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Salesforce Lightning Experience review: Salesforce has succeeded with its revamped CRM user interface

Charles Stevenson | Aug. 31, 2015
Salesforce has revealed its revamped Lightning Experience user interface - but how has it fared?

Two new features also announced as part of the release will be very popular with Sales users:

Pipeline Board - Allows users to see their pipeline and drag and drop opportunities between various Sales Stages to immediately see the effect on their forecast.
Sales Path - Guides users to keep an opportunity moving forward with customised information for your organisation's sales process. Ideal for new starters.

And a completely new analytics engine means much prettier charts, reports and dashboards, and those components appear in more places, so screens have more visual variety with animated graphics.

Salesforce Lightning Experience review: Reports, Charts and Dashboards

The entire reporting engine has had a complete overhaul, inheriting a lot of the technology from Salesforce's recent Wave analytics system. The look and feel is a huge improvement on the existing interface. By way of example, the number one requested feature from the user community over the last eight years has been to allow more than three columns in a dashboard.

The vendor's webcast demonstration this week showed components being dynamically resized to allow four or more smaller components, or fewer large components. Those charts are also animated which may sound slightly gimmicky, but certainly gain your attention and look clearer and better formatted.

salesforce lightning experience Computerworld UK

The vendor’s webcast demonstration this week showed components being dynamically resized to allow four or more smaller components, or fewer large components.

Salesforce Lightning Experience review: Pipeline Board

Another feature Salesforce is clearly proud of is the 'Pipeline Board'. This view of your open opportunities displays them as a set of cards in columns, based on what stage in the sales process they were. It looks similar to Kanban boards, and is a very neat logical view to clearly show at a glance where your deals are.

But even nicer, is the ability to drag and drop those opportunities from column to column, which automatically updates the records, as well as updating the totals on the board.

salesforce lightning experience opportunities Computerworld UK

This view of your open opportunities displays them as a set of cards in columns, based on what stage in the sales process they were.

Salesforce Lightning Experience review: Impact on existing customers

Clearly Lightning Experience is a big deal for Salesforce and it recognises that it will also be a big change for their customers, so it is going to be an optional switch-over. The existing interface will continue to exist and it is something that the vendor proposes should be tested carefully to understand if it is right for your organisation yet.

 

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