We are quickly approaching the 6 year anniversary of Salesforce’s release of the “Lightning Experience”, an interface that was promoted as the flexible and dynamic version of the traditional classic version. By all accounts, the Lightning experience has far surpassed what the Classic version was capable of. With that said, we wanted to list out some of our favorite productivity tips to help your end users work more efficiently within Lightning. All of the features that we list here today are out of the box, and can be put to use immediately! Salesforce is a major investment for your Org, and its important to expose and equip your Users with every tool that they have available to them. Take a look!
· Favorites – one of our favorite & simple features available is “Favorites”. By clicking the star button in the top right hand corner, your users can easily save a specific record, list view, custom report, dashboard, etc – to a quick list that can be referenced at any time. This can especially be handy for users who are active on the desktop and mobile app – as your favorites can be accessed from both versions.
· Pinned List Views – in the past, users used to have to navigate away from the “Recently Viewed” list view, to get to the list view they really wanted to see. Now, with a simple click, you can have each object report tab default to the list view of your preference!
· In-Line Editing - You can edit records directly in a list view, which can make you much more productive since you don’t have to open each record individually. One item to keep in mind, objects where you have identified multiple record types – you will need to filter on a specific record type to enable the in-line editing.
· Report Subscriptions with Attachments – some users may not want to log directly into Salesforce to access data that meets certain criteria. However with subscriptions, you can set up report notifications when certain criteria are met. Along with this email, you can opt to have an excel or csv file of the data to be included as well.
· Global Actions – featured next to the favorites icon, you’ll find a quick actions drop down that allows users to quickly create records of their choosing. Furthermore, admins or consultants can create pre-defined actions with defaulted values that users to create very specific records in little to no time.
