The new Era of Salesforce-Switch to the Lightning experience

Table of Contents

Enabling Lightning Experience

At this point, you’ve evaluated the benefits of Lightning Experience and are ready to deploy to some or all of your users. Next, we’ll walk you through the technical steps to enable Lightning Experience for your users.

This unit doesn’t cover your overall rollout strategy, which is covered in depth in the Lightning Experience Rolloutmodule.

Let’s dive into the details.

Does My Organization Qualify for Lightning Experience?

These criteria prevent you from enabling Lightning Experience in your org:

Person Accounts: Person Accounts aren’t supported in Lightning Experience. If your org uses Person Accounts, you can’t enable Lightning Experience.
Editions: Contact Manager Edition, Personal Edition, Database.com Edition, and Chatter.com Edition aren’t supported for Lightning Experience. Customers on these editions can’t enable Lightning Experience.

Get Your Org Ready for Lightning Experience

If you haven’t already, consider enabling and setting up these supporting features before turning on Lightning Experience. These features ensure that the new user interface is fully optimized to help your sales reps sell faster and smarter. We’ll look at some of them in more depth later on.

All of these recommended features can be enabled from one place: the Lightning Setup page, which you can find inSalesforce Classic Setup by clicking Lightning Experience.

Related Files: Leverage the rich features and flexibility of Salesforce Files from standard Salesforce objects and your custom objects. Add the new Files related list to page layouts, so users can upload files to records, see files associated with records, and quickly page through files in the modern, visually rich preview player.
Enhanced Notes: Helps your users stay organized with our enhanced note-taking tool. It’s a breeze to create rich-text notes and quickly relate them to specific records. When you turn on Notes, remember to add the Notes related list to the appropriate page layouts.
Sales Path: Make it easy for sales reps to follow your organization’s sales process and get deals to closed. Customize opportunity stages and lead statuses, and the order you want them to appear in the sales path on the opportunity and lead workspaces. Then take it up another notch and add your own coaching steps for each stage or status in the sales path.
Duplicate Management: Create duplicate rules so users are alerted if they’re about to create a duplicate record. Craft your duplicate rules to control whether and when users can create duplicate records in Salesforce.
Lead Conversion: Keep your sales process moving by allowing your sales reps to convert qualified leads to contacts, accounts, or opportunities. Add the Lead Convert action to the Lead page layout.
Account Insights: Give your reps instant access to relevant, timely news articles about their accounts. This feature is available in English only, so if your organization uses a different primary language, you may not want this option. Industries sensitive to privacy issues should consider whether or not to implement this feature. For more information about the privacy issue around Account Insights, see the Salesforce Help.
Social Accounts, Contacts, and Leads: Keep the team up to date by letting reps link their accounts, contacts, and leads to matching Twitter profiles. Users can see Twitter user profiles and people in common in Salesforce and quickly access their tweets.
Shared Activities: Represent activity relationships more accurately by letting your sales reps relate multiple contacts to individual events and tasks. Shared Activities are forever. After they’re enabled, they can’t be disabled. For more information, see theSalesforce Help.

Set Up Users for Lightning Experience

Depending on the size of your rollout, you need to decide how to enable Lightning Experience for your users. If you’re piloting with a small group of users, or if you’re not sure whether you’ll keep Lightning Experience on for good, consider using Permission Sets. If you’re planning a mass rollout, consider updating Profiles.

New to permission sets? There’s a walkthrough for that! $\"Walk$ Walk Through It: Permission Sets

Worried about grumpy users? All users can switch back to Salesforce Classic if they’re having trouble in Lightning Experience.

If you’re in Professional Edition or Group Edition, Lightning Experience is “all or nothing” for you. Once you turn it on, it’s on for all of your users.

If you’re in Enterprise Edition or above, consider these options:

If you have users with standard profiles, consider moving them to custom profiles, because enabling Lightning Experience auto-enables it for any standard profile users.
Create a permission set with the Lightning Experience permission. Apply the permission set directly to the pilot users, then enable Lightning Experience.
Looking to mass enable? Adding the Lightning Experience user permission to the desired profiles is the fastest way to mass enable Lightning Experience. If you’re a data loader ninja, you can save time by updating many profiles at once, but remember, with great power comes great responsibility. Mistakes can inadvertently enable or disable other features.

Turn Lightning Experience On!

Are you ready? It’s easy. To enable Lightning Experience, go to the Lightning Setup page, which is accessible in Setup by clicking Lightning Experience. The slider button at the bottom of the Lightning Setup page enables Lightning Experiencefor your org.

$\"Enable$

Flip that switch, and your journey begins! The next time the users you’ve enabled log in, they automatically start enjoyingLightning Experience.

$\"Note\"$

Remember that access by specific users can be controlled with permission sets and profiles, depending on your edition.

Switching Between Lightning Experience and Salesforce Classic

Meet the Switcher. If you have Lightning Experience enabled, you can use this feature to switch back and forth betweenLightning Experience and Salesforce Classic.

The Switcher is smart. Anytime you switch, it remembers that user experience as your new default preference. So if you switch to Lightning Experience, it is your default user experience until you switch back to Salesforce Classic.

How do you get to the Switcher? In Salesforce Classic, click your name in the upper right corner, and select Switch toLightning Experience from the menu.

$\"switch$

In Lightning Experience, click your profile picture in the upper right corner and select Switch to Salesforce Classic from the menu.

$\"switch$

In Lightning Experience, You will feel very comfortable with analytics related with the list views

$\"lightning$

A Few Switcher Gotchas

Although the Switcher is smart when navigating in Salesforce, direct URL links can cause issues when shared between team members. This means you can run into snags if you enable Lightning Experience for only some members of a functional team, especially if those team members share direct links with each other.

If a user clicks a link to something that’s not supported in Lightning Experience, Salesforce switches to Salesforce Classicin a new tab while the original Lightning Experience window stays open.

Users who aren’t enabled for Lightning Experience can’t access Lightning Experience links, including links posted to Chatter or emailed from a Lightning Experience user.

$\"Tip\"$

Keep all members of a functional team on the same experience. If you have team members who often share links and work closely together, include them all in the pilot. You can roll out Lightning Experience to a specific set of users using profiles or permission sets.

References: A good article written by William Yeh

https://developer.salesforce.com/blogs/isv/2015/08/are-you-ready-for-the-new-lightning-experience.html

Cheers!!!