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.
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..
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.
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.
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.
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.
Start by assessing how your teams, processes, and Salesforce settings are prepared for the switch to Lightning Experience.
3. Salesforce Settings
Use what you learn in your evaluation to build a plan for switching to Lightning. Make sure you address:
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:
You can automate some of this work with the Lightning Experience Configuration Converter.
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:
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.
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.
Our clients that utilize Apty with Salesforce report:
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.