Go Live with Lightning Experience

With your rollout plan in place, it’s time to prepare your org and users for Lightning Experience so you can go live. We’ll walk through the recommended steps for implementing Lightning Experience features and adjusting existing customizations to work in Lightning Experience. Then we’ll look at how to give users access to the new interface.

Let’s dive into the details.

Take advantage of the hundreds of innovative features in Lightning Experience to transform how users work. There’s a lot to choose from, so start with the features that best benefit the users in the current rollout group. Then keep iterating over time to add even more value.

Activity Timeline

Give users an easier, more efficient way to keep track of current and past activities. All the key details for each task, meeting, logged call, and sent email are bundled together, right on the page with other record details.

Shared Activities

Represent activity relationships more accurately by letting your sales reps relate multiple contacts to individual events and tasks. Shared Activities is forever. After the feature’s enabled, it can’t be disabled.

Enhanced Notes

Help 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 Enhanced Notes, remember to add the new Notes related list to page layouts. Adding the Notes related list lets your users create and read notes directly from their records.

Salesforce 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. Adding the Files related list lets users upload files to records, see files associated with records, and quickly page through files in the visually rich preview player.

Path

To work more efficiently or close more deals, help your users adopt your company’s processes. Set up a process based on an object’s status or stage. Add guidance for success at each step in the process.

News

Give your reps instant access to relevant, timely news about their accounts, contacts, leads, and opportunities. This feature is available only in English, so if your org uses a different primary language, consider whether you want this option.

Home Page

Give your users everything they need to manage their day from the Lightning Experience Home page. Sales reps can see their quarterly performance summary and get important updates on critical tasks and opportunities. You can also customize the page for different types of users and assign custom pages for different profiles.

Duplicate Management

To alert users when they’re about to create a duplicate record, create duplicate rules. Duplicate rules establish whether and when users can create duplicate records in Salesforce.

Lead Conversion

Keep the sales process moving by letting your sales reps convert qualified leads to contacts. At the time of conversion, sales reps select an account for the newly created contact, or create an account if it’s not yet in Salesforce. Reps can also create an opportunity on the spot. Add the Convert button to the Lead page layout.

Lightning Apps

Help users work more efficiently by giving them access to all the data and tools they need. What’s most important to sales reps? Accounts, events, and organizations. How about sales managers? Reports and dashboards make the top of the list. Lightning apps take things to another level past Classic apps by letting you brand your apps with a custom color, logo, and utility bar.

Lightning Console Apps

Have users in fast-paced environments like call centers or contact centers? Console apps are perfect for these situations. Users can view multiple records and their related records on the same screen, and quickly work through records from a list using split view. It’s easy to jump back-and-forth between lists and records without losing track of what you’re working on.

You can enable some of these recommended features from the Lightning Experience Transition Assistant, which is available in Setup. Just look for the Lightning Experience Transition Assistant tile at the top of the Setup menu.

Most of your Salesforce customizations work as-is in Lightning Experience. But there may be some aspects of your implementation that require a little attention for best results. We already talked about running the Lightning Experience Readiness Check to get a report of issues for your org. If your Readiness Report shows there’s work to do, use our handy transition tools to speed things up.

To learn more about each of these tools, see Adjust Your Existing Customizations in Salesforce Help.

As you execute your rollout plan to launch Lightning Experience, make sure that the right users are getting access to the new interface. You can fine-tune access with permission sets and custom profiles, which is great for doing a phased rollout to a pilot group or specific teams of users. Or go for it and set your entire organization loose if things are ready for everyone. You can also control who immediately switches to the new interface, who stays in Salesforce Classic until they switch themselves, and who can’t switch back to the classic interface. The power is yours.

Decide Who Can Use Lightning Experience

Users require the Lightning Experience User permission to access Lightning Experience. By default, this permission is automatically enabled for all users with a standard Salesforce profile. Custom profiles don’t usually include the permission.

Custom profile users: Decide who gets Lightning Experience access now and who you’ll set up later. Consider these options.

• Want to roll out Lightning Experience to a subset of custom profile users without giving access to everyone assigned to the profile? Create a permission set that includes the Lightning Experience User permission. Then apply the permission set to the desired users.
• Ready to roll out Lightning Experience to everyone assigned to a specific custom profile? Or do you want to enable all your custom profile users? Adding the Lightning Experience User permission to profiles is the fastest way to mass-enable the new user interface for users.
  

  Tip

  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. Take care you don’t inadvertently enable or disable other features.

• Have you created any custom profiles by cloning a standard profile? Starting with Winter ’16, custom profiles inherit the Lightning Experience User permission from standard profiles. You can edit these profiles to disable the user permission, as needed.

Standard profile users: If you’re not ready for some of these users to access Lightning Experience yet, move them to custom profiles that don’t include the Lightning Experience User permission.

Note

If you’re limiting Lightning Experience to a subset of your users, try to 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 same rollout group. See Considerations for Switching Between Lightning Experience and Salesforce Classic for more details.

When users are trained and ready to do their jobs in Lightning Experience, give them a head start by making it their default interface. You can assign the default interface on a user-by-user basis.

1. From Setup in Lightning Experience, enter Lightning in the Quick Find box, then select Lightning Experience Transition Assistant. From Setup in Salesforce Classic, click Get Started in the Lightning Experience Transition Assistant tile at the top of the menu.
2. Select the Roll Out phase.
3. Click Launch Lightning Experience to expand the stage.
4. Click Switch Users next to Make Lightning Experience the default interface.

   You see at a glance which users have the Lightning Experience User permission and can be switched, which users are already using Lightning Experience as their default environment, and which users can’t be switched because they don’t have the Lightning Experience User permission yet.

5. Click the + button next to the users you want to switch.
6. Save your selections.

Selected users automatically see Lightning Experience the next time they log in to Salesforce.

You can’t use this tool to switch a user’s default interface back to Salesforce Classic. But a user can switch back to the classic interface on their own, using the Switcher in their profile menu.

Tip

Are you ready to start turning off access to Salesforce Classic? Check out Make Lightning Experience the Only Experience for Some Users in Salesforce Help.

On January 7, 2020, the Turn on Lightning Experience critical update automatically enabled Lightning Experience for orgs that hadn’t already done so. To verify that Lightning Experience is turned on for your org, use the Lightning Experience Transition Assistant.

1. From Setup, select the Transition Assistant tile at the top of the menu (1).
2. Select the Roll Out phase (2).
3. Click Launch Lightning Experience to expand the stage (3).

After Lightning Experience is turned on for your org, the Turn on Lightning Experience toggle (4) is grayed out. It’s not possible to disable Lightning Experience after it has been turned on.

When Lightning Experience is enabled, users who have the Lightning Experience User permission can switch themselves between the new and classic interfaces, as needed. Let’s see how that works.