Innovate. Connect. Grow.

Amplify your business with the only Salesforce solutions optimized for financial services.

Introduction to The Lightning Experience

What is Lightning?
Lightning for Salesforce - by now, we are sure you have heard of it or noticed it appear as an option in Jungo. So, what is it? It’s basically a face-lift to the Salesforce interface we are all used to seeing. The following article is a breakdown of items you will notice about the new Lightning interface. 

  • The foundation of the Lightning experience is based on icons and symbols, rather than words. Many things have received a small icon in place of a title like tasks and events, accounts, contacts, and transactions. The idea behind this is to make the transition between your desktop version and mobile version smoother.
  • You can switch back and forth from Classic to Lightning as preferred. Here’s how:
    • In Classic: click on your name in the top right-hand corner
    • Select “Switch to Lightning Experience”
    • In Lightning: click on your photo in the top right-hand corner select “Switch to Salesforce Classic”
  • There are a few items that have not yet become available in Lightning, but Jungo is working hard to make sure they will be accessible very soon:
    • Documents – banners, logo, and letterhead editing
    • Recent Items & Custom Links
    • The Mortgage Calculator
    • The Training Center – now, just go directly to
We hope you are as excited as us about this new interface. If Lightning makes any big changes or is permanently implemented, we will notify you personally. Until then, please enjoy clicking around and exploring all that Lightning has to offer. We will have training videos on the more intricate "how-to’s" of Lightning soon!

Did you find this article helpful?