With the Winter ’16 SalesForce release, email integration and activity logging is much easier for users, providing more sales productivity.
For example, on the account record you can directly log a call or create an email from the main screen. To do so, use the right hand side of the screen where the activities and chatter are now located (unlike the older version where many of us used to hide the feed for more real estate). Now, all pending and historical activities are shown on the right hand side:
However, using those tabs (new task, log a call, email), you can then create an activity for history, send an email or set up a new task without going to a new screen (clicking the button like classic).
Unfortunately the pop up screen views are no longer there in classic, something that I loved using, but this new format does allow for an easier use of SalesForce if on a laptop, tablet, or you need something quicker without navigating to a lot of screens.
Explore the lighting experience when you get a chance if you haven’t already. You’ll find it quicker in some ways, more of a supplement in others but to get back to classic if you would rather, just click on your image on the upper right corner to travel back to safety.
Written by Corey Babka and Prabha Krishnamurthy
