How to migrate salesforce classic to lightning


How to Migrate Salesforce Classic to Lightning?– Steps to Migration

  • Step 1: Salesforce Classic to Lightning Migration Buy-In. First, you must obtain buy-in not only from management but…
  • Step 2: Lightning Experience Readiness Check. The Readiness Exam Salesforce Report analyses your organization and how it…
  • Step 3: Optimizer Report. Once you understand how the…

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.”)


Table of Contents

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.

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.

Why to move to Salesforce Lightning?

  • Switch back to Classic
  • Select the Reports tab
  • Locate the reports (or dashboards) that you want to move
  • Click on the report and drag and drop into the correct folder

How do I switch to classic view in Salesforce?

  • From Setup, enter Analytics in the Quick Find box, then select Settings.
  • Select Enable dashboard designer, and then click Save.
  • For each user that builds dashboards, assign the “Create and Edit Analytics Dashboards” user permission to them.

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.

Can you still use Salesforce 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.

How do I switch from classic to lightning in Salesforce IPAD?

One you have logged into your Salesforce instance, click the Share Button from the top right corner, then scroll to the right to find additional sharing options. Click “Request Desktop Site” for Safari to refresh the Salesforce page to display Lightning. The page will refresh and will show the Lightning interface.

Is Salesforce Classic being retired?

In June of 2023, Salesforce will officially retire Salesforce for Outlook.

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 I get to Salesforce lightning?

0:001:27Switch from salesforce Classic to Lightning Experience – YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd I click the drop down menu here next to my name and if your environment has been migrated toMoreAnd I click the drop down menu here next to my name and if your environment has been migrated to lightning you’ll see the option here to switch to lightning experience.

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…•

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.

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 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.

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 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.

Why is segmenting important in moving?

Segmenting allows you to begin your move sooner, support smaller numbers of people with each shift, and focus on smaller lists of business and technical requirements at a time. Segmenting also allows you to learn as you go, working out kinks in the process.

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.

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:

1. Evaluate With Lightning Experience Readiness Report

The first step during Lightning migration is to evaluate your Salesforce Org. Understand how Classic is used and how the upgrade will impact users. Drill down on the specifics of which Classic features are essential and which Lightning features will improvise them.

2. Perform a Test Drive with the Migration Assistant

Before the actual migration, test Lightning. Pick a Salesforce superuser or a group of users and ask them to complete all their tasks using the Lightning Experience for a day or two. Ask them to rely on the Lightning Migration Assistant to conduct the test run. It is a handy tool as it guides users through the process of implementation.

3. Rollout of the Salesforce Lightning Migration

Keep the final rollout of Lightning straightforward by using the Migration Assistant again. Let it guide you through the process of installing each component. Utilize the instructions provided by the Transition Change Management Hub to make the shift.

What is apty in Salesforce?

Apty includes advanced tracking and insights to give you actionable recommendations on how to improve your process and Salesforce utilization. If you have a multistep process, you can use Apty to identify what step is causing a breakdown.

What is the switch to Salesforce Lightning?

Switching to Salesforce Lightning is a huge undertaking and will require planning, training, and optimization. This guide outlines the five major phases of a Lightning implementation plan to give you an idea of what to prepare for as you prepare to make the switch to Salesforce LEX.

What is apty in multistep?

If you have a multistep process, you can use Apty to identify what step is causing a breakdown. From there, you can deploy additional support content, like a Workflow, Launcher, or Tooltip, to solve the problem. With Apty, you can address the real issue instead of blindly investing in more training.

How to get value out of switching to Lightning?

To get the value out of switching to Lightning, you’ll need to monitor and analyze your Salesforce usage. This is another area where Apty’s adoption features can help. After making the switch to Lightning, many companies fail to identify where users are struggling.

Will Salesforce stop supporting Classic?

Also, between the January 2020 update that turned on Lightning Experience for all organizations and ceasing development of new features for Classic, it’s not unreasonable to assume that eventually, Salesforce could stop supporting Classic or force organizations to migrate.

Is Einstein Analytics a standalone platform?

Einstein (Wave) Analytics: Salesforce Classic depends on standard reporting types on the other hand Einstein analytics is a different beast altogether. It is a standalone platform that has its own database which is fetched from Salesforce and updated at regular intervals.

Can you switch to Lightning in Salesforce?

Salesforce is not forcing organizations to switch to Lightning. Organizations can still use Salesforce Classic, but this latest update is an excellent reminder that if you haven’t already done so, you should make a plan for how to implement the Lightning experience.

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.

Why is Salesforce a big name?

Salesforce is a big name in the industry because of its products. Salesforce designs its products in such a way that it is easy to configure and use.

Does Salesforce have Lightning Experience?

Salesforce is not only adding new features to Lightning Experience (for example, Kanban View and Report Builder (beta), etc., but, it is also putting effort to migrate features from the Classic interface to Lightning Experience (For example, Collaborative Forecasts, Enterprise Territory Management, and, Add a Case Comment from a Related List, etc).

Is Lightning Experience better than Salesforce Classic?

The Lightning interface provides a more natural user experience than the familiar Salesforce Classic. It may take some time for users to adjust to the Lightning Experience. But, the advantages of Lightning Experience makes the adjustment worthwhile. Lightning Experience user Interface is faster, quicker to customize, and easier to maintain.

Is Salesforce Classic available in Lightning Experience?

Currently, all features from Salesforce Classic are not available in Lightning Experience. But, this need not be a roadblock for you. Winter’18 release will give you hundreds of reasons to switch to Lightning Experience. Some of the key features that are now available in Winter’18 Lightning Experience include – Territory Management, …

Can VP of Sales assign tasks to multiple users?

Usually, VP of Sales is not going to create a task and assign it to multiple users – instead of working on numbers. If so then, identify such users, and migrate only them to Lightning Experience. The key is to identify such users. By migrating few users to Lighting Experience, it will be easier for you to train them and they can, in turn, …

Planning and safeguards

As with any migration, you need effective planning. It is not a case of switching from one interface to the other. It does take careful planning.

What is affected during the migration?

It is important to understand what might be affected during the migration and what won’t.

Potential migration challenges and how to avoid them

Throughout the course of helping many customers migrate to Salesforce Lightning, there are challenges that continue to arise. We will share these here, so you can prepare for a successful migration.


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