The Salesforce Lightning Experience is a modern interface with new features and redesigned pages for streamlining the sales process to help you grow your business. Above all, 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.
In this article, we will explain how the Lightning Experience empowers you to work more efficiently in order to point out the main differences between it and the classic version.
Salesforce Lightning Experience: Compare to Salesforce Classic
Easily measure your business performance
Businesses often fail to realize their potential for 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. Whereas, your can also monitor your quarterly performance as well as setting organizational goals from the convenience of your Salesforce account.
Generate and follow up with leads without hassle with Salesforce Lightning Experience
You can also create leads in Salesforce Classic, but 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. Then, the News component provides timely updates about the leads you’re working with.
Simplify file management
When you switch to the Salesforce Lightning Experience, you won’t see all the kinds of files you used to in Salesforce Classic. To clarify, to manage and collaborate on files easily, all documents have been unified into a single system. Now you can view your existing files, add new files as well as 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 is important to keep accounts organized. So, in the Salesforce Lightning Experience, you will get full control over your Accounts. Moreover, 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 also 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 Salesforce Lightning Experience helps you create, manage and track marketing campaigns. However, in the Salesforce Lightning Experience the member view page has a better UI that includes new analytic features. Data visualization is in the form of a donut chart to update the status of campaign members easily.
Create and view reports
Unlike the Classic interface, the Salesforce Lightning Experience provides you with enhanced report charts to deeply analyze your business performance. Above all, you can create private or public reports, share reports, create folders for team members and manage them. In the reports, you can also manage all contracts and orders, administrative records, files and any opportunities.
In addition, users can use “Chatter” to ask team members questions, post updates, create streams, groups, add integration and security. They can also take advantage of the Dashboard. Here they can create private or public dashboards as well as share folders with other team members.
How to switch to the Salesforce 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 Salesforce Lightning Experience.
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