How to convert salesforce classic to lightning


In salesforce classic (old UI),at the top corner,click on the name,in the drop down “Switch to Lightning Experience” link will be available to switch to lightning if it is already enabled.If not,go through the link enter link description here to enable it

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 do I switch from Salesforce classic to lightning?

Supported Browsers and Devices for Lightning Experience

  • Salesforce doesn’t support nonbrowser applications that embed WebView or similar controls to render content for Salesforce Classic or Lightning Experience. …
  • You can’t access Lightning Experience in a mobile browser. …
  • You can access Lightning Experience on iPad Safari. …
  • Lightning Experience doesn’t support incognito or other private browsing modes.

What is difference between Salesforce classic and lightning?

  • Account, Contact, Lead, and Opportunity Management
  • Email Integration (Gmail, Outlook)
  • Mobile App

How to migrate to lightning experience from classic Salesforce?

Lightning Knowledge is simply Salesforce Knowledge in the Salesforce Lightning Experience. As you likely know, making the move from Classic to Lightning can be a major undertaking. But there are many reasons why it’s better to move sooner than later.

What do you need to know about Salesforce Lightning?

Specifically, we think that:

  • You should be comfortable reading and writing JavaScript. …
  • It would be great if you know Apex. …
  • If you’re coming to Lightning components from Visualforce, be sure to add the Apply Visualforce Skills to Lightning Components trail to your task list. …

How do I switch from Salesforce Classic to lightning?

Change the UI from Salesforce Classic to Lightning ExperienceClick your name.Click Switch to Lightning Experience.

How is lightning different from classic Salesforce?

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.

How do I turn off classic mode in Salesforce?

In Salesforce Lightning, go to Setup. On the Quick Find box, enter lightning then click on Lightning Experience Transition Assistant. On the Optimize Phase, click on Go to Steps link. Click on Turn Off Salesforce Classic for Your Org to expand it.

How do I turn on Salesforce lightning?

2:264:43How to enable Salesforce Lightning – YouTubeYouTubeStart of suggested clipEnd of suggested clipYou go to setup. And then click on lightning experience. And then down at the very bottom here. You’MoreYou go to setup. And then click on lightning experience. And then down at the very bottom here. You’ll click on enable.

Is Salesforce Classic being retired?

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.

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.

How do I turn off Salesforce lightning?

Under setup, enter “Lightning” in the quick search and click “Lightning Experience”. Under the subsection “Turn It On” there is also the option to turn it off.

Can a user be enabled both in Salesforce Classic and Salesforce lightning?

Users added after Lightning Experience is turned on Lightning Experience-enabled users can continue accessing Salesforce Classic! These users automatically get the Switcher, which allows them to switch between the new and classic interfaces, as needed.

How do you activate lightning?

Required Editions and User Permissions To open your app page, from Setup, enter Lightning App Builder in the Quick Find box, select Lightning App Builder, and then click Edit next to the page. In the Lightning App Builder, click Activation. Update the activation properties, if desired.

What is Sfdc lightning?

Lightning (Salesforce Lightning) is a component-based framework for app development from that is designed to simplify processes for business users, who typically do not have programming experience.

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.

What are the phases of Salesforce Classic to Lightning?

There are four distinct phases of any Salesforce Classic to Lightning migration process: discovery, planning, training, and optimisation. One of the great things about Salesforce is that it allows you to customize it to your company’s precise CRM needs. But that also means that no two Salesforce Classic to Lightning migrations will look the same.

What are the steps of Salesforce Lightning migration?

You need to set timelines, outline responsibilities, identify key milestones, and create a rollout plan.

What are the new features in Salesforce?

In addition to a new UI and streamlined developer experience, Salesforce has committed to updating Lightning with more innovative features compared to Classic, including the following: 1 Instant Search: Salesforce Lightning provides suggested search results from recent and matching records across objects, speeding up the process of finding individual data points regardless of where the user is searching from. 2 New Salesforce Einstein functions: Salesforce Lightning expands the Einstein feature set, adding artificial intelligence (AI) to a number of sales functions. A few exclusive Einstein features include Account Insights for giving employees real-time access to customer data; Automated Contacts for streamlining data entry based on event activity; and Opportunity Insights for predicting which deals are most likely to reach closed-won. 3 Activity Timeline: Salesforce Lightning provides instant access to a task list for each opportunity, lead, account, and contact. This timeline includes insight into open tasks, planned meetings, recent accomplishments, and more. 4 Path: Salesforce Lightning guides users through sales processes by providing advice and resources specific to each stage of an opportunity. This includes surfacing information about following up with new leads, moving records through the sales funnel, and closing deals.

How to make employees comfortable without Salesforce?

The most effective way to make employees comfortable without Salesforce Classic is to offer on-demand Lightning training with a DAP like Whatfix. We believe on-demand training in the flow of work —a mix of micro and macro learning—is the best way to address challenges during Salesforce Lightning adoption.

Is Salesforce Lightning responsive?

Lightning has a modern interface that, because it was built on top of Salesforce’s mobile application technology, is more responsive across devices. Salesforce Lightning promises faster navigation and a more intuitive user experience thanks to features like a Kanban view, native data visualizations for reporting, and customizable dashboards. …

Is Salesforce Classic retiring?

And while they aren’t retiring Salesforce Classic (yet), the CRM giant is only releasing new features only for LEX. That means one thing: It’s time to build your Salesforce Classic to Lightning migration plan. When Salesforce Lightning launched in October 2015, performance issues and general discomfort with the new user experience limited …

Can you run Lightning testing in Salesforce?

With a strong change management strategy in place, you can start to run trials of Lightning in the Salesforce Sandbox environment. Check performance tests, load tests, and see how custom features look in staging. The more bugs you can work out in the testing environment, the smoother your eventual launch will be.

Assess organizational needs

Did you know that almost half of all CRM projects fail? According to Forrester Research, “under 50% of CRM projects fully meet expectations.”

Conduct a gap analysis

Understanding which features in Salesforce Classic are essential to the success of your organization will help you conduct a gap analysis. This exercise allows you to identify any features in Classic that are or are not supported in Lightning.

Take Lightning for a test drive

If the gap analysis reveals that it’s worth migrating your organization to Salesforce Lightning, then try it out! You wouldn’t purchase a new car before taking it for a test drive, so why wouldn’t you do the same with software?

Check Lightning Experience Readiness

If it’s looking more and more like a migration from Classic to Lightning is the answer, then it’s probably time to run the Lightning Experience Readiness Check. This tool scans features and customizations to generate a personalized report that shows how ready your organization is to migrate to Salesforce Lightning.

Sell the value of change

Once you’ve identified that Salesforce Lightning meets — or perhaps, exceeds! — the needs of your organization, now comes the difficult part: getting everyone on board to make the switch.

Talk to a Salesforce consultant

If you’ve done all of the above and you’re still not sure if migrating to Salesforce Lightning makes sense, then don’t be afraid to ask an expert! At Galvin, our team of Salesforce consultants can help you determine if Salesforce Lightning is right for your organization. We’re happy to answer any questions as well.

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Making the business case

That preamble brings us to an important topic for System Administrators – how do you make the business case to leadership that the time is right to migrate to Lightning? The crux of the argument has to be that if you remain on Classic, you’ll be paying for (in the form of recurring license costs) innovation that Salesforce delivers three times a year, but your company won’t be receiving any of the benefits.

Start studying!

One of the biggest roadblocks of migrating to Lightning is not the cost (i.e. time, resources, business disruption) but the lack of knowledge on Lightning by the System Administrator. If you have been turning a blind eye to Lightning the last two years you’ve got a lot of catching up to do.

Want to learn more?

Come hear me speak at Dreamforce this year as I present “Planning Your Migration to the Lightning Experience – Four Steps to Success” (Admin Track) or download our eBook on Migrating from Classic to Lightning. Additionally, grab some hands-on experience configuring Lightning by tackling the Lightning Experience Specialist Super Badge on Trailhead.


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