- Run the Salesforce Lightning Experience Readiness Check Get a step-by-step report on how to prepare your org.
- Estimate level of effort Check out the Level of Effort section to evaluate time and effort needed for Salesforce...
- Identify features and customizations
How to get ready for Salesforce Lightning?
Get Ready to Troubleshoot
- Learning Objectives. Explain the benefits of working with unminified code. ...
- Lightning Web Components Have Unique JavaScript Challenges. ...
- Before You Begin. ...
- Follow Along with Trail Together. ...
- Set Up Your Troubleshooting Environment. ...
- Open DevTools. ...
- DevTools Menu. ...
- Change the Location of DevTools. ...
- Enable Custom Formatters. ...
- Use Ignore List. ...
What is lightning experience in Salesforce?
Salesforce Lightning experience is a modern, fast, and intelligent user interface built with proven Salesforce1 Mobile App technology. It combines Lightning Designing System (LDS), Lightning app builder and Lightning Components to create modern enterprise applications. Salesforce Lightning experience is a new generation productive user interface designed for Sales team and Support teams in ...
How to enable Salesforce Lightning knowledge?
How do I enable lightning knowledge in Salesforce?
- From Setup, enter Knowledge in the Quick Find box and click Knowledge Settings.
- If you're new to Knowledge, enable Knowledge by selecting Yes and clicking Enable Salesforce Knowledge.
- Click OK to continue.
- On the Knowledge Settings page, click Edit.
- Select Enable Lightning Knowledge.
- Click Save.
How to evaluate your Org for Salesforce Lightning readiness?
Evaluate your Lightning Experience readiness through a technical analysis: Run the Lightning Experience Readiness Check to kickstart your rollout. You get a report with a handy checklist of steps to start your rollout plan, plus an assessment of which user profiles you can switch first and the list of customizations you may want to transition to Lightning Experience.
How do I run a lightning readiness report in Salesforce?
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.
What is the value of the report that the lightning experience readiness check generates?
The Readiness Report shows which profiles will be productive in Lightning Experience without any work. For profiles that aren't ready yet because they depend on functionality that needs attention, the report identifies the relevant features.
What is readiness report in Salesforce?
For some of your features, the Readiness Report provides details on how many users are working with the feature in Salesforce Classic, and how often. The Readiness Check bases user counts on different types of data or metadata, depending on what's available for each feature.
How do I run Optimizer report in Salesforce?
Run Salesforce OptimizerFrom Setup, enter Optimizer in the Quick Find box, then select Optimizer.Click Allow Access to authorize Optimizer to analyze your org. Check the attestation checkbox, and click Save and Close.Click Open Optimizer. This launches the app in your org. ... Click Run Optimizer.
What is a readiness check in Salesforce?
Wherever you are in your Lightning journey, Readiness Check makes you the expert on your Salesforce environment. Salesforce Admins are called upon to be experts in all things Salesforce. Now that you have concrete details about where your company stands with Lightning Experience, you can add Lightning Experience readiness to your expertise.
What is readiness report?
Use the readiness report to identify specific features and customizations that might not work as you expect in Lightning Experience. The report also recommends actions for fixing these items, so you can roll up your sleeves and start making changes right away.
Predict Your Rollout Benefits and Effort
Need help influencing stakeholders and executives to support the move to Lightning Experience? For some Salesforce admins with Sales Cloud licenses, the Readiness Check can make educated guesses about:
See Which Users Are Ready for Lightning Experience
Based on the features and customizations that the Readiness Check evaluates, your Readiness Report gives you an analysis of where each user profile stands. The analysis is based on the number of features for each profile that require attention, as well as the impact that particular feature gaps have on users with the profile.
A Single, 360 Shared View of Every Customer
Welcome to Salesforce Customer 360, One Integrated CRM Platform for uniting Marketing, Sales, Commerce, Service, and I.T. Departments.
Leading Through Change
Watch stories filled with thought leadership, inspiration, and insights from business leaders and our greater community.
