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Top 7 Salesforce lightning tips and tricks for end users

Are you looking for salesforce lightning user tips? If yes, read on. In this post, we will show you the top 7 Salesforce lightning tips and tricks for end users.

Salesforce is a lovable platform for those who are actively into sales to be always connected with the customers as well as the business workflow.

There are so many salesforce lightning tricks you need to know. The beginners need to know the interface and the essential tasks involved in order to start with it. The classic interface of Salesforce could burn everything into your retina, and you may find it a bit hard at the first look to get adapted to the layout of Salesforce Lightning.

This is the same whenever you learn anything new, but with a fresh perspective, powered with enthusiasm to learn something new, it all would come in your way easily.

On Salesforce, each individual can find out unique ways to improve their personal experience and make Lightening work for them better. That is the reason why we shared these salesforce lightning user tips and tricks with you.

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For the beginner salespeople who are starting with Salesforce Lightning, here are some quick tips to learn.

Salesforce Lightening tips

1. Set each of the Lightning pages to default

This is one of the best Salesforce tips and tricks for end users. You need to find the default tab on the Lightning page as Activity. This means, while you click on any record on Lightening, you will automatically land on the Activity tab.

However, the first thing many people try to do while on Lightening is to click the Details tab, which makes things easier.

So, if you are trying to do anything to improve your personalized Lightning experience, then always set the default tab on each page to Details.

With this, the salespeople will start to see the Details tab while clicking on any record on Lightning. You should also try to make them a proper order of the Lightning page tabs as Activity, Chatter, Details, etc. and try to set it consistently so on every page.

2. Add Related List Quick Links to layouts.

It seems the Related tab tends to clutter the Lightning pages. It is so because the Related records also being displayed on the right-hand side of the Lightening pages.

So, basically, it is the same info that is displayed at two places. So, at the first point, to curb the clutter, you may remove the Related tab.

Next, you may also try to add the Related List Quick Links over the column. The addition of these Quick Links will make it so easy for the salespeople to go straight onto relevant sections. The result of this action is a much cleaner and user-friendly interface, and anyone can find the information they look for much quicker and easier.

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3. Using Lightning Path to move to different stages

Lightning Paths may provide a much easier method to view a picklist process on the objects. You can find the Opportunity Stage as the most obvious example of this.

In fact, all may not instantly realize that you can hover over the stages to see for how long that particular opportunity was there.

Businesses with a complex sales process many also provide their salespeople with some additional information on the Stages.

4. Updating the Opportunities with Kanban View

The visibility of the pipeline may largely rely on the salespeople who keep these opportunities always updated. For this, they need to specify the opportunity sage, amount, and close date, etc. to assess the best course of action for the situation.

For this, Flosum.com suggests the Kanban View, which will make it much easier for the Lightning users as the users can simply drag and drop the various Opportunities between each Stage.

Adding to it, it is also possible to use warning flags for highlighting the opportunities with no active activities. The dropdown arrow here also will make it easier to edit the Opportunities right from Kanban view.

So, for the Lightening administrators, it is essential to teach the new salespeople about the effective use of the Kanban View in order to update the opportunities effectively and get benefitted out of it.

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5. Try to make it easy to add more products to opportunities.

In the Classic version, it was not so easy to find the Products and to add Opportunities, but it is not so in Lightning.

The users of Lightening can now use GSP Product Selection Wizard, which makes it easy to find out the products and instantly add to the Opportunities. GSP can also group the products in a much logical manner.

Not just the salespeople, but the system administrators, too, can decide over the best course of action in terms of grouping the products by using nested product levels for grouping.

While grouping, the price, as well as quantity, are entered on the top right-hand portion. The salesperson can finally see a running total of the Products on given Opportunity at the bottom right-hand side.

6. Customizing the dashboard elements to highlight the key info

With the Salesforce classic, users were primary having only three columns, which was, in fact, boring. With this, it was also hard to spot any important info on a given dashboard.

This also changed with Lightning. You can now use a handy 12-column version while dealing with the dashboard on Lightening.

This can give you much flexibility in terms of organizing and customizing the dashboard in a logical manner and to be user-friendly.

Once done, you rearrange the dashboard elements in order to draw the user’s eye to important information. It is also possible to customize the layout and shading of the dashboard elements, too, for this highlighting.

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7. View details on the report easily

Another major benefit of Salesforce Lightning is that the dashboards and reports could also deliver optimum pipeline visibility.

You and your staffs need to learn these Salesforce tips and tricks for sales improvement. Both the mangers as well as the salespeople may have to drill down to the underlying data in reports to have a detailed view of the activities which sum up to the given number in the report. For this, Lightening certainly works better compared to Classic.

Say, for example; you can easily view the opportunities on a report based on the Stage of the opportunity and the close date, etc. On Lightning, you can simply click on the given number to get the opportunities unveiled. With this, managing by exception becomes easier. You can have an overview of the report and then spot the most important numbers to get a detailed view.

This is one of the top Salesforce tips and tricks you have ever seen on the web. Along with what you can get on their community forum on Lightening, the salespeople also can customize duplicate matching rules, customize and implement the duplication rules, and also decide whether the notes added are right for the business, etc. To do these, it is also made it easier to customize the app menu also on Lightening.

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Ifiokobong Ibanga

Ifiokobong Ibanga is the founder of InfoGuideNIgeria.com. InfoGuide Nigeria is a team of Resource Persons and Consultants led by Ifiokobong Ibanga. Page maintained by Ifiokobong Ibanga. If you need a personal assistance on this topic, kindly contact us.

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