Overall Satisfaction with Salesforce Lightning
Salesforce Lightning is the main UX for Sales Cloud and is used across the organization. It addresses productivity improvement.
- Keeps you up-to-date on your accounts. There's a great News feature that shows the latest PR or articles about companies in your database. There have been times where I was about to hop on a call only to see the company was recently acquired or recently implemented a company wide-marketing solution. Fantastic intel and save me searching for it.
- I love the Google address search feature. If I put in the street information, Google will populate the city, state, zip and country. A great time saver when I'm adding new prospects.
- The Gmail integration is fantastic. It lets me quickly add prospects who contact me via email. It's pretty good at reading signature lines to populate the basic name and contact info.
- I find the new report builder more powerful when trying to build cross-object reports. Plus I love that you can email the nice new dashboards.
- On occasion, Lightning will throw out random errors. The errors can usually be fixed by refreshing your browser but the problem is that when you refresh, you lose the work you just entered. It doesn't happen often, but when it does, it's a real pain.
- Not all of the Classic features are in Lightning. An example is the recycling bin - you need to switch to Classic to access it. Another example is Joined Reports.
- I wish there were more out of the box page layouts available. It would be nice to have a three-column page layout in some sections or have a drag and drop page builder. The page layout function needs to be revamped.
- It would be great if it were easier to add custom metrics in reports (for example formulas or baseline numbers) that could be reused without having to build fields.
- I would say that data entry time (leads and new contacts) has been reduced by 50% easily. Time spent prepping for discovery calls has been reduced by 10% since Lightning serves up information about the business.
- Checking the pipeline is a lot faster. In Classic, you can only add 3 components to the home page. Lightning gives you a lot more flexibility to add key KPIs to the home page to manage the business.