Posted in Lightning, Lightning Experience, Release Notes

Salesforce Summer’17: Top 17 Features of Lightning Experience

Salesforce published Summer’17 release(Preview) notes. If You are a lightning lover like me then In this release, you can find lot’s of new features as well as new enhancements, for example, Field History Tracking, New Setup Tab, Keyboard Shortcut, Updated Activity Timeline, Classic Email template in Lightning.

Admin Checklist Get Ready for Summer 17 Salesforce Admins

Take a look below new features in Summer 17 released for Lightning Experience:

1.Access Field History Related Lists in Lightning Experience

This is great news for all Lightning Lovers. Yes, finally you can track the history in Lightning. I posted this idea here  Track and display the field history for standard or custom objects, regardless of which Salesforce interface you’re using. If you added the History related list to objects in Salesforce Classic, you can now see it in Lightning Experience. You can also set up a field history related list in Lightning Experiences.

If you already added the History related list to your objects in Salesforce Classic, you’re all set. In Lightning Experience, look for your History related list (1) under the Related tab (2).


2.Switch More Users to Lightning Experience

When you enable Lightning Experience, it’s important to get your users working in—and benefiting from—the new interface. To help, the Switch Users to Lightning Experience tool now displays all users in your org so you can switch the exact group that you want in one go. The tool also makes it easier to find specific users on the list and to see which users in your org are eligible to switch. This change applies to both Lightning Experience and Salesforce Classic.

  1. The Switch Users to Lightning Experience tool is available from the Lightning Experience Migration Assistant in Setup. In the Migration Assistant, click the Set Up Users tab, then click Switch Users.


Search the user list to find exactly the user you want (1). See at a glance which users have permission to access Lightning Experience and are eligible to switch (2), which users have already switched (3), and which users can’t be switched because they don’t have the Lightning Experience User permission (4).To switch users to Lightning Experience, click the button next to their names.

Unlike before, you can’t use this tool to switch users back to Salesforce Classic. But users can switch themselves back as needed, using the Switcher in their profile menus.

3.Make Lightning Experience the Only Experience

Ready to move from Salesforce Classic to Lightning Experience without looking back? Just hide the option to switch to Salesforce Classic from your Lightning Experience users so that they stay in Lightning Experience. This feature is new in both Lightning Experience and Salesforce Classic.

By default, when you enable Lightning Experience, your users get the Switcher, allowing them to switch back and forth between Lightning Experience and Salesforce Classic. But if you want some or all of your users to stick to Lightning Experience, you can remove the Switcher (1) .

Hide option to switch to Salesforce Classic

In Setup, enable the Hide Option to Switch to Salesforce Classic permission (2) in profiles and permission set.When you enable the permission for your Lightning Experience users, new and existing users see Lightning Experience the next time they log into Salesforce. And, they no longer see the Switch to Salesforce Classic link.


4. Ditch Your Mouse—Keyboard Shortcuts Are Here

You can now use keyboard shortcuts to maximize your efficiency and speed while working in Lightning Experience. You can search for, edit, save, and close a record—all without touching a mouse. So start planning what you want to do with all the time you’re going to save! By default, keyboard shortcuts work in all Lightning apps. This change applies to Lightning Experience only.

To view the available keyboard shortcuts, press:

  • Windows: Ctrl+/
  • macOS: Cmd+/

Screen shot of the available keyboard shortcuts for standard navigation apps.

For Lighting apps with console navigation, extra shortcuts are available to help users navigate tabs, utilities, and more.

5.Get Better Assistance with the Restyled Lightning Experience Migration Assistant

To guide you through the optimal path to enabling Lightning Experience, we’ve given the Migration Assistant an easier-to-use, wizard-style interface. The tools for assessing and previewing your org’s readiness, setting up features and users, and flipping the switch are now visible at a glance—and faster to access. Oh, and it’s also easier to find the Migration Assistant in Setup. This change applies to both Lightning Experience and Salesforce Classic.

Accessing the Migration Assistant in Salesforce Classic is a no-brainer now. From Setup, click Get Started in the Lightning Experience Migration Assistant tile at the top of the menu. (From Setup in Lightning Experience, continue to access the Migration Assistant from the Lightning Experience link.)

Lightning Experience Migration Assistant tile in Salesforce Classic Setup Menu

 The new Migration Assistant is a clean, concise wizard, with tabs that highlight the steps for transitioning to Lightning Experience.

Restyled Lightning Experience Migration Assistant, with highlight around tabs at the top of the page

The interface focuses on specific tasks, one at a time. But you aren’t restricted to going through the tabs in a sequential order. As before, you can use the Migration Assistant to run tools like the Readiness Check and the Preview whenever and as often as needed. Simply click the desired tab to get down to business.

Check Readiness tab in the Lightning Experience Migration Assistant

6. Relate Accounts to Leads Faster with Account Matching

When sales users convert leads, if the lead company name matches any of your accounts, it’s quick and easy to choose one of the matching accounts. This change applies to Lightning Experience only.

Previously in Lightning Experience, if there was a single exact match between the lead company name and an existing account name, the account populated the Account Name field during lead conversion. New account matching brings Lightning Experience in line with Salesforce Classic.

  • Support for person accounts—If the lead contains a company name, we search business accounts. If there is no company name, we search person accounts instead.
  • Enhanced type ahead—Type-ahead search in the Account Name field now searches across all accounts rather than searching only the user’s recently used accounts.
  • Multiple match—When a user clicks the Account Name field during lead conversion, a dropdown menu includes a list of all accounts that match the lead’s company name. If the lead does not have a company name, the list contains matching person accounts.

7.Add Members to Campaigns from Reports in Lightning Experience

Your marketing department can quickly target specific groups of leads, contacts, or person accounts by adding them to campaigns directly from standard and custom reports. This change applies to both Lightning Experience and Salesforce Classic.

Reps can add up to 50,000 returned records to campaigns by clicking Add to Campaign (1).

The Add to Campaign action on reports

To let marketers add members to campaigns from custom reports, the report’s primary object must be Lead or Contact. The custom report type must also include the Full Name field.Previously, Salesforce Classic allowed members to be added to campaigns only from standard reports. The ability to add members to campaigns from custom report types is available in both Salesforce Classic and Lightning Experience.

8.Decide How Path Displays

A path is now closed when the page loads, helping users view more record details without scrolling. You can configure how users display Path. This change applies to Lightning Experience only.

To view or hide a path’s key fields and guidance, users click.Show More

The Show More button with a closed path.

To let your users decide whether a path’s guidance and key fields display automatically when the page loads, from Setup, enter Path Settings in the Quick Find box, then select Path Settings. Then enable Remember User’s Path Preferences.

9.See Opportunity Stage History in Lightning Experience

Review changes to an opportunity’s amount, probability, stage, and close date on the Stage History related list in Lightning Experience. This change applies to Lightning Experience only.

The Opportunity Stage related list on an opportunity.

10.Show Who Reports to Whom from Contact Pages in Lightning Experience

Give your sales team a key tool for planning sales strategy. Use Lightning Contact Hierarchy to visualize the contacts on an account according to what sales reps enter in the Reports To field. Plus, customize contact hierarchy columns to show the information that’s most useful to your sales teams. This feature is new in Lightning Experience.

Give your sales reps access to the hierarchy from contact pages. In Setup, in the Salesforce1 and Lightning Experience Actions section of your contact page layout, add the View Contact Hierarchy action. The Actions menu includes the View Contact Hierarchy action unless you customized the contact page layout before Summer ’17.


The hierarchy shows who reports to whom according to the Reports To field. Sales reps can expand or collapse areas as they navigate. They can view up to 2,000 contacts from each point where they enter a hierarchy. To view contacts in a different part of the hierarchy, a sales rep can enter the hierarchy from a different contact.


Email Quote PDFs with One Click

In Lightning Experience, reps can now email one or more quote PDFs by clicking Email PDF in the Quote PDFs related list or list view. This change applies to Lightning Experience only.

11. Be More Productive with the Sales Console (Generally Available)

The Lightning Sales Console app is now generally available. Plus, it also benefits from all the great improvements we’ve made to all Lightning console apps, such as person account support, split view navigation, and keyboard shortcuts. These changes apply to Lightning Experience only.


12.Lightning Voice: New Name, Call List General Availability, and Voicemail Drop

Lightning Voice has a new name and more call list features. Sales reps can also send pre-recorded voicemail messages and dial numbers in reports and dashboards. These changes apply to Lightning Experience only.

Organize Calls with a Call List (Generally Available)

To create a call list, reps can select the people they want to call, and click Add to Call List.

The prioritized list appears in the call panel. In addition to leads, call lists also support accounts, person accounts, and contacts.

Reps can click Call Next to dial the number at the top of the list and open the related record. Only one call list is available at a time.

Send Prerecorded Voicemail Messages

Save time with custom voicemail messages. Reps can “drop” (or send) prerecorded messages to recipients’ voicemail boxes to focus their time on selling. This change applies to Lightning Experience only. To create a voicemail message, reps can select Voicemail Settings from the call panel or their personal settings.


13.Use Your Classic Email Templates in Lightning Experience

Leverage all the work and planning that went into your Salesforce Classic email templates by using the same templates in Lightning Experience. You can use your Text, Custom HTML, and Letterhead email templates in Lightning Experience. This change applies to Lightning Experience only.

When you insert an email template, change the filter to Classic Templates.


14.Stay on Top of Things with the Updated Activity Timeline

Quickly see what each activity is about with easily read summaries. Need the details? Click Expand to see more, without leaving the timeline. Want to drill deeper into your day? Click Expand All to see all the details on all the activities in your timeline. This change applies to Lightning Experience only.
You can expand each activity individually, or expand and collapse the entire list of activities at once. Expanded emails are shown just like they were sent, with paragraphs and line breaks in the same place. You can take actions from within the email summary, too.


15.Home: Assistant and Performance Chart Updates

The Assistant has a new look, and the performance chart now has both a weekly and daily view. These changes apply to Lightning Experience only.

See Assistant Updates in a New Way

The Assistant has a slightly different look and feel. Click > to see more details about a specific update. This change applies to Lightning Experience only. Your sales reps can also quickly act on different updates with the new action buttons, such as sending an email or editing an opportunity.


See Multiple Views of the Performance Chart

The performance chart displays opportunities for the current sales quarter that are closed or open with a probability over 70%. Sales reps can now switch between a weekly and daily view. This change applies to Lightning Experience only.

16.Add Dashboard Filters in Lightning Experience

Add, edit, or remove filters from your Lightning Experience dashboard directly from the lightning dashboard builder. Filters let people choose different views of a dashboard, so one dashboard does the job of many. Without dashboard filters, you’d have to create multiple dashboards, each with its own set of filtered reports. For example, add a filter on the industry field to track opportunities by industry. This feature is new in Lightning Experience.


17. Create Report and Dashboard Folders in Lightning Experience

Folders are key to sharing and organizing reports and dashboards. Now you can create them in Lightning Experience. Switch to Salesforce Classic to grant other people access to folders. This feature is new in Lightning Experience.


There are many more powerful features in Summer’17 Release notes. For complete list of Summer’17, Release Notes click here  

Posted in Lightning, Lightning Experience, Release Notes, Salesforce

Salesforce Winter’17: Top 17 Features of Lightning Experience

Salesforce published Winter’17 release(Preview) notes. If You are a lightning lover like me then In this release, you can find lot’s of new features as well as new enhancements for example updated navigation model, Merge Duplicate Leads, Quotes to Opportunities, Kanban view for Leads,Skype Call.

Take a look below new features in Winter 17 released for Lightning Experience:

images      images  275×183 .png

1.Create Custom Apps in Lightning Experience and Navigate More Efficiently

With Winter17 Lightning Experience navigation make your users more efficient and allow them to switch between apps that you can brand and customize. If you know Salesforce Classic, the updated navigation model will feel like a familiar friend, only better. This feature is available in Lightning Experience only.

Navigate at the Speed of Lightning!

In the improved navigation model, the navigation menu that previously displayed on the side of Lightning Experience becomes a horizontal navigation bar at the top of the page, letting your users:

  • Find what they need using item names instead of icons for easy recognition
  • Complete actions and access recent records and lists with a single click
  • Use a consistent and familiar navigation experience

Think of the navigation bar as a container for a set of items and functionality. It’s always there, but the items within it change to represent the app you’re using.


2.Apps in the App Launcher

Similar to Salesforce Classic, apps in Lightning Experience (what we call Lightning apps) give your users access to sets of objects, tabs, and other items all in one convenient bundle in the navigation bar. However, Lightning apps take things to a level beyond apps in Salesforce Classic (let’s call those Classic apps). Lightning apps let you brand your apps with a custom color and logo. You can even include a utility bar and Lightning page tabs in your Lightning app.

Meet the Lightning Experience App Manager

This is your go-to place for managing apps for Lightning Experience. It shows all your connected apps and Salesforce apps, both Classic and Lightning.

Lightning Experience App Manager

Use the Lightning Experience App Manager to:

  • Create Lightning apps or connected apps (8)
  • See if your Classic apps are accessible to your users in Lightning Experience (9)
  • Edit, delete, or upgrade Classic apps to take advantage of all the benefits of apps in Lightning Experience (10)

Create a New Lightning App

Creating and editing a Lightning app is a cinch. Give your app a name, set its primary color, upload a logo, specify which items appear in the app’s navigation bar, and assign the app to user profiles. If your org includes utilities like Lightning Voice or Open CTI Softphone, you see options to add them to your app’s utility bar, which displays in the Lightning Experience footer.

3.Get Field-Level Help in Lightning Experience

Yes, finally this is coming in Lightning 🙂 Salesforce Classic users have always appreciated the field-level help you create for your custom fields. Now your Lightning Experience users can love it, too!  Previously, the help showed up only in Salesforce Classic. View help by hovering over the info icon next to a field. Field-level help in Lightning Experience is supported across all browsers. It shows up regardless of your screen size, the data type of the field, or the location of the field in your layout.

Field level help in Lightning Experience

4.Create Multiple Records More Quickly in Lightning Experience

Yes, “Save & New” action is now coming to Lightning. After your users create, edit, or clone a record in Lightning Experience, they can create another record using the Save & New button. The Save & New button lets users create records repeatedly without leaving their spot in the app. This feature is available in Lightning Experience only.The button is available in the same locations as in Salesforce Classic, which include most Create, Edit, and Clone pages.

Create Account page with Save and New button

See More Specific Dialog Titles When Creating Records

When your users create a record in Lightning Experience, the Create dialog title includes the record type if it exists. For example, you have two record types, Large and Small, assigned to the Account object to indicate account size. When your users create an account with the Large record type, “Large” appears in the title of the Create dialog to provide more context. This feature is available in Lightning Experience only.
Create Account popup with title shown that indicates the Large record type

5.Record Details Tab Never Forgets in Lightning Experience

Wow, I am super excited for this 🙂 When your users expand or collapse a section in record details in Lightning Experience, the section stays that way even after visiting other areas in Salesforce. This change helps users scroll through a record faster, showing only the information they care about. This feature is available in Lightning Experience only.

For example, in Lead details, a user collapses the Address Information section and expands the Additional Information section. The next time the user views a lead’s details with the same layout, those sections remain collapsed and expanded, respectively.

Lead page details showing Address Information collapsed and Additional Information expanded

As in Salesforce Classic, sections in Create, Edit, and Clone pages are always expanded.

6.Clearer, More Actionable Popup Messages for Records

Confirmation messages that appear after your users create, edit, delete, or clone a record successfully from a related list in Lightning Experience and Salesforce1 have changed. The messages include the record name for more context. It will resolve the redirection issue to related records in Lightning. Also, after your users create a record from a related list in Lightning Experience (not Salesforce1), the popup message includes a link to the record for easy navigation. Here’s an example.

Account page showing a related list and contact success confirmation message

Troubleshoot Record Errors Quickly and Easily in Lightning Experience

When your users edit records inline and errors occur, the fields containing errors appear in a popup at the bottom for easy scanning. Fields are linked in the popup so that your users can navigate to them quickly to fix. This feature is available in Lightning Experience only.

As in previous releases, field error descriptions also display under the field.

Contact details showing Email field error in popup

7.Launch a Lightning Component from an Action

Lightning component actions are custom actions that invoke a Lightning component. Because they support Apex and JavaScript, Lightning component actions provide a secure way to build client-side custom functionality. This feature is available in Lightning Experience and all versions of the Salesforce1 mobile app.
To create a Lightning component action, select Lightning Component from the Action Type drop-down list when you create either a global or object-specific action.

Lightning component actions can’t call just any Lightning component in your org. For a component to work as a Lightning component action, it has to be configured specifically for that purpose and implement either the force:LightningQuickActionorforce:LightningQuickActionWithoutHeader interfaces.

8.Reply to and Forward Emails Right from Salesforce

After reading an email, you often want to respond right away. Now you can. Just click Reply, Reply All, or Forward from the email detail page or activity timeline. It’s as easy as…sending an email. These options are only available to organizations using Enhanced Email, which is automatically enabled for most customers. This feature is available in Lightning Experience only.

Email with reply and forward options

9.Identify and Merge Duplicate Leads in Lightning Experience

Getting rid of duplicate lead records prevents multiple reps from contacting the same lead. We’ve made it easier to improve data quality. Give your sales reps the ability to resolve duplicate lead records as they find them. Salesforce identifies key field differences across multiple records and lets a rep merge the best information from the top three records. This feature is available in both Lightning Experience and Salesforce Classic.

Potential Duplicates

Start Spreading the News on Chatter

Your sales reps can keep everyone in the org up to date on the latest news by sharing news articles on Chatter. This feature is available in Lightning Experience and all versions of the Salesforce1 mobile app.

The News feature, which includes timely, relevant news from US sources, is available for accounts, contacts, leads, opportunities, and on the Home page. When reps come across an article that may be of interest to others, they can click the share icon (Share on Chatter) to share it with other people or post it to the related record’s Chatter feed.

Share news on Chatter

When a rep shares a news article from a record’s detail page, it’s posted to that record’s Chatter feed. The rep can also @mention individual users or groups. When a rep shares a news article from Home or the News app, the article is posted to the rep’s own Chatter profile for all the rep’s followers to see.

Import My Accounts and Contacts Wizard Is Retired

The Import My Accounts and Contacts wizard is now unavailable. Remind your users to upload their data using the Data Import Wizard instead. For more information, see “Import My Accounts and Contacts Retirement in Winter ‘17.” This change affects both Lightning Experience and Salesforce Classic.

12.Home: Do More with the Assistant

 The Assistant features more relevant, actionable updates. Your sales reps can act directly on different recommendations, including sending an email or creating a task or event. Sales reps can also dismiss recommendations that aren’t relevant.

Take Action in the Assistant

To give your sales reps more bang for their buck, we’ve added relevant actions to recommendations. For example, if a sales rep receives an update that an opportunity doesn’t have any open activity, the rep can create a task or event directly from the recommendation.

recommendation actions

The actions that appear depend on the type of recommendation. The available actions include:

  • Create a task
  • Create an event
  • Edit an opportunity
  • Send an email

Dismiss Unhelpful Recommendations

Your sales reps can easily dismiss recommendations that aren’t relevant. This feature is available in Lightning Experience only.

dismiss button

Click dismiss icon to dismiss a recommendation. After all the available cards are removed, the Assistant refreshes and checks for more available recommendations.

13.Lightning Voice: More New Calling Features

 Salesforce added a ton of new features to Voice, including new ways to make calls and call forwarding. Beginning with the Winter ’17 release, Lightning Voice is available only through the utility bar, so an additional task is required to continue using this feature. This feature is available in Lightning Experience only.

Access Voice from the Utility Bar

To continue using Lightning Voice, admins must use the App Manager to make the feature available from the utility bar at the bottom of the page. The utility bar gives your sales reps quick access to commonly used tools. This feature is available in Lightning Experience only.
utility bar in lightning experience

Make Calls with Your Keyboard or the Virtual Dial Pad

Your sales reps no longer need to have a phone number associated with a record to place a Voice call. They can use the keyboard or the virtual dial pad to enter phone numbers or extensions. This feature is available in Lightning Experience only.

voice keypad

Handle Missed Calls with Notifications and Call Forwarding

No need to worry about missed calls! Sales reps are now notified about them. They can also forward calls to their mobile number to guarantee that they never miss that big sales call. This feature is available in Lightning Experience only.Missed call alerts appear in the Notifications drop-down.

missed call notification

14.Optimize Clicks and Time by Editing Inline (Beta)

Your reps breeze through record updates in Lightning Experience with Lightning Edit in list views. Reps can modify a record without opening it, right from the list view. Even better, they can save multiple records at once. This feature is available in both Lightning Experience and Salesforce Classic.
Editing Inline in a List View

Take Ownership of Multiple Leads at Once

If you use queues to prioritize and assign leads among team members, your reps can now take ownership of multiple leads from the queue at once. This feature is available in both Lightning Experience and Salesforce Classic.
Accept lead from queue

15.Kanban: Track and Manage Leads, Contracts, and Campaigns Visually

Sales reps can more effectively monitor their progress with leads, contracts, and campaigns using the same Kanban-style visual layout they use for their opportunities. This feature is available in Lightning Experience only.

The Kanban view for campaigns.

Modify Records from the Kanban View

Everybody hates a detour. Great news: Now your reps can edit or delete records from the Kanban view. This feature is available in Lightning Experience only.
Edit or delete records from the Kanban view.

Get Prompted to Update Required Fields from the Kanban View

Required fields aren’t blockers anymore. Now reps can fill in fields required to move a record to a different stage or status from within the Kanban view.
Reps are prompted to complete required fields without leaving the Kanban view.

16.Use Skype Chat, Video Calling, and Audio Calling in Salesforce (Beta)

 Skype for Salesforce integrates Salesforce and Skype for Business, allowing you to chat with and make audio and video calls to other users in your org. Skype for Salesforce is available only if your business has a Skype for Business online license. This feature is available in Lightning Experience only. Once you’ve enabled Skype for Salesforce for your users, they see a banner prompting them to log in to Skype for Business. Users who have logged in to Skype for Business can hover over the names of other users in your org to see if they are online and contact them with Skype audio and video chat.

Hover over the name of anyone in your org to see their Skype presence and begin a conversation.

Begin a Skype chat, video call, or audio call from within Salesforce.

17.Subscribe to Reports in Lightning Experience

You know that report you check when you arrive in the office every Monday morning? Why not have it emailed to you every Monday at 8:00 AM instead? Subscribe to up to five reports and receive refreshed report results by email on a schedule you set: daily, weekly, or monthly. To start a report subscription, open a report and click Subscribe. Specify when to receive the report, and then go about your business. When you need the report data, it’s waiting for you in your inbox.
Subscribing to a report

Chart Improvements in Lightning Experience: Table, Gauge, Bar, Scatter, Line, and Combo Charts

Add Tables to Dashboards in Lightning Experience

From the Lightning Experience dashboard editor, you can now add table components and sort columns from the component editor. Tables in Lightning Experience dashboards show conditional highlighting and Chatter photos, but to configure conditional highlighting and Chatter photos, switch to Salesforce Classic.

Table showing conditional highlighting, sorting, and Chatter photos

Gauge Charts Display Percentages

Gauge charts added to Lightning Experience dashboards now show percentages by default. Gauge charts configured to show percentages in Salesforce Classic now also show the percentage in Lightning Experience.
Gauge Chart in Lightning Experience

Stack Bar Charts to 100%

Stacked bar charts are wonderful for comparing absolute values side by side. Stacking a bar chart to 100% enables you to compare relative values side by side. For example, instead of comparing opportunities by stage and total opportunity amount, stacking lets you compare the proportion of opportunity amounts by stage.

To stack a bar chart to 100%, your report must have at least two groupings, and one of the groupings must be a number.

Stacked Bar Chart


There are many more powerful features in Winter’17 Release notes. For complete list of Winter’17 Release Notes click here  Also, don’t forget to visit What’s Not Available in New Winter ‘17 Lightning Experience Features

Posted in Lightning Experience, Release Notes, Salesforce

Salesforce Lightning :Summer 16 Top 16 Features

2016: The Year of Lightning


Salesforce published Summer’16 release(Preview) notes. If You are a lightning lover like me then In this release, you can find lot’s of new features as well as new enhancements for example Associate a Contact with Multiple Accounts(Generally Available), Opportunity Teams is now available in Lightning Experience, Customize Home(Lightning Experience) , Autofill accounts Account Logo.

Take a look below new features in summer 16 release for Lightning Experience:

1.Create a Calendar from Anything in Salesforce

Do you and your users want an easy, visual way to track upcoming or ongoing campaigns? Support cases? Retail store events? Opportunities due to close? In seconds, anyone can create a calendar from a standard or custom object by choosing a date field representing data they want to track. The calendar displays data in this area as calendar items. Users can customize most calendars by applying a list view, and they can edit and delete calendars they’ve created. Some considerations apply to creating calendars. This feature is available in Lightning Experience only.

2.Export Reports as Files from Lightning Experience

Now you can export reports from both Lightning Experience and Salesforce Classic.

When you need to work with report data in a dedicated tool, such as a spreadsheet, export report data as a Microsoft® Excel® (.xls) or comma-separated values (.csv) file. From a list view or while viewing a report, click More Actions | Export, then choose encoding and file type.



3.Contacts: Associate a Contact with Multiple Accounts (Generally Available)

Contacts to Multiple Accounts lets your sales reps easily manage the relationships between people and businesses without creating duplicate records. This feature is available in Lightning Experience, Salesforce Classic, and all versions of the Salesforce1mobile app.

4.Filter Reports by Clicking on Charts in Lightning Experience

While reading a report, click a report chart grouping to filter the report.Your Pipeline by Industry report gives a useful overview of your opportunities, but what if you only want to view opportunities in the telecommunications industry? In the chart legend, click Telecommunications. Or, on the chart, click the chart segment that represents the telecommunications industry. The report then filters to show only opportunity records from the telecommunications industry.

5.Undo and Redo Actions in the Lightning Experience Dashboard Designer

Everybody makes mistakes. Worry not, mistakes are easily corrected. At least, they are in the Lightning Experience dashboard designer thanks to the undo and redo buttons.

To undo an action, click Undo. To redo an action, click Redo. Problem solved.


6.Lightning App Builder

Create and Edit Lightning Experience Record Pages (Generally Available)
Customizing Lightning Experience record pages is now available to everyone! Create a record page from scratch, or make a copy of an existing record page right from the Setup menu. Give your users a customized view for each object’s records by adding, editing, or removing components to change the page’s layout.
Add Your App Pages to Lightning Experience
The App Page type of Lightning Page, previously available only in Salesforce1, is now supported in Lightning Experience. Give your users easy access to the objects and items that are most important in your custom app by activating it for Lightning Experience.
Assign Filters to Report Chart Components in Lightning Experience
You can now assign a filter to the data displayed in a Report Chart standard Lightning component when it displays on record pages in Lightning Experience. If you set a filter option for a Report Chart component on a record page, the component displays only that filtered data when users view the page.

7.Team Up to Sell More with Opportunity Teams in Lightning Experience

Your reps can improve the efficiency of sales teams by adding opportunity teams to their opportunities. Team roles show who’s who on the team, and help the team coordinate to sell more. The opportunity owner can grant opportunity team members on opportunities teams special access to records related to the opportunity. Previously, you had to switch back to Salesforce Class to enable opportunity teams or set up team roles. Now, you can access settings for opportunity teams without leaving Lightning Experience.

8.Team Up to Work Accounts in Lightning Experience

Your sales reps can coordinate and simplify a sales team’s access to accounts by setting up an account team in Lightning Experience. Account team members have increased access to the account and its related records. Previously, account teams were only available in Salesforce Classic. This feature is available in the Salesforce Lightning Experience.

9.Create New Accounts Lightning Fast with Account Autofill

Creating new accounts just got quicker than ever. When reps start typing a company in the Account Name field, we’ll offer up suggestions. Less time entering data—what’s not to love? This feature is available in Lightning Experience only.
But wait, there’s more! When a rep selects a company from the list, we autofill several other fields with data, when available: Website, Phone, and Billing Address (headquarter location). The suggestions include US-based companies.
Turn on autofill from the Account Settings page. While you’re at it, turn on account logos, too, so reps see company logos with the suggestions.

10.Visualize Your Business Like Never Before with Account Logos (Beta)

They say a picture is worth a thousand words, but there’s just one word to describe the fact company logos are now shown on account records—awesome. This feature is available in Lightning Experience and all versions of the Salesforce1 app. From Account Settings, select the option to allow logos. Voilà! Logos show up automatically, when available, on US-based accounts. If you use Social Accounts, logos that reps added manually from social networks may be replaced with a fresher, more up-to-date logo.

Bonus: If you’ve enabled account autofilll, reps see logos with the list of suggested companies.

11.Opportunity Products: Find Products with Ease in Lightning Experience

Your sales reps can add products to your opportunities more quickly with most recently used products suggestions and autofill search. Enhancements to product search will be available two weeks after release. This feature is available in the SalesforceLightning Experience.

Now when sales reps select Add Product on the Products related list, they see a list of up to five products in the current price book that they’ve recently added to other opportunities. It’s a real time-saver for anyone who works frequently with the same small set of products. If the recently used products aren’t what they want, reps can enter a product name and see search results instantly.

12.Filter List Views with a Fine-Toothed Comb in Lightning Experience

 With the addition of filter logic, your reps can pinpoint the data they need while enjoying an intuitive user experience. Reps can see available filters without editing a list view, and edit filters on the fly. This feature is available in both Lightning Experience and Salesforce Classic.Filter logic in Lightning Experience works just like in Salesforce Classic. Add filter logic from the Filters panel.

13.Home: Customize Home for Different User Profiles (Generally Available)

You asked for it, and salesforce delivered! Use the Lightning App Builder to create custom Home pages that appear for different profiles in your org. Display and organize useful components, and assign different pages to different types of users. You can even create and edit pages for leads, contacts, and other types of records! This feature is available in Lightning Experience only.

Create and Edit Lightning Experience Home Pages

Create and edit new Homepages from the Lightning App Builder. From Setup, enter Lightning App Builder in the Quick Find box, then select Lightning App Builder. Click New to create a Lightning Home page, or edit an existing page.


You can also access the Lightning App Builder directly from the Home page. Click andsetup gear button select Edit Page to create a copy of the current Home page to edit.


Set a New Default Home Page

Set a new default Home page to surface the information that’s most relevant for your users. All users see the default Home page unless they have profiles that are assigned to another Home page. This feature is available in Lightning Experience only.

You can set the default home page in two places.

  • Lightning App Builder—From Setup, enter Lightning App Builder in the Quick Find box, then select Lightning App Builder.

    After you save a page, click Activate from the Page Saved dialog, or click Activation later.

  • Home in Setup—From Setup, enter Home in the Quick Find box, then select Home.

Click Set Default Page and select a page. Select System Default to restore the standard Home page.


14.Send Email Through Gmail or Office 365 Accounts

Streamline email correspondence by letting your sales reps send their Salesforce email through their Gmail or Office 365 accounts. Because the messages come through Gmail or Office 365, you’ll see improved deliverability and open rates. Your users can also see the emails they’ve sent to their Gmail or Office 365 Sent Items folder. This feature is available in Lightning Experience only.


To enable this feature, from Setup, enter Send through External Email Services in the Quick Find box, then select Send through External Email Services. You can allow your org to send through either Gmail or Office 365; you can’t select both.

Users can manage their external email configuration from My Email Settings within their personal settings. The My Email Settings page gives users the option to send through their external account, and customize the name and signature that appears on outgoing emails.


15.Detail Page Displays Emails the Way Users Expect

Emails sent from the Lightning Experience Email Composer automatically become Email records instead of Task records. The new Email detail page displays email the way you see it in traditional applications like Microsoft® Outlook® and Gmail. This feature is available in Lightning Experience only.

The detail page displays the email (1), with any custom fields you add. The page also includes related lists for sender and recipients (2), attachments (3), and the related opportunity, campaign, case, account, or person account (4).


Use the Activity Timeline to Work Your To-Do List Faster

Now sales reps can log calls and update upcoming meetings and tasks faster, without leaving the activity timeline. A new menu on timeline items contains actions for updating activities. This feature is available in Lightning Experience.

16.Dress up Your Data with New Charts in Lightning Experience

We’ve added a bunch of new chart types to Lightning Experience: funnel, scatter, combo, and cumulative line charts. Also, table charts now show totals in Lightning Experience dashboards (after you set them up in the Salesforce Classic component editor).
Funnel charts are available in both reports and dashboards. Scatter, combo, cumulative line, and table charts are available only in dashboards.

Collaborate with Others on Report and Dashboard Feeds in Lightning Experience

Feeds are now available on reports and dashboards in both Lightning Experience and Salesforce Classic.

When Feed Tracking is enabled for Reports and Dashboards, click whileCollaborate , viewing a report or dashboard to open the feed. Then, mention coworkers, post questio and make observations about your Salesforce data directly from a report or dashboard.


See Who Liked Your Post in Lightning Experience

If you’ve been wondering who liked your post in Lightning Experience, wonder no more! We present the People Who Like This Postcard. This feature is available in Lightning Experience.
Click the link to the right of toLike this item icon open the People Who Like This Postcard. You can see exactly who liked a post and, if you like, jump to their profile.

Reference : Salesforce Summer ’16 Release Notes

Posted in Release Notes, Salesforce Admin

Salesforce Spring 16 -Top 16 Features of Lightning Experience

Spring 16 -Top 16 Features of Lightning Experience 

Here’s the list of the some powerful features and enhancements that make Lightning Experience the go-to interface for selling smarter and faster. Use this list to quickly access the details about new feature.


1.Custom Lightning Experience Navigation Menus : 

Custom Lightning Experience navigation menus vastly improve the navigation experience for your users. Before this release, everyone had the same navigation menu and it couldn’t be customized. Now, you can create multiple menus and tailor them for your various types of users such as sales reps, sales managers, and execs. You can add, remove, and move items on the menu so that users can go to the places they use most often with a single click. This feature is available in Lightning Experience only.


2.URL Custom Button and Link Support in Lightning Experience and Salesforce1 :

 Custom buttons and links that define their content source as URL are now supported in Lightning Experience and the Salesforce1 mobile app. This feature was previously available in Salesforce Classic only.

3.Formula Field Support in Lightning Experience : 

Formula fields with hyperlinks and images are now supported in Lightning Experience.You can now click on an external hyperlink in a text formula field, which navigates to the link in another tab. Images added via a text formula field now display correctly in list views and related lists. Images in search results are not supported in Lightning Experience.

4.Add Visualforce Pages to the Lightning Experience Navigation Menu: 

Customize the Lightning Experience navigation menu by adding Visualforce tabs. This capability already exists in Salesforce Classic and the Salesforce1 mobile app. Now you can do it in Lightning Experience.For details of how to customize the Lightning Experience navigation menu, see Custom Lightning Experience Navigation Menus elsewhere in the release notes.

5.Change Owners for More Types of Records in Lightning Experience: Your users can now change record owners for work orders and campaigns, and assign some records, like leads, cases, work orders, and custom objects, to queues in Lightning Experience.

6.List Views: Filter and Customize to Get Data Faster in Lightning Experience (Generally Available) : 

With the ability to create and edit custom list views in Lightning Experience, your reps take advantage of powerful ways to rapidly find relevant data. Now reps can sort and filter their data as in Salesforce Classic, but with the added ability to create on-the-fly filters from Lightning Experience’s intuitive interface.This feature is available in both Lightning Experience and Salesforce Classic.

Reps create list views easily by choosing New from List View Controls List View Controls menu icon, then naming the list and setting sharing options. Filters let your reps display records based on criteria they set. Reps have different options depending on the object type. When they add a filter, they specify a field (1) and an operator (2), and then select or enter a value (3). For example, if some reps are planning a trip to San Francisco, they can create a list of accounts to visit by setting a filter where Billing City equals San Francisco. They can further refine the list by filtering by industry type or other fields. 


The Filters panel pops out when your reps create a list view, select Edit Filters from List View Controls, or click . When the Filters panel slides out, reps can see filters and the resulting list data side by side.Your reps can tell at a glance how many records a list view contains, and how they’re sorted and filtered.


7.Home: Keep Tabs on Your Meeting Schedule and Task List : 

Home is now even more of a control center for your sales reps. They can now see upcoming meetings, tasks that are due today, and more information about relevant accounts without leaving the Home page. This feature is available in Lightning Experience only.


Account Insights lets sales reps scroll through insights without leaving the Home page. Reps can also provide feedback on individual insights to improve the relevancy of insights.

  1. Upcoming Events shows the next five meetings on a sales rep’s calendar. Past events drop off the list as the day progresses. Click View Calendar to access your full calendar for the day.
  2. Today’s Tasks shows the next five tasks due today. Sales reps can mark a task as done with one click, or click View All to go to the task page. The Assistant no longer shows tasks due today or overdue tasks. 

8.Productivity: Take Notes, Add Events and Tasks, and Log Calls from Anywhere in Lightning Experience : 

Lightning Experience users can achieve a whole new level of multitasking with global actions and the new composer window. From the Global Actions menu, it’s easy to jot down a quick note or log a call without switching away from other work in progress.

Access global actions from any page because the Global Actions menu is always available in the header. The menu contains activities-related global actions from the Salesforce1 and Lightning Experience Actions section of the global publisher layout. Specifically, these types of global actions are supported: Log a Call and Create a Record for events, tasks, and notes.


The Lightning Experience activity composer already makes it easy for users to relate notes, events, tasks, and logged calls to a specific record. And now the Global Actions menu adds another dimension with a convenient way to create a note or activity that’s not related to the current page. For example, suppose that a sales rep is working one of her deals when she gets a return phone call from a lead she’s been nurturing. She can log the call right away without navigating elsewhere. She simply clicksin the header, types her comments in the composer window that opens on the page, and relates the call to the appropriate lead record. And then she’s back to her deal, right where she left off. 


9.Activities: Keep Up with the Speed of Business: 

The activity timeline shows all the activities on an opportunity, a lead, an account, or a contact. Now your sales reps can filter out everything but the activity they want to monitor: just calls, tasks, meetings, or emails. This feature is available in Lightning Experience only.

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10.List Views: Resize Columns in Lightning Experience

Re size columns in list views to optimize the viewing area of specific fields in the list view. When you resize a column on a list view, the new width is retained on your subsequent reloads for that list view. However, Recently Viewed list views don’t retain new widths when you resize their columns. Column resizing is available on all object home pages, such as for accounts, cases, contacts, leads, and opportunities. On the Opportunity home page, column resizing is available in the grid view but not the board view. The length of the column header label determines the minimum width of the column. 


To use your keyboard for column resizing, press tab until you are at the column divider (1) for the column you want to resize.Then press the left or right key to decrease or increase the column width.

11.Data Import Wizard: Import Data from Some Object Home Pages

Sales reps now save time and clicks when they access the Data Import Wizard directly from certain sales objects home pages.This feature is available in Lightning Experience only.Access the Data Import Wizard from these home pages.

  • Accounts
  • Contacts
  • Leads
  • Custom Objects
  • Person Accounts


12.Calendar in Lightning Experience: Create a Meeting by Clicking a Time Slot : Now your reps can add a meeting to their calendar with one click.

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13.Unresolved Items: Available in Lightning Experience

When Salesforce sends email items it couldn’t assign to records to the Unresolved Items queue, reps can manage those items directly from Lightning Experience. This feature is available in both Lightning Experience and Salesforce Classic.Unresolved Items helps reps manage items they’ve added to Salesforce using Salesforce App for Outlook, Exchange Sync,Salesforce for Outlook, or Email to Salesforce.

Reps can access Unresolved Items in Lightning Experience from the top of any page by clicking their avatar, and then clicking Settings|Email|Unresolved Items.

14.Person Accounts: Supported in Lightning Experience (Beta)

Person accounts take the standard business-to-business account model and extend it to include business-to-consumer sales, so you can capture information about individual people with whom you do business. With person accounts now available in Lightning Experience, Salesforce supports your sales process like never before. This feature is available in both Lightning Experience and Salesforce Classic.

15.Team Up to Close Deals in Lightning Experience

Your sales reps can now increase and simplify a sales team’s access to opportunities by putting together a winning opportunity team in Lightning Experience. Opportunity team members have increased access to the opportunity and its related records.The opportunity team related list shows who’s on the team (1). Click View All to view more team members.


Remark:Settings for opportunity teams aren’t yet available in Lightning Experience. Switch to Salesforce  Classic to enable team selling, customize team roles, or to access default opportunity teams.

16.Inline Editing Available for Lightning UI 

Now Inline Editing is available for lightning user interface.

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There are many more powerful features in Spring 16 Release notes. For complete list of Spring 16 Release Notes click here  

Also don’t forget to visit What’s Not Available in Spring ’16 Lightning Experience Features

References: Lightning Experience Features in This Release