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Visit asagarwal.com for daily dose of useful tips and tricsk on Salesforce
Quick RecapOf The New Salesforce
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Related Blog
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Met the New Salesforce ... and Fell In Love All Over Again !
http://www.asagarwal.com/4331/met-the-new-salesforce-and-fell-in-love-all-over-again
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New Salesforce = Salesforce Lightning Technology
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The Current Look & Feel of Salesforce
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Salesforce’s current interface
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Switching to New UI
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To switch to new interface, select the
option from the menu
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The New Salesforce, The New UI
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And here is the “New Salesforce” (so this is what the buzz was all
about)
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Collapsible Sidebar
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The new collapsible navigation bar (no more
horizontal bar on the top)
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Global Search
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Global Search
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Global Search
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Search results by objects Top results
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Home Page
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Interactive Chart - how the deals are closing on the
timeline. Drag the slider left or right
Target personalized news on all the accounts the rep is selling to. Was available on mobile earlier.
Now comes to desktop
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Home Page
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Assistant - to remind you of what’s important
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Account Page
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Activity & Collaboration (Chatter) on the right
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Account Page
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Major portion of the screen has related information, reference information
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Opportunity Page
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Opportunity page - completely different layout
than Account
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Opportunity Page
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Key fields on the top
Sales Path (i.e. opportunity stages)
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Opportunity Page
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How long the deal has been at a particualr stage
At every stage of the opportunity, provide best practices, key things that
rep needs to focus on
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Opportunity Page
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Activity Timeline - What did I do last time and what do I need to do next
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Opportunity Page
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Hover on a record shows other related
records also
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Opportunity Page
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To complete a task, just check the checkbox and the
task is struck through
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Opportunity Page
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Hover not only shows the details from account record but also the
cases and opportunities for a better insight
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List Views
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List Views
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List Views are sorted on what you use most frequently and
you can search. No more prefixing a list name with ‘***’
to get it on the top
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List Views
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Not only that, now you can search for a list view name
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List Views
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Analytics Chart Embedded in List View
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List Views
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Not only that, you can also select a different
chart
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List Views
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Not only that, you can also change the chart
types
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Opportunity Pipeline Board
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Pipeline Board on Opportunities - Pipeline organized by sales
stages
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Opportunity Pipeline Board
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Intelligent alerts on the Pipeline
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Opportunity Pipeline Board
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Drag and drop the opportunities from one
stage to another. Very cool
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Case Page
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Case details are on the right. Optimize the use of object for how
you want to work with it
Case Page is “Feed First”. Different layout than Account and Opportunity pages. All your action on the case
can be taken from here
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Tasks
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New Task Screen that lists all your tasks across all
objects on one screen. Task list on left. Task details on
the right
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Notes
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New Notes Screen that lists all your Notes. Notes list on
left. Notes details on the right
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Lightning Platform
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New Notes List
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App Launcher
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App Launcher - Salesforce Apps, Custom Apps, AppExchange Apps,
Connected Apps - All in one single place
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Dashboard
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The New Dashboard Look
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Dashboard
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Dashboard no longer restricted to 3 columns.
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Reports
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New Report Run Page
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Reports
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Change chart types on the fly
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Reports
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Change filter conditions on the Fly
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Customize Page Layout
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Customizing a Page Layout
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Customize Page Layout - Using Lightning App Builder
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The New Lightning App Builder
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Customize Page Layout - Using Lightning App Builder
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Component Based - Standard Component / Custom Components /
AppExchange Components
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Lightning Design System
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Lightning Design System
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What is it - It is collection of design patterns, components, and guidelines for
creating unified UI in the Salesforce ecosystem that can be re-used by
developers
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Lightning Design System
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For more information, please navigate to http://www.lightningdesignsystem.com/
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Leave Your FeedbackPlease do not forget to leave your comments on my blog at URL http://www.asagarwal.com/4331/met-the-new-salesforce-and-fell-in-love-all-over-again
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Thank You !
For Daily Dose of Useful Tips & Tricks on Salesforce.com visit http://www.asagarwal.com
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