This chapter starts with an overview of the Salesforce Lightning Experience and its benefits, which takes the discussion forward to the various business use cases where it can boost the sales representatives' productivity. We will also discuss different Sales Cloud and Service Cloud editions offered by Salesforce. At the end of this chapter, you will learn the different types of objects and fields available in Salesforce.
In the next few chapters, you will be briefed about user and organization administration, territory management, and the key concepts of Sales Cloud and Service Cloud. We will also go through the various ways of streamlining the sales and service processes using Lightning Process Builder and Visual Workflow. In the last few chapters, we will go through data migration concepts, reports and dashboards in Salesforce, Chatter configuration, mobile administration, and various ways of deploying your metadata. The following topics will be covered in this chapter:
Getting started with Lightning Experience
Salesforce Lightning Editions
Types of objects and fields in Salesforce
Types of relationships in Salesforce
Lightning Experience is a new generation productive user interface designed to help your sales team to close more deals and sell quicker and smarter. Whereas support team can close a case faster using various tools and Lightning Components. The upswing in mobile usages is influencing the way people work. Sales representatives are now using mobile to research potential customers, get the details of nearby customer offices, socially connect with their customers, and even more. That's why Salesforce synced the desktop Lightning Experience with mobile Salesforce1.