The Salesforce Lightning Experience Home Page - dummies

The Salesforce Lightning Experience Home Page

By Liz Kao, Jon Paz

The home page in the Lightning Experience has been re-envisioned to empower a salesperson to more efficiently manage his day in Salesforce. Make sure to familiarize yourself with the following home page concepts:

  • Quarterly Performance chart: Designed for people using opportunities to track their sales performance, this chart appears prominently on the home page. A rep can add her goal for the quarter and quickly see how close she is to hitting this quarter’s target. Opportunities with close dates this quarter that are already closed or with probability of greater than 70 percent will show up here. The chart is also interactive. Hovering over it can reveal specific opportunities with close dates in this quarter. Clicking the corresponding blue dot opens a pop-up window with some additional opportunity details, so a sales rep can quickly prioritize her work.
  • Assistant: The right-hand column of your screen now displays a combination of overdue and open tasks with some details, as well as leads assigned to you and activities related to opportunities that should matter to you.
  • Account Insights: Below the Quarterly Performance chart is an area that has news about your accounts, its executives, and industries that your accounts are in. The news is curated from and other third parties.
  • Top Deals: This section shows a list of your biggest open opportunities.
Lightning Experience
Presenting the home page in the Lightning Experience.

The importance of maintaining accurate and clean data in your company’s Salesforce instance is reflected in these new features. Garbage data in results in garbage data out. It’s never too late to instill a culture of data discipline in your organization, so your sales team can take advantage of clean data in outsmarting and being more productive than the competition’s sales force.

  • Tabs have been replaced by a navigation bar. Gone are the tabs across the top of page, which have been replaced by a collapsible navigation bar on the left. Words next to new icons are similar to tab names in the Salesforce Classic view. To maximize horizontal screen real estate, when you’re used to identifying which icons represent which records, you can collapse the navigation bar by clicking the topmost icon, which looks like a set of three horizontal lines.
  • The app menu has been replaced by the App Launcher. Instead of going to a drop-down in the upper-right corner of the screen to switch between clusters of tabs as you do in Salesforce Classic, you click the icon that looks like a 3 x 3 grid of little squares. Hovering over that icon changes it from boring gray squares to colored ones. Clicking the icon results in the App Launcher page showing. Different from Salesforce Classic, if you click a tile, you’re taken to a new page that shows all records (or “items”) associated with that app. The page also specifies which objects are not yet supported in the Lightning Experience, which means if you click it, it’ll go back to the Salesforce Classic UI.
App Launcher
Accessing apps using the App Launcher.
  • The Setup link has been replaced by a gear icon. System administrators need to click the gear icon with a lightning bolt in it, to get to their familiar Setup area, which is now called Setup Home.
  • Calendar, Chatter feed, Dashboard view, and My Tasks have been moved off the home page. These sections of the old standard home page are no longer on the Lightning Experience home page. They’re still accessible via the navigation bar on the left.
Setup Home
Getting to the Setup Home.