Classic页面

Lightning页面

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 |  |  |
Calendar, Events, Tasks |  |  |
Service objects: Assets, basic Cases, Lightning Knowledge, Work Orders |  |  |
Custom objects |  |  |
Chatter feeds, groups, and people |  |  |
Salesforce Files |  |  |
Other Sales and Service objects | |  |
主页
功能 | Lightning Experience | Salesforce Classic |
---|
Performance chart |  | |
Assistant |  | |
News |  | |
Top deals |  | |
Tasks |  |  |
Events * |  |  |
Calendar * |  |  |
Feed and publisher | |  |
Items to approve |  |  |
Customizable dashboards |  |  |
Customizable home page components |  |  |
*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) |  | |
活动的时间线(包含任务,事件,电话,电子邮件) |  | |
备注 |  | |
“Reference”布局 |  | |
相关列表 |  |  |
集成电子邮件和模板 |  |  |
Twitter highlights |  |  |
Person accounts |  |  |
Account teams(小组) |  |  |
Account hierarchy(层次结构) |  |  |
合并客户 |  |  |
合并联系人 |  |  |
客户重复规则 |  |  |
联系人重复规则 |  |  |
市场活动(Beta)
功能 | Lightning Experience | Salesforce Classic |
---|
活动成员状态图 |  | |
导入市场活动成员 |  |  |
添加个人活动成员 |  |  |
通过导入更新市场活动成员状态 |  |  |
克隆市场活动成员 |  |  |
从列表视图中添加和管理活动成员 |  |  |
业务机会
功能 | Lightning Experience | Salesforce Classic |
---|
工作区页面布局 |  | |
活动的时间线(包含任务,事件,电话,电子邮件) |  | |
阶段路径 |  | |
备注 |  | |
机会的可视化视图(看板) |  | |
集成电子邮件和模板 |  |  |
团队的机会 |  |  |
机会分裂 | |  |
类似的机会 | |  |
Big deal alerts | |  |
潜在客户
功能 | Lightning Experience | Salesforce Classic |
---|
工作区页面布局 |  | |
活动的时间线(包含任务,事件,电话,电子邮件) |  | |
阶段路径 |  | |
备注 |  | |
通过队列管理潜在客户 |  |  |
集成电子邮件和模板 |  |  |
通过API实现潜在客户的自定义转换 |  |  |
查找重复的潜在客户 |  |  |
重复规则 |  |  |
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 |  | |
拖拽 |  | |
智能警报 |  | |
输入列表视图搜索 |  | |
共享设置* |  | |
*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) |  |  |
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.) |  |  |
Prospect for companies in the same company hierarchy (Only available with a Data.com Prospector license) |  |  |
Prospecting Insights (Only available with a Data.com Prospector license) |  |  |
View fields updated by Data.com Clean |  | |
“Stare and Compare” using Data Integration |  | |
Manually update a record using Data Integration |  |  |
Clean button | |  |
Prospect for companies, contacts, and leads using the Data.com tab (Only available with a Data.com Prospector license) | |  |
View data integration rule settings and status (As of the Spring ’17 release, Clean rules are known as data integration rules.) |  |  |
Add Data.com contacts as leads (Only available with a Data.com Prospector license) | |  |
See match rates for data integration rules (As of the Spring ’17 release, Clean rules are known as data integration rules.) | |  |
Set up Clean settings, jobs, and preferences | |  |
View Clean metrics and analytics | |  |
Export Data.com records to comma-separated values (CSV) files. (Only available with a Data.com Prospector license) | |  |
报表
功能 | Lightning Experience | Salesforce Classic |
---|
增强报表的图表 |  | |
从报表视图中隐藏总计和详细信息 |  | |
从报表视图中快速筛选 |  | |
报表生成器 |  |  |
存储器字段 |  |  |
自定义公式 |  |  |
矩阵,摘要,表格 报表模式 * |  |  |
角色层次筛选器 |  |  |
创建报表文件夹* |  |  |
Joined reports | |  |
饼图 | |  |
计划报表刷新 |  |  |
追随报表 | |  |
Report notifications | |  |
导出报表 |  |  |
*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 |  | |
仪表板生成器 |  |  |
View filtered dashboards |  |  |
动态仪表板 |  |  |
计划仪表板刷新 * | |  |
粘贴仪表板组件到摘要中 |  |  |
追随仪表板 |  |  |
Visualforce组件 | |  |
*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 |  | |
动态创建过滤器 |  | |
动态列表搜索视图 |  | |
看板模式 |  | |
创建和编辑列表 |  |  |
列排序 |  |  |
调整列大小 |  |  |
共享设置 * |  |  |
过滤器 |  |  |
内联编辑 |  |  |
*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 |  | |
Activities-related composer windows |  | |
Create and edit records |  |  |
Inline editing record detail fields |  |  |
Inline editing in lists |  |  |
Customizable Forecasting | |  |
Territory Management | |  |
Salesforce Communities * |  |  |
Partner Portals | |  |
Service Cloud ** |  |  |
Work.com | |  |
*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)