Why You Should Upgrade to Salesforce Lightning Framework?

For over 16 years, the look and feel of Salesforce has remained fairly consistent. In 2015, Salesforce began promoting its new platform – Salesforce Lightning. Lightning is the new face of CRM. By switching it on, you could access to the latest innovation. You also get each and every Lightning improvement updates from Salesforce. Modern Lightning UI brings new features, increased productivity, faster deployments, and a seamless transition across desktop and mobile environments.

1) Mobile First – Lightning
Salesforce1 App is built on top of Lightning Platform. Now Lightning Desktop is available and become one platform for both Desktop, Mobile and Other devices. Any and every customization that happens there is immediately accessible on any Desktop, Mobile device via Salesforce1

2) Salesforce Einstein
Salesforce has launched its newest feature called Einstein, an artificial intelligence (AI) tool to help determine companies be more predictive about their customers. Leverage Einstein to predict the quality of a lead, recommend best next steps, and even automate tasks.

3) Lightning Builder
With Lightning Builder anyone can drag and drop Lightning Components to build mobile and desktop apps, and customize pages in Lightning Experience. There are three types of components in Lightning Builder: Pre-built components from Salesforce, components from Lightning Exchange built by partners, and custom components.

4) AppExchange Apps
There are now more lightning ready third-party apps available in AppExchange, all pre-vetted and pre-integrated to work in Salesforce. Lightning ready apps are designed to deliver the most consistent user experience as you move your organization to Lightning. Look for the “Lightning Ready” symbol on AppExchange

5) Lightning Customer Community
The Lightning Customer Community is the most feature-packed release in the history of Community Cloud, enabling companies to quickly and intelligently engage with their customers. The all-new UX offers a new level of personalization, plus engagement opportunities that help your business provide an unparalleled customer experience.

6) Sales Path
Sales Path allows you to define the key stages that a Lead or Opportunity needs to go through, and highlight the important fields per stage that a sales rep needs to complete. Sales reps can now easily enter important information and move the deal through its stages to quickly close deals faster.

7) Kanban View
Easily manage opportunities in the new Kanban view. This view shows up to four key fields on an opportunity and allows you to drag a record to the next stage. Quickly create tasks and events directly related to the opportunity without leaving the view. Stage amounts are recalculated in real time when an opportunity advances, allowing you to see the most up to date pipeline information.

8) Enhanced Reports, Charts, and Dashboards
Reports have a new design that look modern with enhanced functionality. You can even add reports to List Views! Dashboards also got a huge upgrade and are no longer restricted to three columns and will instantly refresh.

Considerations while Moving to Lightning
Although there are many benefits with switching to Lightning, not all functionality is supported and there are some things you will want to consider before making the switch. The below list is not an extensive list of unsupported features, but rather some items that you will want to consider before migrating to Lightning.

a) AppExchange Apps – If you are using any AppExchange apps, ensure that they are Lightning Ready. If the app is supported in the Lightning Experience, a “Lightning Ready” sash appears on its AppExchange listing.

b) Custom JavaScript buttons – These are not supported within Lightning, however quick actions, triggers, or workflow rules can be built as a possible alternative.

c) Visualforce Pages – If your company relies on custom Visualforce pages, you will want to review these and determine which ones are necessary and need to be migrated to a new Salesforce Lightning Component. Deciding which Visualforce pages to migrate first should not be a trivial decision. I suggest you start small and look for pages that simply query data and display the results. Lightning Component development is very different from Visualforce page development. If you are not comfortable working with JavaScript, it will likely take you a while to make the adjustment.

Once you get more comfortable creating components, you can move towards converting larger Visualforce pages. But even then, you should do it in a series of stages. You can break up your page into a set of smaller components and convert them one at a time.

If you have many users on Salesforce classic and you want to slowly get them used to the new look of Lightning Experience, while also getting your feet wet, you should consider first just converting your pages to use the SLDS.

d) Out Of Lightning Components for faster development – When Lightning development was first introduced, it came with a set of built-in user interface (UI) components that would allow you to collect or display input from your users. Even though these components were helpful, they left a lot to be desired. List of what components are available continues to grow with each new release.

For simple components that only need to access a single sObject and use the recordID as the basis for the query, the Lightning Data Service is definitely the way to go. I say this for two big reasons. The first is that components built with the LDS will likely render faster since it is built on a highly efficient local storage that is shared across all components.

e) Check Known Issues – Good to check the known issues in Lightning as you might get more granularity about the issues. For known issues, check Click Here

I hope these tips help you in your migration to Lightning Experience. Interested in learning more? Fingertipplus team is always on top of the latest Lightning/LEX development and are here to help with your migration. Contact us to know more.

Salesforce Spring 17 Release Lightning features

Spring 17 release note is out, we are just curious to know what is in for specifically lightning. Lets have a quick look into the interesting new features in lightning and few other features as well.

Assign Record Pages by App, Record Type, and Profile
Now you can customize your user experience even more granularly by creating custom record pages and assigning them by app, record type, and user profile. Give your sales managers a different view of opportunities than your sales reps. Also the page activation process has been revamped, now activate a page as the org default, app default, or for the most granularity, assign it to a combination of apps, record types, and profiles all in one place.

Add the Related Record Component to Your Lightning Pages
Use the Related Record component to customize your Lightning pages and display the details of a related record, including the parent record, on any record page.

Add the Related List Component to Your Lightning Pages
Instead of displaying all the related lists for a record, you now get to pick exactly which list you want with the new Related List component. Instead of displaying all the related lists for a record, you now get to pick exactly which list you want with the new Related List component.

Customize How Related Lists Display on Lightning Pages
Use a new attribute on the Related Lists component to choose whether to display related list items in a list or as tiles on your custom Lightning Pages.

Power Up Your Lightning Pages with the Flow Component (Beta)
Use the Flow component to embed active flows in your Lightning Page. This release contains a beta version of the Flow component for Lightning Pages, which means it’s a high-quality feature with known limitations. The Flow component isn’t generally available.

Add Skype to Lightning Record Pages (Beta)
A new Skype for Business component is available for the Lightning App Builder. To get the Skype standard component in App builder, you need to first activate Skype for Salesforce from Setup->Skype for Salesforce and authorize using your skype account. Add it to your record pages to get Skype controls that let you see who’s online, initiate audio and video calls, and chat. To add this component, Skype for Salesforce (Beta) must be set up for your org.

Use the Lightning Design System in Visualforce Pages
Use the apex:slds element to incorporate the Lightning Design System in your Visualforce pages and align them with the styling of Lightning Experience. This component is an alternative to uploading the Lightning Design System as a static resource and using it in your Visualforce pages. In general, the Lightning Design System is already scoped. However, if you set applyBodyTag or applyHtmlTag to false, you must include the scoping class slds-scope. Within the scoping class, your markup can reference Lightning Design System styles and assets. To reference assets in the Lightning Design System, such as SVG icons and images, use the URLFOR() formula function and the $Asset global variable.

Reference Lightning Design System Assets with the $Asset Global Variable
Use the $Asset global variable to access images, sprites, and other assets that are part of the Lightning Design System. Use it in Visualforce pages that also use the component. Use $Asset instead of $Resource. The variable takes dot notation and SLDS. For example, this markup references a JPG avatar in the Lightning Design System.

Console Apps: Now in Lightning Experience
Console apps are now available in Lightning Experience. Create console apps for your users to let them view multiple records on one screen and easily access utilities and the critical record details they need—all in Lightning Experience. Lightning console apps are available only to Sales Cloud and Service Cloud users. To prevent unexpected issues, don’t give other users access to Lightning console apps. Previously, the console was only available in Salesforce Classic.

Enhance Your Lightning Apps with the Utility Bar
The utility bar gives your users quick access to common productivity tools, like Notes and Recent Items. 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. Previously, you could only add or customize a utility bar using the API. For those who are thinking what is a utility bar? Lightning Experience allows you to add your components to prime real estate in any Lightning app so that your users have one-click access to powerful productivity tools. Now, you can access those same productivity tools in a horizontal footer, called the utility bar.

Custom Lightning Components: Develop for Communities

Use the Lightning Component framework to build custom components for Communities.

Write Once, Reuse Everywhere: Support for force:hasRecordId
Lightning components that implement the force:hasRecordId interface now work seamlessly in Community Builder. The force:hasRecordId interface makes a component context-aware by adding the record ID from the component’s page to the component at runtime. Previously, the force:hasRecordId interface was supported in Lightning App Builder and Salesforce1 only. Now it’s supported in communities as well. If you already created components that implement the interface, you can use them in Community Builder.

Access Lightning Apps in Public Communities
Add the ltng:allowGuestAccess interface to your Lightning app to make it available to users without requiring that they register with or log in to your community. This interface makes your Lightning app available to more people, with fewer barriers to using it. Once you’ve enabled your app for guest access, your app is available as a stand-alone Lightning app at the following URL:

Stand-alone Lightning apps don’t display any Salesforce branding, nor do they use your community template. You have complete control over the visual design of a stand-alone app.

For more detailed information, please go through the official release notes from Salesforce Release Notes Spring ’17

Lightning components development becomes faster with out of box lightning components

When we started development on lightning framework some months back, we had to develop few components from scratch which are available in platform now. We could just go through few out of box lightning components which makes development on lightning framework much faster.

Lightning Icon – lightning:icon
Lightning icon makes it easier to add SVG to your lightning components. You could specify IconName, class, size and variant(warning, error), alternative text and body.

Lightning Tabset and Lightning Tab – lightning:tabset & lightning:tab
Lightning Tabset is parent for lightning Tab. As most of you already know that we can accommodate multiple tab into tabset. we could pass variant(default, scopped), onSelect event, Id, class and body to the lightningning tabset. Lightning tab will be child of lightning tabset, we could pass few events like onblur, onfocus. Also, can customize the label like Icon with description etc. Possible attributes are body, tabindex etc.

Lightning Button Menu and Menu Item – lightning:buttonMenu and lightning:menuItem
Button Menu represents a drop down menu which the component itself will take care of the javasript to show or hide the menu, the event handling part. Many attributes available to customise the out of box component like class, iconName, iconSize, menuAlignment, title, value , events like onblur, onfocus, onselect. You can use the visible attribute to open and close the menu from controller/Helper.

A lightning:menuItem is a menu item within the lightning:buttonMenu dropdown component. It can hold state such as checked or unchecked, and can contain icons. You can customize the styling using the class attribute. You can create menu items that can be checked or unchecked using the checked attribute in the lightning:menuItem component. Other possible attributes are iconNmae, label, title, value and events like onblur, onfocus.

Lightning Spinner – lightning:spinner
Displays an animated spinner. This component can be used when retrieving data or anytime an operation doesn’t immediately complete. The variant attribute changes the appearance of the spinner. The default spinner color is dark blue.

There are many components available in the framework like lightning:button, lightning:button:group, lightning:buttonicon, lightning:textarea, lightning:select, lightning:formatteddatetime, lightning:formattednumber, lightning:layout, lightning:card etc. If you want to know more about it, then refer the link Aura Component reference


Lightning Icon

Lightning Tab

Lightning Menu

Lightning Spinner