Salesforce之Lightning学习一:Lightning与Classic对比


Classic页面
Salesforce之Lightning学习一:Lightning与Classic对比_第1张图片


Lightning页面
Salesforce之Lightning学习一:Lightning与Classic对比_第2张图片


特点:

  • 应用程序的切换更加方便
  • 可以快速访问最近项目和备注等
  • 新的记录页面布局
  • 涡轮增压列表视图
  • 仪表板有所变化
  • 圆滑的报告视图

其中最重要的变化也当属页面布局,整个页面更加友好,且适应移动端,也符合未来趋势

editions

支持的editions 不支持的editions
Group Edition(GE) Personal Edition
Professional Edition(PE) Contact Manager Edition
Enterprise Edition(EE) Database.com Edition
Performance Edition Chatter.com Edition
Unlimited Edition(UE)
Developer Edition(DE)

Licenses

支持的Licenses 不支持的Licenses
Salesforce Force.com Free
All Salesforce Platform and Force.com (excluding Force.com Free) Work.com
Identity User Database.com
Company (Employee) Community Content Only
Chatter External Ideas Only
Chatter Plus Knowledge Only
Chatter Free Site.com Only

比较Lightning Experience 和 Salesforce Classic:

Data

功能 Lightning Experience Salesforce Classic
Sales objects: Accounts, Campaigns, Contacts, Contracts, Leads, Opportunities, Orders, Person Accounts, Price Books, Products, Quotes image image
Calendar, Events, Tasks image image
Service objects: Assets, basic Cases, Lightning Knowledge, Work Orders image image
Custom objects image image
Chatter feeds, groups, and people image image
Salesforce Files image image
Other Sales and Service objects image

主页

功能 Lightning Experience Salesforce Classic
Performance chart image
Assistant image
News image
Top deals image
Tasks image image
Events * image image
Calendar * image image
Feed and publisher image
Items to approve image image
Customizable dashboards image image
Customizable home page components image image

*在Lightning中,主页只显示当前用户日历上的事件。用户可以从导航栏中的日历选项卡中访问所有事件。

客户 和 联系人

功能 Lightning Experience Salesforce Classic
新闻(Twitter) image
活动的时间线(包含任务,事件,电话,电子邮件) image
备注 image
“Reference”布局 image
相关列表 image image
集成电子邮件和模板 image image
Twitter highlights image image
Person accounts image image
Account teams(小组) image image
Account hierarchy(层次结构) image image
合并客户 image image
合并联系人 image image
客户重复规则 image image
联系人重复规则 image image

市场活动(Beta)

功能 Lightning Experience Salesforce Classic
活动成员状态图 image
导入市场活动成员 image image
添加个人活动成员 image image
通过导入更新市场活动成员状态 image image
克隆市场活动成员 image image
从列表视图中添加和管理活动成员 image image

业务机会

功能 Lightning Experience Salesforce Classic
工作区页面布局 image
活动的时间线(包含任务,事件,电话,电子邮件) image
阶段路径 image
备注 image
机会的可视化视图(看板) image
集成电子邮件和模板 image image
团队的机会 image image
机会分裂 image
类似的机会 image
Big deal alerts image

潜在客户

功能 Lightning Experience Salesforce Classic
工作区页面布局 image
活动的时间线(包含任务,事件,电话,电子邮件) image
阶段路径 image
备注 image
通过队列管理潜在客户 image image
集成电子邮件和模板 image image
通过API实现潜在客户的自定义转换 image image
查找重复的潜在客户 image image
重复规则 image image

业务机会 看板(Lightning独有)

通常我们看到记录都是按照列表视图进行查看,但是在Lightning中增加了业务机会的看板模式,销售代表可以利用机会看板,一个可视化的机会工具,来回顾每一个在流水线上的交易。通过拖放功能,销售代表可以将交易从一个阶段转移到另一个阶段,并且在一些进行中的关键交易上获得个性化的提醒。

功能 Lightning Experience Salesforce Classic
图表 image
拖拽 image
智能警报 image
输入列表视图搜索 image
共享设置* image

*只有列表视图被标记为“只对我可见”或“对所有用户可见”。不支持与某些用户组共享。

Data.com

功能 Lightning Experience Salesforce Classic
Prospect for accounts (Only available with a Data.com Prospector license) image image
Prospect for contacts (Only available with a Data.com Prospector license) (Note:In Lightning Experience, you can search for and add contact data only if the contact is related to an existing account.) image image
Prospect for companies in the same company hierarchy (Only available with a Data.com Prospector license) image image
Prospecting Insights (Only available with a Data.com Prospector license) image image
View fields updated by Data.com Clean image
“Stare and Compare” using Data Integration image
Manually update a record using Data Integration image image
Clean button image
Prospect for companies, contacts, and leads using the Data.com tab (Only available with a Data.com Prospector license) image
View data integration rule settings and status (As of the Spring ’17 release, Clean rules are known as data integration rules.) image image
Add Data.com contacts as leads (Only available with a Data.com Prospector license) image
See match rates for data integration rules (As of the Spring ’17 release, Clean rules are known as data integration rules.) image
Set up Clean settings, jobs, and preferences image
View Clean metrics and analytics image
Export Data.com records to comma-separated values (CSV) files. (Only available with a Data.com Prospector license) image

报表

功能 Lightning Experience Salesforce Classic
增强报表的图表 image
从报表视图中隐藏总计和详细信息 image
从报表视图中快速筛选 image
报表生成器 image image
存储器字段 image image
自定义公式 image image
矩阵,摘要,表格 报表模式 * image image
角色层次筛选器 image image
创建报表文件夹* image image
Joined reports image
饼图 image
计划报表刷新 image image
追随报表 image
Report notifications image
导出报表 image image

*你不能在Lightning中设置文件夹共享。不过,在Salesforce Classic中创建的文件夹在Lightning中会继承所有分配的权限。

仪表板(Dashboards)

功能 Lightning Experience Salesforce Classic
显示超过3列 image
仪表板生成器 image image
View filtered dashboards image image
动态仪表板 image image
计划仪表板刷新 * image
粘贴仪表板组件到摘要中 image image
追随仪表板 image image
Visualforce组件 image

*用户无法在Lightning中计划运行仪表盘,但在Salesforce Classic中,按照计划运行。

列表视图

功能 Lightning Experience Salesforce Classic
图表 image
动态创建过滤器 image
动态列表搜索视图 image
看板模式 image
创建和编辑列表 image image
列排序 image image
调整列大小 image image
共享设置 * image image
过滤器 image image
内联编辑 image image

*在Lightning中,共享列表视图被标记为“只对我可见”或“对所有用户可见”。不支持与某些用户组共享。

其它功能 和 产品

功能 Lightning Experience Salesforce Classic
Custom branding of Salesforce apps image
Activities-related composer windows image
Create and edit records image image
Inline editing record detail fields image image
Inline editing in lists image image
Customizable Forecasting image
Territory Management image
Salesforce Communities * image image
Partner Portals image
Service Cloud ** image image
Work.com image

*在Lightning中,共享列表视图被标记为“只对我可见”或“对所有用户可见”。不支持与某些用户组共享。

(来源于trailhead学习,如有问题还请更正,欢迎各位前辈指教。点击查看原文)

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