Salesforce has made incredible strides to make Lightning user friendly. I highly suggest following their steps and sub-steps listed below. They have made a very comprehensive (and working) process, which includes tutorials! At CloudFirst Labs, we offer several services revolving around the technology that can be found here.
** ? Safe Harbor Notice , we always recommend you perform these steps in a sandbox FIRST!
- From your main Menu, click Setup
- An option for getting started with the assessment and conversion is there
- If there is no “Get Started” button (some orgs we have seen do not for some reason), go to the Transition Assistant by manually editing your URL (https://xx11.salesforce.com/lots if stuff) and adding /ui/setup/Lightning/Enable so that it looks similar to:
This brings you to the Lightning Transition Assistant page where you can discover Lightning at your own pace and see what recommendations Salesforce has for you:
For this blog post we will skip the Discover Phase because we want to turn Lightning on so users can see what the new experience will look like. To begin your enabling of Lightning follow the link for the Roll Out Phase:
Turn Lightning on!
This will take you to a Roll Out Phase page where you simply go to step #4, “Launch Lightning Experience”, expand the section and click the Toggle from “Off” to “On” :
A final confirmation message will display:
Go ahead and click “Finish Turning On Lightning Experience”. After a short period of time you will notice a change in your header:
Click this link to officially switch to the amazing Lightning interface!
Ready to Go?
Congratulations! ? Welcome to the 21st century! Returning to Classic is possible by clicking your user icon in Lightning to switch back :
Once you get comfortable navigating around, a very cool feature to highlight here is the “DISPLAY DENSITY” (shown by the purple arrow). Try changing that setting and then view a detail records screen… it’s VERY nice you get 30% more info on the screen now in lightning than you did before!
Happy Lightning exploration!! If you would like help with this, CloudFirst Labs can engage with your company to help you transition into lightning.
You will find that it is one thing to turn it on, it is another thing to customize and adopt when your life has been in classic. We can help make that transition go much easier. In addition to the Salesforce tools we have questionnaires and estimators that help determine the level of effort required to help your company make the transition.
There are, of course, a couple considerations one should make before just turning on salesforce lightning. One of the easiest ones is how old is your organization. It is just a simple fact that older organizations have probably been through several iterations of customizations by those that may have made some choices that, at that time, were not detrimental to the future, but today may have an impact. If your org is mature (created prior to 2016) then I would highly suggest running the lightning readiness report! This report will allow you to identify any glaring issues with lightning.
Consider these points when going to Lightning (Which are covered in depth if you follow ALL the screens above!) –
- You should setup “My Domain”. This is required for Lightning components (Not Lightning) just if you want to install some nifty lightning components from the App Exchange then this will be required.
- Replace any missing actions or buttons – Lightning quick actions are not automatically created from classic quick actions (However there is a transition process for you!)
- Prepare any custom Visualforce pages for the Lightning experience. Most Visualforce pages will have no issues however there is a converter if necessary to help tweak the visual force to be lightning friendly.
- Convert attachments and classic notes to Salesforce files using the “Magic Mover”
- Fine tune those that can access (maybe just you if you are in a single non-dev environment)
- Turn on the environment.
Salesforce provides many resources on their main Products page, where you can see Lightning in action!