Therefore you’ll need to migrate your Notes & Attachments into Notes and Files, respectively. Lightning Notes replaces the Notes part of Notes & Attachments. If you are migrating to Lightning from Classic, it’s likely many people will have stored essential documents in the Notes & Attachments section. Salespeople become uncertain about the difference. If you use Notes then you risk ambiguity. Users tend to look there first for information. You now have three places to enter information on calls and meetings. My advice, having worked with many businesses on Lightning migration: be careful if you decide to use Notes. We’ve also created a detailed video covering each of these best practices, which you can view below. Put regular functions on the Lightning Utility Bar. Decide if the Quarterly Performance Goal is for you.ġ4. Modify the Lightning page Highlights Panel.ġ3. Decide whether Notes are right for your business.ġ1. Customize Duplicate Matching Rules in Lightning.ġ0. Customize Dashboard components to highlight vital information.ĩ. Make it easier to add products to opportunities.ħ. Update opportunities using the Kanban view.Ħ. Add Related List Quick Links to Lightning page layouts.ĥ. Set every Lightning page to default on Details.ģ. Since then, I’ve applied these Lightning best practices to dozens of companies.ġ4 Easy Salesforce Lightning Tips That Will Please Salespeople.ġ. Improved usability, increased user adoption and superior visibility of the sales pipeline. I found simple ways to make Lightning better for salespeople. When I studied the Salesforce Lightning interface, that’s what happened. That means finding ways to make it better you discover ways to improve the Lightning experience. You approach it with a fresh perspective. However, here’s what happens when you learn something new: That means, at first, I had to work hard to adapt to the Lightning layout. In part, that’s because, after all these years implementing Salesforce, my retina has the Classic interface imprinted upon it. Like many long-time Salesforce users, I had to learn to love the Lightning interface.
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