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Prepare Your Org for Lightning Experience

Prepare Your Org for Lightning Experience

Before giving users access to Lightning Experience, we recommend setting up key features that can boost productivity and efficiency in the new user interface. This is also the time to review and prepare your existing customizations so everything works as expected in Lightning Experience.

  • Implement Lightning Experience Features
    To maximize the value of moving your business operations to Lightning Experience, take advantage of the many Lightning-only features that transform how users work. You can create a user experience that improves workflow and productivity, makes jobs easier and more intuitive, even transforms your business. Start with the features that best benefit your users. Then keep iterating over time to add even more value.
  • Adjust Your Existing Customizations
    Most of your existing point-and-click and programmatic customizations work seamlessly in Lightning Experience. But some customizations aren’t useful or relevant outside of Salesforce Classic. And some aspects of your classic implementation require adjustment for best results in Lightning Experience. Here’s a look at issues to consider.
 
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Salesforce Help | Article