What is Salesforce Lightning Experience?

Salesforce Lightning Experience enables a better, fast, intuitive, and enhanced user interface. It is built with the combination of Lightning components, Lightning app builder, and Lightning Design System. It is the next-generation enterprise application that is aimed to not only make the life of end-users easy but also that of developers, architects, and admins.

The interface is designed using Salesforce 1 Mobile application technology which provides users with a mobile interface and two user interface for the desktop which can be used for Salesforce Classic and Lightning respectively.

The new Salesforce Lightning Experience will make the job of sales and support easy as in every few months (3-4 months approx.) the Lightning platform will get updated with new features and enhancements. This will help organizations to optimize their processes efficiently.

As the new updates will only be limited to Lightning, it is evident that the transition to Lightning will become important and staying with Salesforce Classic will not be beneficial in the long-run.

Why should companies switch to Salesforce Lightning?

Since Salesforce has said organizations can still use Classic, you may wonder if it’s worth the hassle to switch? The answer is yes for one key reason. Salesforce is only developing new features for Lightning. Staying with Classic is going to limit your ability to adapt and change as Salesforce rolls out new features.

Also, between the January 2020 update that turned on Lightning Experience for all organizations and ceasing development of new features for Classic, it’s not unreasonable to assume that eventually, Salesforce could stop supporting Classic or force organizations to migrate. It will be much easier to make the transition when you can control the pace instead of being forced to do it in a tight timeframe.

Having said that it is important to note that with Salesforce Lightning you will be able to use the latest UI which is superior to the classic. LEX is built not only to enhance the user experience but also to offer a low-code framework to easily customize the Salesforce application.

Higher Security: Lightning Platform has enhanced security in comparison to Classic. A feature called Lockerservice separates the Lightning components for them to interact with each other. The way permission work in the Lightning platform is also very unique and effective as it never allows the user to upgrade their assurance levels. To do that they have to sign out from the platform and Log in again with the upgraded assurance level.

Einstein (Wave) Analytics: Salesforce Classic depends on standard reporting types on the other hand Einstein analytics is a different beast altogether. It is a standalone platform that has its own database which is fetched from Salesforce and updated at regular intervals. Einstein dashboard shows the latest data and can perform other functions such as widget editing on the dashboard, Advanced formula calculation, and Dashboard export as the picture.

Guided Path: Salesforce Lightning platform helps users to find their way through Sales and Marketing processes by providing contextual help at each stage. This includes providing information such as following with the lead, moving the records from one stage to another, and generating relevant prompts at each stage to guide the user in the right direction.

When there are so many features it is only wise to make the most of it by implementing the LEX platform as soon as possible. The longer you wait the harder it gets. Further, you miss the opportunity to leverage the latest features which you won’t be able to enjoy on the classic platform.

What does the January 2020 'Turn on Lightning Experience' critical update mean for companies still using Salesforce Classic?

If the critical update enabled Salesforce Lightning for the first time for your organization, you probably have some questions. We’ll cover the most frequently asked questions below, but you might also want to reference this extensive FAQs about Salesforce Lightning..

Will all users get the Lightning Experience?

To use Lightning Experience, a user must have the “Lightning Experience User” permission for their profile. Standard profiles have the permission enabled by default. It’s not the default setting for most custom profiles. You’ll want to review the permission on each of your custom profiles to see if the Lightning Experience is enabled.

Can people still use Salesforce Classic?

Yes, Classic isn’t going away. Users can switch between Classic and Lightning as needed. Users can slowly get used to where things are and how they work in the Lightning Experience.

What will be different for users after the Lightning Experience is enabled?

After the Lightning Experience is turned on for your organization, users with the right permission will have the choice of picking between Salesforce Classic and Lightning.

The option to switch from Classic to Lightning is located in the header and under the user’s profile menu. Learn more about the Salesforce Switcher.

As a heads up, by default, users who are working in Classic are switched to Lightning the first time they log in for the week. This reset happens weekly unless you override it in your user profile settings.

What will be the Impact of Salesforce “Spring 2021” Update?

There were some shortcomings of Salesforce Lightning which are addressed in the latest “Spring 2021 update”. With this, most of the issues in the Lightning Platform are addressed. We have mentioned some key updates and features but for more info, you can go through Spring Update 2021 release notes.

Manual Sharing: The much-awaited Manual Sharing feature is here. Earlier sharing and managing records were only possible through Salesforce classic but with the new update, you can do the same within the Salesforce Lightning platform. You can also manage with whom the record is shared.

Einstein Scoring Opportunity: Earlier Einstein Scoring Opportunity was not available for companies with a small dataset. Due to this prediction used to be difficult. Thanks to the new Spring Update, companies with small data set can also use Einstein Scoring Opportunity as Einsteins use the “global scoring model” that allows everyone to score their opportunities. Once you have enough data Einsteins shift to the scoring model that uses the local data.

Einstein Scoring Opportunity: You can use Lightning email templates including the one that is built using Email template builder. These templates can be used for Salesforce automation such as email alerts, Salesforce flow, Approval processes, and more. Email template builders can use the existing components while creating a new component to save time, email optimization has become easier than ever. Further, you are powered with HTML tools and a new Email template builder to create more appealing emails.

Einstein Scoring Opportunity: You can add time-based flow or scheduled path to the record. You can schedule the triggered flow from the time of record creation.

Now people who refrained from adopting flows will be eager to use it as it is just like the process builder and it adds more value. If you are familiar with the scheduled actions of the process builder, then the same action can be accomplished using flows. Going forward it may become the hub for all the Salesforce automation and it is the right time to adopt it and make most of it.

Step-by-Step Guide to Switching to Lightning Experience

Switching to Salesforce Lightning is a huge undertaking and will require planning, training, and optimization. This guide outlines the five major phases of a Lightning implementation plan to give you an idea of what to prepare for as you prepare to make the switch to Salesforce LEX.


Start by assessing how your teams, processes, and Salesforce settings are prepared for the switch to Lightning Experience.

1. Teams

  • Review your teams’ roles and skillsets. What team could move to Lightning the easiest? What team will need more support?

2. Processes

  • Identify your current processes.
  • Determine if the processes will need to be updated to take advantage of new Lightning features.
  • Plan for how the processes will be completed after you switch to Lightning.

3. Salesforce Settings

  • Make sure your features and customizations are compatible with Lightning. Salesforce built a Lightning Experience Readiness Check to quickly identify any issues before you make the switch.


Use what you learn in your evaluation to build a plan for switching to Lightning. Make sure you address:

1. Processes

  • Who does the transition to a Lightning Experience impact?
  • What is and is not going to be a part of this rollout?

2. Timeline

  • What is your target go-live date?
  • What dependencies are there in your implementation plan?

3. Responsibilities

  • Who is responsible for each part of the rollout?
  • Who is responsible for ensuring compliance with the changes after rollout?

4. Training

  • What training will employees and managers need for this change?

5. Analysis

  • What metrics will be used to determine if the change was successful?
  • How and when will the metrics be collected and reviewed?
  • How will you collect and use feedback to improve your users’ experience?

Configure and Test

After making your plan, it’s time to start testing the Lightning Experience. At this point, you should have an idea of any customizations that need to be changed to be Lightning compatible. Examples of customizations you might need to change include:

  • JavaScript buttons,
  • Hard-coded links,
  • Visualforce pages.

You can automate some of this work with the Lightning Experience Configuration Converter.

Onboard and Launch

One of the biggest challenges in switching to the Lightning Experience is how to best train and onboard your users. Salesforce includes some onscreen guidance, but in most cases, it’s not enough to get users familiar with the new platform. That’s where you can use the power of a Digital Adoption Platform like Apty.

Apty allows you to customize the experience to your company. You can even offer unique guidance based on the users’ role or location.

Here are a few best practices for how to use Apty when implementing Salesforce Lightning:

  • Use an announcement to launch a guided workflow that shows people how to navigate Lightning.
  • Use onboarding checklists to familiarize users with how Lightning works and how you’ve updated your processes.
  • Export a Lightning workflow as a course for your learning management system.
  • Use a tooltip to explain a change in a form field.
  • Link to support articles and videos from the knowledge center


To get the value out of switching to Lightning, you’ll need to monitor and analyze your Salesforce usage. This is another area where Apty’s adoption features can help. After making the switch to Lightning, many companies fail to identify where users are struggling. They invest in more training, but never solve the problem. Apty includes advanced tracking and insights to give you actionable recommendations on how to improve your process and Salesforce utilization.

If you have a multistep process, you can use Apty to identify what step is causing a breakdown.

From there, you can deploy additional support content, like a Workflow, Launcher, or Tooltip, to solve the problem.

With Apty, you can address the real issue instead of blindly investing in more training.

How to Switch from Salesforce Classic to Lightning?

Well, thanks to Salesforce, the transition to the Lightning experience is smooth as they have invested considerably in transitions tools.

Apty Simplifies Salesforce Adoption

Step 1: Go to setup.

Step2: In the quick find box enter the word “Lightning Experience”

Step 3: Click on “Get started” on the Lightning Experience Transition Assistance which you can see just below the quick find box.

Step 4: Check whether you are ready for Lightning Experience which you can find in the Discovery phase.

Step 5: In “Discovery Phase - Evaluate Lightning Experience Benefits” click on “Check readiness”.

Step 6: Open your email and understand the impact analysis which will help you to check whether you are Lightning compliant. Don’t switch before analyzing the gaps using the impact analysis.

Step 7: Follow steps1 to 3 again and then select the rollout phase.

Step 8: Click Launch Lightning Experience. If the shared method is not clear we would recommend this resource from Salesforce: Learn more about switching from Classic to Lightning.

Advantages of Using a Digital Adoption Solution When Switching to Lightning

Switching to Salesforce Lightning unlocks powerful new features, but you won't see the advantages without a solid onboarding and adoption plan.

Our clients that utilize Apty with Salesforce report:

  • Faster adoption
  • No loss of familiarity
  • No downtime for the business
  • Ensure Business continuity
  • Lower training costs
  • Decreased support tickets
Advantages of Digital Adoption Platform

Using a Digital Adoption Platform allows you to quickly and smoothly switch to Salesforce Lightning while improving your users' proficiency.

One of the main reasons Apty’s is the fastest-growing Digital Adoption Platform is the ease of implementation. Apty can be up and running in a matter of days. If you’re considering making the switch to Lightning experience, Apty can be ready to assist before your launch. We’ve had many clients start with us in the final days before they were supposed to make a switch to Lightning or even right before implementing Salesforce for the first time.

Our team of Digital Transformation Experts is ready to make your Salesforce Lighting transition as effortless as possible  Schedule a demo today to learn more.