It’s no secret that Salesforce is really ramping up the pressure for customers to migrate to Lightning. New features are no longer being released in Classic, which means to stay up-to-date, and to be able to take full advantage of the platform, you need to be on Lightning. In fact, Salesforce announced with the Spring ‘19 release that they will begin to auto-activate the Lightning Experience with the Winter ‘20 release. Take control of the situation, and activate it on your terms, before Winter ‘20.
The Time to Learn About Salesforce Lightning is Now
There’s a lot of Lightning out there, so the first thing you should learn about is the terminology. Here’s some key terms to understand:
- Lightning Experience - Often referred to as LEX. This is the modern, beautiful user experience from Salesforce. The sales and service user experiences have been completely redesigned to better support the work and business processes done in sales and service organizations. It’s a very intuitive, intelligent interface that helps sales and service teams work more productively.
- Lightning Knowledge - the LEX updated knowledge base within your Org. Lightning Knowledge allows you to search for articles to get answers to your questions. But it enables so much more than just that. With a few short clicks you can create a new article if there isn’t one that answers your question. Lightning Knowledge allows you to sort articles alphabetically or by publication date – the default sort is by relevance. Depending on permissions, you may also be able to edit, publish or archive the article, as well as insert into an email you may need to send to someone.
- Lightning App Builder - a point and click tool that makes it easy to create customer pages for the Salesforce mobile app and Lightning Experience. When you edit a Lightning app from the App Manager in Setup, you are brought into Lightning App Builder to manage the settings where you can update the branding, navigation, options and more.
- Lightning Bolt - Salesforce has made it easy to get customers up and running. Lightning Bolts are solution-specific partner portal templates that contain a basic setup of modules that will allow users to view, modify, and create data needed for their specific industry solution. There are more than 50 Lightning Bolts including healthcare, retail, manufacturing, financial services and more. Each Lightning Bolt contains a bundle of components, apps, processes and templates, all designed to work together. Once you have selected a Lightning Bolt you are free to customize it by adding apps, modifying the design, and connect to external systems, all with clicks, not code. And you can customize the look and feel of the page to match your company brand too.
- Lightning Design System (LDS) - LDS makes is easy for you to build applications that comply with the new Salesforce Lightning look and feel without having to write any CSS. Key benefits of the LDS: it’s designed for building Salesforce apps’ it’s continuously updated; accessibility is built into the CSS framework behind the components; the CSS is namespaced with slds- prefix and scoped with slds-scope class to avoid CSS conflicts. LDS includes 4 types of resources to help you build applications: CSS framework (UI components); Icons (PNG & SVG versions of action, custom, doctype, standard and utility icons); Font (Salesforce Sans – to maintain a consistent visual voice and personality); Design Tokens (customizable variable such as colors, fonts, spacing and sizing.) LDS needs a modern browser like Chrome, Safari, Firefox or Microsoft Edge. Only version 11 of IE is supported.
Why Switch to Lightning Now?
It’s better for your organization to make the switch on your terms, on your schedule. Take the time you need to properly plan your roadmap and determine what functionality will be impacted and which departments will see the biggest improvements. Learn more on that in an upcoming blog post.