Salesforce Lightning View Quick Start Guide
This article will show you the dashboard for Salesforce Lightning View and walk you through how to create a campaign in Salesforce.
The viewing windows within Salesforce Lightning View is very different to Enterprise or Professional View and so navigating it for the first time may be tricky, especially if you are a new user.
Click on the headers below to expand each tutorial.
Here you can see the Lightning View Dashboard. This contains a multitude of crucial elements relating to your business functionality and CommuniGator functions.
1. Here you can see the view you are using. We can see it says Lightning View. If your screen ever looks different first make sure you view is the correct one.
2. GatorSignOn takes you to your Single Sign On page.
3. These two tabs are for website stats such as hits and visitors, which Salesforce can break down visually.
4. This tab takes you to the Campaign view which shows you all your campaigns.
5. This tab shows you all your available contacts.
6. This tab shows you all the Reports you have created.
7. Dashboards shows you all the available dashboards you have created and personalised.
8. This dashboard shows you the most recent companies you have viewed.
9. This graph shows you the stats by time period. For example, the above is showing marketing actions by month, with colour coding for different types of marketing action.
10. View Report allows you to visualise the stats in the above dashboard, which Salesforce makes into a report.
The Website Visitors Tab shows you a list of all the visitors to your website and stats of those companies.
1. This drop down allows you to sort the list by "Recently Viewed", "Last Visit Date" & "All".
2.. This is where the visitors name will appear.
3. This shows the date of their first visit.
4. These sections show the number of visits for certain pages you prioritise. You can have multiple columns for this.
5. This shows their last visit date.
6. This drop down shows their total score. This is an accumulation of their scores for each page on your website they have visited, as well as the number of times they visited it.
7. These buttons allow you to add a new website visitor manually or import a CSV.
Please Note: Importing via CSV has to be done carefully so your mappings do not get changed inadvertently. If you need more help with this aspect please contact your Account Manager or one of our Support Team members on firstname.lastname@example.org
The Website Hits Tab is very similar to the Website Visitors Tab in every aspect. The view is the same, the style and formatting is the same, and functions such as "New" & "Import" are not changed. However, this list shows website hits instead of visitors, for pages on your website. These have individual page scores.
1. Your Campaign Names are displayed here.
2. The name of any parent campaign is here i.e. if you have created a campaign from an existing campaign then the original campaign name is in this form.
3. This shows the type of campaign i.e. Email, Conference, Webinar etc.
4. This shows the campaign status.
5. This shows the start and end date of your campaigns.
6. These are the Responses in the Campaign.
7. Owner Alias is the alias for whoever owns the campaign i.e. who has created it.
8. Clicking on the "New" button takes you into the campaign creator within Salesforce. Campaign creation is detailed further below.
Again the Contacts Tab is very similar to the other Tab views, except it purely stores contact information.
You have the option to create a new contact in this view with the "New" button, or import contacts from a CSV with the "Import" button.
You also have the option to add contacts into a campaign using the "Add to Campaign" button.
The Reporting Tab allows you to see reports you have created previously, create new reports, and sort them into folders.
1. On the left hand side toolbar you can choose how to order your reports. You can order them by category i.e. recent, who created them, private/public etc. You can move reports into different folders if you wish to do so.
2. Here is the Report Name. You can click on the name to go into the report.
3. You can add a brief description for the report such as "Total Actions By Month".
4. This is the folder the report will appear under.
5. This shows the author of the report.
6. This is the Date the report was created.
7. Subscribed shows if anyone is receiving this report on a regular basis.
8. You can create a new report using your current Salesforce view or with Salesforce Classic.
How to Create a Campaign
1. Click the Campaign Tab at the top of the dashboard
2. Select "+ New Campaign"
3. You will be taken to the "New Campaign" screen as above. You will see that the user who is assigned will be the Campaign Owner.
4. Give your campaign a Name
5. Select the Type.
The types available are:
- Trade Show
- Public Relations
- Referral Programme
- Banner Ad
- Direct Mail
5. Give it a status: 'Planned' or 'In Progress'. The statuses 'Completed' and 'Aborted' can be added later upon editing the campaign if need be.
6. Give it a Start and End date.
7. Click 'Save'
The view above is the screen you will be taken to once you click Save on campaign creation.
This dashboard contains overviews of Members, Results, Attachments, Insights, and Opportunities.
If you scroll down to the bottom of the page you will see the member sections.
8. Here you can see the Campaign Members. This will tell you their first and last name, their status, and their type. Above you can see we have a member who is a contact and has been sent the campaign.
9. This section contains the Member Statuses. This allows you to create a status and set it. For example, we have created a 'Sent' status, which has been set as the default.
10. Select this button to add a new Lead.
11. Select this button to add a new Contact.
The Add Contacts screen is set up in exactly the same way to adding a Lead, except it only allows you to pick from stored contact values you may have.
1. Here we can see the Name of the contact, the Account Name, any website URL, if they have a phone number on file, their email address, and who created the contact initially.
This is useful if you don't have as much detail as you need, so you know who to speak to for more information.
2. To add a contact select the + symbol to the left of each contact name.
3. If you need to search for the contact, the search toolbar at the top allows you to do this.
4. Select Next once you have selected the contacts you need to add.
4. Select the Campaign you wish to add the contact to.
5. Select their Status.
6. Choose whether to update their contact record with this campaign detail or keep their existing status.
7. Click Submit
This example shows adding audience members by using a search within the campaign. It is also possible to run a report within SalesForce to segment your audience members and then ‘add to campaign’.
8. The final step is now to send the campaign across to CommuniGator. To do this select the "Send to CommuniGator" button.
You can now sign in to CommuniGator with your SSO and continue campaign editing.
Please Note: This may take a few minutes. as it pushes across your SalesForce data into CommuniGator.