Why Should FinancialForce Move ToLex?

LEX means Salesforce Lightning Experience (LEX). FinancialForce LEX introducesnext-generation user interfaces and simplified reporting. If you’re still using Salesforce Classic,the time has come to think about moving. FinancialForce (FF) releases beginning with Fall ’20will transition to full Lightning support with maintenance-only support for the classic UI. And it’s agood thing because it all focuses on providing the best user experience! The below imageexplains FinancialForce’s journey to LEX.

There are lots of new features introduced in FinancialForce LEX. In this article, we will discusssome of the major improvements.

Why you should use Salesforce LEX

Improved Reports and Dashboards – A new user interface makes report building morestraightforward and more intuitive, and reports and charts can be built and read more easily.Matrix-style reports group different values into separate columns, making Excel exports moreconvenient. With LEX, you can create stacked bar charts and doughnut charts. Report chartscan also be embedded in different ways in LEX: on detail page sidebars, on tabs, etc., givingyou a lot of flexibility.

A Clean, Intuitive User Interface – An easier-to-use interface that-● Boosts productivity● Optimizes operation● Makes it easier to create apps quickly.

With Lightning Experience, Salesforce makes better use of screen space and gives you moreflexibility in designing apps. Plus, it has a great mobile interface.

Lightning Record Pages – You can create lightning record pages with tabs rather thanscrolling through numerous sections of fields. By setting up default views, users can streamlinetheir display and increase productivity.

Lightning Web Components – Lightning Web Components (LWC)use industry standards toboost productivity and performance, and they make training and recruiting easier for developers.Lightning Web Components work with any JavaScript library. As a result, your organization willhave increased reusability and standardization of UI assets, more customizable record pagesand dashboards, and easier maintenance and upgrading of custom application pages comparedto VisualForce.

Saving time with Quick Actions – There are many prebuilt LWCs available in Salesforce LEX.The Quick Actions module gives you the option to display a subset of fields based on anotherfield in the detail section. You can also nest quick actions within tabs. With fewer clicks andcontextual, on-demand features, this new interface saves users time.

Some other features of LEX are:● Identify and display critical information on the initial page● Hide secondary and related information on tabs● Optimize VisualForce pages and style them with the Lighting theme● Use native Lighting Web Components wherever possible● Communities Release Hub – Latest release information and resources● Push Update – Get updates to Sandbox and production

● Feature Console – Use feature console to adopt the latest version features and manymore

Become a Lightning CustomerThe Lightning platform makes day-to-day tasks easier, and it’s here to stay. SFDC automaticallyenables LEX for standard profiles. What are you waiting for? You may find it challenging to learnnew features and take on that task. It’s okay to ask for help. AblyPro will assist you in thetransition of FinancialForce to LEX and provide the best Lightning experience to your users.

You shouldn’t be concerned with the learning curve of a new system. We’ll guide you througheach step of the process. Our experience, templates, and best practices from other Lightningimplementations can help you maximize LEX’s potential.

Even if you decide to work with another company, we can provide insight into what you shouldexpect from your professional services team. Don’t hesitate to contact us.

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