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Implement Lightning Experience Features
To maximize the value of moving your business operations to Lightning Experience, take advantage of the many Lightning-only features that transform how users work. You can create a user experience that improves workflow and productivity, makes jobs easier and more intuitive, even transforms your business. Start with the features that best benefit your users. Then keep iterating over time to add even more value.
Here are some great candidates to consider turning on or setting up before going live with your users.
| Feature | Why It’s Valuable and How to Get Started |
|---|---|
| Activity Timeline | Give users an easier, more efficient way to keep track of current and past activities. All the key details for each task, meeting, logged call, and sent email are bundled together, right on the page with other record details. Customize the activity timeline to ensure your users have all the information they need. See Activity Timeline in Salesforce Help. |
| Shared Activities | Represent activity relationships more accurately by letting your sales reps relate multiple contacts to individual events and tasks. Shared Activities is forever. After the feature’s enabled, it can’t be disabled. See Enable Shared Activities in Salesforce Help. |
| Enhanced Notes | Help your users stay organized with our enhanced note-taking tool. It’s a breeze to create rich-text notes and quickly relate them to specific records. When you turn on Enhanced Notes, remember to add the new Notes related list to page layouts. Adding the Notes related list lets your users create and read notes directly from their records. See Considerations for Setting Up and Using Notes and Set Up Notes in Salesforce Help. |
| Salesforce Files | Use the rich features and flexibility of Salesforce Files from standard Salesforce objects and your custom objects. Adding the Files related list lets users upload files to records, see files associated with records, and quickly page through files in the visually rich preview player. See Salesforce Files in Salesforce Help. |
| Path | To work more efficiently or close more deals, help your users adopt your company’s processes. Set up a process based on an object’s status or stage. Add guidance for success at each step in the process. See Enable Path in Salesforce Help. |
| News | Give your reps instant access to relevant, timely news about their accounts, contacts, leads, and opportunities. This feature is available only in English, so if your org uses a different primary language, consider whether you want this option. See Enable News in Salesforce Help. |
| Home Page | Give your users everything they need to manage their day from the Lightning Experience Home page. Sales reps can see their quarterly performance summary and get important updates on critical tasks and opportunities. You can also customize the page for different types of users and assign custom pages for different profiles. See Set Up the Lightning Experience Home Page in Salesforce Help. |
| Duplicate Management | To alert users when they’re about to create a duplicate record, create duplicate rules. Duplicate rules establish whether and when users can create duplicate records in Salesforce. See Manage Duplicate Records in Salesforce Help. |
| Lightning Apps | Help users work more efficiently by giving them access to all the data and tools they need. What’s most important to sales reps? Accounts, events, and organizations. How about sales managers? Reports and dashboards make the top of the list. Lightning apps take things to another level past Classic apps by letting you brand your apps with a custom color, logo, and utility bar. See Create Lightning Apps and Upgrade Classic Apps to Lightning Apps in Salesforce Help. |
| Lightning Console Apps | Have users in fast-paced environments like call centers or contact centers? Console apps are perfect for these situations. Users can view multiple records and their related records on the same screen, and quickly work through records from a list using split view. It’s easy to jump back-and-forth between lists and records without losing track of what you’re working on. Create and Edit a Custom Lightning Console App in Salesforce Help. |
| Agentforce and Einstein Generative AI | Use generative AI to augment your employees and improve customer experiences by bringing digital labor to every one of your users, departments, and business processes. Agentforce and Einstein generative AI work with your existing apps, data, and business logic, and can take action across your entire org. It’s built on the trusted Salesforce platform, so your data always stays safe. See Agentforce and Einstein Generative AI in Salesforce Help. |
| Salesforce Data Cloud | Ingest, harmonize, unify, and analyze streaming and batch data with Salesforce Data Cloud. Then use that data to activate real-time insights and intelligent action across Customer 360 applications and beyond. See About Salesforce Data Cloud in Salesforce Help. |
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