Salesforce Lightning and Classic Experience: Which One Is Worth to Switch?
Despite the exploding number of apps, many businesses use or consider about implementing Salesforce. Being an active user of the CRM system, you faced the boxy and cumbersome Classic UI (while the functionality and features outweigh the user interface drawbacks). Yet, the design may have frightened the potentials users, and now this pain point was fixed with the Salesforce Lightning Experience in August 2015.
Lightning Experience in Brief
Obviously, the name the UI received implies that it is modern and intuitive. In comparison to the Classic, Lightning Experience delivers more speed and updated way of interaction in the organization. The changes in technology were developed during a couple of years, and it also was applied to building mobile apps.
The process of updates is like a never-ended treadmill, and Salesforce solutions get something new or improved every season. Lightning experience is focused on the facilitation sales reps work and offers all features to make the everyday performance more productive. This UI includes many new features and completely redesigned pages, yet not every feature of Salesforce Classic is supported. Both interfaces are available so that you can switch between the two, or some of your departments (or units) can enable Lightning Experience while others will run on Salesforce Classic.
Why Does Lightning Experience So Special?
Salesforce provides business solutions for all departments, yet the newly Lightning Experience is developed with the sales and service focused mindset to improve the productivity of your business environment. This interface is quite intelligent and intuitive to facilitate and make everyday tasks to run naturally and productively.
Along with the praising, appears a question: What makes Lightning Experience so special? Well, there is a list of new features and updates you can benefit with:
updated Homepage with news on the main accounts, monitoring your performance to the goal, and get tips from Assistant;
manage your records with the help of Kanban columns;
apply artificial intelligence - Salesforce Einstein - to charge your sales, marketing, and service teams with predictions, recommendations, and timely automation;
track and manage open and ongoing tasks, planned meetings, accomplishments in the activity timeline on each opportunity, lead, account, and contact by means of activity timeline;
bring your data to life with improved reports and dashboards. Now it is easier to read and filter. Besides, the new dashboard editor allows building flexible layouts, span columns and rows, and the like.
Compare Salesforce Lightning and Classic Experience
Analyze in a little more depth what you will receive in a new UI is a good place to start before jumping to any switch. So, it is worth to mention that Lightning Experience is unsupported in Personal, Contact Manager, Database.com and Chatter.com editions of Salesforce. Let’s dive in a fast overview of possibilities and differences.
In terms of data gathering both UI is almost the same aside from that Salesforce Classic supports more other (apart from standard) sales and service objects.
Homepage in Lightning experience has performance chart, assistant, news, and top deals additionally. Besides, here you have only events remaining on your calendar today.
Also, there are changes in the account and contacts layouts and added new features: news, activity timeline, notes, and “reference” page layout. Campaigns received new feature - campaign member status chart.
Leads and opportunities got improved with workspace page layout, activity timeline, path, news, and notes. Yet, opportunity split, similar opportunities, big deal alerts are available only in Salesforce Classic.
Salesforce Einstein is fully available on Lightning Experience, and only partly (sales features are unsupported) on Classic one. Collaborative forecasts are improved with additional grid functions, while Data.com and Customer Service have lost some of their features in Lightning Experience.
Concerning reports, they got enhanced charts and interactive filters. Plus, dashboards can display more than three columns. Now, List Views support charts, filter creation, search option, and Kanban records view. Thus, you can share lists with certain groups.
Best Case to Use Lightning Experience
Let’s not ignore the fact that there are no fit-all-sizes business solutions, and the same may be told about Lightning Experience and Salesforce Classic. Some companies may adopt the new UI for all departments, some for sales, and some may stay satisfied with the Classic UI. Here are few points to consider before switching to Lightning Experience.
Your sales reps run B2B sales with the help of the following features: accounts, contacts, leads, opportunities, custom fields, and the other options supported in the new UI.
Your company wants to reboot Salesforce implementation. So, here is the best time to clean up business processes, and bring in new features along with the management change.
Before you jump to any conclusions, here is a point to stick with Salesforce Classic. Your team uses (and takes advantage of) the regular features that unsupported in Lightning Experience and your service managers have a huge knowledge base with Salesforce Knowledge. If that fits you, then your team will be more productive with Classic UI of your CRM.