lightning for salesforce admins

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Lightning for Salesforce Admins August 10, 2016

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Page 1: Lightning for Salesforce Admins

Lightning for Salesforce Admins August 10, 2016

Page 2: Lightning for Salesforce Admins

Speakers

LeeAnne Templeman Sr. Admin Evangelist Salesforce @leeanndroid

Shawna Wolverton VP, Product Management Salesforce @shawnawol

Page 3: Lightning for Salesforce Admins

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.

Page 4: Lightning for Salesforce Admins

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!

Page 5: Lightning for Salesforce Admins

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

Page 6: Lightning for Salesforce Admins

Agenda

•  Lightning Overview & Roadmap

•  Key Lightning Features for Admins

•  How to Implement Lighting

•  Resources

•  Q&A

Page 7: Lightning for Salesforce Admins

Lightning Overview & Roadmap

Page 8: Lightning for Salesforce Admins

150,000+

50 RELEASES

16 YEARS

CUSTOMERS IDEAEXCHANGE

Page 9: Lightning for Salesforce Admins

A Multi-Year Mission to Reimagine CRM

Reimagined the mobile experience

Reimagined the Platform

2013 2014

APIs & Components Developer Framework

Page 10: Lightning for Salesforce Admins

Ecosystem

Platform

Experience

Page 11: Lightning for Salesforce Admins

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

Page 12: Lightning for Salesforce Admins

Key Lightning Features for Admins

Page 13: Lightning for Salesforce Admins

Lightning Setup & Setup Search  Build and customize faster

•  Object Manager

•  Setup Create Button

•  Search within setup

•  Fields, rules, alerts & more

Page 14: Lightning for Salesforce Admins

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

Page 15: Lightning for Salesforce Admins

Lightning App Builder

•  Lightning App Pages

•  Custom Home

•  Build and modify any record page

•  Minimize need for code

Page 16: Lightning for Salesforce Admins

DEMO

Page 17: Lightning for Salesforce Admins

Implementing Lightning

Page 18: Lightning for Salesforce Admins

Implementing Lightning

•  Migrate to Lightning Trail in Trailhead

•  Migration Assistant

•  Lightning Experience Readiness Check

•  Plan user rollout

Page 19: Lightning for Salesforce Admins

DEMO

Page 20: Lightning for Salesforce Admins

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

Page 21: Lightning for Salesforce Admins

Join the Admin Webinar

Group for Q&A!

bit.ly/AdminWebinarGroup

Page 22: Lightning for Salesforce Admins

thank y u