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Category Archives: Salesforce Lightning (Summer 17)

Create Bookmark using Favourite in Salesforce Lightning

If you’re acquainted with with customizing tab sets in Salesforce Classic, you’ll welcome the way you can personalize your Lightning Experience navigation with Favorites. This feature is new in Lightning Experience.

Favorites allow you quick access to important records, lists, dashboards, groups, and other frequently used pages in Salesforce. They’re like bookmarks in a web browser but better because your Favourite are available regardless of which browser or computer you use to log into Lightning Experience.

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Global Object and Related Records Search

Salesforce has added another shortcut option to the instant result dropdown box. When you know particular object you want to search, type the name of the object in the search box. There will be the option to limit your search to that object only. This feature is available in Lightning Experience only and in All Editions except Database.com.

For example, you’re on a Lead’s page and want to search for an account. Typing “accounts” in the search box shows the dropdown box. Then choose the option to limit your search to Accounts (1).

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Increase Your Lightning Apps with the Utility Bar

The utility bar provides your users quick access to common productivity tools, like Recent Items and Notes. It appears as a fixed footer that users can access to open utilities in docked panels. Under the covers, utilities harness the power of Lightning components. You can add a utility bar to any Lightning app, including standard and console apps. Before, you could only add or customize a utility bar using the API. This feature is new in Lightning Experience.

Utility bar may sound familiar as it combines the best features from home page components in Salesforce Classic and the footer in Salesforce Classic console apps.

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Search for Contacts Using the Account Name

Now you will be able to find the right person, right away. Simply by entering a contact and account name while you search. This change will apply to Lightning Experience, Salesforce Classic, and all versions of the Salesforce1 mobile app. It is available in All Editions except Database.com.

It’s easier finding a contact than it ever was. Enter a first or last name, or both, also the account name. Contacts matching the search terms and relate the specified account are returned.
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View Account Relationships Using Account Hierarchy

Account hierarchy gives the sales team an overview of the relationships between parent and child accounts. This feature is now available to Lightning Experience users with a plus point: Now you can customize hierarchy columns to show the details that are most useful to your sales teams. This change is available in Lightning Experience only. Account hierarchy is available in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions.

On account record page, clicking on Actions dropdown menu will show you the View Account Hierarchy action. If you customized the Salesforce1 and Lightning Experience Actions of the account page layout before Spring ’17, add the action to your account page layout.

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