Top 10 Features of Salesforce Lightning
Top 10 Features of Salesforce Lightning | Expert’s Top Picks
Salesforce is a powerful tool used by businesses around the world to manage customer relationships, sales, marketing, and much more. Salesforce has many different features, but one of the most exciting developments in the Salesforce world is Salesforce Lightning.
If you’re new to Salesforce, you may have heard of Salesforce Classic – the older version of Salesforce. Salesforce Lightning is the newer, faster, and more modern version, designed to make using Salesforce easier, faster, and more powerful. In this blog, we’ll walk through the top 10 features of Salesforce Lightning, and explain how they can help businesses work better. Even if you don’t know much about Salesforce, don’t worry – we’ll keep it simple!
If you’re interested in learning more about Salesforce Lightning, or want to deepen your understanding of Salesforce, you can explore Salesforce courses in Pune or look for a Salesforce training institute in Pune.
Let’s take a look at Top 10 features of Salesforce Lightning
- User-Friendly Interface
One of the best features of Salesforce Lightning is its user-friendly interface. When you first open Salesforce Lightning, you’ll notice that it’s much more visually appealing than the older version, Salesforce Classic. The interface is clean, organized, and easy to navigate, even for people who are not tech experts.
With its modern design, Salesforce Lightning allows you to easily find and access the information you need. This helps you save time and focus on the tasks that matter most, such as managing customer relationships or analyzing sales data.
For those interested in Salesforce, the new interface also makes it easier to set up and manage marketing campaigns, track leads, and engage with customers.
- Customizable Dashboards
Another great feature of Salesforce Lightning is the ability to create custom dashboards. Dashboards are visual displays that show important information, such as sales performance, customer data, or campaign results. In Salesforce Lightning, you can easily customize these dashboards to suit your needs.
For example, if you are focusing on Salesforce, you can create a dashboard that shows real-time data on how your campaigns are performing, like the number of emails opened or how many clicks your ads received, etc.
Custom dashboards make it easy to keep track of your business’s key metrics, so you can make better decisions and improve performance.
- Better Search and Navigation
Searching for specific information in Salesforce Lightning is much faster and more efficient than in the older version. With Lightning, you can search for records, contacts, opportunities, or accounts and get instant results. The search function is highly flexible, allowing you to find exactly what you need quickly.
Navigation is also improved, making it easier to switch between different sections of Salesforce without feeling lost. The search and navigation features are designed to save you time, so you can focus on the work that matters.
For Salesforce users, this feature is especially useful for finding campaign results, customer interactions, or marketing reports in just a few clicks.
- Activity Management
In Salesforce Lightning, you can easily manage activities like meetings, tasks, calls, and emails in one place. The Activity Management feature helps you stay organized by allowing you to see all your activities related to a specific account or opportunity.
For example, if you are working on a Salesforce campaign, you can track all the actions related to the campaign, such as emails sent, responses received, and follow-up actions.
By keeping track of all your activities in Salesforce Lightning, you’ll never miss an important task or meeting again.
- Improved Reporting
Salesforce Lightning offers improved reporting tools that make it easier to generate and view detailed reports. You can create reports that show exactly what you need, whether it’s sales data, customer information, or campaign results.
In Salesforce, this feature is especially valuable because it allows you to analyze the performance of your marketing efforts, such as email campaigns or social media ads. You can easily track key performance indicators (KPIs) and see how well your campaigns are working.
With these powerful reporting tools, businesses can make data-driven decisions and improve their strategies over time.
Also Read – 5 Ways to Boost Your Salesforce Career
- Lightning App Builder
The Lightning App Builder is one of the most powerful features of Salesforce Lightning. It allows you to create custom applications without needing to be a developer. You can drag and drop elements to create apps that suit your business’s needs.
For example, if you’re working with Salesforce Marketing Cloud, you can use the Lightning App Builder to create a custom app for managing your marketing campaigns. You can design an app that gives you a clear view of campaign results, customer interactions, and follow-ups, all in one place.
This feature helps businesses become more agile, as they can easily build and modify apps to meet changing needs.
- Enhanced Automation with Process Builder
Salesforce Lightning offers enhanced automation tools, such as the Process Builder. Process Builder allows you to automate repetitive tasks, saving time and reducing errors. For example, you can set up automation to send welcome emails to new leads, update customer records, or send reminders for follow-up tasks.
If you are using Salesforce, automation becomes even more powerful. You can automate tasks, like sending personalized emails or social media posts to specific customers based on their behavior.
With automation, you can increase efficiency, improve customer engagement, and free up time for more strategic work.
- Enhanced Mobile Access
Salesforce Lightning is designed to work seamlessly on both desktop and mobile devices. Whether you are in the office or on the go, you can access Salesforce from your phone or tablet, making it easier to stay connected with your business.
For people who are using Salesforce, this is especially helpful because it allows you to manage campaigns and track results while traveling or working remotely. You can access key data and make decisions wherever you are.
- Collaboration Tools
Salesforce Lightning includes several collaboration tools that make it easy to work with team members, clients, and other stakeholders. Chatter, Salesforce’s social network feature, allows users to communicate in real time. You can create groups, share documents, and discuss projects within the platform.
For Salesforce users, this means you can easily share campaign results, marketing ideas, or customer insights with your team, keeping everyone on the same page.
With collaboration tools, teams can work more effectively, making faster decisions and improving business performance.
- Seamless Integration with Other Apps
Salesforce Lightning is built to integrate easily with other apps and systems. Whether you use email marketing software, accounting tools, or customer service systems, Salesforce Lightning can connect to them and share information between apps.
If you’re working with Salesforce, this integration allows you to combine your data with other parts of your business. You can sync customer data across platforms, making it easier to provide a personalized experience for your customers.
Conclusion
Salesforce Lightning is packed with powerful features that can make a huge difference in how businesses operate. From a user-friendly interface to advanced automation tools and customizable dashboards, Salesforce Lightning makes it easier to manage customer relationships, sales, and marketing campaigns.
If you’re looking to learn more about Salesforce and its capabilities, you can check out Salesforce courses in Pune or consider enrolling in a Salesforce training institute in Pune.
By mastering Salesforce Lightning, you can improve your business processes, stay connected with your team, and drive better results for your efforts. Whether you’re just starting out or looking to expand your knowledge, Salesforce Lightning is a powerful tool to help you achieve your career and business goals.
