Salesforce Classic vs Lightning Experience: Dig into the Details

Salesforce has evolved into a critical requirement in today’s world. The market competition is fierce, and the circumstances are essentially cutthroat. For a brief moment, you are swayed, and you can suffer a big setback.

Salesforce is a virtual CRM platform that is assisting businesses all over the world in determining their optimum potential and working beyond it. Salesforce is available in a number of different formats and platforms. Salesforce is available in two main versions:

Introduction to Salesforce Classic

Salesforce Classic is just a name used to differentiate between the modern and existing user interfaces. It’s essentially the same stage we’ve been using for quite some time.

  • Through the passage of time, the expectation to learn and adapt grows, and we can more easily discern the differences between the customer’s requirements and the services that they are receiving.
  • It is critical to keep up with advancements, changes, and client requirements during this particularly delicate period of time innovation.
  • It’s also crucial to keep the user interface up to date with the new technologies and to make it easy to use.

The speed at which this progress is made is determined by the system admin, the scope of the association, and the association’s belief system.

Introduction to Salesforce Lightning

Salesforce Lightning is a new version of Salesforce Classic that includes the Lightning component system as well as additional developer tools to make it more intelligent. The following features are included in Salesforce Lightning:

  • The customer server structure accelerates application development and implementation while still being ideal for use with the Salesforce mobile app and Salesforce Lightning Experience.
  • Using off-the-shelf and custom-fabricated Lightning parts, you can create applications without writing code.
  • The Lightning interface allows you to link Salesforce to any external application by using external objects and relationships.
  • It includes a lightning plan framework that is built using CSS. It allows you to create applications that are compatible with the Salesforce Lightning user interface.

Differences Between Salesforce Classic vs Lightning

Here are a few points that show how Salesforce Classic and Salesforce Lightning vary from one another:

1. Enhanced User-Experience for End-Users

The appearance of an enticing user interface is one of the characteristics that distinguishes Lightning from Classic (UI). The former provides a much superior user interface to its users, including notable features such as drag-and-drop functionality that can be achieved without the use of any code.

Furthermore, Lightning allows the admin to build or change a Salesforce page without the assistance of a Salesforce developer.

In Classic, Visualforce is always needed for any role where the generated codes must be checked at each point before being deployed.

If an error is found, the code is sent to the developer to be patched, and the procedure starts again. With Lightning at the helm, however, such lengthy procedures are conveniently avoided.

The home page has also become more detailed thanks to the addition of a performance map and news on key deals and accounts that were previously inaccessible on the Classic home page.

As a result, Lightning pages are simpler to use and navigate than Classic pages for day-to-day tasks.

2. Higher Security

Salesforce Lightning comes with a higher level of security. Locker Service, for instance, is a feature that allows Lightning components to communicate with each other by separating them.

This contributes to the platform’s protection against malicious data. In Classic mode, there is no such feature.

Permissions also function differently in Salesforce Lightning as well. Users cannot change their assurance levels in-session, for instance, from normal to high.

For a better level of assurance, they’ll have to log out of the Lightning network and sign back in using authentication.

3. Artificial Intelligence is present through Einstein (Wave) Analytics

Salesforce Lightning has a unique AI feature called Einstein (Wave) Analytics that allows users to quickly and easily complete their predictive analysis.

It performs two critical functions for Salesforce users: sales analytics and customer behavior prediction. It provides a reliable forecast of your potential customers not only now, but also in the future.

It also has its own database, which is fetched directly from Salesforce and refreshed hourly. Furthermore, the dashboard features dashboard export, widget editing, and advanced formula calculation, as well as some exciting features such as dashboard export, widget editing, and advanced formula calculation. The Classic platform does not have this feature.

4. Effortless Lead Generation

Although Salesforce Classic allows you to create leads, the Lightning Experience adds more features to help you execute sales processes more effectively.

The Activity timeline in Lightning mode, for instance, allows users to view what has been accomplished for a particular lead and displays the specifics of every meeting, task, or call.

The Path component enables the tracking of various stages involved in the business process, while the News component provides timely information on leads.

Salesforce Classic & Lightning Experience: A Technical Comparison

Although Salesforce Classic feels a little old when competing for CRM systems, the Lightning Experience is an improved user interface that focuses on visual data rather than text and numbers. Despite the fact that both versions have the same features, the latest version has the following features:

  • For ease of use, a new interface has been developed. Salesforce Lightning provides a user-friendly, sleek design. A user’s account can be accessed from any device. For each of them, the requested information is shown. This ensures a smooth method and more intuitive workflows. There are two significant enhancements:

– Note’s “autosave” and rich-text capabilities would guarantee a smoother experience,

  • Smarter views. This functionality can assist users in prioritizing the most critical tasks. Simply put, the data will be presented in a more dynamic and visually appealing manner.
  • Dashboards with more columns. The dashboards aren’t restricted to be three columns long. The animated components allow for more data-driven decisions to be made at a glance. Users will be able to see both open and closed sales figures, as well as the percentage of sales that have been closed.
  • The Home Page can be personalized to show only the details you need at first, allowing you to be more productive. It may also be used to view overdue projects, leads, opportunities, or prospective issuers from anywhere you want.
  • Activity Timeline workspace allows you to efficiently create tasks and events, log calls, send emails, and monitor these activities. Additionally, to save updates, the Lightning experience would not require a complete page refresh.
  • A visualization tool for opportunities has been added to Salesforce lightning, known as Opportunity Kanban. Deals can be reviewed by reps at any point, at each stage in the pipeline. You can switch deals from one stage to another using the drag-and-drop feature. Furthermore, you will get personalized alerts when the most important sales are in progress, allowing you to see the impact on their forecast Instantaneously.
  • Lightning Order Management is also among these improvements. If done right, it can help you do away with unnecessary processes and tasks and drive growth and profit equally.
  • Lightning Experience is included in all editions at no extra charge.

Lightning Experience benefits

1. More convenient user interface

The most significant changes brought by Lightning were to Salesforce’s home page. The home page in Lightning has become more informative, with features such as news on key accounts and deals, as well as a performance map that was not available on the Classic home page.

The dashboard components are no longer limited to three columns, allowing users to access more records more quickly.

In general, Lightning pages are easier to navigate, making Lightning more useful for day-to-day tasks than Classic.

2. New components for improving the sales process

The Activity timeline shows the specifics of each mission, meeting, or call, allowing sales reps to see what has been planned and achieved for a particular lead, opportunity, or account.

From reaching out to a new lead to closing a deal, the Path component aids in the development of the sales process and guides users through it.

Users can make and share detailed notes about leads, accounts, and marketing strategies right in CRM using the Notes component.

Auto-save features, rich text capabilities, the ability to add inline images, and versioning are all included in the component. Additionally, notes created in Chatter can be linked and shared to multiple records.

3. Enhanced reporting

When viewing reports, Lightning has the Lightning Report Builder tool, which allows you to create better report charts, use row-level formulas, and add interactive filters.

Another distinction between Salesforce Classic and Lightning is that Lightning has a greater integration with Einstein AI and the ability to use Einstein AI features like forecasting, opportunity insights, and automated contacts.

4. Better security

Lightning has a Locker Service, which is a security mechanism that prohibits Lightning page building blocks from interacting with one another. It helps safeguard against malicious input.

Conclusion

In the early 2000s, Salesforce Classic was a big hit. With Salesforce’s continuous advancements, the Lightning mode has taken over and encouraged users to switch to a cooler UI. The Salesforce Classic interface will eventually stop receiving updates, and Salesforce will no longer support it.

Keep an eye out for updates and get in touch with Docmation for Salesforce Lightning Migration!.