Making Sense of Why You Should be Moving Sales Cloud to LEX

Salesforce launched Lightning in Winter ‘16 and has done much to promote it.

In 2018, Lightning has transformed into a full-fledged platform entirely capable of replacing Classic. Users cannot ignore Lightning any longer, the more so now because Salesforce has announced that there will be no new Classic releases now.

If you use Salesforce Sales Cloud in Classic View, then here is a short list of reasons of why you should move to LEX.

1. Beyond look and feel

Although the look and feel in Lightning is a decisive factor, Lightning is not just about a brand new UI. It offers several productivity-boosters.

Lightning users can create “Paths” (visual representations of Lead Statuses or Opportunity Stages) in Leads and Opportunities. Paths facilitate skimming. By hovering over each stage or status you can easily view how long the record was on that level. You can also define the criteria whose fulfillment will push a contact to the next level.

2. Lightning exclusive out-of-the-box features

Lightning offers several super-features you are missing out on if you use Classic View:

Kanban View: Users can flip to Kanban view for a visual of Opportunities or Leads broken down by the stage or status. They can view or edit a record right from the record tile, which is a part of Kanban. The tiles can flag a lead or opportunity if it needs action; common scenarios include an activity past its due date and a long-dormant account. The tiles also allow users to create Tasks or Events.

Assistant: Assistant highlights records that require some action. For example, if an Opportunity is approaching Close Date but hasn’t had any activity for the past 30 days. Assistant will bring that Opportunity to a Sales user’s attention. Salesforce will expand Assistant with more types of records; especially as Einstein gets more embedded.

Favorites: Users can “bookmark” records in Salesforce and add them in Favorites in the drop-down located in the top navigation, providing a single place to store links to your most important records.

Calendar: Users can create their own Calendar views of records. They can plot start and end dates from any field on the record. Calendar makes it easier to see how marketing campaigns stretch over multiple days.

Chatter Streams: Users can create up to five unique Chatter Streams instead of having to go and navigate through multiple records to look for the Chatter feed users. Each Chatter Stream is a collection of record feeds that they would want to be grouped into a single feed (or stream).

Utility Bar: Users can add a bar across the bottom of the page with components of its own. The components can be accessed with a single click, regardless of where a user is in Salesforce.

Charts: Salesforce Lightning provides Charts. The feature is available right on the list for Object records.

Charts can be created and configured to display data right there on an Object list.

Although Charts provide a very basic level of reporting, it is still better than before when Admins would have to compile reports and dashboards even for simple requirements.

3. Top-grade reportings

The reports in Lightning are now much easier to read. The dashboards look slick and modern, and users can click a component to expand it into a full-screen chart. This feature is useful because charts don’t easily fit into a smaller component. Users can also put the chart components on the Homepage or page layouts. Overall, reports and dashboards are much more embedded in Lightning and easier for users to visualize.

More reasons might include: opportunity workspaces, customizable pages, and navigation menus.

Moving to Lightning is more than a lifting and shifting job. A typical move involves preventing data loss, keeping UI intact, managing customizations, and keeping integration with third-party systems working. Leveraging their 10+ years of-of experience, our Salesforce experts can get the job done for you.

Need help moving your Sales Cloud to Lightning Experience? Contact us.