Conduct efficient Salesforce training so they will be guided through the transition. Those are essentials for a seamless move from Classic to Lightning. As you move forward and when your team is comfortable with the Lightning Experience, press "Launch," and you'll be ready to go!
Full Answer
Why move your existing Org to Salesforce lightning experience?
Increase your team's productivity by moving your existing org to Lightning Experience. Discover how Lightning Experience benefits your business and learn how to launch it to your Salesforce users.
How do I schedule a switch in Salesforce Lightning?
To control the Scheduled Switcher: 1. From Setup in Lightning Experience, enter Lightning in the Quick Find box, then select Lightning Experience Transition Assistant. From Setup in Salesforce Classic, click Get Started in the Lightning Experience Transition Assistant tile at the top of the menu.
How do I enable transition assistant in Salesforce Lightning?
From Setup in Lightning Experience, enter Lightning in the Quick Find box, then select Lightning Experience Transition Assistant. From Setup in Salesforce Classic, click Get Started in the Lightning Experience Transition Assistant tile at the top of the menu. 2. Select the Optimize phase. 3.
Where do actions and buttons appear in Salesforce lightning experience?
By default, Lightning Experience includes the actions and buttons defined in the Salesforce Mobile and Lightning Experience Actions section on the global publisher layout. Or you can customize what’s available using the same section on object page layouts. Here’s the logic that determines where on the record page an action or button appears.
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.
How do I change salesforce from classic to lightning?
Change the UI from Lightning Experience to Salesforce ClassicClick your Avatar in the top right-hand side of the screen.Click Switch to Salesforce Classic.
How do I enable lightning to certain users only?
Enabling lightning experience for the users:Create a new permission set.Go to System >System Permissions > Edit.Edit properties in the new permission set.Enable to checkbox against Lightning Experience User.Click Save.Add users to this permission set using the Manage Assignments option on the permission set.
Why should I move to lightning Salesforce?
The updated look and feel of Salesforce Lightning makes it a user favorite. New UI features were designed with key business teams in mind, as Salesforce created an intuitive and smart-thinking platform that “helps sales reps work more naturally and close more deals faster.”
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.
Can a user be enabled both in Salesforce Classic and Salesforce lightning?
Users added after Lightning Experience is turned on Lightning Experience-enabled users can continue accessing Salesforce Classic! These users automatically get the Switcher, which allows them to switch between the new and classic interfaces, as needed.
How do I give someone access to the lightning component in Salesforce?
Granting Users Access to Your Coveo Lightning ComponentsLog in to your Salesforce organization using an Administrator account.On the User menu in the upper-right corner, click. ... Make the Coveo Lightning components fields available to your desired profiles: ... Allow your users access to the Coveo Lightning settings:More items...
How do I add a user to Salesforce lightning?
To add users:From Setup, enter Users in the Quick Find box, then select Users.Click New User to add a single user or click Add Multiple Users to add up to 10 users at a time.Enter each user's name, email address, and a unique username in the form of an email address.More items...
How do you give a lightning component to your profile?
This can be done in two ways;Go to profile -> Enabled Apex class access -> Edit -> Add the Classes and Save.Go to the class -> Click on Security -> Select Profiles and add to enabled profiles -> Save.
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.
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 is Salesforce Lightning for?
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.
Lightning Experience Basics
Discover how Lightning Experience benefits your business and learn how to launch it to your Salesforce users.
Lightning App Builder
Build custom pages for Lightning Experience quickly with point-and-click tools.
Lightning Alternatives to JavaScript Buttons
Discover Lightning-friendly solutions for your JavaScript button use cases.
Lightning Experience Rollout
Develop a strategy to transition your org to Lightning Experience and roll out the new user interface to your users.
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.
What is the power of lightning?
The power of Lightning means you can create a user experience that improves workflow and productivity, makes jobs easier and more intuitive, even transforms your business. Knowing your options, you can design a thoughtful transition that reevaluates existing customizations and eliminates old problems.
What is Salesforce administrator?
As a Salesforce administrator, you’re more than just a builder of reports, a creator of fields, or a resetter of passwords. You are, in fact, your company’s trusted advisor for Salesforce. And when it comes to making the move to Lightning Experience, your company’s transition starts with you.
How does phased rollout work?
With the phased rollout strategy, you launch Lightning Experience over time to different groups of users. For each group, pick users or teams whose business needs are met by the current state of Lightning Experience. After launching a group, collect feedback. Then fine-tune things and kick off the next group.
What is a change management hub?
The Hub is an easy-to-understand tool that’s designed for busy admins who don’t have a background in organizational change management. The tool uses layman’s terms to guide you through recommended steps and help you take key actions. For a more detailed discussion of change management best practices, and a more formal change management framework, download the change management guide and templates in the Discover Phase folder in the enablement pack.
What do you need to do to green light a transition?
You need your executive sponsor and stakeholders to green light the transition project and allocate resources for the work . With your plans in hand, it’s time to present your recommendations to the entire transition team. Be prepared to advise when you think your company should start rolling out Lightning Experience to users and the time and resources required for the project.
Is there a way to roll out Lightning Experience?
There isn’t a single right way to roll out Lightning Experience. The strategy that makes the most sense for your company depends on factors like the complexity of your Salesforce implementation, the size of your user base, and your business goals.
Is Lightning Experience good for Salesforce?
Lightning Experience has good parity with Sales Cloud features in Salesforce Classic. And it’s quickly catching up on Service Cloud features, closing gaps with each new release. Part of your evaluation is to identify how important upcoming features are to your business needs.
