Monday, October 19, 2015

SalesForce Lightening Release

Now that SalesForce Lightening is generally available, it's time to think about if you should implement it in your org.

It is an amazing new interface for SalesForce and helps address many of the common complaints about the current SalesForce UI.

SalesForce Lightning UI with Sales Path highlighted on an Opportunity
The above being said, the new UI is still far from being fully ready.  For most orgs, the Lightning UI is not a complete enough solution to yet implement.  That is because many common functions, listed below, aren't yet supported:

  • Forecasting
  • Opportunity Splits
  • Lead Merging/Duplication
  • Cases (specifically Comments and Entitlements)

This all being said, the improvements to Dashboards are great and can outweigh some of the above.  Now you can truly make a customized dashboard that looks professional.  And of course, with the new UI you can turn it on for only certain user groups.

To help you decide, here is a quick video/overview that lets you the pros, and cons of Lightning.  You can see it here.

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