The Lightning Experience Readiness Check is a Salesforce Report that evaluates the organization on how it uses Salesforce Classic. It can help you estimate the effort it will take to switch over. This report explains the challenges to overcome and the pain points to resolve before subscribing to Lightning.
Table of Contents
What is Salesforce lightning experience and why is it important?
Lightning Experience is the result of everything we’ve learned from you over the past years and releases. Lightning Experience is the killer sales and service app you can deliver to your teams. What About the Previous User Experience? It’s still here, and for the purposes of clarity, we’re calling it Salesforce Classic.
What are the different user interfaces in Salesforce lightning experience?
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This module is designed for Lightning Experience. You can learn about switching between interfaces, enabling Lightning Experience, and more in this module.
How do you roll out Salesforce lightning experience?
You need to decide whether to start with a pilot for a small group of users (like a preview) or go big and roll out Lightning Experience to all users at once (head straight to Broadway). And then you’ll actually put on the show. It takes a team to roll out any Salesforce project. For your Lightning Experience transition, get that team going now.
Why move your business operations to lightning experience?
Welcome to Lightning Experience. 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.
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.
What is meant by lightning experience in Salesforce?
Lightning Experience is a modern user interface that helps your sales reps sell faster and your service reps support customers more productively. Lightning Experience includes many new features and entirely redesigned pages, but not every Salesforce feature is supported in Lightning Experience.
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.
Why should I upgrade to Salesforce lightning?
By switching to Lightning, you can seize on the latest research-based, and idea exchange innovations from Salesforce. You will be able to maximize your Salesforce investment by taking advantage of each and every Lightning improvement Salesforce makes, thanks to three automatic upgrades a year.
What is difference between Salesforce Classic and Lightning experience?
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.
Who uses Salesforce Lightning?
Salesforce Field Service Lightning is most often used by companies with >10000 employees and >1000M dollars in revenue….Who uses Salesforce Field Service Lightning?CompanyHoughton Mifflin Harcourt CoCountryUnited StatesRevenue>1000MCompany Size1000-50002 more rows
What are the disadvantages of lightning?
Disadvantages of lightening: 1. It causes damage to property like buildings, crops etc. 2. It causes damage to life by killing plants, animals and humans.
What language does Salesforce Lightning use?
Lightning web components are custom HTML elements built using HTML and modern JavaScript.
Is Salesforce lightning slower than classic?
It has been a long time since the Salesforce Lightning Experience has released, and it has proven itself to be more efficient than the Classic version of Salesforce. However, as a client-side base platform, the users are likely to face slow load speed issues while making the transition.
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.
What does Salesforce Lightning look like?
0:021:48Introduction to Salesforce Lightning – YouTubeYouTubeStart of suggested clipEnd of suggested clipLightning it’s more than a new user. Experience. It’s the next level of Salesforce that everyoneMoreLightning it’s more than a new user. Experience. It’s the next level of Salesforce that everyone wants a framework for fast customization an ecosystem of ready-made apps and components.
Is Salesforce Classic being retired?
While Salesforce is not ready to kill Classic, they are making it very clear that Lightning is the way they want users to go. Around January 7, 2020, the Lightning Experience will be switched on automatically for all users, meaning they’ll see the Lightning interface when they log on.
What is Lightning Experience?
Lightning Experience is a streamlined, action-oriented environment that promotes an efficient sales workflow. In every context, pages focus on the most important information first. Workspaces make your sales process clear, supported by best practices at every step. Separate tabs for details, related information, and collaboration bring order to pages and reduce the amount of scrolling to find things. Actions like taking notes, making calls, and sending emails are right where they’re needed, in context. And baked-in intelligence, from news and insights to Salesforce Einstein, tees up teams to close more deals in less time.
How to maximize the value of moving your business operations to Lightning Experience?
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. …
What is Lightning framework?
The Lightning framework is a productivity boon for developers too. It’s fast to create custom Lightning components using the building blocks we include in the framework. And that’s just the start. The framework provides many other tools to help developers. For example, the Salesforce Lightning Design System is a complete styling library so developers don’t have to write their own HTML or CSS. Lightning Data Service consolidates data access code in reusable components, eliminating the need to write controller code. That’s just scratching the surface. But the added efficiency for developers is obvious: all this reduced complexity means that developers can code faster and spend less time on performance and quality testing.
What is service cloud for lightning experience?
With Service Cloud for Lightning Experience, service agents are on the case resolution fast track. The Lightning Service Console is a high-productivity workspace with a single view of every customer so service agents don’t have to waste time toggling between multiple apps. The console guides agents through your case management process, and makes every step faster to complete with efficiencies like split view, drag-and-drop attachments, and case detail hovers. Add Lightning Knowledge to the mix and agents have the tools to find and share the right information, attach articles, and get to closed cases faster.
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.
How to make your users more efficient?
Make your users more efficient and allow them to switch between apps that you can brand and customize. Create records and access recent records and lists for certain items directly from the navigation bar.
What is exactly the Salesforce Lightning Experience?
Lightning Experience is the modern, and new user interface using Salesforce. The latest Salesforce version proves to be effective in bringing about transformation in the way how your organization interacts. It is not only faster but also offers enhanced functionality as well as modern appearance to your Salesforce platform.
Is your Organization Ready for Lightning Experience?
After knowing all the features and benefits of the Salesforce Lightning Experience, you will definitely want to make a switch to the intelligent user interface. However, making the transition is not easy. Knowing the preparedness of your organization is essential to ensure a smooth transition to the Salesforce Lightning Experience.
Winding Up
Apart from all these elements of the Salesforce Lightning Experience assessment, you also need to customize your dashboards and analytics. This will enable your organization to take maximum advantage of the new reporting capabilities.
When will Salesforce turn on Lightning Experience?
Salesforce will turn on Lightning Experience on a rolling basis starting on January 7, 2020 for all orgs with Supported Editions and User Licenses for Lightning Experience. After the update, all users with the Lightning Experience User permission enabled can switch between Lightning Experience and Salesforce Classic.
What are the benefits of Lightning Experience?
With all its new features and redesigned pages, there are many key benefits to using Lightning Experience. We can’t cover everything in this post, but here are some of the highlights: 1 Efficient navigation and the ability to switch between custom-branded apps 2 Quick access to productivity tools like Notes and Recent Items in the utility bar 3 New record layouts that focus on what you can do instead of what you can view 4 Turbocharged list views that let you easily filter and visualize your data 5 Beautiful dashboards with components that span both columns and rows 6 Sleek report views that you can filter quickly to see the data that’s most important to you
Is Critical Update a forced transition to Lightning?
The Critical Update is not a forced transition to Lightning. All customers will still have the option of switching back to Classic, and through the use of custom profiles and permission sets, system administrators have the option of not showing Lightning at all to users until you’re ready.
Can you still use Lightning in Salesforce?
That means, yes, Classic will still be accessible to your users. But the fact that Lightning will be turned on in all orgs also means that you shouldn’t ignore Lightning very much longer.
Is Salesforce switching to Lightning?
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. Moving forward, all innovations will be in Lightning Experience. Customers who have transitioned to Lightning Experience achieve higher productivity through reimagined …
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 to do with evaluation work?
With the evaluation work wrapped up, pull your Readiness Report and other research together into a plan for rolling out Lightning Experience. Of course you’ll cover the scope of the implementation work and the timeline for the project. We also recommend defining strategies for moving users to the new interface and preparing them for the coming change. Let’s look at both of these points more closely.
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.
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What is sharing for Lightning Knowledge?
Sharing for Lightning Knowledge lets you take advantage of the features you already know, such as organization-wide defaults,access by owner role hierarchies, and criteria-based rules. When you make the switch to sharing for Lightning Knowledge, you canmanage article access based on fields within the article instead of data categories.
What is Lightning App Builder?
Use the Lightning App Builder to configure the default record page to match your users’ workflow. Your Lightning page consists ofarticle page layouts and the components you choose for your users.
How many versions of Salesforce Knowledge are there?
Every Salesforce Knowledge article can have several versions: one draft, one published, and several archived versions, and each ofthese versions can have multiple translations. Thus, the total number of article versions in an org can be much higher than the numberof articles. When scaling your org, pay attention to both the total number of article versions and edition-specific limits on articles.
What is target in Salesforce?
The target corresponds to the link’s target attribute in the source HTML. This target determineshow links open in Salesforce Classic and outside Salesforce, like in your Salesforce and ExperienceCloud sites.
Why is it important to have a robust knowledge base?
With a robust knowledge base, customersreceive service faster or even solve their own issues.
Can agents share articles in Salesforce?
Agents can insert links to articles from a Salesforce Site or Experience Cloud sites into the case feed .In Lightning Experience, your agents can share article URLs in email, social posts, and chat andmessaging conversations. In Salesforce Classic, your team can send article URLs in the email, social,and Experience Cloud publishers.
Is there a knowledge footer in Lightning?
The Knowledge footer is not in the Lightning Service Console. Instead, add the Knowledge component to any object’s record homepage. You can also create a global action or an object-specific quick action to create a knowledge article from any object. However,suggested articles and related actions are available only with cases.