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What’s Salesforce and the lightning experience?
With SignNow in Salesforce, you can easily manage and send documents for e-signature without ever leaving Salesforce, as well as place Salesforce data on documents automatically and maximize staff efficiency. Plus, you can manage multiple signers on one document and set “document triggers” that view the status of outstanding documents.
The Salesforce Lightning Experience, in particular, is a plan that users can utilize for mobile devices or on web. When integrated with SignNow, the Lightning Experience transforms Salesforce CRM and extends to services, apps, platforms, and more. The Lightning Experience is mobile-oriented, but it also works over web.
View our screenshots for web below to understand the Lightning Experience integration features:
- First, make sure you’ve enabled the lightning experience on your account. You can enable the lightning experience by “Get Started” in the Migration Assistant. Then, go to “Turn It On” and click “Enable Lightning Experience”. You will be prompted to confirm the system enabling.
2. Next, start the Lightning Experience by clicking on your username in the upper right corner, and then “Switch to Lightning Experience.” This will activate the Lightning Experience and bring you to the main dashboard. You can also switch back-and-forth from Salesforce Classic to Salesforce Lightning Experience whenever you want.
From the Lightning Experience, you can view your quarterly performance and set goals for your organization, as well as view upcoming events and today’s tasks. In addition, you can utilize certain integration features including adding and managing quotes, adding new opportunities and leads, managing tasks, uploading and sharing files with your team, and managing company campaigns.
Below are some of Lightning Experience’s integration features in more detail:
Create Leads and Tasks
In the screenshot below, you can create a new lead under “Leads” by filling out the information and clicking “Save”. You can also create a new task under “Tasks” by filling out the information and clicking “Save”, too.
Upload and Share Files
Click “Files” to view your existing files, including files shared with you, or to add new files. You can also share your files with other users by clicking “Share”.
Manage Account Activity
Under “Accounts”, you can add new accounts or view your existing accounts. You can monitor account activity, account contacts, account cases, and any account notes or attachments. You can also share posts, polls, or questions with your team members in “Chatter”.
Create and Manage Campaigns
Under “Campaigns”, you can add new campaigns or view your existing campaigns. Campaigns allow you to track their status, start and end dates, as well as manage any campaign activity.
Create New Reports and View Reports
Under “Reports”, you can create private or public reports, share reports with your team members, create folders for team members, and manage all report activity. In the reports, you can also manage all contracts and orders, administrative records, files and current reports, accounts and contacts, and any opportunities.
Open the Developer Console by clicking the settings tool in the top right corner, then click “Developer Console”. The developer console allows you to modify the page layouts in Salesforce, including creating a new apex class, apex trigger, visual force page, static resource, lightning component, and more. You can also switch your workspace back to Salesforce Classic whenever you want.
In addition to the above features, users with the Lightning Experience can also use “Chatter” to ask team members question, post updates, create streams, create groups, and add integration users and security users. Users can also take advantage of the Dashboard, where they can create private or public dashboards, as well as share folders with other team members.