Classic页面
Lightning页面
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 |
 |
|
| Calendar, Events, Tasks |
|
|
| Service objects: Assets, basic Cases, Lightning Knowledge, Work Orders |
|
|
| Custom objects |
|
|
| Chatter feeds, groups, and people |
|
|
| Salesforce Files |
|
|
| Other Sales and Service objects |
|
|
主页
| 功能 |
Lightning Experience |
Salesforce Classic |
| Performance chart |
|
|
| Assistant |
|
|
| News |
|
|
| Top deals |
|
|
| Tasks |
|
|
| Events * |
|
|
| Calendar * |
|
|
| Feed and publisher |
|
|
| Items to approve |
|
|
| Customizable dashboards |
|
|
| Customizable home page components |
|
|
*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) |
|
|
| 活动的时间线(包含任务,事件,电话,电子邮件) |
|
|
| 备注 |
|
|
| “Reference”布局 |
|
|
| 相关列表 |
|
|
| 集成电子邮件和模板 |
|
|
| Twitter highlights |
|
|
| Person accounts |
|
|
| Account teams(小组) |
|
|
| Account hierarchy(层次结构) |
|
|
| 合并客户 |
|
|
| 合并联系人 |
|
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| 客户重复规则 |
|
|
| 联系人重复规则 |
|
|
市场活动(Beta)
| 功能 |
Lightning Experience |
Salesforce Classic |
| 活动成员状态图 |
|
|
| 导入市场活动成员 |
|
|
| 添加个人活动成员 |
|
|
| 通过导入更新市场活动成员状态 |
|
|
| 克隆市场活动成员 |
|
|
| 从列表视图中添加和管理活动成员 |
|
|
业务机会
| 功能 |
Lightning Experience |
Salesforce Classic |
| 工作区页面布局 |
|
|
| 活动的时间线(包含任务,事件,电话,电子邮件) |
|
|
| 阶段路径 |
|
|
| 备注 |
|
|
| 机会的可视化视图(看板) |
|
|
| 集成电子邮件和模板 |
|
|
| 团队的机会 |
|
|
| 机会分裂 |
|
|
| 类似的机会 |
|
|
| Big deal alerts |
|
|
潜在客户
| 功能 |
Lightning Experience |
Salesforce Classic |
| 工作区页面布局 |
|
|
| 活动的时间线(包含任务,事件,电话,电子邮件) |
|
|
| 阶段路径 |
|
|
| 备注 |
|
|
| 通过队列管理潜在客户 |
|
|
| 集成电子邮件和模板 |
|
|
| 通过API实现潜在客户的自定义转换 |
|
|
| 查找重复的潜在客户 |
|
|
| 重复规则 |
|
|
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 |
|
|
| 拖拽 |
|
|
| 智能警报 |
|
|
| 输入列表视图搜索 |
|
|
| 共享设置* |
|
|
*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) |
|
|
| 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.) |
|
|
| Prospect for companies in the same company hierarchy (Only available with a Data.com Prospector license) |
|
|
| Prospecting Insights (Only available with a Data.com Prospector license) |
|
|
| View fields updated by Data.com Clean |
|
|
| “Stare and Compare” using Data Integration |
|
|
| Manually update a record using Data Integration |
|
|
| Clean button |
|
|
| Prospect for companies, contacts, and leads using the Data.com tab (Only available with a Data.com Prospector license) |
|
|
| View data integration rule settings and status (As of the Spring ’17 release, Clean rules are known as data integration rules.) |
|
|
| Add Data.com contacts as leads (Only available with a Data.com Prospector license) |
|
|
| See match rates for data integration rules (As of the Spring ’17 release, Clean rules are known as data integration rules.) |
|
|
| Set up Clean settings, jobs, and preferences |
|
|
| View Clean metrics and analytics |
|
|
| Export Data.com records to comma-separated values (CSV) files. (Only available with a Data.com Prospector license) |
|
|
报表
| 功能 |
Lightning Experience |
Salesforce Classic |
| 增强报表的图表 |
|
|
| 从报表视图中隐藏总计和详细信息 |
|
|
| 从报表视图中快速筛选 |
|
|
| 报表生成器 |
|
|
| 存储器字段 |
|
|
| 自定义公式 |
|
|
| 矩阵，摘要，表格 报表模式 * |
|
|
| 角色层次筛选器 |
|
|
| 创建报表文件夹* |
|
|
| Joined reports |
|
|
| 饼图 |
|
|
| 计划报表刷新 |
|
|
| 追随报表 |
|
|
| Report notifications |
|
|
| 导出报表 |
|
|
*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 |
|
|
| 仪表板生成器 |
|
|
| View filtered dashboards |
|
|
| 动态仪表板 |
|
|
| 计划仪表板刷新 * |
|
|
| 粘贴仪表板组件到摘要中 |
|
|
| 追随仪表板 |
|
|
| Visualforce组件 |
|
|
*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 |
|
|
| 动态创建过滤器 |
|
|
| 动态列表搜索视图 |
|
|
| 看板模式 |
|
|
| 创建和编辑列表 |
|
|
| 列排序 |
|
|
| 调整列大小 |
|
|
| 共享设置 * |
|
|
| 过滤器 |
|
|
| 内联编辑 |
|
|
*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 |
|
|
| Activities-related composer windows |
|
|
| Create and edit records |
|
|
| Inline editing record detail fields |
|
|
| Inline editing in lists |
|
|
| Customizable Forecasting |
|
|
| Territory Management |
|
|
| Salesforce Communities * |
|
|
| Partner Portals |
|
|
| Service Cloud ** |
|
|
| Work.com |
|
|
*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）
原文地址：https://www.cnblogs.com/bandariFang/p/8329514.html
时间： 2024-10-25 13:19:33
