produtividade no Lightning Productivity Features.pptx

xaline20 2 views 12 slides Oct 10, 2025
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About This Presentation

Implementação salesforce lightning ppptx em ingles


Slide Content

Salesforce Lightning Welcome to the New Salesforce!

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

What We Will Learn and Discuss Today Why is Lightning Important? What is Salesforce Lightning? Awesome New Productivity Features in Lightning

What is Lightning?

Lightning is the New Salesforce Efficiency Driven Workspaces Find, prioritize and act with workflow built in Productivity Oriented Design Make calls, take notes, log tasks and send emails where you work Rapid Customization Extend Salesforce with App Builder, and apps and components from the AppExchange Smarter with Einstein Your personal data scientist, helping you prioritize your day and focus on the right customers Lightning takes productivity to new heights

10 Lightning Features to Increase Productivity

10 Lightning Features for Salesforce Users Out-of-the box Lightning features to help increase productivity 2 3 4 5 1 7 8 9 10 6 Chatter Feed Navigation Global Search Reports Dashboards Calendar & Tasks List Views Console Integrated Email Lightning Record Pages ASTRO’S QUICK TIP: With these out of the box features you can become more productive

Share Information Easily and Find What You Need Faster C ollaboration enables users to work together, talk to each other, and share information, all in real time Chatter Streams Recent Groups Share posts Live feed typing indicators Relevance ranked feed Chatter Feed Navigation Global Search 1 2 3 Quickly access important records, lists, groups, dashboards with P ersonalized Navigation & Favorites Favorite records, views, opportunity and more Easily return to all your favorite content in Salesforce by adding them to your nav bar Reorder nav bar through drag and drop Find things faster with enhanced Global Search Instant type-ahead results Top Results Search left-navigation Results ranked by relevance Scoped search Object-level search Search for email in Global Search

Visualize Your Data with New Reports and Dashboards Reports Dashboards 4 5 Create reports that meet the criteria you define and filter, group or display in a graphical chart Lightning Report Builder Subfolders for Report and Dashboard folders Role hierarchy filter on reports Relative Date filters Salesforce Mobile enhanced charts Dynamic filter URL Export formatted report R eports Subscriptions Visually display key metrics and trends for records in your org Drill to report from filtered dashboard Tacked combo charts, pictures on table charts, conditional highlighting, improved table component Denser charts, smaller metrics Post on charts and follow dashboards Edit running user, folder Dashboard Subscriptions

Visualize Your Data at a Glance and Make Edits Quickly Calendar & Tasks List Views Console 6 7 8 Integrate calendaring into everything View Google calendar events Create calendars for custom & standard objects Drag and drop calendar items Create custom list views for Tasks Set r ecurring and follow up tasks Tasks and events in search Edit your record information quickly and easily on the page Quickly modify records on a single page Wrap text within text fields Create List View Charts View as Kanban on any object with Configurable settings for group by and summarize by fields Drive productiv ity while working in Salesforce Use pre-built sales and service consoles Eliminate opening multiple browser tabs Open related records open as sub-tabs Pin Tabs View records in Split View Apply macros

Increase User Productivity to Close Deals Faster Integrated Email Lightning Record Page 9 10 Create, view and respond to email within Salesforce Create email from an ywhere within Salesforce Utilize org-wide addresses Send through Gmail or Office365 Experience enhanced email for Person Accounts Drag and drop email attachments Find data faster and make it more actionable Path Highlights panel Activity T imeline Related Lists Related Records Report Charts News
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