4 Ways Salesforce Lightning Can Improve Your Business

Salesforce Lightning has grown leaps and bounds since it was introduced in 2014. Why should you give it a second look and consider a migration to Salesforce Lightning? Today it encompasses all the new Salesforce technologies that have taken over the platform. These technologies include:

  • the Lightning Experience – The User Interface.
  • Lightning Design System – A CSS framework and component library for building Lightning styled apps.
  • Lightning Frame – A JavaScript framework for creating single-page applications and Lightning Components.

There are several great features and benefits for organizations to take advantage of when migrating to Lightning. However, many organizations keep Salesforce Classic as the backbone of their organization’s CRM. For those still using Salesforce Classic, there could be several reasons for the hesitation, but now you might want to reconsider the transition to Lightning. Let’s look at four of the advantages that a Salesforce Lightning migration can bring to your organization.

Better User Adoption

When making the switch to Salesforce Lightning, you can take this opportunity to reintroduce Salesforce in a new way to your business. Salesforce Lightning gives you a list of new features and a beautifully redesigned user interface to show your executives and users. Salesforce Lightning ditches the clunky interface of Salesforce classic and delivers a flexible and dynamic work environment. This is also a great time for your organization to rethink business processes and to take another look at how you operate in different business segments. Get back in touch with your users and collect more feedback to get your business back in line, so your user can get back to focusing on what they can do instead of what they can view.

More Visual Reporting

Salesforce Lightning introduces a major upgrade to reporting and dashboards. Lightning gives you the chance to easily design beautiful dashboards full of components that expand both columns and widths. Lightning Dashboards gives you a single view of visualized reports that you can customize and deliver to specific users. Get more information from interactive charts without needing to drill into reports. And without launching a report builder, you can edit report filters, show or hide a chart, total, and details. Even though you upgrade, you can still work with your Salesforce Classic reports in Lightning Experience or redesign them for an improved look and feel.

Home Pages

Deliver customizable and intelligent home pages to give everything your users need to manage their day in a one-stop-shop. In Salesforce Lightning, you can easily create a home page from scratch using a template, clone it from another custom Home page, or edit a page from the Home tab in any Lightning App. Customized pages can be made for specific users or assign to specific apps to deliver personalized experiences to your users, making information more relevant. In Salesforce Lightning Home pages, you can include items such as performance charts, timely news articles about customers, partners, and competitors, a focused view on top deals, and more.

Lightning Console Apps

Lightning Console Apps give your users the ability to view multiple records and their related records on the same screen. Driving productivity, they no longer have to spend time switch between different objects. An app is a collection of items that work together to serve a particular function. Lightning apps give your users access to sets of objects, tabs, and other items in a convenient bundle in the navigation bar. These apps are optimized for efficiency and not just data entry. Lightning apps aren’t available in Salesforce Classic. However, custom apps for Salesforce Classic automatically work in Lightning Experience and can be upgraded to Lightning apps. You are also able to use custom color and your logos to brand apps to make Salesforce Lightning a true extension of your business.

Are you ready to take Sales Productivity to the next level? We are helping companies with Salesforce empower users, make decisions based on insights, increase efficiencies, and more. We can help you, too. Let’s talk.

This publication contains general information only and Sikich is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or any other professional advice or services. This publication is not a substitute for such professional advice or services, nor should you use it as a basis for any decision, action or omission that may affect you or your business. Before making any decision, taking any action or omitting an action that may affect you or your business, you should consult a qualified professional advisor. In addition, this publication may contain certain content generated by an artificial intelligence (AI) language model. You acknowledge that Sikich shall not be responsible for any loss sustained by you or any person who relies on this publication.

About the Author