We here at Ascendix have fully embraced the changes taking place to Salesforce through their new and improved user interface, Salesforce Lightning. In this blog, we are going to highlight some features and aspects of Salesforce Lightning that are available in AscendixRE today we feel are a big deal to end users in their constant effort to effectively manage their business. In addition, we’ll give you a glimpse into some exciting things coming in the summer months as well.
See the Salesforce Lightning UX and other new features on AscendixRE in action!
Enjoy the read!
Available Today (Reference)
List Views
With the ability to create and edit custom list views and filters in Lightning Experience, sales and service professionals can take advantage of powerful ways to rapidly find relevant data. They can also resize columns to optimize their viewing area in object home and list views.
Activities: Keep Up with the Speed of Business in Lightning Experience
New ways of creating and managing events and tasks help your sales reps keep up with their deals and accounts better than before.
Global Actions and Composer Windows
Sales and service pros can achieve a whole new level of multitasking with global actions and the new composer window. From the Global Actions menu, it’s easy to jot down a quick note or log a call without switching away from other work in progress. The menu serves up frequently used global actions—the same ones available in Salesforce Classic and the Salesforce1 mobile app. The menu frees teammates from having to search for the right record before knocking off a to-do item. And no more juggling several browser tabs to create multiple notes or activities at the same time. Global actions open in composer windows on the current page.
Notes: Compose from Any Lightning Page
The enhanced version of Notes offers increased flexibility, allowing sales reps to create a note from any Lightning page. Reps can also view or restore previous versions of a note, and include images in their notes.
Create a Custom Object Item from Within a Lookup
Using the New button, users don’t have to leave the lookup window to create records to complete a lookup field, so they can complete their tasks faster.
Coming Soon (Reference)
Associating a Contact with Multiple Accounts
Contacts to Multiple Accounts lets your sales reps easily manage the relationships between people and businesses without creating duplicate records. This feature is available in Lightning Experience, Salesforce Classic, and all versions of the Salesforce1 mobile app.
Customizable Home Page for Different User Profiles
You asked for it, and we’ve delivered! Use the Lightning App Builder to create custom Home pages that appear for different profiles in your org. Display and organize useful components, and assign different pages to different types of users. You can even create and edit pages for leads, contacts, and other types of records! This feature is available in Lightning Experience only.
Send Email Through Gmail or Office 365 Accounts
Streamline email correspondence by letting your sales reps send their Salesforce email through their Gmail or Office 365 accounts. Because the messages come through Gmail or Office 365, you’ll see improved deliverability and open rates. Your users can also see the emails they’ve sent in their Gmail or Office 365 Sent Items folder. This feature is available in Lightning Experience only.
Microsoft Integration: Sync and Work Between Microsoft Systems and Salesforce
Keep your sales reps’ contacts and events in sync between Microsoft® Exchange-based email and Salesforce without requiring reps to install and maintain software.
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