trailhead

Learning Objectives

After completing this unit, you’ll be able to:
  • Describe some of the major feature differences between Lightning Experience and Salesforce Classic.
  • Describe some of the features that aren’t supported by Lightning Experience, and know where to get more details.
  • Use best practices and the Lightning Experience Migration Assistant to help you determine when it’s the right time to switch your company to Lightning Experience.

Does My Org Qualify for Lightning Experience?

Let’s look at the supported editions and user licenses to see if you can enable and use Lightning Experience.

Table 1. Salesforce Editions
Supported Editions Unsupported Editions
  • Group Edition
  • Essentials Edition
  • Professional Edition
  • Enterprise Edition
  • Performance Edition
  • Unlimited Edition
  • Developer Edition
  • Personal Edition
  • Contact Manager Edition
  • Database.com Edition
  • Chatter.com Edition
Table 2. Salesforce User Licenses
Supported Licenses Unsupported Licenses
  • Salesforce
  • All Salesforce Platform and Lightning Platform (excluding Lightning Platform Free)
  • Identity User
  • Company (Employee) Community
  • Chatter External
  • Chatter Plus
  • Chatter Free
  • Lightning Platform Free
  • Work.com
  • Database.com
  • Content Only
  • Ideas Only
  • Knowledge Only
  • Site.com Only
Important

Important

To learn about browser options and limitations for Lightning Experience, see Supported Browsers for Lightning Experience in the Salesforce Help.

If your org still uses Internet Explorer 11, be aware that we’re in the process of retiring support for this browser. There are significant performance issues when running Lightning Experience in IE11. Even if you opt into the extended support option for IE11, we recommend migrating your users to an alternate modern browser like Google Chrome or Microsoft Edge as soon as possible.

Understanding Lightning Experience and Salesforce Classic

Lightning Experience is a modern user interface that helps your sales reps sell faster and your service reps support customers more productively. Lightning Experience includes many new features and entirely redesigned pages, but not every Salesforce feature is supported in Lightning Experience. So the Salesforce experience you’ve known to date—called Salesforce Classic—is still available for you, and the users you enable for Lightning Experience can switch between the two at will.

As your company’s trusted advisor for Salesforce, you need to help your company decide when to enable Lightning Experience. So, we’ve got to start getting you educated on Lightning Experience features versus Salesforce Classic.

Comparing Lightning Experience and Salesforce Classic

Understanding what you get in the new interface is a big part of the decision to switch to Lightning Experience. Here are some highlights of how Lightning Experience compares to what you’re used to in Salesforce Classic, including features that are available in the new interface only.

Note

Note

This isn’t a comprehensive list of supported and unsupported features. For a more detailed list, see the Salesforce Help.

Salesforce Data

Feature Lightning Experience Salesforce Classic
Sales objects: Accounts, Campaigns, Contacts, Contracts, Leads, Opportunities, Orders, Person Accounts, Price Books, Products, Quotes Checkmark icon indicating true Checkmark icon indicating true
Calendar, Events, Tasks Checkmark icon indicating true Checkmark icon indicating true
Service objects: Assets, basic Cases, Lightning Knowledge, Work Orders Checkmark icon indicating true Checkmark icon indicating true
Custom objects Checkmark icon indicating true Checkmark icon indicating true
Chatter feeds, groups, and people Checkmark icon indicating true Checkmark icon indicating true
Salesforce Files Checkmark icon indicating true Checkmark icon indicating true
Other Sales and Service objects Checkmark icon indicating true

Home

An intelligent page filled with insights, a slick performance chart, and a helpful assistant feature, highlighting what’s most important each day.

Feature Lightning Experience Salesforce Classic
Performance chart Checkmark icon indicating true
Assistant Checkmark icon indicating true
News Checkmark icon indicating true
Top deals Checkmark icon indicating true
Tasks Checkmark icon indicating true Checkmark icon indicating true
Events1 Checkmark icon indicating true Checkmark icon indicating true
Calendar1 Checkmark icon indicating true Checkmark icon indicating true
Feed and publisher Checkmark icon indicating true
Items to approve Checkmark icon indicating true Checkmark icon indicating true
Customizable dashboards Checkmark icon indicating true Checkmark icon indicating true
Customizable home page components Checkmark icon indicating true Checkmark icon indicating true

1 In Lightning Experience, Home displays only events remaining on a user's calendar today. Users can access all their events from the Calendar tab in the navigation bar.

Accounts and Contacts

Sales and service reps get a layout designed to help them find the information they need, fast.

Feature Lightning Experience Salesforce Classic
News Checkmark icon indicating true
Path Checkmark icon indicating true
Activity timeline Checkmark icon indicating true
Contacts to Multiple Accounts Checkmark icon indicating true Checkmark icon indicating true
Account Logos Checkmark icon indicating true
Automated Account Fields Checkmark icon indicating true
Notes Checkmark icon indicating true
“Reference” page layout Checkmark icon indicating true
Related lists Checkmark icon indicating true Checkmark icon indicating true
Integrated email and templates Checkmark icon indicating true Checkmark icon indicating true
Twitter highlights Checkmark icon indicating true Checkmark icon indicating true
Person accounts Checkmark icon indicating true Checkmark icon indicating true
Account teams Checkmark icon indicating true Checkmark icon indicating true
Account hierarchy Checkmark icon indicating true Checkmark icon indicating true
Contact hierarchy Checkmark icon indicating true Checkmark icon indicating true
Find and merge duplicate accounts and contacts Checkmark icon indicating true Checkmark icon indicating true
Matching and duplicate rules for business accounts, person accounts, and contacts Checkmark icon indicating true Checkmark icon indicating true

Opportunities and Leads

Sales reps in Lightning Experience find a turbo-charged workspace for managing opportunities and leads. View related information in the Quick View. Create tasks and events, log calls, and send emails, and track all those activities in the Activity Timeline.

Opportunities

Feature Lightning Experience Salesforce Classic
Workspace page layout Checkmark icon indicating true
Activity timeline Checkmark icon indicating true
Path Checkmark icon indicating true
Notes Checkmark icon indicating true
Visual view of opportunities (Kanban) Checkmark icon indicating true
Integrated email and templates Checkmark icon indicating true Checkmark icon indicating true
Opportunity teams Checkmark icon indicating true Checkmark icon indicating true
Opportunity splits Checkmark icon indicating true Checkmark icon indicating true
Similar opportunities Checkmark icon indicating true
Big deal alerts Checkmark icon indicating true

Leads

Feature Lightning Experience Salesforce Classic
Workspace page layout Checkmark icon indicating true
Activity timeline Checkmark icon indicating true
Path Checkmark icon indicating true
News Checkmark icon indicating true
Notes Checkmark icon indicating true
Change lead owner to a queue Checkmark icon indicating true Checkmark icon indicating true
Integrated email and templates Checkmark icon indicating true Checkmark icon indicating true
Lead conversion customization via the API Checkmark icon indicating true Checkmark icon indicating true
Find and merge duplicate leads Checkmark icon indicating true Checkmark icon indicating true
Matching and duplicate rules for leads Checkmark icon indicating true Checkmark icon indicating true

Kanban View

Sales reps can use the Kanban view, a visualization tool for opportunities, to review deals organized by each stage in the pipeline. With drag-and-drop functionality, sales reps can move deals from one stage to another, and get personalized alerts on key deals in flight. Kanban is also available on opportunities, leads, and other objects.

Feature Lightning Experience Salesforce Classic
Charts Checkmark icon indicating true
Drag and drop Checkmark icon indicating true
Intelligent Alerts Checkmark icon indicating true
Type-ahead list view search Checkmark icon indicating true
Sharing settings1 Checkmark icon indicating true

1 Only list views marked as “Visible only to me” or “Visible to all users” are supported. Sharing with certain groups of users isn’t supported.

Data.com

Feature Lightning Experience Salesforce Classic
Prospect for accounts (Only available with a Data.com Prospector license) Checkmark icon indicating true Checkmark icon indicating true
Prospect for contacts (Only available with a Data.com Prospector license)
Note

Note

In Lightning Experience, you can search for and add contact data only if the contact is related to an existing account.

Checkmark icon indicating true Checkmark icon indicating true
Prospect for companies in the same company hierarchy (Only available with a Data.com Prospector license) Checkmark icon indicating true Checkmark icon indicating true
Prospecting Insights (Only available with a Data.com Prospector license) Checkmark icon indicating true Checkmark icon indicating true
View fields updated by Data.com Clean Checkmark icon indicating true Checkmark icon indicating true
“Stare and Compare” using Data Integration Checkmark icon indicating true
Manually update a record using Data Integration Checkmark icon indicating true Checkmark icon indicating true
Clean button Checkmark icon indicating true
Prospect for companies, contacts, and leads using the Data.com tab (Only available with a Data.com Prospector license) Checkmark icon indicating true
View data integration rule settings and status (As of the Spring ’17 release, Clean rules are known as data integration rules.) Checkmark icon indicating true Checkmark icon indicating true
Add Data.com contacts as leads (Only available with a Data.com Prospector license) Checkmark icon indicating true
See match rates for data integration rules (As of the Spring ’17 release, Clean rules are known as data integration rules.) Checkmark icon indicating true Checkmark icon indicating true
Set up Clean settings, jobs, and preferences Checkmark icon indicating true
View Clean metrics and analytics Checkmark icon indicating true
Export Data.com records to comma-separated values (CSV) files. (Only available with a Data.com Prospector license) Checkmark icon indicating true

Collaborative Forecasts

Feature Lightning Experience Salesforce Classic
Forecasting on opportunity Amount field, opportunity splits, overlay splits, custom opportunity fields, and product families Checkmark icon indicating true Checkmark icon indicating true
Revenue and quantity forecasts Checkmark icon indicating true Checkmark icon indicating true
Manager and owner adjustments Checkmark icon indicating true Checkmark icon indicating true
Cumulative forecast rollups Checkmark icon indicating true Checkmark icon indicating true
Support for multiple currencies Checkmark icon indicating true Checkmark icon indicating true
Quotas Checkmark icon indicating true Checkmark icon indicating true
Forecast hierarchy Checkmark icon indicating true Checkmark icon indicating true
Choose the product families to forecast on and the order they appear in (from Setup, if product family forecasts is selected) Checkmark icon indicating true
Forecasts grid organized first by period, product family, and then user to show product family forecast totals Checkmark icon indicating true
Forecasts grid expansion remains the same during each session Checkmark icon indicating true
Adjust your own product family forecasts Checkmark icon indicating true
Opportunity split details in the opportunities list Checkmark icon indicating true
Adjustable column width Checkmark icon indicating true Checkmark icon indicating true
Quota attainment information Checkmark icon indicating true Checkmark icon indicating true
Jump to the forecasts of users you have access to view Checkmark icon indicating true Checkmark icon indicating true
Forecasts setup Checkmark icon indicating true Checkmark icon indicating true

Campaigns

Feature Lightning Experience Salesforce Classic
Campaign member status charts Checkmark icon indicating true
Import campaign members Checkmark icon indicating true Checkmark icon indicating true
Add individual campaign members Checkmark icon indicating true Checkmark icon indicating true
Campaign member status updates via import Checkmark icon indicating true Checkmark icon indicating true
Clone campaign members Checkmark icon indicating true Checkmark icon indicating true
Add and manage campaign members from a list view Checkmark icon indicating true Checkmark icon indicating true

Salesforce Einstein

Feature Lightning Experience Salesforce Classic
Analytics
Einstein Discovery Checkmark icon indicating true Checkmark icon indicating true
Chatter
Einstein Recommendations Checkmark icon indicating true Checkmark icon indicating true
Community
Einstein Related Articles Checkmark icon indicating true Checkmark icon indicating true
Einstein Feed Search Checkmark icon indicating true Checkmark icon indicating true
Development
Einstein Language Checkmark icon indicating true Checkmark icon indicating true
Einstein Vision Checkmark icon indicating true Checkmark icon indicating true
Sales
Einstein Activity Capture Checkmark icon indicating true
Einstein Lead Scoring Checkmark icon indicating true Checkmark icon indicating true
Einstein Opportunity Scoring Checkmark icon indicating true Checkmark icon indicating true
Einstein Forecasting Checkmark icon indicating true Checkmark icon indicating true
Einstein Opportunity Insights Checkmark icon indicating true
Einstein Account Insights Checkmark icon indicating true
Einstein Automated Contacts Checkmark icon indicating true

Customer Service

Feature Lightning Experience Salesforce Classic
Case Milestones Checkmark icon indicating true Checkmark icon indicating true
Object Milestones Checkmark icon indicating true
Service Contracts Checkmark icon indicating true Checkmark icon indicating true
Service Setup Flows for Email-to-Case, Communities, Knowledge, and Facebook and Twitter Checkmark icon indicating true
Assets Checkmark icon indicating true Checkmark icon indicating true
Case Assignment Rules Checkmark icon indicating true Checkmark icon indicating true
Console1 Checkmark icon indicating true Checkmark icon indicating true
Entitlements2 Checkmark icon indicating true Checkmark icon indicating true
Field Service Lightning Checkmark icon indicating true Checkmark icon indicating true
Knowledge3 Checkmark icon indicating true Checkmark icon indicating true
Open CTI Checkmark icon indicating true Checkmark icon indicating true
Products Checkmark icon indicating true Checkmark icon indicating true
Snap-ins for Web4 Checkmark icon indicating true Checkmark icon indicating true
Social Customer Service Checkmark icon indicating true Checkmark icon indicating true
Case Comments Checkmark icon indicating true Checkmark icon indicating true
Feed Filters in Case Feed Checkmark icon indicating true Checkmark icon indicating true
Live Agent Checkmark icon indicating true Checkmark icon indicating true
Macros Checkmark icon indicating true Checkmark icon indicating true
Omni-Channel Checkmark icon indicating true Checkmark icon indicating true
Quick Text Checkmark icon indicating true
Solutions Checkmark icon indicating true
SOS Checkmark icon indicating true

1 The Service Console in Lightning Experience doesn’t yet have full parity with the Service Console in Salesforce Classic. Learn more.

2 There are some limitations using Entitlements in Lightning Experience. Learn more.

3 Lightning Knowledge is recommended for orgs that are new to Knowledge, or for existing orgs that can easily consolidate to one article type, have few data categories, and use single-language mode. Learn more.

4 Setting up Snap-ins Chat is available in Lightning Experience only. However, the snap-in itself can go anywhere on your website.

Reports

Sales and service reps who use reports find an improved user interface, including the ability to easily create filters and add enhanced charts. And Salesforce admins find features on the dashboard editor, including flexible layouts and spanning columns. However, some report features aren’t yet available in Lightning Experience, including feeds and scheduled reports.

Feature Lightning Experience Salesforce Classic
Enhanced report charts Checkmark icon indicating true
Hide totals and subgroups from report view Checkmark icon indicating true
Interactive filters when viewing reports Checkmark icon indicating true
Report Builder Checkmark icon indicating true Checkmark icon indicating true
Bucket fields Checkmark icon indicating true Checkmark icon indicating true
Custom summary formulas Checkmark icon indicating true Checkmark icon indicating true
Matrix, Summary, Tabular report formats Checkmark icon indicating true Checkmark icon indicating true
Role hierarchy filters Checkmark icon indicating true Checkmark icon indicating true
Create report folders1 Checkmark icon indicating true
Joined reports Checkmark icon indicating true
Pie charts Checkmark icon indicating true
Schedule report refreshes2 Checkmark icon indicating true Checkmark icon indicating true
Follow reports Checkmark icon indicating true
Report notifications Checkmark icon indicating true
Export reports Checkmark icon indicating true Checkmark icon indicating true

1 You can’t set up folder sharing in Lightning Experience; however, folders that were created in Salesforce Classic inherit all assigned permissions when viewed in Lightning Experience.

Dashboards

Feature Lightning Experience Salesforce Classic
Display more than 3 columns Checkmark icon indicating true
Dashboard Builder Checkmark icon indicating true Checkmark icon indicating true
View filtered dashboards Checkmark icon indicating true Checkmark icon indicating true
View dynamic dashboards Checkmark icon indicating true Checkmark icon indicating true
Schedule dashboard refreshes1 Checkmark icon indicating true
Post dashboard components to feeds Checkmark icon indicating true Checkmark icon indicating true
Follow dashboards Checkmark icon indicating true Checkmark icon indicating true
Visualforce components Checkmark icon indicating true

1 Users can’t schedule dashboards in Lightning Experience, but dashboards scheduled in Salesforce Classic run as expected in Lightning Experience.

List Views

List Views have gotten an upgrade in Lightning Experience, including some super new stuff like the ability to create a quick chart from a list view or add filters with an improved, easy-to-use interface.

Feature Lightning Experience Salesforce Classic
Charts Checkmark icon indicating true
Create filters on the fly Checkmark icon indicating true
Search for a list view on the fly Checkmark icon indicating true
View records visually (Kanban) Checkmark icon indicating true
Create and edit lists Checkmark icon indicating true Checkmark icon indicating true
Sortable columns Checkmark icon indicating true Checkmark icon indicating true
Resizable columns Checkmark icon indicating true Checkmark icon indicating true
Sharing Settings1 Checkmark icon indicating true Checkmark icon indicating true
Filter logic Checkmark icon indicating true Checkmark icon indicating true
Inline editing Checkmark icon indicating true Checkmark icon indicating true

1 In Lightning Experience, sharing list views marked as “Visible only to me” or “Visible to all users” is supported. Sharing with certain groups of users isn’t supported.

Other Features and Products

Feature Lightning Experience Salesforce Classic
Custom org brand images and colors Checkmark icon indicating true
Custom branding of Salesforce apps Checkmark icon indicating true
Personalized Navigation Bar Checkmark icon indicating true Checkmark icon indicating true
Favorites Checkmark icon indicating true
Activities-related composer windows Checkmark icon indicating true
Create and edit records Checkmark icon indicating true Checkmark icon indicating true
Inline editing record detail fields Checkmark icon indicating true Checkmark icon indicating true
Inline editing in lists Checkmark icon indicating true Checkmark icon indicating true
Customizable Forecasting Checkmark icon indicating true
Enterprise Territory Management Checkmark icon indicating true Checkmark icon indicating true
Original Territory Management1 Checkmark icon indicating true Checkmark icon indicating true
Salesforce Communities2 Checkmark icon indicating true Checkmark icon indicating true
Partner Portals Checkmark icon indicating true
Work.com Checkmark icon indicating true

2 Switch to Salesforce Classic for creating or disabling community users, logging in as a community user, and using delegated administration.

Other Features That Aren’t Supported

There are some other features that aren’t available or don’t work in Lightning Experience. We want to be transparent with you about them, so you know about customizations you may need to update before enabling Lightning Experience.
Note

Note

This isn’t a comprehensive list of supported and unsupported features. For a more detailed list, see the Salesforce Help.

Custom JavaScript Buttons

Custom buttons that use a JavaScript content source aren’t supported in Lightning Experience. Check out Lightning Alternatives to JavaScript Buttons in Trailhead for a great list of Lightning-friendly solutions for your JavaScript button use cases.

AppExchange Apps with Custom Objects, Visualforce Pages, and More

Many apps from the AppExchange feature customizations, including custom objects, custom buttons, Visualforce pages, and more. Salesforce partners are testing their apps in Lightning Experience and applying for Lightning Ready certification. Apps that are Lightning Ready work in Lightning Experience and offer a more consistent experience with other Lightning Pages. If an app is supported in Lightning Experience, a Lightning Ready sash appears on its AppExchange listing. If an app isn’t supported in Lightning Experience, use it in Salesforce Classic instead.

Note

Note

Your org can use apps without Lightning Ready certification in Lightning Experience, but some features might not be available or work as expected. These apps can also appear visually inconsistent with Lightning Experience because they use Salesforce Classic styling. For the best experience, use Salesforce Classic for apps that aren’t certified as Lightning Ready.

What About Apex and Visualforce?

When we talk about customizing Salesforce “programmatically,” we’re talking about using code to add new features. Most of the time, like when you’re using the API or writing Apex triggers, there isn’t an actual user interface to the feature. Guess what? All of that stuff just works whether you’re in Salesforce Classic or Lightning Experience. Woohoo!

Other features do have a user interface. In that case, we’re mostly talking about Visualforce. Your existing Visualforce pages work in Lightning Experience, many without needing any revisions. Because things have moved around in the new interface, you’ll want to complete some chores to make sure your Visualforce pages work the way you expect.

There are some other considerations for Visualforce pages and apps, and we recommend that you review those. We created an entire Trailhead module just for Visualforce developers, and an entire trail for developing Lightning Experience apps. If you’re using Visualforce or other programmatic customizations in your organization, check out those trails as part of your Lightning Experience evaluation process.

Evaluate Your Org with the Lightning Experience Readiness Check

To evaluate whether some of the key features and customizations you’ve implemented in Salesforce Classic are ready for Lightning Experience, kick off the Lightning Experience Readiness Check. That way, you can learn which are ready now for Lightning Experience and which may need your attention before you switch over all your users.

You’ll get a personalized Readiness Report, with an assessment of the features and customizations evaluated by the Readiness Check and recommendations on your next steps. Plus you’ll be eligible for a free consultation with a Lightning expert to go over the details in your report. The Readiness Check emails the report to you and also saves it to Salesforce Files.

Curious what exactly is covered in the report? Check out What Does the Lightning Experience Readiness Check Evaluate? in the Salesforce Help.

Run the Readiness Check from the Lightning Experience Migration Assistant. From Setup in Salesforce Classic, click Get Started in the Migration Assistant tile (1). On the Check Readiness tab in the Migration Assistant (2), click Check Readiness (3).

Readiness Check

We’ve also put together an enablement pack with sample documents and templates, including a gap analysis checklist. You can use this checklist to expand your evaluation to features and customizations that aren’t covered by the Readiness Check.

Best Use Cases for Lightning Experience

If you’ve gone through the list of supported features and you’ve done an evaluation of how ready your org’s features and customizations are for Lightning Experience, then you’re probably starting to get a sense of when you’ll want to enable the new Salesforce interface. But if you’re still not sure, here’s one last comparison chart.

Lightning Experience might be right for some or all of your org if: Salesforce Classic might be right for you if:
  • Your sales team does business-to-business sales using accounts, contacts, leads, opportunities, custom objects, and the other sales features supported in the new user interface.
  • You’re looking to reboot your Salesforce implementation. This is a great opportunity to clean up or reinvision your business processes and introduce new features because you’re doing change management anyway.
  • Your sales team makes regular use of features that aren’t available in Lightning Experience, such as territory management.
  • Your service team has a robust knowledge base with Salesforce Knowledge.

Preview Your Org in Lightning Experience

It’s all well and good to talk about use cases and supported and unsupported features. But wouldn’t it be great if you could see your Salesforce org in Lightning Experience without having to enable the new interface? Even if you don’t have a sandbox org? Well, the great news is you can, using the Lightning Experience Migration Assistant. The Migration Assistant’s Preview feature lets you explore your production org in Lightning Experience, so you can see exactly how your real data and your current customizations work in the new interface. And helpful hint, the Preview is a great way to review the state of features and customizations that aren’t evaluated by the Lightning Experience Readiness Check.

The Preview feature isn’t a locked-down, read-only tour. You can change data, settings, permissions—you name it. But remember that you’re working with your live org. If you do make changes, they’re for real and visible to your users back in Salesforce Classic.

To get started, from Setup in Salesforce Classic, click Get Started in the Lightning Experience Migration Assistant tile at the top of the menu. On the Preview tab in the Migration Assistant, click Preview to dive in.

Preview Feature in the Lightning Experience Migration Assistant

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