10 Tips for Lightning with Eric Dreshfield

Editor's Notes

• #4: Present your users with helpful information when they first log into Lightning or when they are automatically switched from Classic to Lightning. You can enable these through setup in lightning experience: search for onboarding, select Onboarding & Assistance, then look for the Lightning Experience Welcome Mats section
• #5: It may feel like a cheaters way to gain adoption – you can turn off the ability to switch to Classic; and you can control who has access to Classic. In the Lightning Experience Migration Assistant, set up users tab, turn on “keep lightning experience users in Lightning experience only”. If some of your users still need access to both interfaces, use the “hide option to switch to Salesforce Classic” permission instead. This is NOT the same thing as turning off Classic for your org…once you turn off Classic for your org, you can’t go back.
• #6: In Display Settings under Lightning Experience in setup, users can change between Comfy and Compact. Comfy has labels above. Compact has labels to the left, less space between page elements and allows 30% more fields on the page.
• #7: Do you use web-to-lead? You can prevent bogus leads from getting to your org by requiring reCAPTCHA verification. There’s more to it than just turning on the switch in setup – you also have to make sure the HTML on your website includes the reCAPTCHA code.
• #8: It used to be hard to print a record from Lightning Experience. But thanks to the spring ‘19 release you now have a “printable view” option under Actions while viewing a record. Clicking on “Printable View” generates a preview of your record that also allows you to show or hide various sections of the record that you may wish to print. It functions similar to the expand/collapse page sections when viewing records. You don’t have the same level of control over related list details in printable view as you do other detail sections, so you may have to play with your pages option in the print dialog box to get what you really want. If printable views doesn’t show up for your users, check the Salesforce Mobile and Lightning Experience Actions sections of the page layout and edit as necessary.
• #9: The enhanced run page now has switches to control displaying of row counts, detail rows, subtotals and the grand total #1. It also shows the report type being used #2. And it also shows cross filters on the report #3. Matrix reports are more easily viewed with the stacked summaries feature that reduces the need for scrolling.
• #10: Want to add some color and meaning to your reports? Conditional formatting
• #11: Do you have a lot of data you need to show on dashboards? Check out the 12-column option. Want to display something on a really small grid? Compact dashboard components , as little as 1x1 are the way togo.
• #12: Is there a list view that you always want to see first? Sales people – how about My Opportunities? Click the pin to pin it…click the pin again to unpin. A couple of important things to note here: #1 - pinned list settings are browser-dependent, meaning a list view you pinned in Chrome, will NOT be the pinned list view if you start using Edge, IE or Firefox. And #2 – Admins cannot set a default pinned list view for all users; each user has the ability to set their own pinned list view (or not!)
• #13: New with the spring 19 release – email template folders. Now you can bring organization to your email templates instead of only having Public and Private folders. You have the ability to create hierarchies of folders and control who has access to different level with permissions.
• #14: And, As Eric mentioned, there are many things you can do in Lightning to increase adoption and optimize the user experience. Many of these can be enabled with a simple mouse click.
• #15: Thank you, Eric, as always, for your time and deep Salesforce expertise. You are a true MVP, in every sense of the word Good afternoon, everybody. My name is Stuart Bierig and I am a pre-sales engineer at Panaya. For the remainder of the webinar, I will show you how Panaya ForeSight can help organizations make risk-free changes to their Salesforce orgs, without unintentionally breaking mission-critical functionality through even the smallest of changes.
• #16: As we all know, the key criteria for a successful Lightning migration are increased efficiencies and user satisfaction.
• #17: As Eric mentioned, there are many things you can do in Lightning to increase adoption and optimize the user experience. Many of these can be enabled with a simple mouse click.
• #18: However, not all of these activities are risk-free. Some will require changes to your page layouts and underlying objects in order to achieve optimal user efficiencies. These changes will help you get the best experience out of Lightning. But like all changes, they introduce risk into your migration project and can accidentally break critical functionality and business processes.
• #19: Making any type of change in Salesforce can have downstream impact. But with Panaya ForeSight, you can eliminate this impact and reduce the time, cost, and risk of making changes to your org. ForeSight will instantly identify every standard, custom, and third-party component that has a direct or indirect dependency to the component you are analyzing. This allows analysts and developers to instantly view and mitigate the risk they may be introducing by making even the smallest of changes to Salesforce.
• #20: Let’s take a closer look at how Panaya ForeSight works. If you like what you see, we can easily set up a trial where you can analyze the components in your own Salesforce environment and identify risk in real-time. DEMO
• #21: In Summary, Panaya ForeSight can accelerate your projects by instantly identifying the risk in your planned efforts. We provide powerful visualizations into the interdependencies of your org’s components and allow you to make fast, intelligent decisions to ensure fast and risk-free outcomes.