Sonoma Partners Microsoft CRM and Salesforce Blog

Winter '18: Top 5 New Reasons to Switch to the Lightning Experience

Today's blog post was written by Caitlin Pfeiffer, Prinicpal Consultant at Sonoma Partners.

The Winter '18 Release Notes have been published and preview sandboxes have been upgraded, signaling that the next Salesforce release is around the corner. With most Winter releases, there is a lot of new functionality included in this release, but what I’d like to focus this blog post on is the latest changes you can expect with the Lightning Experience.

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If you are still using Salesforce Classic, the Winter '18 release gives you a bunch of reasons to get ready to switch.

Here are just my top 5...

5. Embed Dashboards on the Home Tab and in Lightning Apps

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What is it? You will now have a native out of the box “Dashboard” lightning component that can be added to a Lightning Home Page or App.

Why it’s cool? Before this feature, you could only add single reports to the Home Page and display the chart included in that report. This meant that you were unable to use some of the chart components that are only available on a Dashboard (like metrics and gauges). Plus, if you already included your key metrics in a dashboard, you would need to update both the Home Page and the Dashboard if you wanted to change or add a metric. Now, you simply can update the Dashboard, and it will automatically update the Home Page as well.

Classic vs. Lightning Comparison

  • Classic
    • Con: Homepage dashboard component only displays top 3 charts from a dashboard
  • Lightning Experience
    • Pro: Embed a full dashboard or a link to a dashboard directly on the homepage

4. Expand Your Reps' Email Reach with List Email

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What is it? Mass emailing has come to the Lighting Experience.

Why it’s cool? Mass Emailing in Classic always felt “hidden” away on the Contact / Lead landing page. The new List Email functionality is integrated into your Contact, Lead and Person Account list views and seems to be more user friendly and flexible than Classic Mass Emailing.

Classic vs. Lightning Comparison

  • Classic
    • Con: Preview email template with placeholders for merge fields
    • Con: Users can only select from one of the predefined email templates
    • Pro: Allows mass emails to be scheduled
  • Lightning Experience
    • Pro: Preview your email with merge fields populated for the contacts you are emailing
    • Pro: Allows users to send a customized email and add their own merge fields without needing to create a saved email template
    • Con: List emails can only be sent immediately

3. Prompt User to Add Products to Opportunities

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What is it? When this feature is enabled, users are prompted to add Products to an Opportunity as soon as they create a new Opportunity.

Why is it cool? This is a common requirement that I’ve heard from several of my clients. Previously, this was something we’d have to do using custom code, but it’s now as simple as checking a checkbox in the setup menu.

Classic vs. Lightning Comparison

  • Classic
    • Con: Not available without custom development
  • Lightning Experience
    • Pro: Turn on with a check of the checkbox and get reps to enter their product information more consistently and easier.

2. Edit More Records at once with Mass Inline Editing

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What is it? Finally! You can mass inline edit in list views.

Why is it cool? I know this seems like a small thing, but this is a productivity feature available in Classic that a lot of users love because of how much time it saved them.

Classic vs. Lightning Comparison

  • Classic
    • Pro: Can mass inline edit up to 200 records from list views
  • Lightning Experience
    • Pro: Ditto

1. Add Tables with Up to 10 Columns to Dashboards

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What is it? You can now add Tables to Lightning Dashboards. This feature is currently available in Beta, but it’s something that your system admin can enable without creating a support ticket with Salesforce.

Why is it cool? While you could add tables to Dashboards in Lightning before, this adds some cool features that go above and beyond what’s available in Classic.

Classic vs. Lightning Comparison

  • Classic
    • Con: Can only have 4 columns
    • Con: Limited to which fields can be included in the table based on the fields that are included on the chart of the underlying report
    • Pro: GA with full set of features available
  • Lightning Experience
    • Pro: Can have up to 10 columns
    • Pro: You can include ANY of the fields available in a source report's report tyle. No more fighting with the source report so that you can pull in the fields you want to display on a Dashboard.
    • Con: Currently only in Beta and doesn’t support: Chatter photos, conditional highlighting, and dashboard filters aren’t applied to Lightning tables.

If you’d like to learn more, here are a few references I’d recommend:

Think that you might be ready to make the switch from Classic to Lightning?  Sonoma Partners has already helped several of our clients with this transition. We can help you navigate how to take full advantage of the Lightning Experience (contact us).

Topics: Salesforce