how to rollout lightning salesforce

Essential Tips For Your Salesforce Lightning Rollout

• Getting Hands-On with Lightning Experience. One of the best ways to learn about new features is by getting hands-on...
• Identify Stakeholders and an Executive Sponsor. It takes a team to deploy any Salesforce Lightning project, and there’s...
• Align key stakeholders in your Salesforce Lightning Rollout strategy. This...

Full Answer

How do you roll out Salesforce lightning experience?

You need to decide whether to start with a pilot for a small group of users (like a preview) or go big and roll out Lightning Experience to all users at once (head straight to Broadway). And then you’ll actually put on the show. It takes a team to roll out any Salesforce project. For your Lightning Experience transition, get that team going now.

Is your Org ready for Salesforce lightning experience?

Evaluate your org’s readiness for Lightning Experience. The time for Lightning Experience is now! All new Salesforce innovation is in Lightning Experience only. If you’re still using Salesforce Classic, it isn’t going away yet. But you obviously want to get all the features and functionality that your company is entitled to.

How to get updates to dashboards in Salesforce lightning experience?

1 Available in Lightning Experience by subscribing to a report. 1 To get updates to dashboards in Lightning Experience on a schedule, subscribe to them. Dashboards scheduled in Salesforce Classic run as expected in Lightning Experience.

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.

See more

How do you migrate 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...

When did Salesforce roll out lightning?

All Salesforce Classic users will be automatically moved to Lightning experience on January 7, 2020.

What is lightning migration?

The actual migration is a straightforward task. The Lightning Migration Assistant guides the user through the process of installing Lightning components. The Lightning Experience Transition Change Management Hub provides step-by-step instructions and best practices to manage the transition of the org.

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...•

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.

How do I enable lightning in Salesforce?

Enabling Lightning in SalesforceLog into the Salesforce environment.From the Setup page, select Lightning Experience in the left-hand navigation bar. ... In the Lighting Experience window, select Turn It On.Move the toggle to the Enabled state.More items...•

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?

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 run a lightning readiness report?

From Setup in Lightning Experience, enter Lightning in the Quick Find box, then select Lightning Experience Transition Assistant. Select the Discover phase. Click Evaluate Lightning Experience Benefits and Readiness to expand the stage. Click Check Readiness next to Check your Lightning Experience readiness.

Follow these simple steps to plan and execute your rollout

Start by evaluating your organization using our Readiness Check. Then, determine which pages will need to be updated by running our Visualforce Check.

Get our best tips for a problem-free Lightning Experience rollout

Learn how we rolled out Lightning Experience across all of Salesforce and the best practices we used in this free e-book.

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.

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.

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.

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.

Check Yourself

We compiled a checklist of actions you can take this week to rollout Lightning and by the end of the week, we want to see how far you’ve come!

Get Help

If at any point you feel stuck, we have a lot of resources available to you, and a community of #AwesomeAdmins waiting to help! We’ll also be sharing more content this week. Don’t miss tomorrow’s post on Activity Actions! Check the Month of Lightning page for what’s coming up throughout the week and the rest of the month.

Get involved this week!

This checklist is designed for admins in the rollout phase of Lightning. If you’re not there yet, check out the discover checklist!

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.

How to move Salesforce Classic Knowledge to Lightning Knowledge?

To move from Salesforce Classic Knowledge to Lightning Knowledge, use the Lightning Knowledge Migration Tool. Test your data migration in a full-copy sandbox org before enabling Lightning Knowledge in your production org. After you enable Lightning Knowledge, you can’t disable it.

What is the best investment for Lightning Experience?

One of the best investments you can make in your Lightning Experience rollout is to have a clear plan. A plan helps you do things in the right order, identify key resources, communicate with everyone, and have a clear end date in mind.

Can you upgrade Salesforce Classic to Lightning Experience?

The Salesforce apps you created in Salesforce Classic work in Lightning Experience without any modifications. But users can’t personalize the objects, tabs, and other items that appear in the Lightning Experience navigation bar until you upgrade the Classic app. It’s easy to upgrade Classic apps to Lightning apps with the App Manager in Setup.

Is Lightning Experience better than Salesforce Classic?

To help users get things done faster, Lightning Experience delivers hundreds of exclusive features and redesigned classic features. Lightning Experience has good parity with Salesforce Classic, and the few remaining classic feature gaps are shrinking with each new Salesforce release. Here are some highlights of how Lightning Experience compares to — and surpasses — what you’re used to in Salesforce Classic.

Can you use custom buttons in Lightning?

Custom buttons and links that use a JavaScript content source aren’t supported in Lightning Experience. Custom buttons that define the content source as a URL or Visualforce page work as you’d expect. Check out these resources for migrating your JavaScript custom button and link functionality to Lightning-friendly options.

Does Lightning Experience have list views?

List Views have gotten an upgrade in Lightning Experience, including some super new stuff like the ability to create a quick chart from a list view or add filters with an improved, easy-to-use interface.

Does Visualforce work with Lightning?

Visualforce is supported in Lightning Experience and most of your existing Visualforce pages work without any revisions needed. But things have moved around in the new interface, so do some testing to confirm that your Visualforce pages behave as expected.