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title: “Salesforce Lightning Experience: Understanding the Basics” date: “2021-04-05” —
Salesforce Lightning Experience is a modern and stylish user interface that has been designed to help businesses streamline their workflows and improve productivity. The platform was introduced in 2014 and has since become the standard for Salesforce users. If you are new to Lightning, here is a quick guide to help you understand the basics.
What is Salesforce Lightning Experience?
Salesforce Lightning Experience is a modern user interface that provides users with a streamlined and personalized experience. It makes it easier to navigate through different pages and record types, allowing you to focus on what you need to do. Some of the key features of Salesforce Lightning Experience include:
- A customizable homepage that displays important information at a glance
- A component-based design that allows you to drag and drop components into a page
- A navigation bar that lets you quickly access frequently used records or objects
- A responsive design that optimizes the user experience on different devices
- Enhanced dashboards and reports
How do I switch to Salesforce Lightning Experience?
If you are still using Salesforce Classic, you can switch to Salesforce Lightning Experience by following these steps:
- Click on your profile picture in the top right corner and select “Switch to Lightning Experience.”
- Salesforce will ask you to provide feedback on how well certain Classic features are working in Lightning. You can choose to skip this step if you want.
- Once you’re in Lightning Experience, you can start customizing your homepage and exploring the different features available.
How do I customize Salesforce Lightning Experience?
One of the biggest advantages of Salesforce Lightning Experience is that you can customize it to meet your specific needs. Here are some ways to customize your experience:
- Customize your homepage: Click on the gear icon in the top right corner and select “Edit Page” to customize your homepage. You can add or remove components, rearrange page sections, and customize the theme.
- Create custom apps: If you use specific objects or record types frequently, you can create a custom app to make it easier to access them.
- Use the App Builder: The App Builder lets you create custom pages and components without touching any code.
Conclusion
Salesforce Lightning Experience is a powerful tool that can help businesses improve their productivity and streamline their workflows. By understanding the basics of Lightning, you can switch to the platform and customize it to meet your specific needs.
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