How Accounts In Salesforce Lightning Experience Is Now Smarter

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Accounts In Salesforce Lightning Experience

Salesforce Lightning Experience has completely revamped the way accounts are managed in Salesforce Classic. The new release comes with a smarter point and click feature and few great additions like navigation bar and account insights. These will help you get instant access to relevant tasks, timely news and articles about your accounts and contacts.

Read Also: What Is SalesforceIQ & Why Should You Try It

In this post, we will be answering 3 commonly asked questions about accounts in Salesforce Lightning Experience. To do so, we will show you the Whatfix Way, which will give you real-time experience on your Salesforce Lightning platform and help you perform different tasks.

The Whatfix Way

Let’s start with a basic question.

How to create and edit accounts in Salesforce Lightning?

The Lightning Experience UI allows you to access all the important entities like Accounts, Contacts, Opportunities and Leads, regardless of what window you are working on. This means, jumping from one task to another is as simple as it can be.

The whole process of creating and editing Salesforce accounts has had a transformation too. Using the Whatfix way, we’ll give you a live interactive experience on how to do it. Start by clicking on See Live on this flow.

Now you know how to get started with accounts in Salesforce Lightning Experience. Next, let’s take a look at some important features of Salesforce that Lightning provides in a much simpler manner.

How to see your account Login History in Salesforce Lightning?

Account Login History is a Lightning Component which will help you get the list of recent User Login attempts. Apart from viewing, it also allows you to download the user login details for the past six months.

The following Whatfix flow will guide you and get you your account Login History.

How to Grant Account Login Access in Salesforce Lightning?

Granting Account Login Access can be useful in multiple use cases.

Say, you have a support query in your Lightning Experience that you are not able to solve. You can ask your administrator or customer support representative to attend to that query by logging in to the application, using your login. This also works in the case when you want to assist the representatives of other support organizations.

Here’s how you go about it:

Read Also: 3 Simplified Steps To Setup Salesforce Lightning Permission Sets

Are you still using Salesforce Classic? We have also written some great stuffs about how to use Salesforce Classic Platform. You can find all of them here

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Gokul Suresh

Gokul Suresh

Gokul leads the Inbound, Content and Social Media efforts at Whatfix.

A techie, a marketer and a UX enthusiast, he lovesthinking up creative ideas and experimenting with new tools. He's an expert in inbound marketing and eats CRMs for breakfast, ITSMs for lunch and leftovers from Product Hunt for dinner!

Have anything to say to him? Tweet out to him. He enjoys constructive criticism.
Gokul Suresh
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