Follow these steps to switch from Classic to Lightning:
- Click your name in the header of Salesforce Classic.
- Then simply click on the Switch to Salesforce Lightning button, which is on the top of the menu on the left-hand side of the screen.
How to migrate from Salesforce classic to lightning?
You don’t want to find yourself in a difficult position when Salesforce eventually decides to phase out Classic. There are four distinct phases of any Salesforce Classic to Lightning migration process: discovery, planning, training, and optimisation.
What is Salesforce Lightning Migration Assistant?
Salesforce provides an out-of-the-box Migration Assistant that adds all objects and data to Lightning.
What is Salesforce lightning and how does it work?
Salesforce Lightning, an open-source framework, was announced in 2014 as the next-generation version of the software solution, a leap ahead of Salesforce Classic. This resulted in a significant increase in the number of organizations upgrading from the previous version to the latest version, increasing productivity and profitability.
How do I migrate from classic to lightning in Salesforce?
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 switch to lightning 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.
Why should I move to Salesforce lightning?
If your company requires custom objects, custom apps then Salesforce Lightning is a good idea. First, Salesforce improved customization options that can be done without a Salesforce developer. E.g., Lightning App Builder lets you easily customize the look and feel of your pages (even a Home page) with drag and drop.
How do I transition to Salesforce?
10 Steps to Transition to Salesforce LightningBuild Your Salesforce Lightning Team. ... Lightning Experience Readiness Check. ... Salesforce Optimizer. ... Speak with Users. ... Prioritize New Features. ... Develop a Roll Out Plan. ... Educate and Train Users. ... Backup and Test Regularly.More items...•
What is difference between classic and lightning in Salesforce?
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.
What is Salesforce lightning?
Lightning (Salesforce Lightning) is a component-based framework for app development from Salesforce.com that is designed to simplify processes for business users, who typically do not have programming experience.
How do you change to Lightning?
Change the UI from Salesforce Classic to Lightning ExperienceClick your name.Click Switch to Lightning Experience.
Is Salesforce lightning mandatory?
While Salesforce is not forcing customers to switch to Lightning, it's important to note that the future of the Salesforce user experience and platform is Salesforce Lightning.
What are the two advantages of using Salesforce lightning?
With the help of Salesforce Lightning components, a company can speed up app development and performance. One can develop custom components that can be utilized by other team members for personalizing the Salesforce mobile application and lightning experience.
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.
What is the first step in migration planning?
The first step of migration planning is to set starts with SMART (Specific, Measurable, Achievable, Realistic, and Timely) transition and adoption goals. Depending on your business needs, your goals can range from improving productivity and reducing support ticket volume to improving data quality, increasing sales leads, boosting opportunities, and streamlining account creation.
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 ...
Sales Automation
Salesforce Lightning redefines the sales process with these two features Sales Path and Kanban View that make selling simplified with ease.
Salesforce Einstein
Salesforce Einstein, an artificial intelligence-based technology that provides deep machine learning, predictive analytics, and natural language processing. Salesforce Einstein works in the background and learns everything from data and actions to behaviors.
Lightning App Builder
Lightning App Builder is a completely customized experience with the feature of drag-and-drop that makes it very simple to create pages by picking components from the component library. The component library contains a large number of components, all of which can be quickly integrated with Salesforce as it is claimed by Salesforce.
Mobile Ready UI
Salesforce Lightning with its cross-platform UI allows a seamless shift between desktop and mobile. It helps to drive product adoption and success for industries because people need the ability to take action on the go.
Increased Productivity
Lightning comes with some of the smaller features that increase productivity. You can use the following components in Salesforce Lightning:
Set Goals for Transition
If you think Lightning functionality will enhance your business productivity, then empower your team, and it’s time to outline your strategy. Increase understanding of this feature and set proper goals to implement this.
Streamline Workflows
It is highly recommended to outline all existing and new processes and discuss them with each affected team before moving onto planning for deployment so that struggle during and after a lightning migration can be minimized.
What is Lightning Knowledge?
Lightning Knowledge is one of the major Lightning Experience changes that actually results in a data architecture change. We’ll get into the details in a moment, but the main thing to keep in mind is that Lightning Knowledge now functions more like normal Salesforce Objects (awesome!)
Can you use Lightning Knowledge in Classic?
Knowledge changes in the Lightning Experience. As a result, Lightning Knowledge isn’t accessible via Classic. If you still have users that aren’t in Lightning yet then they will lose access to Knowledge articles. If you need help getting your team into Lightning so you can use Lightning Knowledge, Internet Creations can help you get started.
What is readiness check in Salesforce?
The Readiness Check Salesforce Report evaluates your org and how it currently uses Salesforce Classic to help determine what will be impacted for your teams when you migrate. It can estimate how much effort it will take to switch over, highlight potential code issues, and identify features you are currently using that will no longer be available . You’ll also need to perform your own gap analysis in addition to having clear alternatives in place for those features and functionalities not supported in Lightning.
Why is segmenting important in moving?
Segmenting allows you to begin your move sooner, support smaller numbers of people with each shift, and focus on smaller lists of business and technical requirements at a time. Segmenting also allows you to learn as you go, working out kinks in the process.
Does Lightning training require starting from scratch?
While Lightning training doesn’t require starting from scratch, lack of preparedness can reinforce fears and user resistance. Panaya ForeSight can be the easiest way to avoid challenges and streamline adoption, providing:
Can you take the Lightning Experience for a test run?
You can take the Lightning Experience for a test run using the Lightning Migration Assistant. The assistant can guide you through the process of initiating Lightning for your company, and give you a preview of how your org will operate in Lightning without turning it on for all of your users.
Why migrate to Salesforce LEX?
Wondering what makes Salesforce LEX better than the Salesforce Classic version? Let’s evaluate the ultimate benefits of Salesforce Lightning experience.
How to migrate to Salesforce LEX
For Salesforce Lightning migration, we have to be sure of including the stakeholders i.e. Executive Sponsor, Sales Manager, Admin and Salesforce Champion as it affects everyone and needs to work as one team.
Salesforce Lightning migration rollout strategies
A migration can only be considered successful when the users adopt it and use it in their daily lives.
Focus areas for a successful Salesforce Lightning migration
End user training and communication is critical for a successful migration and user adoption.
Step 2. Gap Analysis to examine the technical aspects
Run a Gap Analysis and examine the technical aspects. You tried it out and it looks great so far, but unfortunately, there are some gaps between Salesforce Classic and Lightning Experience.
Step 3. Adoption Team – run end-user testing
Create an Adoption Team and run end-user testing. Pick a good cross section of users in your company, e.g., users from various departments, partners, sales reps, developers, etc., to try out the system features.
Step 4. Close all gaps, implement all features
It’s time to close all gaps between the two editions of Salesforce according to your needs, and then implement all the new great features that Lightning offers: App Builder, Kanban List View, Sales and Service Console, new Dashboards and even more.
Step 5. Pilot program to spread awareness
Run a Pilot program, which not only helps to further identify deficiencies, but serves as “public relations” for the rest of the company. Your workers need to like Lightning before they will easily adopt it. Many of our clients say that this hint alone made the final adoption process easier and faster.
Step 6. Launch to User Groups for better adoption practice
A first launch to specific User Groups (with training, feedback and support, as opposed to launching for everyone at once) may take some time. But as a reward, you will get much more than an exclusive and robust UI with hundreds of new features not available in Classic for Sales, Service, and Marketing or CPQ team.
Lightning Experience Basics
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Lightning App Builder
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Lightning Experience Rollout
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