Salesforce Lightning is a component-based framework for app development from Salesforce. It includes the Lightning Experience, a modern user interface, and Lightning App Builder for customizing pages.
Salesforce Lightning offers a more modern, efficient interface, faster navigation, enhanced analytics through Einstein AI, and productivity tools not available in Classic.
Lightning Components are reusable blocks of code that can be used to build responsive applications for mobile and desktop platforms.
Lightning App Builder is a drag-and-drop tool that allows admins to create custom Lightning pages using standard and custom components.
Profiles define the permissions and access settings for users, including object-level permissions, field-level security, and layout visibility.
User access is managed through profiles, permission sets, roles, and sharing rules, ensuring users have the right access based on their responsibilities.
Permission Sets grant additional permissions to users on top of their profile settings, allowing flexibility without changing profiles.
Salesforce’s sharing model allows for data visibility control using OWD (Org-Wide Defaults), Role Hierarchies, Sharing Rules, and Manual Sharing.
A profile controls what users can do (permissions), while a role controls what users can see (data access via the role hierarchy).
Process Builder is a workflow automation tool that allows admins to automate business processes such as record updates, email notifications, and more without coding.
Salesforce Flow is a more powerful automation tool than Process Builder, capable of handling complex logic, user interactions, and multi-step processes.
A Lightning Record Page can be created using the Lightning App Builder by selecting components to customize the layout and visibility of information on the page.
A Validation Rule ensures that data entered into a record meets certain conditions before saving, improving data quality.
Reports can be scheduled by selecting the "Schedule Future Runs" option, setting the frequency, and determining the recipient list for email delivery.
Data Loader is a client application for importing, exporting, updating, and deleting large volumes of data in Salesforce.
Workflow Rules can only perform four actions (field update, email alert, task creation, and outbound message), while Process Builder offers more flexibility and multiple actions per trigger.
Dynamic Forms allow admins to customize fields and sections on a Lightning record page based on user roles or record criteria.
This tool helps admins plan and manage the switch from Salesforce Classic to Lightning Experience by assessing readiness and guiding through the transition process.
Global Actions allow users to quickly perform actions such as creating new records or logging calls from anywhere in Salesforce, enhancing productivity.
Data security is managed through profiles, field-level security, sharing rules, role hierarchy, encryption, and two-factor authentication (2FA).
