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。)