experience, this step decreased development time by 2 to 3 times.”

Here you can read our Lighting developer guide to get familiar with the best practices to make your experience even better.

Still having second thoughts about Lightning?

Why do our clients tend to use Lightning Experience? Simply because they are thinking about ROI and business efficiency. Lightning is here with an advanced mobile-ready UI, smart dynamic views, enlarged and user-friendly dashboards, drag-and-drop functionality and more to come. So, it’s all about improving the user experience and reshaping how Sales, Service and Marketing teams connect with customers.

→ Get help with custom Salesforce development, setup and configuration for your organization .

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Lightning Web Components

Represents a flow interview

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A lightning-flow component represents a screen flow interview in Lightning runtime. To use this component, build a flow with the Salesforce Flow Builder first.

To create a flow in your component, set the lightning-flow component's flowApiName attribute to the name of the flow that you want to use. The component includes navigation buttons (Back, Next, Pause, and Finish), for users to navigate within the flow.

This example creates and starts the Survey Customers flow.

You can provide initial inputs for the interview by setting the flowInputVariables attribute to an array of input values.

This example creates and starts an interview by passing in initial values for the flow. It handles a change in the interview using the onstatuschange event handler.

Usage Considerations

The lightning-flow component only supports active flows for the flowApiName attribute.

If you have custom Lightning Web Components or Aura components in your flow, then you won't be able to use lightning-flow on Experience Cloud sites that use Lightning Web Runtime.

The onstatuschange event returns these parameters.

These are the valid status values for a flow interview.

  • STARTED : The interview is started and ongoing.
  • PAUSED : The interview is paused successfully.
  • FINISHED : The interview for a flow with screens is finished.
  • FINISHED_SCREEN : The interview for a flow without screens is finished.
  • ERROR : Something went wrong and the interview failed.

Customizing a Flow's Finish Behavior

By default, a finished flow without screens displays the message “Your flow finished.” A finished flow with screens returns users to the first screen for a new interview.

Change this behavior with the flowFinishBehavior attribute to manage whether a new interview should restart or only run once.

These are the valid flowFinishBehavior values.

  • NONE : The flow only runs once.
  • RESTART : The flow restarts once it has finished.

To customize what happens when the flow finishes, add an event handler for the onstatuschange action when the status value contains FINISHED .

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salesforce lightning presentation

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all about salesforce lightning the next generation user interface within salesforce

All About Salesforce Lightning

Feb 08, 2018

740 likes | 2.05k Views

Salesforce Lightning has a component-based architecture where marks-up helps to load records into lightning components and it can be modified or deleted quickly based on the requirements. <br>

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Presentation Transcript

All About Salesforce LightningThe next-generation user interface within Salesforce www.janbask.com

Salesforce Lightning Architecture Salesforce Lightning has a component-based architecture where marks-up helps to load records into lightning components and it can be modified or deleted quickly based on the requirements. This is clear from the diagram that LDS has a built-in recorded cache to read queries and optimizes database interactions more efficiently. The frequently used components are stored in the cache so that they can be loaded quickly by Lightning developers as per the requirements. www.janbask.com

Salesforce Lightning Introduction Salesforce Lightning is the next generation platform to boost the overall productivity of businesses and aimed at enhanced user-experiences. Initially, the Lightning platform was introduced to lay down the framework for Salesforce1 mobile apps. Soon, the capabilities of the platform were brought to the desktop and it results in interactive User interfaces today across all the devices. The out-of-the-box Lighting development undertaken by the Salesforce has given a new set of opportunities to the CRM users. Some of the highlights of the Lightning platform includes – more satisfied customers, modern user-experiences, and also bridging the gap between customers and organizations. www.janbask.com

How user-experiences are improved with Salesforce Lightning Today, we live in a customer dominated economy where CRM systems play an important in maintaining the growth of a business. This is a challenge to deliver interactive user-experiences that bridge gaps the between potential customers and businesses and help to achieve required customer excellence. Here, the role of Salesforce Lightning platform comes into play that helps to retain existing customers and generates fresh leads too. It helps enterprises to market product much faster and provides users a smarter customer experience as expected by the leading businesses. Salesforce Lightning framework helps to launch new apps quickly to cater wide customer demands. Salesforce framework makes sure that Lightning stays updated as per current industry standards by delivering quick enhancements and extensions. The success of any framework depends on its accommodating capabilities of rapid changes and evolving market trends. Salesforce Lightning framework works in the same direction and it is considered as future of CRM industry for lightning component management. www.janbask.com

A Deep Dive into Lightning Platform Capabilities • Lightning is the future of Salesforce that represents entirely new abilities to build user-friendly apps for different platforms, devices, or contexts. • To realize the actual benefits of the Lightning technology, you need to understand each piece of the platform deeply. • The deep understanding of the platform will help you to design your path to excellence with Salesforce Lightning Data Services. www.janbask.com

Continued… www.janbask.com

Continued…. www.janbask.com

How Lightning Platform improves upon Visualforce? www.janbask.com

Best Practices for implementing Salesforce Lightning www.janbask.com

Continued.. www.janbask.com

Continued .. www.janbask.com

JanBask & Salesforce - A Winning Team www.janbask.com

JanBask & Salesforce Lightning JanBask and the Salesforce is a winning team to take your business forward by delivering cloud solutions across countries for all the industries to achieve the customer excellence. • Rise up with a winning team and revive your business operations with an expert Lightning strategy. • Effective industry skills and a team of cloud experts to drive the largest Salesforce transformation that can maximize the size of almost any industry worldwide. • Recognized leader by the industry experts to elevate your business with a Salesforce Partner to take you ahead. www.janbask.com

Here is the right way toGo Forward & Go BeyondwithJanBask & Salesforce Lightning www.janbask.com

JanBask – Simplifying TechnologyWebsite – http://www.janbask.com/ www.janbask.com

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    A lightning-flow component represents a screen flow interview in Lightning runtime. To use this component, build a flow with the Salesforce Flow Builder first. To create a flow in your component, set the lightning-flow component's flowApiName attribute to the name of the flow that you want to use. The component includes navigation buttons (Back, Next, Pause, and Finish), for users to navigate ...

  22. Introduction to Lightning Flow

    Lightning Flow provides declarative process automation for every Salesforce app, experience, and portal. With Lightning Flow, you can deliver rich, engaging, guided visual processes to automate your business. Now you can also take advantage of using Lightning components to orchestrate dynamic screens. Join this session to learn how you can use Lightning Flow in your business to boost ...

  23. PPT

    Salesforce Lightning Introduction Salesforce Lightning is the next generation platform to boost the overall productivity of businesses and aimed at enhanced user-experiences. Initially, the Lightning platform was introduced to lay down the framework for Salesforce1 mobile apps. Soon, the capabilities of the platform were brought to the desktop ...