Salesforce classic and Lightning experience are the two desktop user interfaces developed in Salesforce.com. Now we are will learn how to switch to Lightning experience from Salesforce classic desktop UI and also we will learn about navigation and Setup in Lightning experience.
- Navigation Bar
- App Launcher In Lightning Experience.
- How to search Records in lightning experience.
- Help Menu in Lightning experience
What is Salesforce Lightning Experience?
Salesforce Lightning experience is a modern, fast, and intelligent user interface built with proven Salesforce1 Mobile App technology. It is a new generation productive user interface designed for Sales team and Support teams in Salesforce.com.
How to Switch to Lightning Experience from Salesforce Classic?
Every Salesforce user is required to switch to Lightning Experience from Salesforce Classic to experience new User Interface and improves setup.
- Navigate to Setup | Your Name | Switch to Lightning Experience.
When we click on Switch to Lightning experience we will be redirected to new lightning experience user interface as shown below.
Navigation and Setup.
In Salesforce.com, developers and administrators spend lot of their time using Setup. Now we learn how to customize, configure and setup lightning experience.
Navigation Bar in Lightning Experience.
Navigation bar in Lightning experience is totally different from Salesforce classic UI. It provides an efficient and consistent interface to navigate through various Salesforce organization Apps. Every application will have their own navigation bar at the top of the page which helps to find records, list and items.
- App Launcher Icon : Here user can access items and Salesforce applications.
- Application name.
- Salesforce items like Files, reports, opportunities, Accounts, Dashboards. Using this section we can upload files, can create records directly from the navigation bar.
- In files, we can upload files to salesforce directly from navigation bar.
Salesforce classic contains standard objects, custom objects, visualforce tabs, chatter feets, groups, people and many more. In Salesforce lightning experience we can add multiple items like lightning page tabs and utilities in the navigation menu bar .
App Launcher in Lightning Experience.
In Salesforce Classic UI, users can switch from one App to another App using App launcher. In Salesforce classic, navigate to Force.com App Menu | App Launcher.
In Salesforce lightning Experience, to get App Launcher simply click on icon as shown above. Now every Salesforce standard App, custom app and connected apps like Gmail, Google Drive will be listed in App Launcher.
Salesforce user can drag titles to sort their personal view of the App launcher as shown below.
How to search records in Lightning experience?
To search for a record in Salesforce lightning, click on the search bar and enter the record name that you are looking for.
Help Menu in Salesforce Lightning Experience
Help Menu in Salesforce Lightning Experience is different when compared with Salesforce classic. In lightning experience, each page has a contextual help menu with links to resources, help topics, walkthroughs, videos, developer guides and PDF manuals relates to that specific page.