To use the Transition Assistant, go to Setup in Salesforce Classic, and click Get Started in the Lightning Experience Transition Assistant tile at the top of the menu. Select Discover Phase >>> Evaluate Lightning Experience Benefits and Readiness >>> Preview (next to “Preview Lightning Experience.”) Step Five: Set ROI Goals
How do I get Started with Salesforce lightning experience transition assistant?
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.
Can I switch between Salesforce classic and lightning experience?
When Lightning Experience is enabled, users who have the Lightning Experience User permission can switch themselves between Lightning Experience and Salesforce Classic, as needed. SEE ALSO: Salesforce Classic Doesn’t Go Away When You Move Users to Lightning Experience
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 to customize application with Salesforce Lightning stylesheets?
•Customize Application With Lightning stylesheets, it’s easy to tweak your existing Visualforce pages so they’ll display with classic styling in Salesforce Classic and Lightning styling in Lightning Experience. 1. From Setup, enter Visualforce in the Quick Find box, then select Visualforce Pages. 2. Click Edit next to the Visualforce page. 3.
How do I switch to Salesforce lightning?
From Setup in Lightning Experience, enter Lightning in the Quick Find box, then select Lightning Experience Transition Assistant. ... Select the Roll Out phase.Click Launch Lightning Experience to expand the stage.Click Switch Users next to Make Lightning Experience the default interface. ... Click the. ... Save your selections.
Do classic reports work in lightning?
Users can't schedule dashboard refreshes in Lightning Experience, but scheduled dashboard refreshes from Salesforce Classic continue to work in Lightning Experience. In Lightning Experience, instead of scheduling dashboard refreshes, subscribe to dashboards.
How do I switch from classic to lightning in Salesforce IPAD?
One you have logged into your Salesforce instance, click the Share Button from the top right corner, then scroll to the right to find additional sharing options. Click “Request Desktop Site” for Safari to refresh the Salesforce page to display Lightning. The page will refresh and will show the Lightning interface.
Can we use lightning component in Salesforce Classic?
You might have developed some Lightning components in Salesforce Classic. You can still use the old interface with Lightning components and all your existing component functionality transfers seamlessly into Lightning Experience. If you haven't worked with Lightning components yet, don't worry.
Is Salesforce getting rid of Classic?
All Salesforce Classic users will be automatically moved to Lightning experience on January 7, 2020. You will still be able to switch back to Classic, but it is a signal for all companies to hurry up with Salesforce Lightning migration.
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 switch back to the Lightning from classic?
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 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 do I enable a classic switch in Salesforce?
If the permission is not enabled, please contact Salesforce Support for assistance.Navigate to Setup | Users | Profiles.Click the User's profile.Click on System Permission.Click on Edit.Deselect Hide Option to Switch to Salesforce Classic permission if it's enabled.Click on Save.
What is the difference between lightning experience and Salesforce Classic?
One of the major differences between Salesforce Classic and Salesforce Lightning is the user interface. The latter offers a much better user interface experience to its users that includes features like the drag-and-drop functionality that can be achieved without any code.
What is the advantage of Salesforce lightning?
One of the major Salesforce Lightning advantages is that it is a component-based platform. In other words, you can simply integrate the components already built by the Salesforce partners and use them in your application. The best part is that you merely need to drag and drop the components to use them.
Can we use VF page in lightning component?
When you create a custom app page in the Lightning App Builder, you can add a Visualforce page to the page by using the Visualforce component. You must enable "Available for Lightning Experience, Lightning Communities, and the mobile app" for a Visualforce page to make it available in the Lightning App Builder.
What is Salesforce Lightning?
Performance, Unlimited, and DeveloperEditions Salesforce Lightning is the next generation of Salesforce, delivering a reimagined user experience, a powerful platform for fast and easy app development, and the AppExchange ecosystem for ready-to-install solutions. Harness the power of Lightning to transform your business and benefit everyone, from execs and business users to admins and developers. Get all the features and functionality that you’re entitled to by transitioning your org to the new user interface, Lightning Experience. As an admin, you are your company’s trusted advisor for all things Salesforce and you’ll help decide how to prepare for and roll out Lightning Experience to your users. This guide walks you through the recommended process, including key steps and best practices. It’s Time for Lightning Experience The time for Lightning Experience is now! Salesforce Classic isn’t going away yet, but all new Salesforce innovation is in Lightning Experience only. Clearly Lightning Experience is the place to be, so how do you get there? Fear not, there are resources and tools at your fingertips to help you take control and drive a smooth transition. Discover Phase: Start Your Lightning Experience Transition Kick off your Lightning Experience transition with a discovery period. Learn about the benefits and ROI that your company can get from moving to Lightning Experience and evaluate your production org's readiness for the new interface. Then plan your rollout and change management strategies and align with stakeholders on your transition goals. Roll Out Phase: Get Ready to Launch Lightning Experience With your rollout plan in place and your stakeholders on board, you’re ready to start preparing your org—and your users—for Lightning Experience. This is the time to kick off your change management strategy. And time to get busy on release development activities, including implementing Lightning Experience features and addressing the priority issues noted in your Readiness Report. The last piece is going live by giving users access the new interface! Optimize Phase: Make Lightning Experience Stick The transition project doesn't end when you give users access to Lightning Experience. Busy people aren't always eager for change, so keep an eye on adoption rates and encourage users to stay in the new interface. This is also the time to iterate on your rollout plan by moving over more users, adding new features and use cases, and looking for ways to improve your implementation. And when the day comes to turn off access to Salesforce Classic, you can call your transition a success! Find Your Way Around Lightning Experience Feeling a little discombobulated by all the Lightning Experience newness? Perfectly understandable. Diving into a redesigned app can be disorienting—especially when you’re able to work in the original interface with your eyes closed. To hone your Lightning Experience chops, let’s look at where some of the most common Salesforce features landed in the new interface. Lightning Experience Considerations Lightning Experience re-envisions Salesforce and as a result, there are some classic features that have been implemented differently or don’t have a place in the new interface. And there are some classic features that are on the roadmap for an upcoming release. Review these topics to see if any functionality that’s critical to your business has changed significantly in Lightning Experience, or is limited or unavailable in this release. This information can help you train users about what to expect when you roll out Lightning Experience. 1
What is Lightning Data Service?
Lightning Data Service improves performance and data consistency across components. It is used by Aura components such as lightning:recordForm, lightning:recordEditForm, lightning:recordViewForm, and force:recordData. In Lightning web components, use lightning-record-form, lightning-record-edit-form, and lightning-record-view-form. force:recordData corresponds to the lightning/uiRecordApi module. Lightning Data Service works across all containers except Service Cloud Embedded Service. For more information, see the following documentation.
What are standard components in Salesforce?
In the App Builder, Standard Components include the Chatter Publisher component and the Dashboard component. For example, the Chatter Publisher consists of an input rich text field made up of tabs and button icons. For more information, see Standard Lightning Page Components in Salesforce Help. In Experience Builder, Standard Components provide rich functionality to help you build a custom Experience Builder site quickly; for example, the Dashboard, Flow, Record Detail components, and many others. For more information, see Which Components Can I Use with Each Template? in Salesforce Help. Some Standard Components are not responsive and don’t work correctly on mobile devices, in Experience Builder sites, Outlook Integration, and Gmail Integration.
What are favorites in Salesforce?
Favorites Create shortcuts to frequently accessed pages, including records, lists, and groups. Find the right records faster and act on search results with AI-powered Einstein Search. Also, benefit from improved global search and lookup search. Search results include instant results, top results, and recent records. Search Easily switch between collections of related objects, Visualforce and Lightning pages, and utilities such as Sales Dialer. Rally teams around your brand and important initiatives with custom logos and colors for each app. Lightning Apps Navigate and work more productively with optimized workflows and a three-column layout. View and edit multiple records at the same time and quickly access utilities such as Sales Dialer and Open CTI. Lightning Console Apps Unlock a new level of productivity, personalization, and speed for every mobile user. The new Salesforce Mobile app delivers a consistent experience between desktop and mobile, with access to the same data and the same customizations. Salesforce Mobile App Guide users through multi-step processes and associate flows with records using Salesforce automation tools. Salesforce Flow Navigate setup pages with a simplified organization and a cleaner look and feel. Use the Object Manager, which combines all standard and custom objects into a single list that’s easier to search. Setup Tree and Object Manager Create custom pages for Lightning Experience and the Salesforce Mobile app with clicks instead of code. Define columns and tabs and position Lightning components exactly where you want them. Use filters to control when components appear. Lightning App Builder Get up and running quickly with Lightning Service Console using service-specific setup flows. These flows walk you through setting up Email-to-Case, integrating with Twitter and Facebook, creating an Experience Builder site, and enabling Lightning Knowledge, Omni-Channel, and Chat. Service Setup Flows Use phone features without ever leaving Salesforce. Make and receive calls, add call notes, and log call information with ease. Available for an extra cost.
What is Lightning App Builder?
Lightning App Builder Lightning App Builder lets you build and customize interfaces for Lightning Experience, the Salesforce mobile app, Outlook Integration, and Gmail Integration. If you have custom Aura components, you can use them in Lightning App Builder by implementing the flexipage:availableForAllPageTypes, flexipage:availableForRecordHome, or clients:availableForMailAppAppPage interface, depending on your requirements. You can also surface custom Lightning web components in Lightning App Builder. For more information, see the Lightning Web Components Developer Guide. Also, you can create and update Lightning pages via Lightning App Builder. Lightning pages include app, Home, and record pages. App and Home pages are essentially similar. For mobile, you can use app pages but there's no support for Home pages and record pages yet. Using record pages in mobile is available as part of the Lightning on Mobile pilot in Summer '19. You can create these pages via Lightning App Builder for Lightning Experience and the Salesforce mobile app. For more information, see Lightning Pages in Salesforce Help. Experience Builder For Experience Builder sites, you can use the Experience Builder to build and customize sites easily. Custom Aura components can be surfaced in Experience Builder by implementing the forceCommunity:availableForAllPageTypes interface. You can also surface a custom Lightning web component in Experience Builder. For more information, see the Lightning Web Components Developer Guide. Additionally, Experience Builder supports custom pages, enabling you to add custom record detail, list, and related list pages. For more information, see Create Custom Pages with Experience Builder in Salesforce Help.
How does Salesforce Einstein work?
Salesforce Einstein Accelerate your inside sales process with a high-productivity workspace. Sales managers can create custom sales processes that guide sales reps through handling prospects. Reps can access High Velocity Sales productivity-boosting features like the Work Queue, email templates, call scripts, and more. Plus, you can track how prospects respond to the handling you customize. High Velocity Sales gives your sales teams everything necessary for handling prospects in a fraction of the time it took before.
What happens when you switch to Lightning Experience?
Each time a user switches to Lightning Experience or Salesforce Classic, that interface becomes the user’s default interface. SEE ALSO: Gotchas If Users Switch Between Lightning Experience and Salesforce Classic Set Up User Access to Lightning Experience
How to use transition assistant in Salesforce?
To use the Transition Assistant, go to Setup in Salesforce Classic, and click Get Started in the Lightning Experience Transition Assistant tile at the top of the menu. Select Discover Phase >>> Evaluate Lightning Experience Benefits and Readiness >>> Preview (next to “Preview Lightning Experience.”)
How to check if Salesforce is ready for Lightning?
To run the Lightning Experience Readiness Check, simply login to Salesforce, go to the setup page, and under the search bar, click Lightning Experience >>> Evaluate if Lightning Experience is Right for You >>> Check Your Lightning Experience Readiness >>> Evaluate.
What is readiness check in Salesforce?
The Readiness Check Salesforce Report evaluates your org and how it currently uses Salesforce Classic to help determine what will be impacted for your teams when you migrate. It can estimate how much effort it will take to switch over, highlight potential code issues, and identify features you are currently using that will no longer be available . You’ll also need to perform your own gap analysis in addition to having clear alternatives in place for those features and functionalities not supported in Lightning.
Does Lightning training require starting from scratch?
While Lightning training doesn’t require starting from scratch, lack of preparedness can reinforce fears and user resistance. Panaya ForeSight can be the easiest way to avoid challenges and streamline adoption, providing:
Can you take the Lightning Experience for a test run?
You can take the Lightning Experience for a test run using the Lightning Migration Assistant. The assistant can guide you through the process of initiating Lightning for your company, and give you a preview of how your org will operate in Lightning without turning it on for all of your users.
How many tabs does the lightning experience have?
User Interface (Lightning Experience has up to 25 tabs, 3-column layouts, Paths, Components, etc. – time to reimagine working in Salesforce!)
When did Lightning Experience debut?
Let’s rewind the tape for a moment and review the progress made to date. Back in 2015 Lightning Experience made its public debut on the main stage of Dreamforce to the awe of the crowds – Sales Path, Kanban Board, oh my! Shortly thereafter the Admin Community got their hands on the release notes and live environments, and like the barnyard collective in George Orwell’s Animal Farm bleating “four legs good, two legs bad,” the community quickly turned their noses up citing the functionality gap to Classic.
Is lighting a Salesforce reimplementation?
If you’ve taken a moment to absorb the information above you should be realizing that migrating to Lighting, when done right, is essentially a reimplementation of Salesforce. You don’t have to import your data, recreate your custom fields, or set up your security model, however everything else you need to revisit with a fresh lens.