What happens when you switch to Salesforce Lightning?
There are two likely outcomes: you’ll be sent a list of items that you have to double check or prepare to ensure that everything is Lightning compliant, or maybe there will be no issues. Either way you then have to create a transition timetable for Salesforce Lightning, including testing (in a sandbox at first!) and end-user training.
Can I access Salesforce lightning from Outlook?
Now you can access Lightning from your Outlook, without jumping between programs. The 100% cloud-based Lightning Sync also keeps your contacts and calendar up-to-date across Salesforce and your Office 365 and Microsoft Exchange accounts. 6. Lightning is mobile first In fact, the Salesforce1 Mobile App is built on top of the Lightning Platform.
What's new in Lightning voice for Salesforce?
Speaking of new features, Lightning Voice for Salesforce is a game-changer for salespeople. It connects them to customers and prospects faster than ever by enabling voice calls directly within Sales Cloud.
Is Salesforce Lightning happy?
Salesforce are very Lightning-happy. Starting back in 2015, they branded many things “Lightning”, so we have Lightning Experience, Lightning Flow and Field Service Lightning amongst many other things.
How do I switch from Salesforce Classic to Salesforce 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 stop Salesforce from switching to lightning?
"Lightning Experience Transition Assistant" Select "Go to Steps" For option number three "Optimize Phase" Expand Option Two "Motivate Users to Work in Lightning Experience" For the Section labeled "Switch users to Lightning Experience on a regular schedule" switch the "On" Switch to "Off"
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.
How do I get to lightning in Salesforce?
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Will Salesforce retire 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.
Why do people migrate from lightning to Classic?
Making the switch from Classic to Lightning significantly upgrades the experience for most users. Migration offers business users several advantages. Lightning improves insights and visibility. Einstein, Salesforce's artificial intelligence product, makes sales and marketing forecasts easier.
Is Salesforce lightning better than classic?
Salesforce Lightning offers more functionality than Salesforce Classic, making it better overall. Lighting's biggest benefits include a components library and app builder to support more customizability, as well as support for third-party apps.
What is the major difference between Salesforce Classic and Lightning?
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.
How do you go from classic 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 upgrade Salesforce to lightning?
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 I enable lightning for a user in Salesforce?
Enabling Lightning Access on Profile Level for Custom ProfilesClick on Setup.In Administer, expand Manage Users.Click on Profiles >Select the Profile name.Click on System Permission.Enable Lightning Experience User checkbox.Save.
Does Salesforce lightning cost more?
The costs for Service Cloud are the same as for the Sales Cloud. Essentials is $25 per user, per month, Lightning Professional starts at $75 per user, per month, Lightning Enterprise costs $150 per user, per month, and Lightning Unlimited starts at $300 per user, per month.
What does it mean when a Salesforce profile is unticked?
If the profiles you use are unticked it means they are Standard profiles and will be affected by Salesforce’s enforced move to Lightning Experience. …if none of the profiles that you actually use are Standard (i.e. they’re all ticked/custom) then you don’t need to take any action.
Is Salesforce going away?
Salesforce have given no indication that it is going away. However, they have confirmed that no new features will be released on Classic – meaning that users that remain will lose out on all the valuable new developments. What is going to happen is that everyone using a “Standard User Profile” will be moved over.
Identify Your Needs
The first step of potentially switching to Lightning is to determine whether Salesforce Classic is serving your organization's needs. Has your Salesforce benefitted from managed services? Are you enjoying more efficient productivity levels? The essential thing to address is if your company and its employees are resistant to change.
Check On the Features
Suppose your CRM fails to meet your growing needs, complicates your workflows and processes, and affects your day-to-day critical operations. In that case, it is time to collect all the adequate information you need for a gap analysis of Classic and Lightning.
Test Your Hypothesis
If your business might benefit from Lightning after conducting any analysis, it is time to test pilot the Lightning UI. Conduct a comparison study with two or more groups of users, give them a taste of what the software is like, and determine if it will work its magic for your company or not based on these combined calculations.
Tick the Lightning Experience Readiness Check
You may then proceed to the Lightning Experience Readiness Check If your test drive results in a good outcome. It is a simple method to determine if your company is ready or almost ready to use a new platform. The Readiness Check tool can provide an essential and easy-to-understand readiness assessment.
Pull Your Team Together
Sometimes, people hate it when pushed into unfamiliar territory after using a well-loved and well-accepted UI. It creates degrees of confusion and discomfort. When this happens, it may be a significant barrier to change. To address this, you must plan for the transition.
How to switch to Lightning Experience in Salesforce?
To switch to Lightning Experience from Salesforce Classic, click your name in the Salesforce Classic header, then click Switch to Lightning Experience . And here is the screenshot of the attempt to do that: I can not find the Switch to Lightning Experience button, help me, please.
What happens after you enable Lightning?
After you enable Lightning for the org, you have to grant permissions to your users in their Profile or in a Permission Set. Make sure the "Lightning Experience user" permission has been granted to your user.
What is Lightning Voice for Salesforce?
Speaking of new features, Lightning Voice for Salesforce is a game-changer for salespeople. It connects them to customers and prospects faster than ever by enabling voice calls directly within Sales Cloud. This means wherever you are using Salesforce, including on your mobile device, you can make and receive calls in context, while taking notes and logging these calls at the same time. You can even choose a number that’s local to your territory.
Is Salesforce1 a mobile app?
In fact, the Salesforce1 Mobile App is built on top of the Lightning Platform. Both innovations served as catalysts for the reimagined Lightning desktop experience. Any and every customization that happens there is immediately accessible on any mobile device via Salesforce1.
Desktops and Laptops
Salesforce supports these following browsers. Make sure that your browsers are up to date. Other browsers or older versions of supported browsers aren’t guaranteed to support all features.
Tablets
Use Apple Safari on iPadOS (iOS 13.x) or later. Portrait orientation and orientation switching aren’t supported on Lightning Experience on iPad Safari. Use landscape orientation and maximize your Safari browser to full width. To avoid orientation switching, turn on the iPad rotation lock.
