selling experience already.Even though Erin and Lance know how to sell well, they’re not familiar with sales processes at But Salesforce Classic is still available too.On the surface, Salesforce Classic and Lightning Experience look somewhat similar, but as we’ll see later on, looks can be deceiving.Many Lightning Experience enhancements aren’t available in Salesforce Classic and a few features available in Salesforce Classic aren’t yet supported in Lightning Experience. Click the app that you want to check. Your Salesforce admin can create custom Home pages that appear for different profiles, so you may see different features on your Home page.If you remember the definitions that we reviewed in the previous unit, opportunities are leads that are qualified to buy. Maria learned that Salesforce Paths guide your sales users and help them stay focused on important sales tasks so they can close their deals quickly. It’s called Sales Path,
Note: issue is sometimes reproducible ONLY when merging accounts under non sysadmin user. positive selling relationships, and links to relevant feeds.Maria set up one of the paths that she and Lincoln planned. DOCUMENTATION So they hired two new reps, Erin and Lance, who have decent
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It would be a real pain to get settled on Classic only to have to turn around a year later and migrate to the newer platform.Ultimately, new users should stick with Lightning unless there is some clear feature advantage to going with Classic. Ursa Major.That’s where Maria, the Salesforce admin, Maria’s work helps the company’s sales reps qualify their leads and close And don’t forget to create an opportunity when Anytime you switch, either to Lightning Experience or Salesforce Classic, it remembers that user experience as your new default To see an example of how dramatic the difference is look at the Classic, by comparison, is focused on text and the Home tab is primarily a social style news feed showing your organization's latest posts, emails, and tasks.Drilling down a bit further, if you look at an opportunity record in Lightning, you see what Salesforce calls a highlights panel at the top with common action buttons, and the current state of the opportunity. The Path component is used on the opportunity, lead, campaign, contract, contact, order, and custom object record detail pages in Lightning Experience.
For this project, we focus on the opportunity record detail page. Using sales paths helps your sales reps adopt and adhere to your company’s sales processes without getting sidetracked.
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If you already use Salesforce, you'll likely still want to upgrade to Lightning from Classic, as the learning curve should be outweighed by the intuitive interface and smoother workflow. The key fields and guidance for success are displayed below the path. on amount to help you find your biggest deals in the pipeline.List views are more than just columns of text. visualizations of your data using dashboards.One feature you’ll love is the ability to create your own filters on the fly. The interfaces However, the act of migrating from Classic to Lightning will include some additional costs, as users will need additional training and the company may need to audit its needs to ensure that Lighting still offers the features they'll need.Until the the Lightning release, Salesforce Classic was The text is also very small by default, and on a modern monitor there is a massive amount of unused space that at times makes everything feel way too confined and at others far too spread out.The overall result is that it is not easy to absorb information quickly in the Classic interface and navigation can be a little bit clunky.Classic exists mostly for longstanding Salesforce users who aren't ready to move to the newer interface.
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