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Why you need more than just Notion or Airtable to manage your CRM

The depth and breadth of Salesforce Tools you can use daily seems to grow with each scheduled release. As Lightning has picked up more traction, transitioning from Classic to Lightning is a “Must-Do” to continue using the Salesforce platform. So what exactly is “Lightning”? The Lightning Component framework is a UI framework for developing single-page applications for mobile and desktop devices. Think of Lightning Components as squares of a quilt with different functionality, sewn together on a “blanket” of a page.

For admins or developers starting in Salesforce or for users just transitioning to Lightning recently, this can seem like information overload. How can you possibly get a handle on all that Lightning has to offer? The key is to master a few things at a time, and one of the best ways to do that is to start using bits and pieces of the Lightning component framework as soon as possible.

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Lightning Components can range from very basic, standard functionality, to customized and complex pieces that can fit a specific need, but may require development. Whether you are just learning Lightning or are a seasoned developer, the following five standard Lightning components provide great functionality with little time or learning required. Let’s dive in!

Chatter Feed

The Chatter Feed can be a really useful tool on an object or team-based page to show chatter posts that person follows, posts that are directed to them, or posts they’ve bookmarked. Chatter is great for documentation of activities and communications that occur on certain records, and keeping it all in line makes it easy for busy sales reps, for example, to stay on top of what’s going on that day without having to search through hundreds of records that they are associated with.

Dashboard

Having a dashboard snippet is a great way to show data that is useful at a glance with a visual indicator, such as a bar graph, pie chart, or tabular list. Dashboard pages are great for collecting lots of information in a “one-stop-shop”, however, using the dashboard Lightning component on a page saves clicks and keeps the Salesforce user from navigating away to another tab. These small benefits have a big impact on time! When customizing your Dashboard Lightning component, you can choose the size based on pixels, and choose to hide an error message if something keeps the dashboard from loading on the page, such as a permissions error with your user and the dashboard folder.

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