Salesforce allows you to carry out tasks related to customer management smoothly. Chiefly, it’s about managing the desired communication with your company and customers.
But, this system is not only focused on customers. You will be able to monitor the lifecycle of customers. That means the entire journey till the sales take place.
Also, it includes options for managing contacts, marketing, sales, productivity, and so on! So, these are basic things you will get in Salesforce.
But, you will get to do more with different versions of Salesforce. To make it clearer to you, there are two kinds of Salesforce sales cloud CRM. One is – Salesforce lighting, other is- classic.
Salesforce Lighting vs Classic: Spot the Difference
Note that salesforce lightning has way more options in comparison to salesforce classic. People who want to get the best out of this CRM use salesforce lightning.
And, I will give a broad view of lighting vs classic in Salesforce. That way, you will know the benefits of salesforce lightning vs classic. Most importantly, you will know which one you want to opt for. Let’s dive in!
Sales data
Sales data is essential to running the business productively. Wondering about what kind of productivity? Here you go.
First of all, sales data is needed for decision-making. So that you can improve the future performance of the service. Also, sales data will help you to know your customer better.
Overall, sales data is important for building a deeper understanding of the operation. Because the aim is to do it better, isn’t it?
Let’s see the options for sales data in salesforce classic vs lightning experience.
Gladly, in terms of sales data, they have all the options. Know about the options below.
- Accounts
- Campaigns
- Contacts
- Contracts
- Leads
- Opportunities
- Orders
- Person Accounts
- Price Books
- Products
- Quotes
Event management
This is another feature of Salesforce that will keep you ahead of the competitors. For instance, it is very common to miss holidays.
You miss them; you fail to send wishes to your customers. And, connecting with customers on holidays is a great of bonding.
It’s not only about sending wishes. You could plan something special for that too. Let’s say you plan to provide some discounts or some items for free. How will you do it if you miss the dates?
Once again, salesforce classic vs lighting, both options have the options for the calendar and events tasks.
Service data
What is Service data in salesforce classic vs lightning? Let’s talk about that first! Service data is the process of generating data from the web.
With those data, you get to know how many users you have. Also, there will be data on what they are doing on your website and how they are reacting to an option.
Service data includes-
- Assets
- Basic Cases
- Lightning Knowledge
- Work Orders
Fortunately, all these options are available in both Salesforce classic and lighting. HOLD ON! Don’t yet think they are ultimately the same. You will find the difference if you keep on reading.
Custom objects
This option aims to transfer customer data from one platform to another. For example, you can sync all data from CRM to an inbound marketing platform.
And, it’s present both in salesforce lightning and classic version.
Talking to the customers directly: Chatter feeds, groups, and people
Salesforce has an interface to privately chat with your customers. Not only that, you can see the communications sessions in the feed. In addition, you can from the group according to your need.
You can utilize these options both in lightning and classic.
Salesforce file
There is an option for Filers in Salesforce. If you look at the option from the salesforce lightning vs salesforce classic perspective, they both have the option.
It’s a feature where you can upload essential files. Moreover, you can privately store files and take care of the updated files.
Finally, you can know which task you should handle first. There’s a little more advantage: you can directly check files from an external source! Isn’t that great?
Salesforce feature on the Homepage
You will find many differences here. So, read carefully.
The home is the page from which you navigate to other options. Let’s see the options in salesforce knowledge classic vs lightning.
Salesforce classic lacks few options. However, let’s focus on what options it has
- Tasks
- Events
- Calendar
- Feed and publisher true
- Items to approve
- Customizable dashboards
- Customizable home page components
Salesforce lightening includes 4 more options. I have included them all here. Check the following points.
- Performance chart
- Assistant
- News
- Key deals
- Tasks
- Events
- Calendar
- Feed and publisher true
- Items to approve
- Customizable dashboards
- Customizable home page components
Accounts and contact
Customer accounts, admin accounts with customer contact, and admin contacts are crucial. Now, we will see what is present and not present in salesforce classic vs lightning experience.
Salesforce lightning experience
- News
- Path
- Activity timeline
- Contacts to Multiple Accounts
- Account Logos
- Automated Account Fields
- Notes
- Reference page layout
- Related lists
- Integrated email and templates
- Twitter highlights
- Person accounts
- Account teams
- Account hierarchy
- Contact hierarchy
- Find and merge duplicate accounts and contacts
- Matching and duplicate rules for business accounts, personal accounts, and contact
Salesforce classic
- Contacts to Multiple Accounts
- Related lists
- Integrated email and templates
- Twitter highlights
- Person accounts
- Account teams
- Account hierarchy
- Contact hierarchy
- Find and merge duplicate accounts and contacts
- Matching and duplicate rules for business accounts, personal accounts, and contact
The best thing about Salesforce lightning email templates vs classic is- there are more templates on the Salesforce lightning experience. But both versions have the option for integrated email and templates.
Campaign management
How can a CRM help your marketing initiative? Campaign management is the option. With this option, you can plan, execute, track, and analyze data for marketing management.
Time for salesforce classic vs lightning architecture!
Salesforce classic has-
- Import campaign members
- Add individual campaign members
- Campaign member status updates via import
- Clone campaign members
- Add and manage campaign members from a list view
- Add campaign members from reports
Salesforce lighting has-
- Campaign member status charts
- Import campaign members
- Add individual campaign members
- Campaign member status updates via import
- Clone campaign members
- Add and manage campaign members from a list view
- Add campaign members from reports
Lead collection
Without leads, you get no potential customers. In salesforce lightning, you will find the following options-
- Workspace page layout
- Activity timeline
- Path
- News
- Notes
- Change lead owner to a queue
- Integrated email and templates
- Lead conversion customization via the API
- Find and merge duplicate leads
- Matching and duplicate rules for leads
And salesforce classic includes the following feature.
- Change lead owner to a queue
- Integrated email and templates
- Lead conversion customization via the API
- Find and merge duplicate leads
- Matching and duplicate rules for leads
Opportunity management
Wouldn’t it be great to automatically find out about some opportunities? Anyway, check below how the versions of Salesforce differ.
Salesforce Lightning
- Workspace page layout
- Activity timeline
- Path
- Notes
- Visual representation of opportunities
- Integrated email and templates
- Opportunity teams
- Opportunity splits
- Big Deal Alerts
- Opportunity deal change highlights
Salesforce classic
- Integrated email and templates
- Opportunity teams
- Opportunity splits
- Similar opportunities
- Big Deal Alerts
Notice that, Salesforce lightning doesn’t have the option of Similar opportunities. Until now, you have seen salesforce lightning to have all the available options. This feature is different.
Collaboration management
You are not alone in the service. In fact, you can’t run it single-handedly. Let’s there are new sales opportunities. You will assign different salespersons to pursue the new opportunities, right?
So, Salesforce lighting is comprised of the following features.
- Forecasts on: Opportunity splits, Overlay splits, Custom currency fields on opportunities, and Product families
- Revenue and quantity forecasts
- Product and schedule date forecasts
- Territory forecasts
- Forecast sharing
- Manager and owner adjustments
- Cumulative forecast rollups
- Support for multiple currencies
- Quotas Checkmark icon indicating true
- Forecast hierarchy
And, salesforce classic features these.
- Forecasts on: Opportunity splits, Overlay splits, Custom currency fields on opportunities, and Product families
- Forecast sharing
- Manager and owner adjustments
- Cumulative forecast rollups
- Support for multiple currencies
- Quotas Checkmark icon indicating true
- Forecast hierarchy
Data management
Getting error-free data is one of the advantages of using a CRM. Check below what salesforce lightning and the classic version offer.
- Annual Revenue
- Company or Website
- Country or Territory
- Location Type
- State
These options will be found in both versions. But there is some difference.
There are a few more options, like-
- Insights on accounts
- Insights on opportunities
- Administrative settings
- Clean accounts with company data
In Salesforce, you perform the tasks less complicatedly. They will be available in Salesforce classic too. The process is complicated.
Concluding remarks: Which one should you go for?
Besides the features mentioned above, there is an option in customer management and report management. For the last time, Salesforce lightning has more features than Salesforce classic.
FAQs
Now I will answer some queries related to Salesforce lighting and classic. They might be extra help. Go through the following questions.
What is the Difference Between Salesforce Classic and Lightning?
The main difference is that Salesforce Classic has lesser features than Salesforce lightning.
Is Salesforce Lightning Faster Than Classic?
Yes, Salesforce Lightning is faster than Salesforce classic.
What are the Benefits of Salesforce Lightning?
With Salesforce lightning, you can unlock more useful features. And the benefits will include- improved customer journey, marketing & sales management, and productivity.
Is Salesforce Discontinuing Classic?
Yes. But, you will automatically be moved to Salesforce Lightning.
How Does Salesforce Lightning Work?
It’s a platform where you get options for creating apps. And those apps will be mobile-friendly. Not to mention, you will be able to operate on browsers as well.
How Do I Switch from Classic to Lightning in Salesforce?
Step 1: Click on the avatar. You will get the option for switching- ‘Switch to Salesforce Classic.’
Step 2: Click on ‘Switch to Salesforce Classic’
What is Salesforce Lightning?
It’s a simple app-building tool from Salesforce.com. Moreover, it’s an improved version of Salesforce classic.
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