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Adopting Salesforce Lightning

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Adopting Salesforce Lightning

Why to adopt Salesforce Lightning

Avatar for Harshit Pandey

Harshit Pandey

July 22, 2016
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  1. What will we discuss here ? Lets talk about Salesforce

    Lightning Backward Compatibility ? What will support and what we have to sacrifice What comes with Salesforce Lighting Background about lightning What is level of efforts ? How much training and testing required for both IT and business What are blockers ? Limitations, complexities of lightning platform
  2. Page: Intuitive Surgical 3 What comes in Salesforce Lightning ?

    Lighting Components and Lightning Experience Components are widgets, lightning app builder offer user-interface to drag-drop widgets and deliver application that can be launched through App- Launcher Lightning Components Our Vision New UI for CRM, offer new layout for standard and custom objects, new features and with advance intuitive experience. Allows code/config/page to migrate smoothly with some caveats Lightning Experience (LEX)
  3. Page: Intuitive Surgical 5 Lightning Experience Standard Salesforce UI Changes

    Option to change and offer different homepage for each set of target audience by user/profile. New Homepage Richer, Responsive and Intuitive Standard Custom Object will have new layout, require training to make end- user understand New Object Layout Reports and Dashboard
  4. Page: Intuitive Surgical 6 Account and Contact Layout The activities

    of a company associated with buying and selling a product. LEADERSHIP The activities of a company associated with buying and selling a product. MARKETING The activities of a company associated with buying and selling a product. ENTREPRENEURSHIP About Us Accounts and contacts in Lightning Experience have gotten a complete makeover, with a brand new layout designed to help sales reps find the information they need, fast.
  5. Page: Intuitive Surgical 7 Account and Contact Layout The activities

    of a company associated with buying and selling a product. LEADERSHIP The activities of a company associated with buying and selling a product. MARKETING The activities of a company associated with buying and selling a product. ENTREPRENEURSHIP About Us Few new features are now supported in LEX (Lightning Experience)
  6. Page: Intuitive Surgical 8 Opportunity and Leads The activities of

    a company associated with buying and selling a product. LEADERSHIP The activities of a company associated with buying and selling a product. MARKETING The activities of a company associated with buying and selling a product. ENTREPRENEURSHIP About Us Sales reps in Lightning Experience will find a turbo-charged workspace for managing opportunities and leads. View related information in the Quick View. Create tasks and events, log calls, and send emails, and track all those activities in the Activity Timeline.
  7. Page: Intuitive Surgical 9 Opportunity Kanban Board The activities of

    a company associated with buying and selling a product. LEADERSHIP The activities of a company associated with buying and selling a product. MARKETING The activities of a company associated with buying and selling a product. ENTREPRENEURSHIP About Us Sales reps can use the Opportunity Kanban, a visualization tool for opportunities, to review deals organized by each stage in the pipeline. With drag-and-drop functionality, sales reps can move deals from one stage to another, and get personalized alerts on key deals in flight.
  8. Page: Intuitive Surgical 10 Opportunity Kanban Features The activities of

    a company associated with buying and selling a product. LEADERSHIP The activities of a company associated with buying and selling a product. MARKETING The activities of a company associated with buying and selling a product. ENTREPRENEURSHIP About Us
  9. Page: Intuitive Surgical 11 Current HomePage on Salesforce Classic This

    is how our current homepage look like The activities of a company associated with buying and selling a product. LEADERSHIP The activities of a company associated with buying and selling a product. MARKETING The activities of a company associated with buying and selling a product. ENTREPRENEURSHIP About Us
  10. Page: Intuitive Surgical 12 HomePage moved to Lightning Environment This

    is how our current homepage look like in Lightning The activities of a company associated with buying and selling a product. LEADERSHIP The activities of a company associated with buying and selling a product. MARKETING The activities of a company associated with buying and selling a product. ENTREPRENEURSHIP About Us
  11. Page: Intuitive Surgical 13 Reports and Dashboards Richer, Responsive and

    Intuitive The activities of a company associated with buying and selling a product. LEADERSHIP The activities of a company associated with buying and selling a product. MARKETING The activities of a company associated with buying and selling a product. ENTREPRENEURSHIP About Us
  12. Page: Intuitive Surgical 14 Backward Compatibility Some Key Products are

    not supported The activities of a company associated with buying and selling a product. LEADERSHIP The activities of a company associated with buying and selling a product. MARKETING The activities of a company associated with buying and selling a product. ENTREPRENEURSHIP About Us
  13. Page: Intuitive Surgical 15 Backward Compatibility The activities of a

    company associated with buying and selling a product. LEADERSHIP The activities of a company associated with buying and selling a product. MARKETING The activities of a company associated with buying and selling a product. ENTREPRENEURSHIP About Us Custom JavaScript Buttons not supported Custom buttons that use a JavaScript content source aren’t supported in Lightning Experience. We have rethink on how to can replace some of the functions covered by these buttons by using point-and-click tools, like Process Builder, Visual Workflow, or code-driven approaches.
  14. Page: Intuitive Surgical 16 How does this impact us ?

    The activities of a company associated with buying and selling a product. LEADERSHIP The activities of a company associated with buying and selling a product. MARKETING The activities of a company associated with buying and selling a product. ENTREPRENEURSHIP About Us Here is an example of custom javascript button
  15. Page: Intuitive Surgical 17 What did we understood by far

    ? If we enable Lightning Experience Visualforce can be migrated, with functionality minus the UI 1 2 New UI Testing Required (both manual and automation) 3 To match new UX, we need re-design pages Custom Javascript Buttons are not supported, we have rethink new way to match our current workflow 3 4 3 Salesforce Communities are not supported, our distributors use that 5
  16. Page: Intuitive Surgical 18 How will Lightning benefit IT Team

    ? Adaptive More ready for mobile and adaptive for new features Rapid App Reusable lightning components Future Architecture Component Driven Model
  17. Page: Intuitive Surgical 19 How will Lightning benefit Business /

    Sales Team ? Enhanced UI New Business Workflows Mobile Ready Adaptive Kanban charts and future features are release on Lighting Rich, Clean and Intuitive Experience Intuitive and Responsive Charts and Flow ready for all devices
  18. Page: Intuitive Surgical 20 We will eventually need to migrate

    on lighting, but lighting not matured, as of now We should revisit and recalculate risks and benefits as product matures Recap and Recommendation 1 2