Classic页面 
053_Salesforce Lightning与Classic对比


Lightning页面 
053_Salesforce Lightning与Classic对比


特点:

  • 应用程序的切换更加方便
  • 可以快速访问最近项目和备注等
  • 新的记录页面布局
  • 涡轮增压列表视图
  • 仪表板有所变化
  • 圆滑的报告视图

其中最重要的变化也当属页面布局,整个页面更加友好,且适应移动端,也符合未来趋势

editions

支持的editions 不支持的editions
Group Edition(GE) Personal Edition
Professional Edition(PE) Contact Manager Edition
Enterprise Edition(EE) Database.com Edition
Performance Edition Chatter.com Edition
Unlimited Edition(UE)  
Developer Edition(DE)  

Licenses

支持的Licenses 不支持的Licenses
Salesforce Force.com Free
All Salesforce Platform and Force.com (excluding Force.com Free) Work.com
Identity User Database.com
Company (Employee) Community Content Only
Chatter External Ideas Only
Chatter Plus Knowledge Only
Chatter Free Site.com Only

比较Lightning Experience 和 Salesforce Classic:

Data

功能 Lightning Experience Salesforce Classic
Sales objects: Accounts, Campaigns, Contacts, Contracts, Leads, Opportunities, Orders, Person Accounts, Price Books, Products, Quotes 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
Calendar, Events, Tasks 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
Service objects: Assets, basic Cases, Lightning Knowledge, Work Orders 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
Custom objects 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
Chatter feeds, groups, and people 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
Salesforce Files 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
Other Sales and Service objects   053_Salesforce Lightning与Classic对比

主页

功能 Lightning Experience Salesforce Classic
Performance chart 053_Salesforce Lightning与Classic对比  
Assistant 053_Salesforce Lightning与Classic对比  
News 053_Salesforce Lightning与Classic对比  
Top deals 053_Salesforce Lightning与Classic对比  
Tasks 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
Events * 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
Calendar * 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
Feed and publisher   053_Salesforce Lightning与Classic对比
Items to approve 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
Customizable dashboards 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
Customizable home page components 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比

*在Lightning中,主页只显示当前用户日历上的事件。用户可以从导航栏中的日历选项卡中访问所有事件。

客户 和 联系人

功能 Lightning Experience Salesforce Classic
新闻(Twitter) 053_Salesforce Lightning与Classic对比  
活动的时间线(包含任务,事件,电话,电子邮件) 053_Salesforce Lightning与Classic对比  
备注 053_Salesforce Lightning与Classic对比  
“Reference”布局 053_Salesforce Lightning与Classic对比  
相关列表 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
集成电子邮件和模板 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
Twitter highlights 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
Person accounts 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
Account teams(小组) 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
Account hierarchy(层次结构) 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
合并客户 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
合并联系人 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
客户重复规则 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
联系人重复规则 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比

市场活动(Beta)

功能 Lightning Experience Salesforce Classic
活动成员状态图 053_Salesforce Lightning与Classic对比  
导入市场活动成员 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
添加个人活动成员 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
通过导入更新市场活动成员状态 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
克隆市场活动成员 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
从列表视图中添加和管理活动成员 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比

业务机会

功能 Lightning Experience Salesforce Classic
工作区页面布局 053_Salesforce Lightning与Classic对比  
活动的时间线(包含任务,事件,电话,电子邮件) 053_Salesforce Lightning与Classic对比  
阶段路径 053_Salesforce Lightning与Classic对比  
备注 053_Salesforce Lightning与Classic对比  
机会的可视化视图(看板) 053_Salesforce Lightning与Classic对比  
集成电子邮件和模板 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
团队的机会 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
机会分裂   053_Salesforce Lightning与Classic对比
类似的机会   053_Salesforce Lightning与Classic对比
Big deal alerts   053_Salesforce Lightning与Classic对比

潜在客户

功能 Lightning Experience Salesforce Classic
工作区页面布局 053_Salesforce Lightning与Classic对比  
活动的时间线(包含任务,事件,电话,电子邮件) 053_Salesforce Lightning与Classic对比  
阶段路径 053_Salesforce Lightning与Classic对比  
备注 053_Salesforce Lightning与Classic对比  
通过队列管理潜在客户 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
集成电子邮件和模板 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
通过API实现潜在客户的自定义转换 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
查找重复的潜在客户 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
重复规则 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比

业务机会 看板(Lightning独有)

通常我们看到记录都是按照列表视图进行查看,但是在Lightning中增加了业务机会的看板模式,销售代表可以利用机会看板,一个可视化的机会工具,来回顾每一个在流水线上的交易。通过拖放功能,销售代表可以将交易从一个阶段转移到另一个阶段,并且在一些进行中的关键交易上获得个性化的提醒。

功能 Lightning Experience Salesforce Classic
图表 053_Salesforce Lightning与Classic对比  
拖拽 053_Salesforce Lightning与Classic对比  
智能警报 053_Salesforce Lightning与Classic对比  
输入列表视图搜索 053_Salesforce Lightning与Classic对比  
共享设置* 053_Salesforce Lightning与Classic对比  

*只有列表视图被标记为“只对我可见”或“对所有用户可见”。不支持与某些用户组共享。

Data.com

功能 Lightning Experience Salesforce Classic
Prospect for accounts (Only available with a Data.com Prospector license) 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
Prospect for contacts (Only available with a Data.com Prospector license) (Note:In Lightning Experience, you can search for and add contact data only if the contact is related to an existing account.) 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
Prospect for companies in the same company hierarchy (Only available with a Data.com Prospector license) 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
Prospecting Insights (Only available with a Data.com Prospector license) 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
View fields updated by Data.com Clean 053_Salesforce Lightning与Classic对比  
“Stare and Compare” using Data Integration 053_Salesforce Lightning与Classic对比  
Manually update a record using Data Integration 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
Clean button   053_Salesforce Lightning与Classic对比
Prospect for companies, contacts, and leads using the Data.com tab (Only available with a Data.com Prospector license)   053_Salesforce Lightning与Classic对比
View data integration rule settings and status (As of the Spring ’17 release, Clean rules are known as data integration rules.) 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
Add Data.com contacts as leads (Only available with a Data.com Prospector license)   053_Salesforce Lightning与Classic对比
See match rates for data integration rules (As of the Spring ’17 release, Clean rules are known as data integration rules.)   053_Salesforce Lightning与Classic对比
Set up Clean settings, jobs, and preferences   053_Salesforce Lightning与Classic对比
View Clean metrics and analytics   053_Salesforce Lightning与Classic对比
Export Data.com records to comma-separated values (CSV) files. (Only available with a Data.com Prospector license)   053_Salesforce Lightning与Classic对比

报表

功能 Lightning Experience Salesforce Classic
增强报表的图表 053_Salesforce Lightning与Classic对比  
从报表视图中隐藏总计和详细信息 053_Salesforce Lightning与Classic对比  
从报表视图中快速筛选 053_Salesforce Lightning与Classic对比  
报表生成器 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
存储器字段 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
自定义公式 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
矩阵,摘要,表格 报表模式 * 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
角色层次筛选器 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
创建报表文件夹* 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
Joined reports   053_Salesforce Lightning与Classic对比
饼图   053_Salesforce Lightning与Classic对比
计划报表刷新 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
追随报表   053_Salesforce Lightning与Classic对比
Report notifications   053_Salesforce Lightning与Classic对比
导出报表 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比

*你不能在Lightning中设置文件夹共享。不过,在Salesforce Classic中创建的文件夹在Lightning中会继承所有分配的权限。

仪表板(Dashboards)

功能 Lightning Experience Salesforce Classic
显示超过3列 053_Salesforce Lightning与Classic对比  
仪表板生成器 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
View filtered dashboards 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
动态仪表板 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
计划仪表板刷新 *   053_Salesforce Lightning与Classic对比
粘贴仪表板组件到摘要中 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
追随仪表板 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
Visualforce组件   053_Salesforce Lightning与Classic对比

*用户无法在Lightning中计划运行仪表盘,但在Salesforce Classic中,按照计划运行。

列表视图

功能 Lightning Experience Salesforce Classic
图表 053_Salesforce Lightning与Classic对比  
动态创建过滤器 053_Salesforce Lightning与Classic对比  
动态列表搜索视图 053_Salesforce Lightning与Classic对比  
看板模式 053_Salesforce Lightning与Classic对比  
创建和编辑列表 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
列排序 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
调整列大小 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
共享设置 * 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
过滤器 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
内联编辑 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比

*在Lightning中,共享列表视图被标记为“只对我可见”或“对所有用户可见”。不支持与某些用户组共享。

其它功能 和 产品

功能 Lightning Experience Salesforce Classic
Custom branding of Salesforce apps 053_Salesforce Lightning与Classic对比  
Activities-related composer windows 053_Salesforce Lightning与Classic对比  
Create and edit records 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
Inline editing record detail fields 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
Inline editing in lists 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
Customizable Forecasting   053_Salesforce Lightning与Classic对比
Territory Management   053_Salesforce Lightning与Classic对比
Salesforce Communities * 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
Partner Portals   053_Salesforce Lightning与Classic对比
Service Cloud ** 053_Salesforce Lightning与Classic对比 053_Salesforce Lightning与Classic对比
Work.com   053_Salesforce Lightning与Classic对比

*在Lightning中,共享列表视图被标记为“只对我可见”或“对所有用户可见”。不支持与某些用户组共享。

(来源于trailhead学习,如有问题还请更正,欢迎各位前辈指教。点击查看原文

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