- 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
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.
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.
Upload a brand image, and choose brand colors. Optionally, upload a page background image, default banners, and avatars for groups and user profiles.
Give your users access to opportunity details so that they can get the most out of the Home page.
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.
- 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 to set the goal.
The Assistant shows your users things they need to address, including new leads and activities related to opportunities.
- 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.
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.
|Permission or Setting||Performance Chart||Top Deals||Assistant|
|Read access to the Opportunity object and sharing access to relevant opportunities|
|Read access to the Opportunity object’s Amount field|
|Read access to the Opportunity object’s Probability field|
|“Run Reports” user permission enabled for users|
|Closed opportunities or open opportunities with a probability over 70% during the current fiscal quarter|
|Read access to the Lead object|
Salesforce Classic has a separate page for an object’s home and another for its list views. In Lightning Experience, we’ve combined them!
What’s that gear menu for? It contains options for managing your list views.
In the charts panel (), you can change the type of chart or create a new one. Click 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
- These features and links don’t appear on object home pages in
- 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.
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.
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 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.
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 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).
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.
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.
More Features in Groups and Profiles
In Chatter topics and group feeds, when someone posts critical information, an authorized user can pin that post to the top of the feed. The post stays in place until an authorized user unpins it. Post pinning is a beta feature in the Winter ’18 release.
Find out which groups have the most activity in your org with a new custom report type. Create the custom report type using Groups as the Primary object, and monitor your groups’ rankings accordingly.
Groups and profiles are taking on that Trailhead flavor with a new default banner image and avatar.
Use the Out of Office feature on your profile to set the dates you're away and add a custom message. Your message and dates display prominently next to your name almost anywhere that your name appears.
New Ways to See Streams
Cross-community streams give you easy access to all your streams, whether internal or community-based. View all your streams in your internal Salesforce org. Cross-community streams is a pilot feature in the Winter ’18 release.
Other Exciting Greatness
Mass encryption and decryption of Chatter data is now generally available.
You can request that topic suggestions are disabled for your org. Topic suggestions are enabled by default, so contact Salesforce Customer Support to disable topic suggestions.
Emojis have arrived! Engage your audience by adding zest to your feed.
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.)
- 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 clickto navigate through the file system to the right place.
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.
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.
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.
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.
- 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.
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 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!
- 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.
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.
- 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 week view:
Calendar day view:
Calendar month 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 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.
- Set Up Cases for Lightning Experience
- Edit a List View Chart in Lightning Experience
- Customization Options for Events and Calendars
- Considerations for Calendars Created from a Salesforce Object in Lightning Experience
- Set Up Tasks for Your Sales Reps
- Video: “Use Tasks to Boost Your Sales Productivity” (end user focused)
- Productivity Features: What’s Different or Not Available in Lightning Experience