Posts Tagged ‘Lightning Experience’

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Where Are My Salesforce Report Formats In Lightning Experience?

If you have recently moved to Salesforce Lightning and are now trying to build a report, you might be wondering where are the report formats? There’s now no longer a drop down where you can choose Summary vs. Matrix, or Joined. So what happened to them? Rest assured, they’re still there. The New Salesforce Lightning […]

8 Questions to Ask for Salesforce Classic to Lightning Migrations

From our experience in helping clients migrate from Salesforce Classic (Aloha experience) to Salesforce Lightning Experience, we have found that the change can require significant business process evaluation and adjustments to user workflows. It is not just a change in the way Salesforce looks, but also a core change in the way users interact with […]

Cloud Trend #2: Sell Smarter, Sell Faster

We all know the benefits of sales force automation and the need for a CRM system to manage your business. However, the future of CRM for your sales organization goes well beyond just managing your contacts and entering leads and opportunities. It’s about having the tools and the technologies at your fingertips to help you sell smarter and […]

Getting Started with the New Salesforce Lightning Experience

If you haven’t had a chance to see it or try it, you should immediately sign up for a developer org and see what all the fuss is about. What exactly is Lightning Experience? Lightning Experience is a next generation Salesforce UI that delivers many new features to benefit sales teams of all sizes. Salesforce […]

#DF15: New in Sales Cloud: Lightning Experience – A New UI

One of the most exciting announcements at Dreamforce this year is Salesforce’s newly designed UI for Sales. Dubbed the “Lightning Experience,” the new UI offers a number of improvements and features that will have a Sales user smiling from ear to ear. Lightning Experience comes packed with new features focusing on the Sales team’s productivity and […]