Learning Objectives

After completing this unit, you’ll be able to:
  • Describe the features of the new Home page
  • Explain the differences between object home pages in Lightning Experience and Salesforce Classic
  • Understand the benefits of using Chatter feeds and groups in Lightning Experience
  • Explain how the different file storage features apply to Lightning Experience
  • Describe the enhancements to tasks, events, and calendars that make it easier to track work

Explore More of Lightning Experience

Opportunities and leads aren’t the only places we’ve made improvements. There are slick new features to discover elsewhere, like custom brand images and colors in your org, the new Home page, revamped object home pages and enhanced list views, and enhanced Chatter and activities options.

Custom Themes and Branding

Rally your team around your brand and important initiatives, like a new product launch, with a set of custom brand images and colors in your org. We call them themes. You can choose one of Salesforce’s built-in themes or create your own custom themes with just a few clicks.

Theme and brand-based colors show up in various places in the user interface, including page backgrounds, the global header, navigation bar, tabs, and buttons. By default, orgs use the built-in Lightning Blue theme.

From Setup, enter Themes and Branding in the Quick Find box, then select Themes and Branding. You can view, preview, and activate an existing theme or click New Theme to create your own. Themes and Branding setup page

Upload a brand image, and choose brand colors. Optionally, upload a page background image, default banners, and avatars for groups and user profiles.

The Home Page

The Home page displays key items for each user’s day. From the Home page, your users can manage their day, including viewing their quarterly performance summary and the most relevant tasks and updates. You can also use the Lightning App Builder to create custom Home pages that appear for different profiles.

Give your users access to opportunity details so that they can get the most out of the Home page.

Home

Performance Chart (1)

The performance chart displays data based on opportunities belonging to the user or the user’s sales team. Only opportunities for the current sales quarter that are closed or open with a probability over 70% are displayed. Multicurrency is supported in the performance chart.

Curious about the numbers at the top of the chart? Here’s what they mean.
  • Closed—The sum of a user’s closed opportunities.
  • Open (>70%)—The sum of a user’s open opportunities with a probability over 70%. The blue line in the chart is the combined total of the closed opportunities and open opportunities with a probability over 70%.
  • Goal—A user’s customizable sales goal for the quarter. This field is specific to the performance chart and has no impact on forecast quotas or any other type of goals. Click Pencil icon to set the goal.

Assistant (2)

The Assistant shows your users things they need to address, including new leads and activities related to opportunities.

Items in the Assistant appear in the following order:
  • Leads assigned to you today
  • Opportunities with overdue tasks
  • Opportunities with no activity in 30 days
  • Opportunities with no open activity
  • Overdue opportunities

    Opportunities are overdue if they’re still open after the Close Date. These updates stop appearing if it’s been over 8 days since the Close Date.

If your users don’t have access to activities on opportunities or if the opportunity pipeline is off, they instead see opportunities that have close dates over the next 90 days.
Note

Note

In Salesforce Classic, the Home page has a Chatter feed. In Lightning Experience, that feed isn't there. Instead, Chatter is on the navigation bar. When you want to access Chatter on a record, go to the Chatter tab.

The Assistant doesn’t show tasks due today or overdue tasks that aren’t tied to an opportunity. The Today’s Tasks component is an alternative that’s available on the Home page, and it shows a list of your tasks due today.

To populate the performance chart, Top Deals, and the Assistant, users must have:
Table 1. Required Permissions for Home Features
Permission or Setting Performance Chart Key Deals Assistant
Read access to the Opportunity object and sharing access to relevant opportunities check mark check mark check mark
Read access to the Opportunity object’s Amount field check mark check mark
Read access to the Opportunity object’s Probability field check mark
“Run Reports” user permission enabled for users check mark
Closed opportunities or open opportunities with a probability over 70% during the current fiscal quarter check mark
Read access to the Lead object check mark

Object Home Pages and List Views

Salesforce Classic has a separate page for an object’s home and another for its list views. In Lightning Experience, we’ve combined them!

Lightning Experience Object Home

What’s that gear menu for? It contains options for managing your list views.

Object Home List View Controls

In the charts panel (Object Home Chart Icon), you can change the type of chart or create a new one. Click Object Home Filter Icon to add, set, or remove filters.

The name of the recent records list that displays by default on the home page for standard and custom objects is different in Lightning Experience. It’s called Recently Viewed. There’s another list view available for most standard objects that has the object type specified in the name. For example, the list view for accounts is called Recently Viewed Accounts. These two list views, Recently Viewed and Recently Viewed Object, show the same records. Neither list is deletable, filterable, or editable.

As an administrator, you can configure an object’s Recently Viewed search layout for your users. The search layout controls what all users see when they land on that object’s home page. In Lightning Experience, from Setup, find the object in the Object Manager, then scroll to its Search Layout related list and edit the Search Results search layout.

You can also go directly to an object’s details page by selecting Edit Object from the Setup menu.

Considerations When Working with Object Home Pages and List Views

Some features and links that are available on object home pages in Salesforce Classic aren’t available on comparable pages in Lightning Experience. You can still view, create, edit, and delete list views on these pages, but the steps you take for these tasks are different, and there are differences in how list views display and behave. Here are a few examples. The rest can be found in Lightning Experience Considerations.
  • These features and links don’t appear on object home pages in Lightning Experience.
    • Collapsible sidebar
    • Quick Access menu for customizations
    • Links to reports
    • Links to tools
    • Quick Create
    • Recent Items
    • Recycle Bin
    • Summary report tool
  • Navigation through list views has changed. Because list views have infinite scrolling, you can’t specify the number of records to show per page. Also, you can’t navigate through pages with arrow buttons, and you can’t jump to a specific page of results.
  • The list views dropdown menu shows up to 2,000 views. The menu loads views in batches of 50 as you scroll down. Recently viewed lists appear first, followed by other list views in alphabetical order. Recently viewed lists and the Search box appear only if there are 11 or more list views.
  • Instead of an alphabet rolodex for list views, the List View Controls dropdown menu has auto-complete search that’s enabled whenever there are more than 10 list views.
  • You can change the columns that appear and their order by choosing Select Fields to Display from the List View Controls dropdown menu.
  • Your users can reorder the columns of the Recently Viewed Object list in Salesforce Classic, and the changes are reflected in Lightning Experience.
  • Custom buttons and custom actions aren’t supported for list views or list view items.

How Other Objects are Organized in Lightning Experience

Opportunities and leads have special workspaces. The other objects have a different structure. Some elements, like related lists and the Activity and Chatter tabs, appear in different places than we saw on opportunities and leads.

For example, here’s a contact page.

Sample Contact Record Page in Lightning Experience

The highlights panel is in the same place across all objects. But here there’s no Path, and the Activity and Chatter tabs are together in the right hand column. Related lists are in their own tab in the main part of the page, alongside the Details tab.

Some objects have special components that appear on their pages (for example, accounts, contacts, leads, and opportunities include News), but the overall structure remains the same across all objects.

Cases

Cases look slightly different than other records. Cases display a feed first rather than record details or related information, because support agents mainly collaborate and work with activities in a feed. Details appear next to the feed. You don’t see the Activity or Chatter tabs because this information displays directly in the feed.

Case Record Home

If you turn off Case Feed, cases look like other records. Activities and collaboration appear, but the feed-first design disappears and adds more clicks and context-switching to cases. You can use collaboration (Chatter) instead of feed, but collaboration doesn’t include useful case feed publishers, such as email, log a call, or change status.

To fully benefit from the new feed-first design on cases, re-create the standard case feed publishers. The standard publishers aren’t available, but you can quickly re-create them as quick actions on the Case object. One benefit of re-creating the publishers as quick actions is that they appear on mobile devices, whereas standard case feed publishers don’t.

Custom Objects

Custom objects are supported in Lightning Experience, and custom object home pages contain the same standard elements as other objects, such as details, related lists, highlights panel, activities and a feed (Chatter).

Custom Object Home

On this particular custom object, Expense Report, feed tracking hasn’t been enabled. So, the Chatter tab, which you’d normally see next to Activity, doesn’t appear.

Tip

Tip

On object home and record pages, you can select Edit Object from the Setup menu to go directly to that object’s detail page.

User Profiles

The user profile page has been streamlined in Lightning Experience. From here, you can follow a user, see their details, edit their information (if you have permission), and see team members, files, groups, and other related information.

As with other objects, the pertinent details are in the main part of the page and the related lists are in the right-hand column. One unique thing about the user profile page is that the Google map that you see by default on address fields for other objects is disabled for users.

Sample Contact Record Page in Lightning Experience

Chatter in Lightning Experience

Wondering what’s up with Chatter in Lightning Experience? Improved following, more in-app notifications, share links to posts, sticky filters, and many other useful updates to increase the awesomeness of Chatter in Lightning Experience.

Follow What You Follow

When you post an update to a coworker’s profile, the only people who see your post are the coworker, the people who follow you, and the people you @mention. This updated follow model lets everyone focus on the information they’ve specifically marked as interesting to themselves. As of the Winter ’16 release, all new Salesforce orgs use the updated model. In Spring ’18, we’re pushing it out to all orgs, except those orgs that have opted out of auto-enabling.

Group Attention for a Mention

Group members have a new opportunity to be more responsive when their group is @mentioned. Group mentions now trigger in-app notifications. Discover quickly what people want the group to be aware of. To be notified about group mentions, members must select Email on every post under Groups in their Chatter email notifications settings.

Share Links to Posts

The Share feature in the Chatter publisher now includes a Copy Link option. Use it to grab a link that jumps directly to the detail view of a post. Copying places the link on your clipboard. You can paste the link wherever you like. Paste it in the Chatter publisher to see a preview of the post you’re linking to.

Copy Link option on Share menu

Copy Link to Thread dialog

Note

Note

The full link appears in the Copy Link to Thread dialog (1). We took it out of this image to preserve privacy.

Apply a Filter and Make It Stick

When you apply a filter to a feed, you want it to persist. You don’t want to reset it each time you visit the feed. Group and profile feeds—and almost any other feed where you select a feed filter—now hold on to your filter. The filter for that particular feed stays in place, even when you close your browser or navigate away from the feed.

Feed filters menu

Stickiness applies only to the feed where you set it, so you can set different filters on different feeds. Clearing your browser cache clears the filter, so the next time you visit the feed, you get the default view.

Sorting options and filters on the What I Follow feed aren’t sticky.

View Community Streams from Your Internal Salesforce Org (Beta)

Note

Note

This release contains a beta version of linking in cross-community streams, which means it’s a high-quality feature with known limitations. Linking in cross-community streams isn’t generally available unless or until Salesforce announces its general availability in documentation or in press releases or public statements. We can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features. You can provide feedback and suggestions for linking in cross-community streams in the Cross Community Chatter (Pilot) Trailblazer Community.

Working links and topics, upvote and downvote, and mark as company verified—these actions are now available when you view a community stream from your internal Salesforce org.

Besides normal feed actions, such as answer, comment, mention, and like, here are actions you can take from the community streams that you visit in your internal Salesforce org.

  • Upvote and downvote questions and answers, and see the impact in your community.
  • Verify answers, and see the verification in your community.
  • Click a link to a user profile, account, topic, or case, and jump to its home community.
  • Add a topic, and it’s added to your community.
  • Click the timestamp on a post, and jump to the post detail view in its home community.
  • Copy a link that leads to the item, person, or post detail view in its home community.
  • Click a mention in a community stream, and go to its home community.

There’s no special setup to get links working between your community and your internal org. However, features, such as upvote and downvote and mark as company verified, do require that you enable them for your community.

Beta Considerations

  • Create streams from your community. There’s no way to create a community stream from your internal Salesforce org.
  • Some Chatter features that are available in a community aren’t available when you visit a community stream from your internal org. For example, file attachments, inline images, post sharing, and hover cards aren’t available when you view community streams internally.
  • Community topics don’t appear when you view a stream from your internal Salesforce org. However, you can add topics.

More Chatter Goodness

We did some housekeeping on the list of domains we support for rich link previews. We added new domains and cleared out the obsolete ones. Supported domains provide high-quality thumbnails and previews of the files you attach to your Chatter posts. This feature is available in Lightning Experience. For a list of supported domains, see “URL Domains for Rich Link Previews in Feeds.”

To improve performance, we reduced both the size of digest emails and the complexity of the nesting levels used in formatting the digest. Although the overall look and feel of digests is the same, you see small changes depending on the email client you use. These changes apply to user digests only. Group digests are unchanged.

When you look at the Last Activity column in a group list, you see the date and time of the last update. But what if you have a super popular group with people posting updates continuously? To help with lag time and performance, the timestamp in the Last Activity column now shows updates that have been made up to 5 minutes before.

You can now use groups, group memberships, topics, and topic assignments with workflow rules and Process Builder. Send automatic emails to a group owner when a group member leaves. Or automagically add a specific topic to a post.

Easily find all related posts under one topic whenever you want by using hashtags when you publish polls. For example, tag all your HR-related polls with #FabPlaceToWork or #Awesome!

File Management and Collaboration

Say goodbye to the days of juggling content across myriad types of Salesforce file management systems. In Lightning Experience, Salesforce Files unifies your users’ files, documents, libraries, and attachments into a single place for easier file management. It also integrates access to files directly into the flow of your business, so users can get at the content they need from wherever they are in the app. Everyone in your org gets a welcome productivity boost with the integration of file sharing and content collaboration options into your sales and service processes.

Home Base for Managing Files

Files home is a powerful environment for working with and managing files. All file types are supported, including everything from Microsoft® PowerPoint presentations and Excel spreadsheets to Adobe® PDFs and image files. Audio and video files can be uploaded and downloaded, but can’t be previewed or played. (An exception is Lightning Dialer voicemail messages, which are saved as files and can be played. Lightning Dialer is available for an additional cost as an add-on license.)

Files home screenshot

  • Refine the list of files using filters (1).
  • Access libraries and the files contained in libraries (2). Libraries are a way to organize content and share content with users.
  • Search (3) to find files.
  • Upload files to Salesforce Files (4).
  • Act on files directly from the file list (5).
  • If Files Connect is enabled for your org, the left navigation panel displays a section for external file sources, including Quip, Google Docs, and SharePoint (6).

Let’s take a peek at a few of the other benefits your users get with Salesforce Files.

Manage Files on Records and Groups

Have your users created attachments for records or groups using the old Notes & Attachments related list? With the new Files related list, you can give everyone a better way to manage related content.

When someone adds an attachment to a record, it exists only in the context of that record. Users can’t get to the attachment from anywhere else in Salesforce. Pretty limiting, right? That’s why we developed the Files related list. When you include the Files related list on an object’s page layout, a user can upload files from their computer to attach to a record. The uploaded file is automatically added to Salesforce Files so it’s accessible from anywhere, not just the record at hand. Simply drag a file—or multiple files at once—onto the related list! Or click Add Files | Upload Files to navigate through the file system to the right place.

Drag and drop files onto the Files related list

The Files related list also opens a door to all a user’s files in Salesforce Files, including files in libraries and connected files in external repositories like Box and Google Drive.

Salesforce Files selector

Drill in on the Files related list and all the rich features and flexibility of Salesforce Files are available for each file in the list. For example, upload a new version of a file, edit a file’s details, or share a file with people, groups, and libraries.

Files related list details

Preview Files

The beautiful file preview player in Lightning Experience provides a visually and functionally rich preview experience. Preview images are vector-based (rather than pixel-based), so the render quality is higher and doesn’t degrade on high-resolution screens. And there’s no need for your users to install Adobe Flash Player to preview files because the player isn’t SWF-based.

The player includes controls for quickly downloading, sharing, or deleting the current file, uploading a new version of the file, editing file details, and generating a public link to the file. It also has full-screen mode and works with most presentation clickers, so reps can dazzle their audiences without needing to download anything.

File Preview Player in Lightning Experience

Share Files

To faciliate content collaboration, Salesforce Files embeds file sharing opportunities throughout your company’s workflow. Users can access sharing options from Files home, Files related lists, the file preview player, file record detail pages, and Chatter feeds.

It’s easy to share files with the right audience.

Specific people or groups
Share files with just the people or groups who should see them. Assign unique file permissions for each person or group. Viewers can view, download, and reshare the shared file (if the file allows resharing). Collaborators can do all that plus change file permissions, edit the file, and upload new versions.

Salesforce Files sharing dialog

Broader audiences or records
Attach files to posts or comments in the main Chatter feed or to feeds on records.
Customers or people outside your company
Safely share files with external audiences by creating public links. A public link is an encrypted URL that’s safe to send to any recipient outside (or inside) your company, including leads, customers, partners, and coworkers. Recipients can view and download the file but they can’t be collaborators. You can delete the link at any time, at which point it no longer provides access to the file.

Public link sharing in Salesforce Files

Considerations for Other Content Types

Some older Salesforce content types aren’t fully supported or supported at all in Lightning Experience. Here are a few things to keep in mind. See Lightning Experience Considerations in the Salesforce Help for the full details.

Attachments
Attachments on records aren’t automatically available from Salesforce Files or the Files related list—because attachments aren’t actually files. In Lightning Experience, users can continue to access attachments from the Notes & Attachments related list. But it’s confusing to have content in two different lists on the same record. Fortunately you can convert attachments to files and eliminate the need for wasteful context switching. Install the Attachments to Files tool from AppExchange and kick off bulk jobs that convert attachments to Salesforce Files. Your users will thank you!
Documents
The Documents tab isn’t making the trek to Lightning Experience. But there are several options for making files from Documents available in Salesforce Files, including uploading them directly, using third-party data export tools, or using an API-based tool. See Moving Documents to Salesforce Files in the Salesforce Help for more information.

One exception is documents used in email templates as attachments. These files need to stay in Documents for now.

Salesforce CRM Content
Folders and files in libraries are available from Salesforce Files in Lightning Experience. Users can share and interact with them as with other files. But there are a few differences from Salesforce Classic, including:
  • To create or manage libraries, users must switch to Salesforce Classic.
  • Content deliveries aren’t available in Lightning Experience, but link sharing is supported.

Tasks, Calendar, and Events

There’s a better way to track the work you need to do to move deals ahead, with some nifty enhancements to tasks and calendars in Lightning Experience.

Tasks

Tasks
  • View a list of all your open tasks, showing the opportunities, accounts, and other records they’re related to. See and edit details right there on the same page.
  • Switch to views of tasks due today, all overdue tasks, tasks completed in the last 7 days, and tasks you’ve delegated.
  • If you have 10 or more overdue tasks, they’re collapsed under Show More Overdue Tasks.

Calendar

Calendar week view:

Calendar Week View

Calendar day view:

Calendar Week View

Calendar month view:

Calendar Week View

When you view, create, and edit events in Lightning Experience, the calender is streamlined and easier to use. The calendar displays all events owned by a user, including events outside a user’s business hours, in the time zone selected in your Salesforce settings.

Let’s say you want to track campaigns, cases, retail store events, opportunities, and more. Just add calendars for all of these things. Choose a field to track on any standard or custom object. The calendar displays data in that field as calendar items.

Users can customize most calendars by applying a list view, and they can edit and delete calendars they’ve created.

You can distinguish calendars by color and texture.

Calendar colors

Custom colors and textures

Calendar views display up to 150 items, including items from calendars you create.

You can’t set or view event reminders; create or edit recurring events; or create, edit, accept, or decline meeting invites. However, suppose that a Salesforce Classic user creates a series of recurring events. Lightning Experience users see the individual events on their calendars. Similarly, Lightning Experience users see individual events that they’ve been invited to by Salesforce Classic users.

If you'd like your users to be able to create, edit, accept, and decline meeting invites, consider enabling the Lightning Sync feature.

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