Are you ready to roll out Salesforce Lightning Experience?

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Are you ready to roll out Salesforce Lightning Experience?

If you want your business to thrive, you might need to reimagine your business tools. Today, it is not just about effectiveness, but it is also a lot about efficiency. And this is what the new Salesforce user interface, Lightning Experience (LEx), brings to us.

LEx takes the features that you love from Salesforce Classic to a more modern and intuitive format. Inspired by the rise of mobile, LEx is designed to boost productivity and sales by providing fast, interactive sales-focused tools and features that can be customized and made unique to each sales rep.

Download a free Salesforce LEx Roll Out Guide

Here are the key improved features and new tools in Lightning Experience:

  • new, intelligent home page
  • action-first workplace
  • optimized the layout for accounts and contact
  • list view with graphs and Kanban charts
  • opportunity board
  • report filters
  • flexible dashboard layout
  • intuitive navigation menu
  • relevant account insights

But before you get all too excited to switching to Salesforce Lightning Experience, make sure that your customizations are LEx ready by reviewing the 3Rs for smoother transition – replace, redirect, and redevelop. Replace entails addressing technical debt, utilizing out of the box capabilities, and validating business needs. Redirect requires detecting which platform is in use and appropriately route to Classic or Lightning pages.  And finally, when redeveloping you will want to consolidate work flow, triggers, and apex, and migrate to process builder for greater efficiency.

Moreover, it is important that you pilot it within core team and conduct tests. All of these should help you as you take your business to greater new heights!

Not sure how to get started and roll out Lightning Experience? Here’s a handy guide that you can download for free.

salesforce-lex-rollout-guide-banner

Sign up for a free consultation to learn more about how you can take advantage of the new Salesforce Lightning Experience improvements.

Terry Miller
Terry Miller
Terry has spent over 20 years focused on business leadership and information technology. As an independent consultant, he enjoys working with a variety of customers to help them solve business problems using the Salesforce® platform. His ability to quickly identify bottlenecks and provide understandable solutions has gained him the trust of his customers. If you're looking for expert guidance on your next Salesforce® project, click here to contact Terry today.

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