What is Salesforce lightning and how does it work?
Salesforce Lightning is the next generation of Salesforce. Lightning includes Lightning Experience (our reimagined user experience), the powerful Lightning Platform for fast and easy app development, and the AppExchange ecosystem for ready-to-install solutions.
How do I move from Salesforce classic to lightning experience?
From Salesforce Classic, take a peek by clicking Get Started in the Lightning Experience Transition Assistant tile at the top of the menu. Don’t worry, moving to Lightning Experience doesn’t have to be a massive, lengthy effort. In fact, many customers begin moving users within a month or two of starting their transitions.
Why aren’t custom apps created in Salesforce classic visible in lightning experience?
Custom Classic apps created after Lightning Experience is enabled aren’t visible in Lightning Experience by default. When Lightning Experience is turned on, we assume that new Classic apps are intended for users still working in Salesforce Classic.
Who drives the conversion to Salesforce Lightning?
They’ll be on the front lines driving the success of the conversion to Salesforce Lightning. This can be anyone from the CEO to the director of marketing to the power user who helps other users when they have quick questions. With our champions now in the room, it’s time to communicate the mission. Ask questions and listen to their concerns.
How do I change Salesforce to lightning?
From Setup in Salesforce Classic, click Get Started in the Lightning Experience Transition Assistant tile at the top of the menu. Select the Roll Out phase. Click Launch Lightning Experience to expand the stage. Click Switch Users next to Make Lightning Experience the default interface.
How do I upgrade my Salesforce app to lightning experience?
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.
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...
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...•
What is Sfdc 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.
Can we create classic app in SF lightning?
Salesforce Classic console apps aren't supported in Lightning Experience. Instead, Lightning Experience provides standard Lightning console apps that should work for your sales and service teams (7). If not, you can customize them, or rebuild your Classic console apps as custom Lightning console apps.
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...•
What is the difference between Salesforce lightning and classic?
What is the difference between Salesforce Classic and Lightning? Salesforce Lightning has a new and improved interface whereas Classic sticks to the tried-and-trusted Salesforce formula. Lightning also comes with improved features such as an activity timeline and workplace page layouts.
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.
Are Salesforce skills transferable?
You have a couple of options, you can choose to transfer skills into a retail role with a Salesforce customer, or you could retrain and repurpose your transferable skills to work in a brand new sector.
How long does it take to transition to Salesforce?
#5 Switching to Salesforce Lightning Requires at Least Six Weeks. Switching to Lightning involves time. According to the Sample Project Schedule by Salesforce (you can download templates here), it will take not less than six weeks for the Salesforce Lightning transition.
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.
What is Lightning Experience for Sales Cloud?
Lightning Experience for Sales Cloud is a whole new user experience that helps salespeople sell smarter, faster, and the way they want. Lightning doesn’t have a tab interface like Aloha does; instead, information is surfaced as needed, so you get it when you need it.
What is sales cloud?
Sales Cloud is a cloud-based, software-as-a-service (SaaS) model, so the software scales easily to accommodate every business size, from sole proprietorships to global enterprises. The benefits and advantages of Sales Cloud (see above) apply equally to all businesses regardless of size.
Does Salesforce work on mobile?
Does Sales Cloud work on my mobile device? Yes. Salesforce is supported on a variety of mobile platforms, including Android (v4.2+) and iOS (v8.0+). Additionally, the mobile browser app is accessible to many more devices, such as Blackberry (OS10.2+) and others through a web browser with internet connection.
Is Salesforce the same as Lightning?
Conceptually, Salesforce apps are the same as they ever were. But now they come in two flavors: Classic apps and Lightning apps. Apps created in Salesforce Classic are Classic apps. If you’re just getting started with Lightning Experience, it’s likely that all your org’s existing apps are of the classic variety.
Does Lightning Experience work with Classic Apps?
Most Classic apps just work in Lightning Experience. There are a few exceptions but we’ll talk about that in a bit. Apps created in Lightning Experience are Lightning apps. These apps provide access to all the same standard and custom objects and tabs that you expect in a Salesforce app.
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.
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.
Service Cloud: Quick Look
See how Service Cloud helps you deliver faster, more personalized service.
Service Cloud Agent Experience
Discover how agents use the Service console to close customer cases fast.
Service Cloud Agent Productivity
Help your agents work faster and more efficiently in the Service Console.
Salesforce Flow for Service
Simplify onboarding and guide your agents to resolve cases quickly and consistently.
Omni-Channel for Lightning Experience
Route work to the right agent for the job and get a complete view of your contact center.
Knowledge Basics for Lightning Experience
Use Lightning Knowledge to create a knowledge base for better customer service.
Salesforce Surveys for Admins
Translate, automate, and evaluate your surveys with Salesforce Surveys.
What is Salesforce post transition phase?
It is the post-transition phase where various Salesforce consulting services providers measure their achievement of business goals, improves business leveraging Lightning features and thus delivers what is required by their users successfully.
What is Lightning availability check?
It is a lightning availability check tool provided by the Salesforce which can assess the measure of work and components so that users can adjust them for a Lightning transition. It is renowned for offering a personalized readiness report which tells you that not only you are ready for LE, but it also serves as a valuable information source to strengthen your rollout plan.
What is Visualforce check?
Visualforce is a markup language that offers a user-friendly development environment to the developers so that opening web-page can be displayed and edited by saving their code.
Is Salesforce a tool?
Although Salesforce is a powerful tool, yet its maintenance is a cumbersome process. In comes Salesforce Optimizer, which helps the users to maintain the features and other aspects of the Salesforce which later can be optimized to get the work done in an accomplished manner.
Change Sets
If you’re more comfortable working with point-and-click tools, change sets are your deployment friend. A change set represents a set of customizations in your org (or metadata components) that you can deploy to a connected org.
Metadata API
If you’re up to speed on Metadata API and more comfortable in the world of code, use Metadata API to deploy changes programmatically. You can retrieve, deploy, create, update, and delete customization information for your org, such as Experience Cloud sites, custom object definitions, and page layouts.
