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Enable Lightning Experience

Learning Objectives

After completing this unit, you’ll be able to:
  • Understand your Lightning Experience rollout options.
  • Enable Lightning Experience for your organization.

Your Lightning Experience Rollout Strategy

Based on our experiences and those of the thousands of customers who’ve already moved to Lightning Experience, we defined a path that you can follow for your own journey. The path is a framework that recommends the structure and best practices for a successful transition. Use the steps that make sense for your company as you roll out Lightning Experience to your org.

Depending on the size of your organization, you could be working with a Change Management department or have a project manager assigned to the transition. Or perhaps you’re the one charged with organizing and executing the transition from start to finish. However the work gets divvied up, use the Lightning Experience Rollout module to help define your overall rollout strategy.

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 prepare for and enable Lightning Experience for your users.

Let’s dive into the details.

Recommended Features for Lightning Experience

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 directly benefit each group of users that you transition. Then keep iterating 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.
My Domain
Create a subdomain with the Salesforce My Domain feature. A My Domain subdomain helps you manage login and authentication. Set up a My Domain subdomain to use Lightning components in Lightning component tabs, Lightning pages, the Lightning App Builder, and standalone apps. To set up a subdomain in your production org, see the User Authentication module. My Domain is already turned on in all Trailhead Playgrounds. Do not attempt to turn on My Domain, or change its settings, in your Trailhead Playground.

We review some of these features in more depth later on.

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

Set Up Users for Lightning Experience

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.

Note

Note

Okay, if you use Group Edition, that’s overstating things. You can’t remove the Lightning Experience User permission from your org’s standard profiles, and custom profiles aren’t available. So it’s “all or nothing” in Group Edition. But you can control who switches immediately to the new interface and who remains in the classic interface until they’re ready to switch themselves.

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.

Do you have users with standard profiles who shouldn’t be accessing Lightning Experience yet? Move these users to custom profiles that don’t include the Lightning Experience User permission.

For users assigned to custom profiles, decide who gets Lightning Experience access now and who you’ll set up later. Consider these options.

  • Want to test Lightning Experience with a small group of custom profile users without giving access to everyone assigned to these profiles? Create a permission set that includes the Lightning Experience User permission. Then apply the permission set to each pilot user.
  • Interested in rolling out Lightning Experience to everyone assigned to specific custom profiles? Or ready 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.

    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.

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.

What Happens When Users Get Access to Lightning Experience

  • When Lightning Experience is turned on

    All users who exist at this time remain in Salesforce Classic when they’re assigned the Lightning Experience User permission. This is true whether an existing user has the permission when Lightning Experience is enabled or is assigned the permission later on. It doesn’t matter if the user permission comes from a standard profile, a custom profile that has the permission enabled, or a permission set.

  • After Lightning Experience is turned on

    Things change for users who are added to your org after Lightning Experience is enabled. These users get Lightning Experience as their default interface whenever they’re assigned the Lightning Experience User permission. Again, it doesn’t matter if the user permission comes from a standard profile, a custom profile that has the permission enabled, or a permission set.

All Lightning Experience-enabled users automatically get the Switcher, which allows them to switch between Lightning Experience and Salesforce Classic, as needed.

Manage Salesforce Classic Access

When you’re ready for users to call Lightning Experience home, there are several options for driving adoption. Choose what’s right for each user.

  • Encourage users to stay in Lightning Experience by automatically switching them out of Salesforce Classic on a daily or weekly schedule. Users can return to the classic interface, but they’ll keep getting switched back to Lightning Experience at the next scheduled interval. See Encourage Users to Stay in Lightning Experience.
  • When you’re ready for users to dive into Lightning Experience without looking back, you can remove the option to switch back to Salesforce Classic. See Make Lightning Experience the Only Experience for Some Users.
Note

Note

If you turned on Lightning Experience before the Winter ’20 release, or if the interface was automatically enabled for your org via the Turn on Lightning Experience critical update, Salesforce Classic might be the default interface for some users. When these users are trained and ready to go, it’s easy to make Lightning Experience their default instead. See Switch Users to Lightning Experience.

Turn Lightning Experience On!

With the right users set up for Lightning Experience, you’re ready to go live. Fortunately, it’s easy to turn on Lightning Experience using the Lightning Experience Transition Assistant.

Screenshot of the Lightning Experience Transition Assistant in Setup.

  1. From Setup in Salesforce Classic, click Get Started in 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).
  4. Click the button next to Turn on Lightning Experience (4).

Screenshot of the step for turning Lightning Experience on from the Transition Assistant.

That’s it! The users you’ve enabled and set up to immediately switch to the new interface automatically start enjoying Lightning Experience when their current session refreshes or when they log in. The users you’ve enabled but opted to leave in Salesforce Classic now have access to the Switcher and can switch to Lightning Experience whenever they want.

Switching Between Lightning Experience and Salesforce Classic

Which they can use to...wait for it...switch between Lightning Experience and Salesforce Classic anytime they need.

The Switcher is smart. Whenever you switch, it remembers that user experience as your default preference. So if you switch to Salesforce Classic, the classic interface becomes your default preference. If you switch back to Lightning Experience, the new interface becomes your default preference. And so on and so on.

How do you get to the Switcher?

In the Salesforce Classic header, click Switch to Lightning Experience. (The Switcher link is also available from a user’s profile menu.)

Switcher in the Salesforce Classic header

In the Lightning Experience header, click the profile picture and select Switch to Salesforce Classic.

Switcher in the Lightning Experience header

A Few Switcher Gotchas

Switching between Lightning Experience and Salesforce Classic affects the underlying URL routing logic and can lead to some unexpected results when links are resolved. There can be snags with bookmarks and sharing links in emails or Chatter posts—especially if only a subset of your users has access to Lightning Experience.

If a user clicks a link to something that’s not supported in Lightning Experience, Salesforce switches to Salesforce Classic in 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

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. Remember, you can roll out Lightning Experience to a specific set of users using profiles or permission sets.