Lightning Experience VS Salesforce Classic

According to Salesforce, Lightning offers a completely new, fast and beautiful user experience. The initial release focuses on reinventing the desktop environment to support sales processes even better than before.

The Winter ’16 release has a sales-centric mindset and a beautiful, intelligent interface. The overall aim of the release is to help sales reps and to make their work easier.

Is Lightning Experience right for you?

Despite the new, impressive interface that offers a number of benefits for sales teams, you should consider one important fact – Salesforce can’t make everything perfect at once. The new Winter ‘16 release is not completely compatible with Salesforce Classic.

Let’s compare Lightning Experience and Salesforce Classic to see the differences between them.

We will start with specific products and features.

Lightning Experience VS Salesforce Classic table

Salesforce Data

FEATURE LIGHTNING EXPERIENCE SALESFORCE CLASSIC
Accounts, Contacts, Leads,Opportunities, Price books, Products

 

 ✔  ✔
Cases (basic support)  ✔  ✔
Custom objects  ✔  ✔
Chatter feeds, groups, and people  ✔  ✔
Salesforce Files  ✔  ✔
Other Sales and Service objects  ✔

 

 

Home (new page field that highlights the most important thing for each day)

FEATURE LIGHTNING EXPERIENCE SALESFORCE CLASSIC
Performance Chart  ✔
Assistant  ✔
Account Insights  ✔
Feed and Publisher  ✔
Customizable dashboards  ✔
Tasks  ✔  ✔
Items to approve  ✔
Calendar and Events  ✔
Recent Records  ✔  ✔
Top Deals  ✔
Customizable home page components  ✔

 

 

Calendar and Events

FEATURE LIGHTNING EXPERIENCE SALESFORCE CLASSIC
Enhanced calendar  ✔
Events  ✔  ✔

 

Accounts and Contacts

This one is especially important for sales reps and their customer relationship management.

FEATURE LIGHTNING EXPERIENCE SALESFORCE CLASSIC
Account Insights  ✔
Contact Insights  ✔
Highlights panel  ✔
Activity timeline  ✔
Distinct ‘reference’ page layout  ✔
Related lists  ✔  ✔
Enhanced Notes  ✔  ✔
New Files  ✔
Twitter highlights  ✔  ✔
Quick view (hover)  ✔
Integrated email and templates  ✔  ✔
Accounts and contacts hierarchy  ✔
Collaborate  ✔  ✔
Person Accounts  ✔
Account Teams  ✔

 

Opportunities and leads (great space for sales reps)

Opportunities

FEATURE LIGHTNING EXPERIENCE SALESFORCE CLASSIC
Opportunity Teams  ✔
Opportunity Splits  ✔
Add similar opportunities  ✔
Big Deal alerts  ✔

 

Leads

FEATURE LIGHTNING EXPERIENCE SALESFORCE CLASSIC
Find and merge duplicate leads  ✔
Change lead owner to a queue  ✔
Lead campaign history  ✔
Create leads  ✔  ✔
Assign leads to campaign  ✔
Customize lead conversions via API  ✔  ✔

 

 

Both Opportunities and Leads

FEATURE LIGHTNING EXPERIENCE SALESFORCE CLASSIC
Customizable highlights panel  ✔
Sales path  ✔
Create related records in context  ✔
Quick view (hover)  ✔
Composer  ✔  ✔
Integrated email and templates  ✔  ✔
Workspace template page layout  ✔
Activity timeline  ✔
Enhanced Notes  ✔
New Files  ✔
Collaborate  ✔  ✔

 

Opportunity Board (a visualization tool for opportunities)

FEATURE LIGHTNING EXPERIENCE SALESFORCE CLASSIC
Charts  ✔
Drag and drop  ✔
Intelligent Alerts  ✔
Type-ahead list view search  ✔
Sharing settings  ✔

 

List Views

FEATURE LIGHTNING EXPERIENCE SALESFORCE CLASSIC
Charts  ✔
Type-ahead list view search  ✔
Resizable columns  ✔
Sharing settings  ✔  ✔

 

Reports

FEATURE LIGHTNING EXPERIENCE SALESFORCE CLASSIC
Create interactive filters while viewing a report  ✔
Enhanced report charts  ✔
See details of matrix reports  ✔
Hide totals and subgroups from report view page  ✔
Table, funnel, and scatter chart types  ✔
Schedule report refreshes  ✔
Follow reports  ✔
Report folder sharing  ✔  ✔
Create report folders  ✔
Report notifications  ✔
Bucket fields  ✔  ✔
Custom summary formulas  ✔  ✔
Joined reports  ✔
Report editing  ✔  ✔

 

Dashboards

FEATURE LIGHTNING EXPERIENCE SALESFORCE CLASSIC
More than 3 columns supported  ✔
Flexible layout  ✔
Schedule dashboard refresh  ✔  ✔
Dynamic dashboards  ✔
Post dashboard components to feeds  ✔
Follow dashboard  ✔
Dashboard filters  ✔
Enhanced dashboard list views  ✔
Some visualization components  ✔

 

Other Features and Products

FEATURE LIGHTNING EXPERIENCE SALESFORCE CLASSIC
Create and edit records  ✔  ✔
Inline editing of fields (lists, records)  ✔
Forecasting  ✔
Territory management  ✔
Communities  ✔
Service cloud  ✔
Data.com  ✔
Work.com  ✔

 

Source: Lightning Experience Basics