Create a Lightning Experience - CIGNEX

CIGNEX Datamatics Confidential www.cignex.com

Create a Lightning Experience Migrate from Salesforce Classic to Lightning

Date: April 20, 2017

Presented by

Naveneeth Perde

Salesforce Lead, CIGNEX Datamatics


• What is Lightning Experience?

• How Lightning differs from Classic?

• Advantages of Migrating from Classic to Lightning

• Case Study - Easy & Quick Management of Information for a Leading Hotel Group

• Live Demo – Experience the Lightning Migration focusing on navigation & features

Overview

2


What is Lightning?

Let’s Understand What It Means

3

CIGNEX Datamatics Confidential www.cignex.com 4

Salesforce Lightning – The Next Generation Salesforce Platform

Customer Success Platform for Creating a Cohesive & 360-degree View of Every Customer

Build Apps Fast Using Drag &

Drop Reusable Components

Automate Complex Processes &

Workflows without Code

Visually Design Your Objects

Relationships (Data Model)


Set of Tools Over All Layers of Platform

Connect with your customers in a whole new

way

Run your business from your phone

Build 1 to 1 customer journeys

Get smarter about your customers

Bridging Business-to-Customer Interactions


How Lightning Differs from Classic?

Let’s Understand the Difference

6


How Lightning Differs from Classic?

Sales Cloud Lightning 20+ New Lightning Sales Components

Steelbrick CPQ Complete Lead to Cash

Service Cloud Lightning Connecting with Customers in brand-new ways

Field Service Lightning Transparent view into service organization

Interactive Sales Analytics Sales Wave App

Mobile First Lightning Mobile Apps

Feature Lightning Experience Salesforce Classic

Einstein

Custom Branding of Salesforce Apps

Activities-Related Composer Windows

Create and Edit Records

Inline Editing Record Detail Fields

Inline Editing in Lists

Customizable Forecasting

Collaborative Forecasting

Territory Management

Salesforce Communities

Partner Portals

Service Cloud

Work.com

Schedule Dashboard Refreshes

Visualforce Components


Why Migrate?

Let’s Understand the Value it Brings

8


Added Benefits of Migrating from Classic to Lightning

70% Faster

Time to Market

37% Increase in Customer Revenue Growth

44% Increase in

Sales Productivity

175+ New Features

Lightning Voice Click to call, Auto-logging,

Call forwarding

Offline for Salesforce1 Mobile | GA

IOS & Android, View, Create, & Edit

Lightning for Visualforce

Lightning App Builder & Process

Builder | GA

Files Connect for Box Box in Salesforce1, Box files

in Salesforce

*2016 Year of Lightning


Case Study

Easy & Quick Management of Information for

a Leading Hotel Group

10


Creating Partner Happiness | New Franchise Onboarding & Collaboration with Salesforce Lightning

Industry

Travel & Hospitality

Organization IT Landscape

Business Requirement

Unified & Integrated platform for new Franchise Registration, Onboarding & Collaboration

Salesforce Technical Environment

Functional View

CRM | Salesforce; BI, DW | Teradata; HR & Financial Management | Workday; Information Management | Liferay, MS SharePoint

Salesforce Lightning Experience

Franchise Portal Franchise Maint. & Admin. Franchise on-Boarding

• Potential Franchise Registration • Account/ Contact Creation

• Menu Driven Data Collection & Validation • Name, Telephone #, Address, eMail • Online documents collection

• Information & Status Changes • Inspection Details • On-going Collaboration


Creating Partner Happiness | New Franchise Onboarding & Collaboration with Salesforce Lightning

Techno Functional Drivers • Gain visibility into every step of the Franchise On-boarding process • Increase productivity and realize benefits quickly • Reduce delays caused by lost information and review or approval bottlenecks • Improve time to market of products or services

Solution Highlights/ Benefits • Unified platform for launching Franchise Engagement Program • Engaging face for the Organization with a Unified User Experience • Enables modular & quick functionality extension by App. building functionality • Leveraged OOTB functionality to the maximum • Go-To Market in less than a month with ~ 500 Franchisee’s • Completely build on Salesforce Lightening Experience • Mobile access, email alerts/ notifications to be enabled as Phase II functionality

Salesforce Functionalities • Lightening Experience for Sales Cloud • Triggers, Approval rules, Page layouts, Record types, Classic Reports

Development Approach Agile

Duration

Salesforce developer, Lightning Expert

Team

~ 1 Calendar month


Demo

13


Screenshots – Salesforce Lightning View from Demo


Salesforce @ CIGNEX Datamatics

15


Salesforce Practice @ CIGNEX Datamatics

Team Size: 50+ Projects: 10+

• Registered Salesforce Partner

• In-depth expertise across Salesforce portfolio - Sales Cloud, Service Cloud,

Marketing Cloud, Custom Cloud, Financial Force, Chatter, Force.com,

Wave Analytics & Lighting Bolt

• Innovative solutions for Travel & Hospitality and Manufacturing domains

• Agile development methodology to ensure rapid development & constant

customer involvement to validate quality & direction

• Unique iterative implementation methodology

• Rapid deployments starting at 3 weeks to complete go-live in 16 weeks

• Project management tools & processes built on force.com platform

• Services

• Consulting | Migration | Development | Deployment | Integration |

Support/Maintenance/Upgrade | Performance tuning


Solution Landscape

Solution Landscape

Customer Portal Partner Portal Website Integration

Issue/ Incident Management

Portal

Community Portal

Marketing Integration

Custom Apps

Consulting Creating Roadmap for

Implementation

Implementation Delivering (Development &

Deployment) with Quick Turn-around Time using Lightening

Bolt

Assessment Enhancing Overall Health &

System Performance

Integration Connecting Applications to

Salesforce

Support Making Salesforce Investment

Successful

Migration Improving Efficiency by

Moving to Cloud


About CIGNEX Datamatics

18


Founded – 2000 | Locations – USA : UK : Singapore : India

Subsidiary of Datamatics Group

13+ Global Offices

500+ Open Source Consultants

3 Strategic

Investments

100+ Clients with

Billion Dollar Revenue

5000+ Open Source Community

Contribution

700+ Open Source

Deployments across 16 countries

16 Open Source

Books Authored

$150M Group

Revenue


Technology Partners

Delivering Solutions for Next-Gen Enterprises


Q & A

21


Thank you

Contact Us

Sales: [email protected] | Jobs – [email protected] | Others – [email protected]

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Create a Lightning Experience - CIGNEX

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