Introduction to
Salesforce
Welcome to the Salesforce!
What We Will Learn and Discuss Today
Why Salesforce is
Important?
What is Salesforce? Awesome New
Productivity
Features in
Lightning
What is Salesforce?
Lightning is the New Salesforce
Lightning takes productivity to new heights
Efficiency Driven Workspaces
Find, prioritize and act with workflow built in
Productivity Oriented Design
Make calls, take notes, log tasks and send emails
where you work
Rapid Customization
Extend Salesforce with App Builder, and apps and
components from the AppExchange
Smarter with Einstein
Your personal data scientist, helping you prioritize
your day and focus on the right customers
10 Lightning Features to
Increase Productivity
10 Lightning Features for Salesforce Users
Out-of-the box Lightning features to help increase productivity
1 Chatter Feed 6 Calendar & Tasks
2 Navigation 7 List Views
3 Global Search 8 Console
4 Reports 9 Integrated Email
5 Dashboards 10 Lightning Record Pages
ASTRO’S QUICK TIP:
With these out of the box
features you can become
more productive
Share Information Easily and Find What You Need
Faster
1 Chatter Feed 2 Navigation 3 Global Search
Collaboration enables users to Quickly access important
work together, talk to each records, lists, groups, Find things faster with
other, and share information, all dashboards with Personalized enhanced Global Search
in real time Navigation & Favorites
• Instant type-ahead results
• Top Results
• Chatter Streams • Favorite records, views, opportunity and
• Search left-navigation
• Recent Groups more
• Results ranked by relevance
• Share posts • Easily return to all your favorite content in
• Scoped search
• Live feed typing indicators Salesforce by adding them to your nav bar
• Object-level search
• Relevance ranked feed • Reorder nav bar through drag and drop
• Search for email in Global Search
Visualize Your Data with New Reports and Dashboards
4 Reports 5 Dashboards
Create reports that meet the criteria Visually display key metrics
you define and filter, group or display and trends for records in
in a graphical chart your org
• Drill to report from filtered dashboard
• Lightning Report Builder • Tacked combo charts, pictures on table
• Subfolders for Report and Dashboard folders
charts, conditional highlighting, improved
• Role hierarchy filter on reports
table component
• Relative Date filters • Denser charts, smaller metrics
• Salesforce Mobile enhanced charts • Post on charts and follow dashboards
• Dynamic filter URL • Edit running user, folder
• Export formatted report • Dashboard Subscriptions
• Reports Subscriptions
Visualize Your Data at a Glance and Make Edits
Quickly
Calendar
6 7 List Views 8 Console
& Tasks
Integrate calendaring Edit your record Drive productivity while
into everything information quickly and working in Salesforce
easily on the page
• View Google calendar events • Use pre-built sales and service
• Create calendars for custom & • Quickly modify records on a single consoles
standard objects page • Eliminate opening multiple browser
• Drag and drop calendar items • Wrap text within text fields tabs
• Create custom list views for • Create List View Charts • Open related records open as sub-tabs
Tasks • • Pin Tabs
View as Kanban on any object with
• Set recurring and follow up • View records in Split View
Configurable settings for group by and
tasks • Apply macros
summarize by fields
• Tasks and events in search
Increase User Productivity to Close Deals Faster
9 Integrated Email 10 Lightning Record Page
Create, view and Find data faster and
respond to email within make it more
Salesforce actionable
• Create email from anywhere within • Path
• Highlights panel
Salesforce
• Utilize org-wide addresses • Activity Timeline
• Send through Gmail or Office365 • Related Lists
• Experience enhanced email for • Related Records
• Report Charts
Person Accounts
• • News
Drag and drop email attachments
