Try these: what's Salesforce, Salesforce, the Lightning Experience, Salesforce Lightning, what's Salesforce lightning experience, salesforce lightning experience, how do I use salesforce, how do I use the salesforce lightning experience, integration
What’s the difference between Lightning Experience and Salesforce Classic
The Salesforce Lightning Experience is a modern interface with new features and redesigned pages for streamlining the sales process in order to help you grow your business. When integrated with SignNow, the Lightning Experience transforms Salesforce CRM, extending services, apps, platforms and more. In addition, the Lightning Experience is more mobile-oriented which allows you to use SignNow’s comprehensive e-signature solution to build flexible workflows and stay productive even while away from your office.
The Lightning Experience empowers you to work more efficiently:
Easily measure your business performance
Businesses often fail to realize their potential for a number of reasons and being overwhelmed by tasks from different angles is a common problem. With the Lightning Experience performance chart you can keep tabs on current tasks and upcoming events while monitoring your quarterly performance and setting organizational goals from the convenience of your Salesforce account.
Generate and follow up with leads without hassle
Speed up the lead conversion process by keeping information about your leads secure and organized in a single place. Although you can also create leads in Salesforce Classic, the Lightning Experience includes more components for better sales processes. For example, the Activity timeline feature lets you know exactly what’s been accomplished for a specific lead and displays the details of each task, meeting or call. The Path component allows you to track various stages of the business process and the News component provides timely updates about the leads you’re working with.
Simplify file management
When you switch to the Lightning Experience you won’t see all the kinds of files you used to in Salesforce Classic. To make it easier for you to manage and collaborate on files in the Lightning Experience, all documents and attachments have been unified into a single system. Now you can view your existing files, including files shared with you, add new files and share them with other users without the hassle of switching between tabs.
Manage account activity
In your Salesforce Account is a core feature that contains information about your customers. If you want to build long-term relationships it’s important to keep accounts organized. In the Lightning Experience you get full control over your Accounts. You can easily add new accounts and view existing ones, monitor account activity, contacts, cases and any notes or attachments. For coordinating team work you can share posts, polls, or questions with your team members in “Chatter”.
Conveniently track the status of each campaign member
Just like in Salesforce Classic, the Lightning Experience provides you with an opportunity to create, manage and track marketing campaigns. However, in the Lightning Experience the member view page has a better UI that includes new analytic features. For user convenience, data visualization is in the form of a donut chart which makes it easy to update the status of campaign members.
Create and view reports
Unlike the Classic interface, the Lightning Experience provides you with enhanced report charts that let you deeply analyze your business performance. 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.
In addition to the above features, users with the Lightning Experience can also use “Chatter” to ask team members questions, post updates, create streams, create groups, and add integration 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.
How to Switch to the Lightning Experience
Click on the Switch to Lightning Experience tab in the top panel.
Then use Quick Find to locate to the Object Manager.
Select the desired object, for example, Opportunity
Select Buttons, Links and Actions and click New Button or Link.
Use our standard button codes to create buttons for your Lightning Experience.