Salesforce Lightning: An Overview of the Modern User Interface


Introduction

Salesforce is a cloud-based CRM (Customer Relationship Management) software that helps businesses to manage their customer interactions, leads, and opportunities. The Salesforce platform provides a wide range of features and tools that enable businesses to streamline their sales, marketing, and customer service operations.

One of the major features of the Salesforce platform is the user interface, which has undergone significant changes over the years.

In this article, we will take a closer look at the Salesforce Lightning user interface and its benefits.

Salesforce Lightning

Salesforce Lightning is the latest user interface of the Salesforce platform that was introduced in 2015. It is a modern, responsive, and dynamic interface that is designed to improve the user experience and increase productivity. The Lightning interface is built on a component-based architecture, which allows users to customize the interface according to their needs.

With the Lightning interface, Salesforce has introduced a range of new features and tools that make it easier for users to access information, collaborate with their team members, and take action on their data.

Benefits of Salesforce Lightning

Salesforce Lightning offers a number of benefits over the classic Salesforce interface. Some of the major benefits include −

Modern and Responsive Interface

The Lightning interface is designed to provide a modern and responsive user experience. The interface is optimized for mobile devices, which makes it easier for users to access their data on the go. The interface is also highly customizable, which allows users to tailor the interface to their specific needs.

Enhanced Productivity

The Lightning interface is designed to increase productivity and efficiency. The interface provides a range of new features and tools that make it easier for users to access information, collaborate with their team members, and take action on their data. For example, the Lightning Experience App Builder allows users to build custom applications that can be used to streamline their business processes.

Improved Collaboration

The Lightning interface provides new collaboration features that make it easier for users to work with their team members. For example, the Lightning Chatter feed allows users to share information, ideas, and updates with their team members. The interface also provides real-time notifications, which help users to stay informed about changes and updates.

Better Insights

The Lightning interface provides new data visualization features that make it easier for users to analyse their data. For example, the Lightning Dashboards feature allows users to create customized dashboards that provide real-time insights into their data. The interface also provides new reporting tools that make it easier for users to create customized reports and analyse their data.

Streamlined User Experience

The Lightning interface provides a streamlined user experience that makes it easier for users to navigate through the Salesforce platform. The interface is designed to be intuitive and easy to use, which reduces the learning curve for new users.

Salesforce Lightning Features

The Salesforce Lightning interface provides a range of new features and tools that make it easier for users to access information, collaborate with their team members, and take action on their data. Some of the major features of Salesforce Lightning include −

Lightning Experience App Builder

The Lightning Experience App Builder is a drag-and-drop tool that allows users to build custom applications without any coding. The App Builder provides a range of pre-built components that can be used to create custom applications that can be used to streamline business processes.

Lightning Components

Lightning Components are reusable building blocks that can be used to create custom applications. The components are built using a standard set of programming languages, which makes it easier for developers to build applications that can be used across different devices.

Lightning Design System

The Lightning Design System is a set of guidelines and components that help developers to create consistent and user-friendly interfaces. The design system provides a range of pre-built components that can be used to create custom applications that are consistent with the Salesforce Lightning interface.

Lightning App Launcher

The Lightning App Launcher is a customizable navigation bar that allows users to access their favorite applications and tools from a single location. The App Launcher can be customized to show only the applications and tools that are relevant to the user.

Lightning Chatter

Lightning Chatter is a collaboration tool that allows users to share information, ideas, and updates with their team members. Chatter allows users to post messages, share files, and collaborate on projects in real-time.

Lightning Dashboards

Lightning Dashboards provide real-time insights into data. Users can create customized dashboards that display the key performance indicators (KPIs) that are relevant to their business. Dashboards can be shared with other users, and data can be drilled down to provide more detailed insights.

Lightning Reports

Lightning Reports allow users to create customized reports that analyze their data. Users can choose from a range of report types and filters to create reports that are relevant to their business. Reports can be saved, shared, and exported to other formats.

Lightning Console

The Lightning Console is a customizable workspace that allows users to manage their cases, leads, and opportunities in a single location. The Console provides a range of productivity tools, such as macros, keyboard shortcuts, and quick text, that make it easier for users to manage their work.

Lightning Scheduler

The Lightning Scheduler is a tool that allows users to schedule appointments and meetings with their clients. The Scheduler integrates with users' calendars, allowing them to see their availability and schedule appointments without double-booking.

Lightning Communities

Lightning Communities is a tool that allows businesses to create online communities for their customers, partners, and employees. Communities can be customized to match the business's branding, and users can access a range of tools and resources to support their needs.

Salesforce Lightning Vs Classic

Salesforce Lightning provides a range of benefits over the classic Salesforce interface. Some of the key differences between the two interfaces include −

User Interface

The Lightning interface provides a modern and responsive user experience, while the classic interface has a more dated look and feel.

Customization

The Lightning interface is highly customizable, with a range of tools and features that allow users to tailor the interface to their specific needs. The classic interface is less customizable, with limited options for customizing the user interface.

Productivity

The Lightning interface provides a range of new features and tools that increase productivity and efficiency. The classic interface has limited productivity tools, which can slow down users' workflows.

Collaboration

The Lightning interface provides new collaboration tools, such as Chatter, that make it easier for users to work with their team members. The classic interface has limited collaboration features.

Insights

The Lightning interface provides new data visualization and reporting features that make it easier for users to analyse their data. The classic interface has limited data visualization and reporting tools.

Updated on: 25-Apr-2023

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