May 18, 2024

How to Use Salesforce Lightning

Salesforce logo

Salesforce Lightning is a powerful CRM platform designed to enhance productivity and provide a robust set of tools for managing customer relationships. To get started with Salesforce Lightning, follow these steps to use it effectively:

1. Log in to Salesforce Lightning:
Begin by logging into your Salesforce account. Once logged in, the Lightning Experience interface greets you with a modern, intuitive design that makes it easy to find what you need.

2. Customize Your Dashboard:
Dashboards are a vital component of Salesforce Lightning. They provide a visual summary of your business data. Start by selecting the 'Dashboards' tab and clicking on 'New Dashboard' to create a personalized dashboard. Add components like reports, charts, and lists to have a comprehensive overview of your metrics.

3. Navigate the Application:
Use the navigation menu, usually found on the top left side of the screen, to access different modules such as 'Accounts,' 'Contacts,' and 'Opportunities'. You can tailor this menu to fit your workflow by clicking on 'App Launcher' and arranging your most-used apps for easy access.

4. Manage Your Tasks and Activities:
Stay organized by using the 'Activity' tab within your records. Here you can log calls, set up meetings, and create tasks. Salesforce Lightning also offers a 'To-Do' list feature, helping you manage your daily responsibilities efficiently.

5. Work with Records:
Records are the essence of Salesforce Lightning. Click on a tab like 'Opportunities', and select a record to view detailed information. You can edit these records, add notes, and relate them to other records (such as connecting an opportunity to an account).

6. Utilize Global Actions:
Global Actions allow you to perform tasks quickly from anywhere inside Salesforce. Located in the header, this feature lets you create new records or send emails without needing to navigate away from your current view.

7. Collaborate with Chatter:
Salesforce's Chatter feature enables collaboration across your team. It’s integrated within the Lightning Experience, allowing you to share insights, create polls, or ask questions to colleagues directly related to specific records.

8. Explore Reports:
Click on the 'Reports' tab to analyze your data. Salesforce Lightning has robust reporting capabilities, allowing you to create new reports or customize existing ones. You can also schedule reports to be automatically run and sent to team members at your convenience.

9. Install Apps from Salesforce AppExchange:
For additional functionalities, visit the Salesforce AppExchange. Here, you can find and install apps that extend the capabilities of your Salesforce environment tailored to your business needs.

10. Ask for Help:
Finally, if you encounter any hurdles, make use of the 'Help' menu or access the Salesforce Trailhead for in-depth tutorials and learning modules.

By familiarizing yourself with these key aspects, you can leverage Salesforce Lightning to its full extent, automating your processes, and optimizing your customer relationship management tasks.