Launch Your Lightning Experience Pilot

Review the Lightning Experience Readiness Report

Remember back in Step 1 when you ran the Lightning Experience Readiness Check? It can take a little while to receive the Readiness Report so to keep this project rolling, we jumped ahead to customizing things for your pilot. But, when you’re transitioning your production org in real life, you should review your readiness report before starting work on your Lightning Experience implementation. That’s because the Readiness Report helps you plan your rollout by identifying any features or customizations that may require more time and thought to transition. If your org uses Visualforce, the Readiness Report directs you to the Lightning Experience Configuration Converter, where you can evaluate the readiness of existing Visualforce pages. 

As we mentioned earlier, you can access your Readiness Report directly from Salesforce in the Files tab. Let’s take a look at the Readiness Report for your Playground to see the information that it provides.

  1. Click the down arrow Down arrow next to the objects list and click Files.
  2. In the Owned by Me section, click the Lightning Experience Readiness Report (will say LightningExperienceReadinessReport somewhere in the File Name) and it should appear in a preview window.
  3. Scroll through the document to see what is contained within it. Close the preview when finished. The Readiness report which allows you to review the readiness of your environment in preparation for switching to Lightning Experience.

Set Up Your Pilot Users

We’re ready to go live with the pilot phase of your Lightning Experience rollout. The last step is to set up everyone on the Inside Sales team to have access to Lightning Experience. We recommend using permission sets to set up access for your pilot group. 

  1. From Setup, enter Permission in the Quick Find box and select Permission Sets.
  2. Click New.
  3. Enter Lightning Experience User as the Label.
  4. API Name is auto-generated.
  5. Click Save.
  6. In the System section, click System Permissions.
  7. Click Edit.
  8. Check Lightning Experience User and click Save.
  9. Click Manage Assignments then select Add Assignments.
  10. Check the box next to your name.
  11. Click Assign, then click Done.

Congratulations! You’ve successfully prepared Lightning Experience and turned it on for your pilot group. Running a pilot is a great way to test your rollout plan before implementing it more widely.

Now it’s time do it for real in your own Salesforce organization. Don’t be shy—there are lots of resources available to help you through the process. For more information, check out the Make the Move to Lightning Experience trail here on Trailhead.

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