Salesforce.com For Dummies

Chapter 20

Introducing the Lightning Experience

IN THIS CHAPTER

Getting acquainted with the Lightning Experience user interface

Deciding whether the Lightning Experience is right for your company

Preparing to switch to the Lightning Experience

Salesforce has been struck by lightning! No, not really, silly. But figuratively, its new Lightning branding describes several new or revamped features that provide a more modern visual experience for users used to the look and feel of common consumer-like apps like Twitter and Facebook. Lightning features are also built to more easily adapt to how information is displayed and interacted with on tablets and mobile devices. More Salesforce users will be experiencing the tool on devices other than the web browser on a computer, and Salesforce wants to empower administrators to build solutions that are compatible with an increasingly mobile workforce.

In this chapter, we provide an overview of the Lightning Experience, which provides a different end-user experience from the one that has evolved more than 15 years ago when Salesforce first debuted. The changes are relevant most noticeably on the home page, object home pages, records, and reports and dashboards. The look and feel that is the default interface, and that we display in the rest of this book’s figures, is called Salesforce Classic.

As of the publication of this book, the Lightning Experience and its compatibility with Salesforce Classic customizations continues to evolve. In this ...