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How to Transition to Lightning
Experience
Salesforce Spring
salesforcedocs
Last updated January
Copyright Salesforce Inc All rights reserved Salesforce is a registered trademark of Salesforce Inc as are other
names and marks Other marks appearing herein may be trademarks of their respective owners
CONTENTS
How to Transition to Lightning Experience
Its Time for Lightning Experience
Discover Phase Start Your Lightning Experience Transition
Roll Out Phase Get Ready to Launch Lightning Experience
Optimize Phase Make Lightning Experience Stick
Find Your Way Around Lightning Experience
Lightning Experience Considerations
Lightning Experience Transition Info Center
HOW TO TRANSITION TO LIGHTNING EXPERIENCE
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
readytoinstall 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 youre entitled to by transitioning your org to the new
user interface Lightning Experience As an admin you are your companys trusted advisor for all
things Salesforce and youll 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
EDITIONS
Available in Group
Professional Enterprise
Performance Unlimited
and Developer Editions
Its Time for Lightning Experience
The time for Lightning Experience is now Salesforce Classic isnt 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 orgs 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 youre ready to start preparing your organd your usersfor
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 to the new interface
Optimize Phase Make Lightning Experience Stick
The transition project doesnt end when you give users access to Lightning Experience Busy people arent 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 disorientingespecially when youre able to work in the original interface with your eyes closed To hone your Lightning
Experience chops lets look at where some of the most common Salesforce features landed in the new interface
Lightning Experience Considerations
Lightning Experience reenvisions Salesforce and as a result there are some classic features that have been implemented differently
or dont 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 thats 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
How to Transition to Lightning Experience
Its Time for Lightning Experience
Its Time for Lightning Experience
The time for Lightning Experience is now Salesforce Classic isnt 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
EDITIONS
Available in Group
Professional Enterprise
Performance Unlimited
and Developer Editions
A Framework for Transitioning to Lightning Experience
Based on our experiences and those of the thousands of customers who have already moved
to Lightning Experience we defined a path that you can follow for your own journey The path
is a framework that recommends the structure and best practices for a successful transition Use the steps that make sense for your
company as you roll out Lightning Experience to your org
Salesforce Classic Doesnt Go Away When You Move Users to Lightning Experience
Saying hello to Lightning Experience doesnt mean saying goodbye to Salesforce Classic You and your users can easily move between
the new and classic interfaces as needed So even if Lightning Experience isnt a perfect fit yet theres no risk in starting to roll it out
Some occasional switching is worth getting the productivity benefits from the new experience
A Framework for Transitioning to Lightning Experience
Based on our experiences and those of the thousands of customers who have already moved to Lightning Experience we defined a
path that you can follow for your own journey The path is a framework that recommends the structure and best practices for a successful
transition Use the steps that make sense for your company as you roll out Lightning Experience to your org
For easier manageability and a faster transition we recommend approaching things in three phases The phases break down into a few
stages each with a set of recommended activities
Discover
Learn how Salesforce Lightningfrom the platform and ecosystem to the user experiencebenefits
your company
Evaluate your orgs business priorities and technical strategy and your orgs readiness for Lightning
Experience
Plan for your rollout by deciding to move users in groups or all at once Decide how to train and prepare
users for the coming change and how to measure your success
Align with stakeholders and executives to make the case and get the green light
Roll Out
Prepare users for Lightning Experience with change management activities that educate and excite
Implement productivityenhancing features that are available only in Lightning Experience to give your
users a boost
Adjust existing customizations and features to work in Lightning Experience
Launch Lightning Experience to users
Optimize
Measure that youre hitting your goals improving the business and delivering what users need
Motivate users to adopt Lightning Experience and give up Salesforce Classic
Iterate on your rollout plan by fixing priority issues refining the experience and addressing new use
cases
Turn off Salesforce Classic for your org and call your transition finished
How to Transition to Lightning Experience
Meet the Lightning Experience Transition Assistant
Dont worry this doesnt have to be a massive lengthy effort In fact many customers began moving users within a month or two of
starting their transitions We recommend taking an iterative agile approach where you break up the workand the number of users
you moveinto a few groups
Depending on the size of your organization you could be working with a Change Management department or have a project manager
assigned to the transition Or perhaps youre the one charged with organizing and executing the transition from start to finish However
the work gets divvied up use the Lightning Experience Transition Assistant to follow the path
SEE ALSO
Meet the Lightning Experience Transition Assistant
Video Plan for a Phased Rollout Starting with a Pilot
Meet the Lightning Experience Transition Assistant
Looking for help with moving your org from Salesforce Classic to Lightning Experience Meet the
Lightning Experience Transition Assistant your central hub for all of the recommended activities
tools and resources for a successful transition
Accessing the Transition Assistant in Salesforce Classic is a nobrainer From Setup click Get Started
in the Lightning Experience Transition Assistant tile at the top of the menu
The Transition Assistant is available from Setup in Lightning Experience too Click Lightning
Experience Transition Assistant at the top of the menu
EDITIONS
Available in Group
Professional Enterprise
Performance Unlimited
and Developer Editions
USER PERMISSIONS
To use the Lightning
Experience Transition
Assistant
View Setup and
Configuration
AND
Customize Application
How to Transition to Lightning Experience
Meet the Lightning Experience Transition Assistant
The Transition Assistant guides you through each phase and stage on the path to Lightning Experience
Discover phase Learn about the benefits and return on investment that your company gets with Salesforce Lightning and assess
your orgs readiness for moving to Lightning Experience Then plan your rollout and change management strategies and align with
stakeholders on transition goals
Roll Out phase Get ready to roll out Lightning Experience by preparing your users and preparing your org Turn on key Lightning
Experience features and adjust existing customizations Then launch Lightning Experience to your users
Optimize phase Drive user adoption of Lightning Experience and iterate on the rollout plan with more users new use cases and
continuous improvement Finish your transition by turning off access to Salesforce Classic
In each phase you get stepbystep instructions and tools that speed up transition tasks Activities are grouped into a series of stages
that keep you organized and help you track your progress To see the recommended activities in a stage click the icon
How to Transition to Lightning Experience
Meet the Lightning Experience Transition Assistant
The Transition Assistant is designed to move you quickly and efficiently along the path to Lightning Experience But you can tackle
activities in whatever order makes sense for your org Theres no need to fix everything at once or follow every step And because we
recommend taking an iterative approach you can repeat activities until youve moved all of your users to the new interface
The Transition Assistant helps you keep track of the work youve completed and where youve left off by showing when youve taken
an action and when youve completed a stage
How to Transition to Lightning Experience
Meet the Lightning Experience Transition Assistant
SEE ALSO
A Framework for Transitioning to Lightning Experience
Lightning Experience Enablement Pack
Lightning Experience Enablement Pack
To help jumpstart your move to Lightning Experience we provide an Enablement Pack thats chockfull of rollout resources and
customizable templates Use the pack to prepare for and complete a successful Lightning Experience transition
Whats included
Lightning Experience presentation deck for demoing the new experience to your execs stakeholders and teams
Customizable user training deck for delivering inperson training to get your users excited about and prepared for the new interface
Sample email drip campaign for raising awareness about the coming launch and promoting key features
The pack also includes resources for planning your rollout including a project schedule template and a rollout checklist to keep you
focused and on track
How to Transition to Lightning Experience
Salesforce Classic Doesnt Go Away When You Move Users
to Lightning Experience
Lightning Experience Migration Assistant
The Lightning Experience Migration Assistant has been replaced by the Lightning Experience Transition Assistant your central hub for
all of the recommended activities tools and resources for a successful transition
For more details see Meet the Lightning Experience Transition Assistant
Salesforce Classic Doesnt Go Away When You Move Users to Lightning
Experience
Saying hello to Lightning Experience doesnt mean saying goodbye to Salesforce Classic You and
your users can easily move between the new and classic interfaces as needed So even if Lightning
Experience isnt a perfect fit yet theres no risk in starting to roll it out Some occasional switching
is worth getting the productivity benefits from the new experience
Ideally Lightning Experience meets the needs of everyone in your org But just in case someone
needs access to a feature or tool thats still back in the classic interface we provide the Switcher
All users who have access to Lightning Experience automatically get the Switcher Which they can
use towait for itswitch between Lightning Experience and Salesforce Classic anytime they need
EDITIONS
Available in Group
Professional Enterprise
Performance Unlimited
and Developer Editions
In the Lightning Experience header click the profile picture and select Switch to Salesforce Classic
In the Salesforce Classic header click Switch to Lightning Experience The Switcher link is also available from a users profile
menu
When switching out of Salesforce Classic a user lands on the same page in Lightning Experience if it exists If the same page isnt
available in Lightning Experience the user sees their default landing page instead
How to Transition to Lightning Experience
Discover Phase Start Your Lightning Experience Transition
Each time a user switches to Lightning Experience or Salesforce Classic that interface becomes the users default interface
SEE ALSO
Gotchas If Users Switch Between Lightning Experience and Salesforce Classic
Set Up User Access to Lightning Experience
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
orgs readiness for the new interface Then plan your rollout and change management strategies
and align with stakeholders on your transition goals
EDITIONS
Available in Group
Professional Enterprise
Performance Unlimited
and Developer Editions
Learn What Makes Lightning Experience So Special
To maximize the value of moving your business operations to Lightning Experience invest
some time in learning about the possibilities 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
When you understand your options youre well set to design a thoughtful transition that reevaluates existing customizations and
eliminates old problems And youre armed with the data to make a compelling case to your leadership and other decision makers
Evaluate Lightning Experience Benefits and Readiness
As you prepare for the transition to Lightning Experience there are three issues to evaluate how does the change benefit your
company what work is needed to prepare for the change and how much will it cost This is the stage to make the case for moving
to Lightning Experience by calculating the return on investment your company will get and defining what your Lightning Experience
implementation will look like Use the information you collect in this stage to define business and technical requirements and the
level of effort for your rollout
Plan Your Lightning Experience Rollout
After completing an evaluation to understand your business goals and technical issues pull your research together into a plan for
rolling out Lightning Experience As part of the plan decide on the strategies for moving users to the new interface all at once or
in groups and for preparing them for the coming change We recommend rolling out in phases starting with a pilot so you dont
have to do everything at once and can learn and refine as you go The same goes for your rollout plan Dont overplan now and
iterate on priorities after each group that you transition
Align with Stakeholders on Your Lightning Experience Transition
Wrap up the Discover phase by aligning with executive leadership and affected stakeholders on the case for Lightning Experience
Make sure that theres consensus on the business goals technical requirements and your rollout and change management strategies
You need this group to green light your plans and allocate resources for the work And having your leaderships support is key to
building trust with users and helping them understand that moving to Lightning Experience is beneficial and worth their time
Learn What Makes Lightning Experience So Special
To maximize the value of moving your business operations to Lightning Experience invest some
time in learning about the possibilities 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 When you understand your options youre well set to design a thoughtful
transition that reevaluates existing customizations and eliminates old problems And youre armed
with the data to make a compelling case to your leadership and other decision makers
EDITIONS
Available in Group
Professional Enterprise
Performance Unlimited
and Developer Editions
How to Transition to Lightning Experience
Learn What Makes Lightning Experience So Special
Loads of resources in Trailhead and Salesforce Help give you the on the opportunities waiting for you with Lightning Experience
and the Lightning Platform For now lets look at some key features that are available only in Lightning Experience Theyre sure to answer
your users question whats in it for me
Feature
Why Its Cool
Home
Start the day on the new intelligent home page Monitor performance to goal and get news on key
accounts See exactly what needs doing in the Assistant
Grouped Record View
Drive the right behaviors at every stage of your sales process with Grouped view for record pages
Reps work their deals more efficiently with opportunities that promote the right action at the right
time Accounts and contacts drive customer insights easy access to details and clean data with
fieldlevel duplicate matching
Path
Guide reps through the steps of a process such as working an opportunity from a fresh lead to closing
a deal At each step help your team succeed with specific guidance and resources And celebrate
key milestones by tossing some virtual confetti when reps reach a designated Path stage
Activity Timeline
See open tasks planned meetings and accomplishments in the activity timeline on activityenabled
objects Quickly log calls create tasks send emails and more from the handy composer
How to Transition to Lightning Experience
Learn What Makes Lightning Experience So Special
Feature
Why Its Cool
Kanban
Visually review the status of records for most objects Drag records from one column to another For
opportunities get alerts when an action is needed on a key deal
Enhanced Notes
Take better notes with autosave rich text capabilities inline images and versioning Relate a note
to multiple records and share notes with teammates or Chatter groups
Send email through Office or Gmail accounts with your Salesforce email And see the email
messages youve sent in your Office or Gmail Sent Items folder for flawless integration
Collaborative Forecasts
Manage forecast types and sales quotas in Setup Enable territory forecasts product and schedule
date forecasts and custom measure currency and number forecasts Forecast managers can share
their forecasts with any Salesforce user at their company In the opportunity list forecast users can
wrap text and use quick filters to update opportunities And for all forecast types users can hide rows
that contain only zeros
Salesforce Meetings
Effortlessly align with colleagues before sales meetings and engage prospects and customers like
never before When sales reps glance at their scheduled events reps see relevant Salesforcelogged
details about their event attendeeseven external ones During virtual meetings sales teams can
capture their audience with a unique camera and presentation view
Composer Windows
Breeze through those minor but important activities that inevitably crop up during the day without
switching context Quickly log calls create tasks and events and jot down notes all from windows
that open on the current page
File Preview Player
Enjoy a richer file preview experience that doesnt require Adobe Flash Player Vectorbased preview
images render in higher quality and dont degrade on highresolution screens plus they load faster
Scroll through multipage documents preview animated GIFs give fullscreen presentations and
access file actions
Live Feeds
See live posts in group feeds and live comments in all feeds without refreshing the page See whos
commenting while theyre typing
Streams
Easily track related information in one place by combining up to feeds into one superfeedcalled
a stream Create up to streams
Post Pinning
Highlight highimpact posts that otherwise get buried in a busy feed by pinning them to the top of
group and topics feeds
Draft Posts
Now those long thoughtful posts are automatically saved as drafts to the My Drafts feed every seven
seconds Review edit post or delete drafts
Record Linking
Easily link to recently viewed records right from your post Start with a forward slash and begin
entering the record name A selection list shows your recently viewed records Choose one to add
a link to it to your post Before you can link to records from a post or comment your Administrator
must contact Salesforce Support Ask Salesforce to enable and set up the Quill editor for composing
Rich Text content in Chatter
Reports and Dashboards
Get more from your data The report run page is easy to read and filter Animated interactive charts
bring your companys data to life And a new dashboard editor supports flexible layouts and
components that span columns and rows
Favorites
Create shortcuts to frequently accessed pages including records lists and groups
How to Transition to Lightning Experience
Learn What Makes Lightning Experience So Special
Feature
Why Its Cool
Search
Find the right records faster and act on search results with AIpowered Einstein Search Also benefit
from improved global search and lookup search Search results include instant results top results
and recent records
Lightning Apps
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 Console Apps
Navigate and work more productively with optimized workflows and a threecolumn layout View
and edit multiple records at the same time and quickly access utilities such as Sales Dialer and Open
CTI
Salesforce Mobile App
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
Flow Builder
Guide users through multistep processes and associate flows with records using Salesforce
automation tools
Setup Tree and Object Manager 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 thats easier to search
Lightning App Builder
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
Service Setup Flows
Get up and running quickly with Lightning Service Console using servicespecific setup flows These
flows walk you through setting up EmailtoCase integrating with Twitter and Facebook creating
an Experience Builder site and enabling Lightning Knowledge OmniChannel and Chat
Sales Dialer
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
Salesforce Einstein
Supercharge the productivity of your sales service and marketing teams with AI Using key predictions
intelligent recommendations and timely automation everyone can work smarter and faster Some
Einstein features are available for an extra cost
Sales Engagement
Accelerate your inside sales process with a highproductivity workspace Sales managers can create
custom sales processes that guide sales reps through handling prospects Reps can access
productivityboosting features like the Work Queue email templates call scripts and more Plus
you can track how prospects respond to the handling you customize Sales Engagement gives your
sales teams everything necessary for handling prospects in a fraction of the time it took before
Available for an extra cost
SEE ALSO
Video Lets Take Lightning Experience for a Spin
