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Deliver a Next Level Experience with Lightning Console Apps!
- 1. Deliver a Next Level Experience with Lightning Console Apps! Doug Dunfee Salesforce Consultant AnteroCRM.com @dougdunfee
- 2. @dougdunfee
- 4. This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements. Forward-Looking Statement Statement under the Private Securities Litigation Reform Act of 1995
- 5. • Demystify Lightning Console Apps • Information about the latest new features for Lightning Console Apps • Two real life app examples and an easy roadmap for how you can get started quickly • Excitement to go back and take fuller advantage of the Salesforce platform! What will you be able to take away from this session?
- 7. Lightning Console Apps - The Basics IT REMEMBERS!!
- 9. Override Actions in Lightning Console Apps Clean Slate KB Shortcut Automatic Tab Refresh and more with JavaScript API API and Action Overrides (VF) Latest Releases Summer 18Spring 18 Winter 19
- 10. DEMO TIME!
- 11. Sales Console Example • Briefly show how it’s configured in App Builder (workspace vs subtab) • Example of Quote that opens as subtab of Opportunity • Overview of advanced page layout with pinned area • Lightning Guided Engagement with Lightning Flow (Summer 18) • Quick Text example (Sprint 18) • Keyboard Shortcut to Close all Unpinned (Winter 19) [Shift +W] • Utility Bar – History Component (Console Only)
- 12. Milestones Project Management Example Briefly go through App Manager config for the App. Example of Milestone/Tab opening as Subtab. Split View Can be Collapsed Ctrl +Click still works like browser Pin Workspace Nav Bar Personalization (Winter 19) – Custom Titles and Icons Macro (Sprint 18) Auto Refresh (Summer 18) or VF override (Winter 19) Speed Keyboard Shortcut Example G, W (workspaceand G, S (go to subtab), <- or -> move between Shift + r to reload tab Demo Again, IT remembers!
- 14. “Become a Productivity Champion!” - LeeAnne Rimel
- 15. 1. https://trailhead.salesforce.com/modules/lightning_apps/units/lightning_apps_create 2. https://trailhead.salesforce.com/modules/service_lex/units/service_lex_cloud 3. https://trailhead.salesforce.com/modules/lightning-experience-for-salesforce-classic- users/units/navigate-around 4. https://trailhead.salesforce.com/modules/lex_migration_whatsnew/units/lex_migration_whatsnew_servic e 5. https://trailhead.salesforce.com/projects/workshop-platform-events/steps/platform-event-define 6. https://trailhead.salesforce.com/projects/roll-out-lightning-experience-to-your-sales- team/steps/customize-a-sales-console-app https://help.salesforce.com/articleView?id=console_lex_sales_intro.htm https://releasenotes.docs.salesforce.com/en-us/spring18/release-notes/rn_service_productivity.htm DF17 - https://www.salesforce.com/video/1765243/ Webinar (March 2018) - Supercharge Productivity With Lightning Console Apps @Leeanndroid and @xandermitman https://bit.ly/lightningconsoleapps Trailhead, etc Einstein logo
- 16. 1. https://trailhead.salesforce.com/modules/lightning_apps/units/lightning_apps_create 2. https://trailhead.salesforce.com/modules/service_lex/units/service_lex_cloud 3. https://trailhead.salesforce.com/modules/lightning-experience-for-salesforce-classic- users/units/navigate-around 4. https://trailhead.salesforce.com/modules/lex_migration_whatsnew/units/lex_migration_whatsnew_servic e 5. https://trailhead.salesforce.com/projects/workshop-platform-events/steps/platform-event-define 6. https://trailhead.salesforce.com/projects/roll-out-lightning-experience-to-your-sales- team/steps/customize-a-sales-console-app https://help.salesforce.com/articleView?id=console_lex_sales_intro.htm https://releasenotes.docs.salesforce.com/en-us/spring18/release-notes/rn_service_productivity.htm DF17 - https://www.salesforce.com/video/1765243/ Webinar (March 2018) - Supercharge Productivity With Lightning Console Apps @Leeanndroid and @xandermitman https://bit.ly/lightningconsoleapps Einstein logo
- 17. Ohana – Previous Console Apps sessions
- 18. Medium Forest Layout - Mountain Right First level text is set at twenty point Salesforce Sans and does not have a bullet • Second level is eighteen point Salesforce Sans First level text is set at twenty point Salesforce Sans and does not have a bullet • Second level is eighteen point Salesforce Sans Subtitle placeholder
- 19. Segue C Subtitle https://imgflip.com/meme/So-I-Guess-You-Can-Say- Things-Are-Getting-Pretty-Serious
- 20. IT REMEMBERS Speaker of Quote https://imgflip.com/meme/Evil-Plotting-Raccoon
- 21. Banner and Callouts Place white text over these to create infographic and callouts Editable in PowerPoint Name of Trailblazer Title, Name of Company
- 22. Nature Elements Using sparingly. Refer to the Corporate Presentation for working examples of best practices
- 23. Point 1 Signs and Text Containers
- 24. Embrace the fun side of our company and inspire our Ohana to be their best Meet Our Characters Astro Astro is your guide to Salesforce. Beloved by our community, Astro represents the fun side of Salesforce and a passion for learning. Just like Trailblazers, Astro aspires to be whatever they want to be. Astro is always up for an adventure on the trail. Einstein Genius. Problem solver. Focused. Einstein uses intelligence, innovation, and imagination to predict the future! Quick on his feet, full of rebel brilliance, he becomes smarter with every interaction. Codey Codey is a maker at heart. He loves building apps and isn’t afraid to dive in to get things done. Codey represents building with code, playfulness, and the creativity found within Trailhead.
- 25. Embrace the fun side of our company and inspire our Ohana to be their best Meet Our Characters Appy Appy is your guide to the Partner Ecosystem. She’s a connector, always in the know, and excited to learn. She knows a lot about Salesforce and is happy to help. If she doesn’t know the answer, she’ll connect you with a friend. Cloudy Cloudy represents building with cloud, spontaneity, and unlimited potential. And at our biggest events, Cloudy is always at the center of the action. Like the cloud, she is the reliable one that keeps everyone together and on track to meet their goals. SaaSy SasSy is a well-recgonized figure in the Salesforce ecosystem. SaaSy stands for challenging the status quo and for finding new ways to innovate. SasSy promotes success, not software. Twitter Account
- 26. Official Character: Astro Astro Poses Astro On The Trail/On the Go Trailhead Astro & Misc. Use Characters Sparingly
- 27. Official Character: Astro (Cont.) Astro On The Job Astro Shopping Astro As Yeti
- 28. Official Characters: Codey Salesforce brand characters
- 29. Official Characters: Codey, Einstein, and Blaze Salesforce brand characters Einstein Einstein with Object Einstein in Motion
- 30. Appy, Earnie, Cloudy, Codey, SaaSy & Blaze Cloudy SaaSy HootieAppy Earnie the Badger Blaze Forest Friends Groups Drop Shadow
- 31. These icons play a big part in keeping things playful. We’ve begun to use more line art in our design for contrast against the cartoon artwork direction. If you choose line art, suggest being consistent throughout your deck. We’ve created a library on the following page for most other use cases. These have been created to allow you to change colors etc. directly in PowerPoint Iconography Trailhead Line Art Icons
- 32. Healthcare Rewards Money & Finance Organization Iconography Extended Line Art Icon Library (Editable) Essential Elements Social Additional Industries Sports Transportation GUI Elements Maps & Navigation Design & Drawing Productivity Network & Servers Computers & Tech Marketing Retail Security
- 33. New Salesforce Product Icons These icons were introduced at DF17 Quip (Collaboration) Industries Cloud Service Cloud Sales Cloud Commerce Cloud Trailhead Lightning Analytics AppExchangeHerokuIoTEinstein Salesforce Platform Financial Services Retail Healthcare & Life Sciences New logo placement is upper right. Copy and Paste this into any slide that does not have a logo on it Customer Success Platform Icon Salesforce Mobile App (Replacing the Salesforce 1 logo and app) Marketing Cloud Community Cloud
Notes de l'éditeur
- Speaker: Doug Hello and welcome everyone to our session, “Deliver a Next Level Experience with Lightning Console Apps”. While you won’t be able to use these on your favorite gaming console, you might have almost as much fun. These slides require Salesforce fonts be installed. https://github.com/salesforce-ux/design-system/tree/master/assets/fonts
- Speaker: Doug (30 seconds, practice, practice). Slow and low. I’ll just introduce myself quickly. My name is Doug Dunfee and I’ve been working full-time on Salesforce for over 4 years. I am avid Trailhead fanatic, working towards Triple Ranger status currently. I hold 5 Salesforce Certifications and am working towards becoming a Certified Application Architect. I’m active on Twitter @dougdunfee And finally, I’m the organizer of the monthly #SalesforceSaturday meetups in Denver Colorado. I have with me today my CEO, Krista Erickson.
- Speaker: Krista (Krista intro)
- Speaker: Krista
- Speaker: Doug (30-60 seconds). Don’t go too fast. So, what will you be able to take away from this session today? We have 4 major elements here that we’ve focused on for this session. Demystify – You’ve probably heard of Lightning Console Apps if you’re sitting here or watching this recording. Maybe you’ve tried the default Sales or Service Lightning Console apps once or twice, but haven’t fully embraced them yet. Today we’re going to try to eliminate any unnecessary boundaries for you to start using them even more. This can be a somewhat advanced feature, but Information about the latest features Salesforce has added. They’ve been putting consistent energy into this feature of the past few releases and really added some awesome stuff. Third and most exciting we’re going to show you two real life example apps and how show you how you can get started quickly And finally we want to get you excited about taking fuller advantage of the Salesforce Platform!
- Speaker: Doug (30-60 seconds). Don’t go too fast. So this is a situation I’ve been in a number of times myself. Especially now as a consultant, I can easily have 10-20 tabs open for Salesforce. Then what happens? You get a phone call or have to go to a meeting; and when you get back you can’t remember which of these tabs you were last on. Maybe your computer crashes or your favorite browser is acting up. Now you have to switch computers or browsers and reopen all these tabs. Or maybe you don’t have these challenges, but your users do? There’s no need to keep stubbing your toes when you can start using Lightning Console Apps!
- Speaker: Doug This is just a quick screenshot I took from the Trailhead module on Lightning Service Console. The idea of Console Apps comes from the Service Console in Classic Experience which was a paid add-on. Now however, Console Apps are included with most licenses and can be used for any solution, not just Service Cloud! On the far left side (1) we have one of the most defining parts of a Lightning Console app, the Split View. This allows you to have your list of records (Accounts, Cases, Opportunities, anything) open while looking at each individually on the right side. This side panel can be collapsed if you need to focus and want a cleaner view. The 2nd thing you’ll notice is that instead of a row of tabs across the top as you may be used to in other Salesforce experiences, here we have a drop down to choose the type of record we want to start working with. Instead of having multiple tabs open in your favorite browser for Salesforce, you can see everything in ONE browser tab! Finally you’ll notice is that the layout of the main content screen is a bit different than your typical Lightning page. Here we have 3 columns with the 1st column being pinned so that no matter how far you scroll, it’s always visible. And remember our “too many browser tabs” scenario from the previous slide with all the browser tabs? Wouldn’t it be great if you never lost your place in Salesforce again? (CLICK FOR ANIMATION) Well with Lightning Console Apps, Salesforce remembers what tabs you have open and brings you right back to the same place every time! Even on different computers! Huge win!
- Speaker: Doug Briefly before I hand it off to my awesome CEO Krista Erickson, I wanted to touch on a true Power User feature; Keyboard shortcuts! If you really want to get to that Next Level Experience in Salesforce, you have to try Keyboard shortcuts. We’ll cover a few of these in our demo, but I wanted to briefly show you this screen, and how many more options you get in Console apps vs standard Lightning Apps. Adopting just a few of these into your personal habits can save you a few minutes each day, which can add up over the course of weeks and months. I encourage you to at least memorize the first one on the left side which will get you in the habit of opening this dialog. - Note that the / key is the same one as the ? Without further ado, let me toss it to my CEO Krista Erickson, who’s going to highlight some of the latest new features and get into our demos.
- Speaker: Krista Salesforce is putting a lot of energy into Lightning Console apps https://releasenotes.docs.salesforce.com/en-us/spring18/release-notes/rn_lightning_console_macros_quicktext.htm#rn_lightning_console_macros_quicktext https://releasenotes.docs.salesforce.com/en-us/spring18/release-notes/rn_general_lightning_console_action_overrides.htm https://releasenotes.docs.salesforce.com/en-us/summer18/release-notes/rn_salesforce_console_for_service_flows.htm https://releasenotes.docs.salesforce.com/en-us/summer18/release-notes/rn_console_lex_api.htm#rn_console_lex_api https://releasenotes.docs.salesforce.com/en-us/winter19/release-notes/rn_lex_feature_list.htm https://releasenotes.docs.salesforce.com/en-us/winter19/release-notes/rn_sales_console_lex.htm https://releasenotes.docs.salesforce.com/en-us/winter19/release-notes/rn_console.htm
- Speaker: Krista Alright, lets get to the fun stuff. I’m going to show you a demo of a Sales Console app that’s been enhanced for an organization that uses Quotes heavily and hates flipping back and forth to see Opportunity and Account details.
- “For the default Sales Console, everything opens in it’s own Workspace pretty much.” But with a small tweak, we can tune the experience so that it resonates with your users and their needs. Having everything in one screen helps keep things “tidy”. Do you have Enterprise Account Reps who always work on the same Account? Create a purpose built Console App, just for them! They can pin their main Account as a Workspace that never closes and is always there waiting for them no what computer or browser they are using.
- As Xander Mittman, the Product Manager for this feature called out during a webinar in March. You may notice Console Apps can be snappier since they only load the data for each workspace or subtab.
- Speaker: Doug So as we’re wrapping up, I wanted to call out this great line from a recent webinar on Lightning Console Apps. LeeAnne Rimel with the Awesome Admins team at Salesforce has been a huge proponent of Console apps. When discussing Console features like Macros and Keyboard shortcuts, she said they can really help you to become a Productivity Champion for your organization. We’re pretty confident that if you adopt Lightning Console Apps, you and your users will quickly start feeling like Neil here [CLICK for NDT animation] and become not only a Productivity Champions, but Productivity Badasses.
- Speaker: Doug (Need to make this look better, but the links are useful for now)
- Speaker: Doug (Need to make this look better, but the links are useful for now)
- Speaker: Doug (Want to give a shout out to Ohana member who have put there energy into Console Apps and mention it’s an honor to carry the torch, etc) Questions?