Thursday, September 17, 2015

NEW Salesforce Lightning User Interface #DF15

See our other blogs from Dreamforce:
Day 1 –
The Salesforce IoT Cloud And How It Makes Sense For Your Business #DF15
Day 2 – Exciting Announcements On Salesforce + Microsoft At Dreamforce #DF15
Day 4 – Salesforce’s IoT Cloud: A Brave New World #DF15

A big announcement during Dreamforce this week (and also a few weeks before the conference) has been the new Lightning user interface. The new UI is geared toward being more productive by making better decisions and selling faster. It mimics the Salesforce1 mobile application with the side navigation. Let’s take a closer look at some of the new features.

Record Detail

  1. Taking a look at the opportunity page, a complete overhaul of the UI bringing the most important information front and center.
  2. Highlight panel to include important opportunity fields at the top of the page.
  3. Sales Path showing a quick view of where you are in the sales cycle and also knowing where to advance to get to the next step.
  4. Activity tab - time line view, hover in timeline view and see what has happened so far in the sales cycle.
  5. Collaborate tab - all chatter updates relating to the record.
  6. Details tab - includes all resulting standard and custom fields related to the opportunity.
  7. Related Content include all related lists to the record.
  8. Notes section to quickly add a note or view notes.

SF 1
Image courtesy of Salesforce.com

List Views

The new list view provides a more spreadsheet view into a list of records. New interface allows for a highlights panel, warning signs and quick hover to create other records directly from the list view. Drag and drop a record to a new stage or status to quickly update. You can easily search for other views and make a quick update to add or remove a different filter.

SF 2
Image courtesy of Salesforce.com

Analytics

Finally, available with Dashboards, adding more columns (up to nine) and manually adjust the column width. New report hover allows for a little deeper view into the highlighted record.

SF 3
Image courtesy of Salesforce.com

These features are a huge leap forward in terms of getting insight into the information you need quickly. Many of the customers I work with already have customized page layouts leveraging Visualforce, and the new Lightning will work with these pages.