Felicia Duarte and Rachelle Hoffman
Learn Salesforce LightningThe Visual Guide to the Lightning UI
Felicia Duarte
La Puente, California, USA
Rachelle Hoffman
Sunland, California, USA
Any source code or other supplementary material referenced by the author in this book is available to readers on GitHub via the book’s product page, located at
www.apress.com/9781484229934
. For more detailed information, please visit
www.apress.com/source-code
.
ISBN 978-1-4842-2993-4e-ISBN 978-1-4842-2994-1
Library of Congress Control Number: 2017962634
© Felicia Duarte, Rachelle Hoffman 2018
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While the advice and information in this book are believed to be true and accurate at the date of publication, neither the authors nor the editors nor the publisher can accept any legal responsibility for any errors or omissions that may be made. The publisher makes no warranty, express or implied, with respect to the material contained herein.
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Foreword
Two years ago, we launched Salesforce Lightning. It was (and if I’m being honest, still is) an audacious undertaking.
Our mission with Lightning was to completely reinvent Salesforce to provide a new modern user experience that set a new standard for customer relationship management (CRM) and build it all on a new, robust, and scalable enterprise application framework. We wanted to make Salesforce easier, more intuitive, and virtually limitless in its potential. And we wanted it to empower everyone in our community to be their best, including trailblazers, admins, customers, partners, and our employees.
Since launching Lightning, we’ve seen an outpouring of enthusiasm from our community, unlike anything I’ve ever seen in enterprise software. It’s been awe-inspiring.
One of the best things about Lightning is that it helps us innovate faster. With each release, we’re expanding the scale and scope of Lightning and doing more than I ever thought possible.
Since launching it just two years ago, we’ve done the following:
- Redefined the modern selling cycle with Sales Cloud Lightning
- Reimagined the modern contact center with Service Cloud Lightning
- Streamlined navigation to make it easier to move between Salesforce apps
- Empowered admins and trailblazers with a no-code framework so they can easily customize the Salesforce user interface (UI) for their organizations
- Helped more than 100,000 customers deploy Lightning
- Sparked a new level of creativity and momentum in our ecosystem with more than 1,000 new Lightning-ready apps from partners such as DocuSign, Evernote, and FinancialForce that can be simply dragged and dropped into Salesforce
- Created entirely new products that previously weren’t possible, such as Salesforce Einstein, an artificial intelligence (AI) offering for CRM, and Lightning Bolt, which offers industry-specific portals for our Community Cloud
- Empowered countless salespeople, service agents, and marketing pros to sell, service, and market faster, smarter, and the way they want
Every day our community gives us feedback—sometimes positive, sometimes critical, but always constructive. And every day, our entire product team (me included) pores over that feedback, and it helps us get better and better. Lightning is what it is today because of you. So, thank you for all you do to help us make Salesforce and Lightning better and better with each release.
Lightning is the future of Salesforce. So, buckle up because we’re just getting started.
Mike Rosenbaum
Introduction
“Do business faster.”—Cloud Creations
Just like our company tagline, we believe you can “do business faster” with Salesforce Lightning. We wrote this book to provide training on the innovative Lightning Experience in a clear and visual way. As executives in a Salesforce consulting company, we understood the challenges that other organizations faced when it came to user acceptance of a new experience. We wanted to provide material that was easy to follow, with real-life examples, so administrators and users are set up for success.
Learn Salesforce Lightning
is a step-by-step visual guide that offers immediate and valuable solutions to the new set of UI tools included in Lightning.
You’ll learn to do the following:
- Navigate the Salesforce Lightning Experience
- Migrate from Salesforce Classic to Lightning
- Make customizations
- Configure dynamic reports and dashboards
- Build logic to automate the system with Process Builder
- Manage your data and security
- And much more
This book is for Salesforce administrators, business users, developers, and IT members. Our goal is to prepare you to onboard one of the most innovative and fastest customer relationship management (CRMs) solutions on the market: Salesforce Lightning.
Acknowledgments
I wish to thank everyone who helped us complete this book. Without their effort and support, we would not have been able to bring this to a successful completion.
Thanks to our editors, Susan and Rita, for their effort, time, and patience. Thank you for this opportunity and all your help.
Thanks to Phil Weinmeister, for his knowledge and expertise as our technical reviewer.
Thanks to Justin Davis, for his support and guidance throughout this process.
Most important, I’d like to dedicate this book to my children, Michael Frank and Ayden James. Don’t give up. There is always something to learn.
—Felicia Duarte
Table of Contents
Summary
51
Case Automation
117
Summary
147
Install an App
159
Summary
168
Summary
294
Summary
366
Index367
About the Authors and About the Technical Reviewer
About the Authors
Felicia Duarte
is the chief operating officer of Cloud Creations, Inc., a full-service Salesforce consulting and implementation firm in Los Angeles. She oversees the daily operations of the company, including 70+ active implementations at any given time. Her technical expertise on the Salesforce platform is contrasted by her retail management experience, including SEO, web analytics, and social media marketing. In 2017, she filmed Salesforce Admin Certification training courses for ITPRO.TV. In her time off, she enjoys quality time with her two young boys, Michael and Ayden.
Rachelle Hoffman
is the chief technology officer of Cloud Creations, Inc., a full-service Salesforce consulting and implementation firm in Los Angeles. Her years of experience on the Salesforce platform include the retail and business services industries. Her marquee clients include Southern California Edison, Smart & Final, Paramount Pictures, and other Fortune 500 Cloud Creations clients. You can reach the firm at
www.cloudcreations.com
. In her spare time, she enjoys spending time with her husband Tyson, being outdoors, playing with her dogs and relaxing with family and friends. She continues to further her education every chance she gets and loves being part of the Salesforce community.
About the Technical Reviewer
Phil Weinmeister
, Salesforce MVP, is the senior director of product management at 7Summits, where he is focused on delivering impactful, transformative communities on the Salesforce platform and building innovative components, apps, and bolts that drive those communities. Phil is 18x Salesforce certified and has delivered numerous solutions to a variety of organizations on the Force.com platform since 2010. A graduate of Carnegie Mellon University with a double major in business administration/IT and Spanish, Phil now resides in Powder Springs, Georgia. He spends most of his “free” time with his gorgeous, sweet wife, Amy, and his children, Tariku, Sophie, Max, and Lyla. When he’s not trying to make his kids laugh, cheering on the Arizona Cardinals, or rap battling his wife, Phil involves himself in various church-related activities with friends and family in the Cobb County area.
Phil authored
Practical Salesforce.com Development Without Code
, released in 2015, and will release another book through Apress in 2018. His second Salesforce book will serve as a guide for building and managing communities on the Salesforce platform.
Stay updated on Phil’s most recent insights and blog posts by following him on Twitter (
@PhilWeinmeister
).
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