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Salesforce for Beginners

You're reading from   Salesforce for Beginners A step-by-step guide to creating, managing, and automating sales and marketing processes

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Product type Paperback
Published in May 2020
Publisher Packt
ISBN-13 9781838986094
Length 472 pages
Edition 1st Edition
Concepts
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Author (1):
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Sharif Shaalan Sharif Shaalan
Author Profile Icon Sharif Shaalan
Sharif Shaalan
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Toc

Table of Contents (23) Chapters Close

Preface 1. Section 1: Salesforce for Sales, Marketing, and Customer Relationship Management
2. Getting Started with Salesforce and CRM FREE CHAPTER 3. Understanding Salesforce Activities 4. Creating and Managing Leads 5. Business Development with Accounts and Contacts 6. Using Opportunities Effectively 7. Achieving Business Goals Using Campaigns 8. Enhancing Customer Service Using Cases 9. Business Analysis Using Reports and Dashboards 10. Section 2: Salesforce Administration
11. Setup and Configuration 12. An Overview of Sharing and Visibility 13. Using Sandboxes and Change Sets 14. Configuring Objects for Your Business 15. Third-Party Applications and Salesforce Mobile 16. Section 3: Automating Business Processes Using Salesforce
17. Understanding the Workflow Rules 18. Implementing Process Builder 19. Approval Processes 20. Assignment Rules 21. Assessments 22. Other Books You May Enjoy

Classic versus Lightning

Over the years, Salesforce has had a few UI makeovers to keep up with the latest trends in usability and design. The latest, and by far the biggest, UI change Salesforce has carried out is the introduction of Salesforce Lightning in 2015. This was a fundamental change to the look and feel that Salesforce users were used to and brought with it many new features that are only available on Lightning. Some of these features include the following:

  • A modern UI
  • The Lightning Component framework, which allows developers to build responsive applications for any device with less effort

Many organizations that have used Salesforce for a long time either plan to migrate, or have already migrated to Lightning. When Lightning was released, the older Salesforce UI was renamed to Salesforce Classic to differentiate between the two. The following screenshots show the exact same page in Salesforce Classic and Salesforce Lightning. Notice the option to toggle between the two interfaces. This means any user you grant this permission to switch back and forth between Classic and Lightning. This feature helps with adoption when you first bring users on to Lightning.

This is the UI for Salesforce Classic. Although there is great functionality in Classic, the UI is not modern:

This is the UI for Lightning Experience. As you can see, the UI is more modern and you get a sense of the component-based framework from the home page items, on the left-side of the page:

As an end user or potential admin, you need to make sure you learn how to use Lightning as it is the future of Salesforce. At the same time, you need to be familiar with Classic since many organizations still use Classic or have a hybrid system set up, where some users use Classic and some use Lightning. In this book, we will show all of our examples in Lightning, but I recommend you toggle back and forth to see how the concepts work in Classic as well.

Now that we know what the difference between Salesforce Classic and Salesforce Lightning is, let's take a look at how to log in to Salesforce and navigate to various useful sections.

You have been reading a chapter from
Salesforce for Beginners
Published in: May 2020
Publisher: Packt
ISBN-13: 9781838986094
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