From Setup in Salesforce Classic, click Get Started in the Transition Assistant tile at the top of the menu Select the Roll Out phase Click Launch Lightning Experience to expand the stage
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 the Salesforce lightning experience transition change management hub?
The Lightning Experience Transition Change Management Hub provides step-by-step instructions and best practices on how to manage your org’s transition. Implementing the Salesforce Lightning Experience should be spearheaded by an adoption team that runs end-user testing for each group.
What is Salesforce Lightning path?
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 do you Find Your Salesforce lightning user tribe?
One effective way to do this is to find your tribe. Identify Salesforce super users within your organization who clearly see the value that the Lightning Experience offers and invite them to your mission.
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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.
Is Salesforce getting rid of Classic?
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.
Do classic reports work in lightning?
Users can't schedule dashboard refreshes in Lightning Experience, but scheduled dashboard refreshes from Salesforce Classic continue to work in Lightning Experience. In Lightning Experience, instead of scheduling dashboard refreshes, subscribe to dashboards.
Why Salesforce Classic is better than lightning?
Salesforce Lightning also offers a new and improved interface with additional features that make it easier and more engaging for users, whereas Salesforce Classic offers the original, albeit updated, interface that is lacking in some key areas. Generally speaking, Lightning just offers more.
What is the major difference between Salesforce Classic and Lightning?
The appearance of an enticing user interface is one of the characteristics that distinguishes Lightning from Classic (UI). The former provides a much superior user interface to its users, including notable features such as drag-and-drop functionality that can be achieved without the use of any code.
Is Salesforce lightning slower than classic?
It has been a long time since the Salesforce Lightning Experience has released, and it has proven itself to be more efficient than the Classic version of Salesforce. However, as a client-side base platform, the users are likely to face slow load speed issues while making the transition.
How do I switch back to classic lightning Salesforce?
Change the UI from Salesforce Classic to Lightning ExperienceClick your name.Click Switch to Lightning Experience.
What is the advantage of Salesforce lightning?
One of the major Salesforce Lightning advantages is that it is a component-based platform. In other words, you can simply integrate the components already built by the Salesforce partners and use them in your application. The best part is that you merely need to drag and drop the components to use them.
Is Salesforce to Salesforce available in lightning?
Right now there is no Salesforce to Salesforce integration available in Lightning. The only way how to do that is through Lightning Connect, which is payed for most licences.
Why is lightning experience a more productive user interface than Salesforce Classic?
Users Expect More from Business Applications Lightning Experience is designed for action. It lets you build experiences that help your users be more productive. Take a look at the examples below. The Lightning Experience opportunity workspace helps your sales reps work their deals faster and smarter.
How do I enable lightning for a user in Salesforce?
Enabling Lightning Access on Profile Level for Custom ProfilesClick on Setup.In Administer, expand Manage Users.Click on Profiles >Select the Profile name.Click on System Permission.Enable Lightning Experience User checkbox.Save.
What is lightning experience and Salesforce Classic?
Salesforce Classic as the name suggests is the original and older version whereas Salesforce Lightning is the new version that carries several new features that aren't available with 'Classic'. What's new in Salesforce Lightning? Salesforce Lightning is the latest version of the salesforce org's interface.
Assess organizational needs
Did you know that almost half of all CRM projects fail? According to Forrester Research, “under 50% of CRM projects fully meet expectations.”
Conduct a gap analysis
Understanding which features in Salesforce Classic are essential to the success of your organization will help you conduct a gap analysis. This exercise allows you to identify any features in Classic that are or are not supported in Lightning.
Take Lightning for a test drive
If the gap analysis reveals that it’s worth migrating your organization to Salesforce Lightning, then try it out! You wouldn’t purchase a new car before taking it for a test drive, so why wouldn’t you do the same with software?
Check Lightning Experience Readiness
If it’s looking more and more like a migration from Classic to Lightning is the answer, then it’s probably time to run the Lightning Experience Readiness Check. This tool scans features and customizations to generate a personalized report that shows how ready your organization is to migrate to Salesforce Lightning.
Sell the value of change
Once you’ve identified that Salesforce Lightning meets — or perhaps, exceeds! — the needs of your organization, now comes the difficult part: getting everyone on board to make the switch.
Talk to a Salesforce consultant
If you’ve done all of the above and you’re still not sure if migrating to Salesforce Lightning makes sense, then don’t be afraid to ask an expert! At Galvin, our team of Salesforce consultants can help you determine if Salesforce Lightning is right for your organization. We’re happy to answer any questions as well.
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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 ...
What is Salesforce market dominance?
Salesforce Market Dominance Salesforce is the most powerful customer-relationship management software on the market today. That’s not the opinion of a CRM expert or corporate super user – that’s evidence from the marketplace. …
What is gap analysis in Salesforce?
During the evaluation phase, a gap analysis was conducted to not only determine which features in Salesforce Classic are currently utilized by teams, but to determine if any features deemed critical to existing workflows and processes are not supported in Salesforce Lightning.
What is a support plan for a bicycle?
If the training plan is the training wheels , then the support plan is the helpful hand you offer when someone falls off the bicycle. Likewise, it’s also the helmet you hand them before they hop on the bicycle. A support plan should not only react, but anticipate the needs of individuals and teams — in other words, it should be reactive and proactive.
Can change be managed without communication?
Change cannot be managed effectively without proper communication. Even if you create the world’s greatest migration strategy and training plan, it won’t matter if it’s not communicated clearly, concisely, and consistently.
What is the switch to Salesforce Lightning?
Switching to Salesforce Lightning is a huge undertaking and will require planning, training, and optimization. This guide outlines the five major phases of a Lightning implementation plan to give you an idea of what to prepare for as you prepare to make the switch to Salesforce LEX.
How to get value out of switching to Lightning?
To get the value out of switching to Lightning, you’ll need to monitor and analyze your Salesforce usage. This is another area where Apty’s adoption features can help. After making the switch to Lightning, many companies fail to identify where users are struggling.
What is apty in Salesforce?
Apty includes advanced tracking and insights to give you actionable recommendations on how to improve your process and Salesforce utilization. If you have a multistep process, you can use Apty to identify what step is causing a breakdown.
Can you switch to Lightning in Salesforce?
Salesforce is not forcing organizations to switch to Lightning. Organizations can still use Salesforce Classic, but this latest update is an excellent reminder that if you haven’t already done so, you should make a plan for how to implement the Lightning experience.
Is Lightning Experience enabled by default?
Standard profiles have the permission enabled by default. It’s not the default setting for most custom profiles. You’ll want to review the permission on each of your custom profiles to see if the Lightning Experience is enabled.
Will Salesforce stop supporting Classic?
Also, between the January 2020 update that turned on Lightning Experience for all organizations and ceasing development of new features for Classic, it’s not unreasonable to assume that eventually, Salesforce could stop supporting Classic or force organizations to migrate.
Making the business case
That preamble brings us to an important topic for System Administrators – how do you make the business case to leadership that the time is right to migrate to Lightning? The crux of the argument has to be that if you remain on Classic, you’ll be paying for (in the form of recurring license costs) innovation that Salesforce delivers three times a year, but your company won’t be receiving any of the benefits.
Start studying!
One of the biggest roadblocks of migrating to Lightning is not the cost (i.e. time, resources, business disruption) but the lack of knowledge on Lightning by the System Administrator. If you have been turning a blind eye to Lightning the last two years you’ve got a lot of catching up to do.
Want to learn more?
Come hear me speak at Dreamforce this year as I present “Planning Your Migration to the Lightning Experience – Four Steps to Success” (Admin Track) or download our eBook on Migrating from Classic to Lightning. Additionally, grab some hands-on experience configuring Lightning by tackling the Lightning Experience Specialist Super Badge on Trailhead.
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