To change the UI from Salesforce Classic to Lightning Experience:
- Click your name.
- Click Switch to Lightning Experience. Note: You can also simply click Switch to Lightning Experience to the left side of your name.
Full Answer
How to migrate to lightning experience from classic Salesforce?
Lightning Knowledge is simply Salesforce Knowledge in the Salesforce Lightning Experience. As you likely know, making the move from Classic to Lightning can be a major undertaking. But there are many reasons why it’s better to move sooner than later.
How do I switch from Salesforce classic to lightning?
Supported Browsers and Devices for Lightning Experience
- Salesforce doesn’t support nonbrowser applications that embed WebView or similar controls to render content for Salesforce Classic or Lightning Experience. ...
- You can’t access Lightning Experience in a mobile browser. ...
- You can access Lightning Experience on iPad Safari. ...
- Lightning Experience doesn’t support incognito or other private browsing modes.
Why to move to Salesforce Lightning?
- Switch back to Classic
- Select the Reports tab
- Locate the reports (or dashboards) that you want to move
- Click on the report and drag and drop into the correct folder
How do I switch to classic view in Salesforce?
- From Setup, enter Analytics in the Quick Find box, then select Settings.
- Select Enable dashboard designer, and then click Save.
- For each user that builds dashboards, assign the “Create and Edit Analytics Dashboards” user permission to them.
Things to Consider Before You Switch
Switching from Classic to Lightning is a bit like a reimplementation of Salesforce.
How to Roll Out Lightning Experience
As with any major software change, you’ll need to create a plan of attack before getting started. We recommend a rollout strategy for Lightning Experience in three stages: Discovery, Rollout, and Optimization.
Set Up Users
Thanks to custom profiles and permission sets, Salesforce makes it pretty easy to fine-tune access to Lightning Experience. If you’re planning on sending a small group of bold explorers into Lightning Experience, this is the stage where you’ll decide who those people are and let the system know.
How to Officially Turn on Lightning Experience
The Migration Assistant makes it simple to turn on Lightning Experience. All you have to do to officially flip the metaphorical switch is to navigate to Setup in Salesforce Classic and click the Get Started button in the Migration Assistant tile.
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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.
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 steps of Salesforce Lightning migration?
You need to set timelines, outline responsibilities, identify key milestones, and create a rollout plan.
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.
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 ...
Can you run Lightning testing in Salesforce?
With a strong change management strategy in place, you can start to run trials of Lightning in the Salesforce Sandbox environment. Check performance tests, load tests, and see how custom features look in staging. The more bugs you can work out in the testing environment, the smoother your eventual launch will be.
DISCOVER PHASE OF TRANSITIONING TO LIGHTNING EXPERIENCE
Proper planning goes a long way in transitioning any system successfully. A huge mistake would be to make assumptions that a switch needs to be flipped, and users can go on their merry way. That is not the case with Salesforce Lightning!
RESEARCH LIGHTNING EXPERIENCE
It’s ok to go ahead and get excited about the changes that may be coming with Lightning! If you have stakeholders in your company, prepare a slideshow on features that will be available with Lightning that are not available in Classic. This is a great way to prepare admins, as well.
CREATE A PLAN FOR YOUR ORG
After readiness has been established, creating a plan for your org is crucial to ensuring success once Lightning has been released. This includes a change management plan with how the rollout will ensue, as well as ensuring stakeholders are committed to seeing the project through to completion once initiated.
ROLLOUT PHASE OF TRANSITIONING TO LIGHTNING EXPERIENCE
Now, it’s time for the fun to begin! The rollout phase will prepare users, allow you to make adjustments to custom work, and leave you to flip the switch for Lightning to become a reality for your org.
PREPARE END-USERS
No one likes surprises, and your end-users are no different. Make sure everyone knows what to expect before the change occurs, and that any questions or concerns have been addressed, to help ease worried minds.
PERFORM PRE-IMPLEMENTATION STEPS
There are features that need adjusting before Lightning is turned on, to ensure it’s as seamless as possible. It’s up to you for which features you feel will be useful and necessary.
LAUNCH LIGHTNING EXPERIENCE
After you’ve done the planning and prepwork, it is time to turn on Lightning Experience for your org! In the Lightning Experience Transition Assistant, you can find all of the steps above (and more!) and the switch for turning it on.