To change the UI from Salesforce Classic to Lightning Experience:
- Click your name.
- Click Switch to Lightning Experience. Note: You can also simply click Switch to Lightning Experience to the left side of your name.
Full Answer
How to migrate to lightning experience from classic Salesforce?
Lightning Knowledge is simply Salesforce Knowledge in the Salesforce Lightning Experience. As you likely know, making the move from Classic to Lightning can be a major undertaking. But there are many reasons why it’s better to move sooner than later.
How to activate Salesforce Lightning?
Set the Default Interface to Lightning Experience
- From Setup in Lightning Experience, enter Lightning in the Quick Find box, then select Lightning Experience Transition Assistant. ...
- Select the Roll Out phase.
- Click Launch Lightning Experience to expand the stage.
- Click Switch Users next to Make Lightning Experience the default interface. ...
- Click the + button next to the users you want to switch.
How to enable Salesforce Lightning?
- From Setup, enter Session Settings in the Quick Find box, then select Session Settings.
- Review the default settings for Lightning Login. Make sure that Allow Lightning Login is enabled. ...
- Assign the Lightning Login User permission to users in the user profile (for cloned or custom profiles only) or permission set. ...
How to implement trigger switch in Salesforce?
- Salesforce CRM and its features
- Salesforce objects, field types, and validation rules
- Data modeling and management
- Setup and user management
- Security and data access
- Workflow automation
- Sales and service cloud configuration
- Lightning components installation
- Salesforce interface
- Application deployment and Force.com platform change management
How do I switch to lightning mode in Salesforce?
From Setup in Salesforce Classic, click Get Started in the Lightning Experience Transition Assistant tile at the top of the menu. Select the Roll Out phase. Click Launch Lightning Experience to expand the stage. Click Switch Users next to Make Lightning Experience the default interface.
How do you go from classic to lightning?
In this article, we'll walk you through the critical Salesforce Classic to Lightning migration steps, and how best to approach them.Step 1: Salesforce Classic to Lightning Migration Buy-In. ... Step 2: Lightning Experience Readiness Check. ... Step 3: Optimizer Report.Step 4: Migration Assistant.Step Five: Set ROI Goals.More items...
How do I set up Salesforce lightning?
Look at the top of any Salesforce page.If you're using Lightning Experience, click. , then select Setup Home.If you're using Salesforce Classic and you see Setup in the user interface header, click it.If you're using Salesforce Classic and you don't see Setup in the header, click your name, then select Setup.
How do I switch from classic to lightning in Salesforce IPAD?
One you have logged into your Salesforce instance, click the Share Button from the top right corner, then scroll to the right to find additional sharing options. Click “Request Desktop Site” for Safari to refresh the Salesforce page to display Lightning. The page will refresh and will show the Lightning interface.
How do I upgrade from classic to lightning in Salesforce?
From the Home tab in Setup, enter App in the Quick Find box, then select App Manager.Find the Classic app that you want to upgrade in the apps list. ... Click. ... Review the app properties and update them if necessary. ... Click Upgrade.
Is Salesforce Classic being retired?
All Salesforce Classic users will be automatically moved to Lightning experience on January 7, 2020. You will still be able to switch back to Classic, but it is a signal for all companies to hurry up with Salesforce Lightning migration.
What is lightning integration?
We have some exciting news for Salesforce users: we've got a brand new Salesforce Lightning integration! This integration allows users to surface content recommendations and search their organization's entire Bloomfire knowledge base from within Salesforce.
What is a lightning app?
What Is a Lightning App? An app is a collection of items that work together to serve a particular function. In Lightning Experience, Lightning apps give your users access to sets of objects, tabs, and other items all in one convenient bundle in the navigation bar.
How do I enable setup in Salesforce?
To enable the improved Setup user interface, from Setup, enter User Interface in the Quick Find box, then select User Interface, then select Enable Improved Setup User Interface.
Is Salesforce Lightning available on iPad?
Lightning Experience is the only full site UI on iPad that provides a supported Salesforce Experience. Salesforce Classic has never been supported on mobile devices. Please see Lightning Experience and Classic UI full site in mobile browsers.
Does Salesforce Lightning work on iPad?
The Lightning Experience on iPad browsers is coming in the June '19 release as an open beta. Your admin can enable it as the default experience for iPads so you can get to the full Lightning desktop experience directly upon logging in.
What is the difference between Salesforce Lightning and classic?
What is the difference between Salesforce Classic and Lightning? Salesforce Lightning has a new and improved interface whereas Classic sticks to the tried-and-trusted Salesforce formula. Lightning also comes with improved features such as an activity timeline and workplace page layouts.
Things to Consider Before You Switch
Switching from Classic to Lightning is a bit like a reimplementation of Salesforce.
How to Roll Out Lightning Experience
As with any major software change, you’ll need to create a plan of attack before getting started. We recommend a rollout strategy for Lightning Experience in three stages: Discovery, Rollout, and Optimization.
Set Up Users
Thanks to custom profiles and permission sets, Salesforce makes it pretty easy to fine-tune access to Lightning Experience. If you’re planning on sending a small group of bold explorers into Lightning Experience, this is the stage where you’ll decide who those people are and let the system know.
How to Officially Turn on Lightning Experience
The Migration Assistant makes it simple to turn on Lightning Experience. All you have to do to officially flip the metaphorical switch is to navigate to Setup in Salesforce Classic and click the Get Started button in the Migration Assistant tile.
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What is a switch to Lightning?
A switch to Lightning is like an original Salesforce rollout — it gives your users a new UI with completely different features. Without training, users may be confused by the new system and flee back to Classic. Before you roll it out, plan a training session that showcases how to navigate Lightning, what makes it “better” and what features exist only in Classic.
Can you switch to Lightning Salesforce?
When you finally switch to Salesforce Lightning, keep in mind that the change isn’t necessarily mandatory for all users. You can let some teams stay in Classic while others work in Lightning, allowing for a gradual migration. You can even allow users to switch back and forth between the two UIs, so they can take advantage of both systems’ functionality. After all, both systems share the same information, so there’s no risk of losing data while toggling back and forth.
What are the steps of Salesforce Lightning migration?
You need to set timelines, outline responsibilities, identify key milestones, and create a rollout plan.
What are the phases of Salesforce Classic to Lightning?
There are four distinct phases of any Salesforce Classic to Lightning migration process: discovery, planning, training, and optimisation. One of the great things about Salesforce is that it allows you to customize it to your company’s precise CRM needs. But that also means that no two Salesforce Classic to Lightning migrations will look the same.
What are the new features in Salesforce?
In addition to a new UI and streamlined developer experience, Salesforce has committed to updating Lightning with more innovative features compared to Classic, including the following: 1 Instant Search: Salesforce Lightning provides suggested search results from recent and matching records across objects, speeding up the process of finding individual data points regardless of where the user is searching from. 2 New Salesforce Einstein functions: Salesforce Lightning expands the Einstein feature set, adding artificial intelligence (AI) to a number of sales functions. A few exclusive Einstein features include Account Insights for giving employees real-time access to customer data; Automated Contacts for streamlining data entry based on event activity; and Opportunity Insights for predicting which deals are most likely to reach closed-won. 3 Activity Timeline: Salesforce Lightning provides instant access to a task list for each opportunity, lead, account, and contact. This timeline includes insight into open tasks, planned meetings, recent accomplishments, and more. 4 Path: Salesforce Lightning guides users through sales processes by providing advice and resources specific to each stage of an opportunity. This includes surfacing information about following up with new leads, moving records through the sales funnel, and closing deals.
How to make employees comfortable without Salesforce?
The most effective way to make employees comfortable without Salesforce Classic is to offer on-demand Lightning training with a DAP like Whatfix. We believe on-demand training in the flow of work —a mix of micro and macro learning—is the best way to address challenges during Salesforce Lightning adoption.
Is Salesforce Lightning responsive?
Lightning has a modern interface that, because it was built on top of Salesforce’s mobile application technology, is more responsive across devices. Salesforce Lightning promises faster navigation and a more intuitive user experience thanks to features like a Kanban view, native data visualizations for reporting, and customizable dashboards. ...
Is Salesforce Classic retiring?
And while they aren’t retiring Salesforce Classic (yet), the CRM giant is only releasing new features only for LEX. That means one thing: It’s time to build your Salesforce Classic to Lightning migration plan. When Salesforce Lightning launched in October 2015, performance issues and general discomfort with the new user experience limited ...
Can you run Lightning testing in Salesforce?
With a strong change management strategy in place, you can start to run trials of Lightning in the Salesforce Sandbox environment. Check performance tests, load tests, and see how custom features look in staging. The more bugs you can work out in the testing environment, the smoother your eventual launch will be.
Discover the Potential of Lightning
Start by understanding the impact that Salesforce Lightning might have on the organization, especially on the employees. Identify how it will benefit the organization to grow.
Identify the Challenges
Companies that innovate and disrupt industries are what come to be known as ‘leaders’. When thinking about the move to Lightning, don’t just think fast but think strategically.
Phase-wise Execution
All the created strategies and planning will rely on how efficient the execution is. If it fails, then all your efforts will crumble but that doesn’t mean you have to be too cautious about it either.
Measure and Optimize
If you are shifting from Classic, you probably already know that the implementation of Salesforce Lightning is not a one-time thing.
