Lightning for Salesforce Admins
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Become a leader and trailblazer when you lead your organization into the future by migrating to Lightning! Join VP of Product Management, Shawna Wolverton, as we discuss the evolution and future of Lightning, what the Lightning Experience means for Salesforce Admins, and how to get started with it at your organization.
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Lightning for Salesforce Admins
- 1. Lightning for Salesforce Admins August 10, 2016
- 2. Speakers LeeAnne Templeman Sr. Admin Evangelist Salesforce @leeanndroid Shawna Wolverton VP, Product Management Salesforce @shawnawol
- 3. Forward-Looking Statements Statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
- 4. Get Social with Us! @salesforceadmns #awesomeadmin Salesforce Admins Salesforce Admins The video will be posted to YouTube & the webinar recap page (same URL as registration). This webinar is being recorded!
- 5. Join the Admin Webinar Group for Q&A! Don’t wait until the end to ask your question! • We have team members on hand to answer questions in the webinar group. Stick around for live Q&A at the end! • Speakers will tackle more questions at the end, time-allowing bit.ly/AdminWebinarGroup
- 6. Agenda • Lightning Overview & Roadmap • Key Lightning Features for Admins • How to Implement Lighting • Resources • Q&A
- 9. A Multi-Year Mission to Reimagine CRM Reimagined the mobile experience Reimagined the Platform 2013 2014 APIs & Components Developer Framework
- 11. Lightning Roadmap Winter ’17 And beyond! • Inline edit on lists • Mass Actions return to listviews • Enhanced Lightning navigation • Kanban for Leads, Campaigns, and Contracts • Quotes & Contracts • Duplicate Management • Chatter Enhancements • Favorites • Products & Price Books • Forecasting • Record page Profile Assignment • Report & Dashboard Awesomeness • Kanban everywhere
- 12. Key Lightning Features for Admins
- 13. Lightning Setup & Setup Search Build and customize faster • Object Manager • Setup Create Button • Search within setup • Fields, rules, alerts & more
- 14. Lightning Reports & Dashboards Enhanced Dashboards for your Apps Delivered in Summer ‘16 • Drill into Report Charts • Collaborate on Dashboards • Package & Deploy • More Dashboard Chart Types Future Releases • Table Images & Chart Colors • Scheduling • Running Users & Dynamic Dashboards • Notifications
- 15. Lightning App Builder • Lightning App Pages • Custom Home • Build and modify any record page • Minimize need for code
- 16. DEMO
- 18. Implementing Lightning • Migrate to Lightning Trail in Trailhead • Migration Assistant • Lightning Experience Readiness Check • Plan user rollout
- 19. DEMO
- 20. Resources: Migrate to Lightning Experience TRAIL on Trailhead: Lightning Success Community Group: Migrating to Lightning Experience Lightning Experience Basics Lightning Experience Features App Customization Lite Lightning App Builder Lightning Experience Rollout
- 21. Join the Admin Webinar Group for Q&A! bit.ly/AdminWebinarGroup
- 22. thank y u