Use this link to share with your colleagues:
The Very Best of Lightning's New Features: https://help.pm.leapevent.tech/a/1079159
So, you've switched to Lightning, have a pretty good handle on the basics, and you're ready to take it to the next level. We present to you, our favorite Lightning features.
With Lightning comes a whole host of amazing features, and we've compiled the greatest hits! These features provide a few simple ways to improve your daily life and optimize Lightning. If you want to take advantage of all the customizations Lightning has to offer, here's a great place to start!
In this article, we'll introduce you to:
Actions
Actions are custom buttons you can set up to accomplish common tasks quickly, and they're super cool! With actions, you can swiftly accomplish logging a call, creating a new Contact, Donation, or Account record, and more!
There are two types of actions - object-specific and global.
Check out our Actions in Lightning article to get started.
Lightning layouts
In Lightning, your customization options grow exponentially. You can add components to your page layouts, like Sales Paths, quick access to your related list items in the Related List Quick Links section, and much more.
Check out this article to explore the possibilities!
Conditional Record Detail Components
Speaking of enhanced customization options, you can use the Lightning App Builder to make certain components visible only if criteria are met. For instance, you could show the related list component on a Contact only if there is an active Benefit.
While not an official PatronManager or Salesforce resource, we recommend checking out this article from The Accidental Admins to learn more about this layout feature.
Kanban view
Kanban view helps you keep track of donations in different stages. This view is perfect for a development director tracking large asks or a grant writer working on several grant proposals.
Learn more about Kanban view in this great Trailhead lesson!
Sales Paths
This feature feels tailor-made for Moves Management and Grants. With it, you can give your colleagues helpful reminders and specific fields to fill in at different stages of a major gift's life. Check out Sales Paths in this Trailhead lesson.
Enhanced Folder Sharing - Organize your reports with nested folders
Want to keep all your subscription reports in a folder nested in your ticketing reports? Now you can! In Lightning, you can use nested folders to keep your reports organized.
First, though, you need to turn on Enhanced Folder Sharing.
1. Switch back to Classic
Like this!
2. Go to Setup
3. Search "folder" in the Quick Find bar, then click Folder Sharing
4. Check the checkbox and click Save
If the checkbox is already checked, you're good to go!
Automated Email Templates
Automated Email templates let you send out automatic pre and post-show emails to your patrons. Now you can with the Automated Communications feature. To learn more about this Lightning feature, check out our article All About Automated Communications/Emails
Out of Office Messages in Chatter
This feature allows your users to schedule and customize an out-of-office message to display next to their name in Chatter. You can enable or disable this feature in Setup, under Chatter Settings. To learn more, checkout this Salesforce help document.
Duplicate Management
Duplicate Management allows your account to check new and newly-edited Accounts and Contacts for duplicates. These duplicates will show up in duplicate reports, and then you can merge them, right in the Lightning interface. To learn more about this Lightning feature, check out our article How to Set Up Duplicate Management for Accounts & Contacts.
State & Country Picklists
State & Country Picklists allow you to make your PatronManager sites, like the Public Ticketing Site (PTS) and Donation Forms, easier for your patrons and donors around the world to use. And, as a bonus, State & Country Picklists will also help standardize all the state and country values on your Accounts and Contacts while cleaning up your existing data. To learn more about this Lightning feature, check out our article How to Use State and Country Picklists.
