It takes a team to deploy any Salesforce Lightning project, and there’s no better time to involve your team than right at the beginning. Identify key stakeholders at your company from across all affected departments and form a steering committee, lead by an executive sponsor who is invested in Salesforce.
- Pick a Rollout Strategy. In your Lightning Experience rollout plan, define the approach you'll use to move users to the new interface. ...
- Pick the Users and Define the Scope of Work for Each Group in Your Rollout. ...
- Develop a Change Management Strategy. ...
- Other Considerations for Your Rollout Plan.
How do I enable lightning experience in Salesforce?
See Verify that Lightning Experience is Turned On in Salesforce Help for more details. To use Lightning Experience, users must have the Lightning Experience User permission. This permission is automatically enabled in all standard Salesforce profiles. But custom profiles don’t usually include this permission by default.
How do I move users from lightning to lightning experience?
When moving to Lightning Experience, it's important to factor in the human aspect of change. Use the Lightning Experience Change Management Hub for best practices, resources, and a guided path to preparing your users for the new experience. Roll out Lightning Experience at your own pace. Move users over gradually.
How do you plan a Salesforce roll out?
Optimize: Continuously improve. Get more long-term value from Salesforce by tracking performance, monitoring and boosting adoption, and identifying areas for ongoing improvement. Simplify the move to Lightning Experience with Transition Tools. Follow these simple steps to plan and execute your rollout. Discover: Gather your requirements.
How do I implement the lightning experience change management hub?
Use the Lightning Experience Change Management Hub for best practices, resources, and a guided path to preparing your users for the new experience. Roll out Lightning Experience at your own pace. Move users over gradually. Start small and test as you go using a phased approach. Move everyone at once. Activate your entire org all at the same time.
How would you implement roll out Salesforce?
Preparation is Everything.Create a Chatter Group for the Rollout Team.Pick a Launch Date.Create a Project Schedule.Define Measures for Success.Develop Mobile Device and Security Policies.
How do I get out of lightning in Salesforce?
Under setup, enter "Lightning" in the quick search and click "Lightning Experience". Under the subsection "Turn It On" there is also the option to turn it off.
How do I toggle to Salesforce lightning?
Change the UI from Salesforce Classic to Lightning ExperienceClick your name.Click Switch to Lightning Experience.
When did Salesforce roll out lightning?
All Salesforce Classic users will be automatically moved to Lightning experience on January 7, 2020.
How do you turn off lightning?
Select Get Started under Lightning Experience Transition Assistant. Select Go to Steps for option #3 Optimize Phase. Expand option two: Motivate Users to Work in Lightning Experience. For the Section labeled Switch users to Lightning Experience on a regular schedule, switch the On Switch to Off.
Is Salesforce lightning faster than classic?
Salesforce Lightning has a new and easier to understand interface, improved speed, and some extra features. Classic, by contrast, stopped receiving new features in 2019 and is slower.
What is toggle in Salesforce?
A toggle button allows a user to pick between two states, on (pressed) and off (unpressed).
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.”
How do users switch between apps in lightning experience?
Use the App Launcher to navigate between your apps. You can easily switch between apps and access other Salesforce items and features.
How does Salesforce lightning work?
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.
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.
How do I upgrade Salesforce to lightning?
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.
Want to plan your transition to Salesforce Lightning Experience, but don't know quite how? Check out 3 common rollout scenarios and some resources to help guide you
So you’ve run the Lightning Experience Readiness check and now it’s time to start planning your move to Lightning Experience. This can seem like a rigorous task but it’s not as difficult as it may seem. It’s all about your own priorities and the complexity of your Salesforce implementation on Classic.
Resources to leverage to help with your rollout
Lightning Champions Many customers have championed the move to Lightning Experience and are eager to share the benefits they’ve seen since making the switch. These customers have graciously made themselves available to you to answer any questions you may have from the technical preparation to change management.
Sample Project Schedule
As a solo admin tasked with moving my ENTIRE org over, a project schedule quickly became my most critical document. Luckily, using insights from organizations that have already made the transition from Classic to Lightning, Salesforce provides a sample project schedule complete with an associated task list.
Lighting Experience Overview Presentation
When it came time to announce the move to Lightning to my organization, one thing that was important was making sure user adoption was high. Cue the Lightning Experience Overview Presentation. This presentation includes an overview with screenshots and training resources.
Sample Drip Email Campaign
During this transition, consistent communication with stakeholders was key for project success. The Sample Drip Email Campaign included in the Enablement Pack is an excellent resource to help engage and train your users, especially if you are championing the move on your own.
Additional Resources in the Enablement Pack
In addition to the items mentioned above, the Lightning Experience Enablement Pack also contains:
How to take advantage of Lightning Experience?
Take advantage of the hundreds of innovative features in Lightning Experience to transform how users work. There’s a lot to choose from, so start with the features that directly benefit each group of users that you transition. Then keep iterating to add even more value.
Can you switch between Salesforce Classic and Lightning Experience?
Which they can use to...wait for it...switch between Lightning Experience and Salesforce Classic anytime they need. In the Salesforce Classic header, click Switch to Lightning Experience.
Does Salesforce work with Lightning Experience?
But there might be some aspects of your implementation that require some attention for best results in the new interface . Use the Lightning Experience Readiness Report, the Lightning Experience Configuration Converter, and good old fashioned testing to figure out where things stand.
Phased Salesforce Lightning rollout
In a phased rollout, the goal is to transition users by teams or user groups while learning how to improve the transition with each deployment. A phased rollout is usually not necessary for small organizations. But if you’re part of a larger organization, it typically makes sense to roll out your migration in phases.
All-at-once Salesforce Lightning rollout
An all-at-once rollout might be the best option if you’re part of a small organization or if you have a relatively straightforward business process within your CRM.
Sample Project Schedule
Lighting Experience Overview Presentation
- When it came time to announce the move to Lightning to my organization, one thing that was important was making sure user adoption was high. Cue the Lightning Experience Overview Presentation. This presentation includes an overview with screenshots and training resources. This presentation not only helped save me a lot of time, but it also helped me deliver the informa…
Sample Drip Email Campaign
- During this transition, consistent communication with stakeholders was key for project success. The Sample Drip Email Campaign included in the Enablement Pack is an excellent resource to help engage and train your users, especially if you are championing the move on your own. Within the pack, there is a different email template to send each day leading up to the switch that inclu…
Additional Resources in The Enablement Pack
- In addition to the items mentioned above, the Lightning Experience Enablement Pack also contains: 1. Sample Gap Analysis Checklist 2. Sample Risk Severity Matrix 3. Change Impact Assessment Template 4. Change Management Strategy Template 5. Change Management Strategy 6. Change Readiness Assessment Survey Template 7. Customizable User Training Dec…