Revolutionize Your CRM Process with Salesforce Lightning: Benefits, Features, and Salesforce Classic
Nowadays, businesses are constantly searching for new and creative ways to make their work easier and improve their interactions with customers. Salesforce Lightning was launched in 2014 and has become the go-to platform for many businesses trying to enhance their customer relationship management (CRM) processes. It’s a powerful tool created to make things easier for users and help them get more done.
This blog will explore the features, benefits, and differences between Salesforce Lightning and Classic.
Salesforce is a software company that helps businesses manage their customer relationships. It’s noteworthy that Salesforce has been recognized as the top CRM company by International Data Corporation (IDC) and is used by over 22.9% of businesses worldwide.
In no time, Salesforce has expanded from just a primary CRM tool into a complete platform offering a range of features and capabilities. Some of these include sales automation, marketing automation, customer service, analytics, and artificial intelligence. Over the years, one of the most significant changes to Salesforce has been the development of Salesforce Lightning. This new and improved interface provides better functionality and customization than the old version.
What is Salesforce Lightning?
Salesforce Lightning is a modern, user-friendly platform that revolutionizes how businesses interact with customers. It is a framework that allows developers to build dynamic, customizable applications using lightning components, reusable building blocks that you can assemble like LEGO blocks. Lightning components are designed to be responsive and can be used across different devices and platforms.
Difference between Salesforce Lightning vs Classic:
Salesforce Classic is the original version of the Salesforce platform that has been used for over two decades. It is still a powerful tool with limitations concerning customization, user interface, and functionality. Salesforce Lightning is a completely revamped version of the classic platform that delivers a more modern, user-friendly, and simplified experience. Some of the key differences between the two platforms include the following:
- User Interface: Lightning has a more modern, visually appealing interface than Classic. The Lightning interface has been conceived to enhance user experience, presenting features such as customizable dashboards, drag-and-drop functionality, and dynamic charts that respond to changes in data.
- Functionality: Lightning provides more advanced functionality, such as dynamic page layouts, custom actions, and automation. It also integrates with other Salesforce products, such as Einstein AI and the Marketing Cloud, to provide a seamless user experience.
- Customization: Lightning allows for more extensive customization, with the ability to build custom components and apps. On the other hand, Classic has limited customization options and requires more coding.
- Improved protection for your data Locker Service is a security feature that helps keep your data safe by preventing different Salesforce Lightning components from interacting. This helps keep your data more secure and makes it inaccessible to cybercriminals. Locker Service also uses the Content Security Policy to prevent cyber attacks like cross-site scripting and clickjacking. All of this adds up to improved protection for your data when you’re using Salesforce Lightning.
Salesforce Lightning Benefits
Salesforce Lightning offers a wide range of benefits for businesses of all sizes, including:
- Improved User Experience: Salesforce Lightning offers a more modern and intuitive interface than the classic version. It’s made to help you get things done with less effort by giving you tools like personalized dashboards, drag-and-drop features, and interactive charts that change based on your data. This leads to increased productivity and efficiency in completing tasks.
Log in to Salesforce Lightning and access the customizable dashboard.
Use the drag-and-drop feature to rearrange your page and add or remove components at your discretion.
Use the dynamic charts to get real-time data insights and monitor essential metrics.
Use the intuitive interface to navigate and perform tasks quickly, increasing productivity and efficiency.
- Increased Customization: Lightning’s modular architecture and customizable components allow businesses to build tailored solutions that meet their unique needs. This means businesses can add or remove features, design custom pages, and create custom applications that suit their requirements.
Access the Lightning App Builder to design custom pages and applications.
Use Lightning Components to build reusable and customizable building blocks for your pages and applications.
Customize the page layouts and add or remove features per your requirements.
Deploy customized pages and applications to your users for improved engagement and productivity.
- Advanced Functionality: Salesforce Lightning offers more advanced functionality than the classic version. This includes dynamic page layouts, custom actions, and automation, which helps businesses automate their processes and get more done quickly.
Use the Lightning Process Builder to automate processes and save time on manual tasks.
Use custom actions to provide users with specific actions they can take on a record or a page, leading to increased productivity.
Use dynamic page layouts to display only relevant fields and sections based on specific criteria, improving efficiency.
Integrate with other Salesforce products like the Marketing Cloud to provide a comprehensive CRM solution.
- Mobile-First Design: Salesforce Lightning was created to work well on smartphones and tablets, so you can use it wherever and whenever necessary. This means businesses can work on the go, making their work more efficient and productive.
Access Salesforce Lightning from any mobile device, including smartphones and tablets.
Use the mobile-friendly interface to navigate and perform tasks efficiently from any location.
Stay up-to-date and work with your crew while you are out and about using the mobile app.
Access the full suite of Salesforce Lightning features from any device, making work more efficient and productive.
- Einstein AI: Salesforce Lightning integrates with Salesforce’s AI platform, Einstein, to provide businesses with powerful insights and automation capabilities. Businesses can use AI (Artificial Intelligence) to make their work easier, gain valuable customer information, and forecast future trends.
Access the Einstein Analytics dashboard to get powerful insights into your customer data.
Use the predictive modeling feature to predict future trends and make data-driven decisions.
Use machine learning algorithms to automate repetitive tasks and improve productivity.
Use the voice assistant feature to get hands-free access to Salesforce data and insights, increasing efficiency.
Salesforce Lightning provides businesses with several benefits that help them streamline their processes, improve customer engagement, and stay ahead of the competition.