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          Compare Lightning Experience and Salesforce Classic

          Compare Lightning Experience and Salesforce Classic

          Here are some highlights of how Lightning Experience compares with what you’re used to in Salesforce Classic. The list includes features that are available only in Lightning Experience.

          Note
          Note These tables aren’t a complete list of Salesforce Classic-only features, nor do the tables include all of the features that are available only in Lighting Experience.

          See Gaps Between Salesforce Classic and Lightning Experience for details about features that aren’t available in Lightning Experience.

          Salesforce Data

          Feature Lightning Experience Salesforce Classic

          Sales data for:

          • Accounts
          • Campaigns
          • Contacts
          • Contracts
          • Leads
          • Opportunities
          • Orders
          • Person Accounts
          • Price Books
          • Products
          • Quotes
          Available Available
          Calendar, Events, Tasks Available Available

          Service data for:

          • Assets
          • Basic Cases
          • Lightning Knowledge
          • Work Orders
          Available Available
          Custom objects Available Available
          Chatter feeds, groups, and people Available Available
          Salesforce Files Available Available
          Other Sales and Service objects Not Available Available

          Home

          Feature Lightning Experience Salesforce Classic
          Performance chart Available Not Available
          Assistant Available Not Available
          News Available Not Available
          Key deals Available Not Available
          Tasks Available Available
          Events Available Available
          Calendar Available Available
          Feed and publisher Available Available
          Items to approve Available Available
          Customizable dashboards Available Available
          Customizable home page components Available Available

          Accounts and Contacts

          Feature Lightning Experience Salesforce Classic
          News Available Not Available
          Path Available Not Available
          Activity timeline Available Not Available
          Contacts to Multiple Accounts Available Available
          Account Logos Available Not Available
          Automated Account Fields Available Not Available
          Notes Available Not Available
          “Reference” page layout Available Not Available
          Related lists Available Available
          Integrated email and templates Available Available
          Twitter highlights Available Available
          Person accounts Available Available
          Account teams Available Available
          Account hierarchy Available Available
          Contact hierarchy Available Available
          Find and merge duplicate accounts and contacts Available Available
          Matching and duplicate rules for business accounts, person accounts, and contacts Available Available

          Campaigns

          Feature Lightning Experience Salesforce Classic
          Campaign member status charts Available Not Available
          Import campaign members Available Available
          Add individual campaign members Available Available
          Campaign member status updates via import Available Available
          Clone campaign members Available Available
          Add and manage campaign members from a list view Available Available
          Add campaign members from reports Available Available

          Leads

          Feature Lightning Experience Salesforce Classic
          Workspace page layout Available Not Available
          Activity timeline Available Not Available
          Path Available Not Available
          News Available Not Available
          Notes Available Not Available
          Change lead owner to a queue Available Available
          Integrated email and templates Available Available
          Lead conversion customization via the API Available Available
          Find and merge duplicate leads Available Available
          Matching and duplicate rules for leads Available Available

          Opportunities

          Feature Lightning Experience Salesforce Classic
          Workspace page layout Available Not Available
          Activity timeline Available Not Available
          Path Available Not Available
          Notes Available Not Available
          Visual view of opportunities (Kanban) Available Not Available
          Integrated email and templates Available Available
          Opportunity teams Available Available
          Opportunity splits Available Available
          Similar opportunities Not Available Available
          Big Deal Alerts Available Available
          Opportunity deal change highlights Available Not Available

          Salesforce Einstein

          Feature Lightning Experience Salesforce Classic
          Analytics
          Einstein Discovery Available Available
          Chatter
          Einstein Recommendations Available Available
          Community
          Einstein Related Articles Available Available
          Einstein Feed Search Available Available
          Customization
          Einstein Prediction Builder: Setup Available Not Available
          Einstein Prediction Builder: Predictions on Records Available Available
          Einstein Next Best Action: Strategy Builder Available Not Available
          Einstein Next Best Action: Recommendations Available Available
          Development
          Einstein Language Available Available
          Einstein Vision Available Available
          Sales
          Einstein Activity Capture Available Not Available
          Einstein Lead Scoring Available Available
          Einstein Opportunity Scoring Available Available
          Einstein Forecasting Available Available
          Einstein Opportunity Insights Available Not Available
          Einstein Account Insights Available Not Available
          Einstein Automated Contacts Available Not Available
          Search
          Einstein Search Available Not Available
          Service
          Einstein Bot Builder: Setup Available Not Available
          Einstein Bot Builder Available Available
          Einstein Case Classification: Setup Available Not Available
          Einstein Case Classification: Agent Console Available Available

          Forecasting

          Feature Lightning Experience Salesforce Classic

          Forecasting on:

          • Opportunity splits
          • Overlay splits
          • Custom currency fields on opportunities
          • Product families
          Available Available
          Custom measure (currency and number) forecasts on Opportunity, Opportunity Product, Opportunity Split, and Line Item Schedule Available Not Available
          Revenue and quantity forecasts Available Available
          Product and schedule date forecasts Available Not Available
          Territory forecasts Available Not Available
          Forecast sharing Available Not Available
          Manager and owner adjustments Available Available
          Cumulative forecast rollups Available Available
          Support for multiple currencies Available Available
          Quotas Available Available
          Forecast hierarchy Available Available
          Choose the product families to forecast on and the order they appear in (from Setup, if the product family forecasts feature is selected) Available Not Available
          Forecasts grid organized first by period, product family, and then user to show product family forecast totals Available Not Available
          Forecasts grid expansion remains the same during each session Available Not Available
          Timestamp showing refresh time and date Available Not Available
          All-zero rows hidden for all forecast types Available Not Available
          Adjust your own product family forecasts Available Not Available
          Opportunity split details in the opportunities list Not Available Available
          Adjustable column width Available Available
          Quota attainment information Available Available
          Jump to the forecasts of users you have access to view Available Available
          Forecasts Settings Available Not Available
          Most Likely forecast category Available Not Available

          Customer Service

          Feature Lightning Experience Salesforce Classic
          Assets Available Available
          Case Assignment Rules Available Available
          Case Comments Available Available
          Case Feed Filters Available Available
          Case Teams Available Available
          Console Available Available
          Einstein Bots and Case Classification Available Available
          Entitlements Available Available
          Field Service Available Available
          Knowledge Available Available
          Lightning Flow for Service Available Not Available
          Chat Available Available
          Messaging Available Not Available
          Macros Available Available
          Conditional expressions in macros Available Not Available
          Milestones—Case Available Available
          Milestones—Object Available Available
          Omni-Channel Available Available
          Open CTI Available Available
          Products Available Available
          Quick Text Available Available
          Service Contracts Available Available

          Service Set-up Flows for:

          • Experience Cloud sites
          • Email-to-Case
          • Facebook and Twitter
          • Help Center
          • Knowledge
          • Chat
          • Messaging
          • Omni-Channel
          Available Not Available
          Embedded Service for Web Available Available
          Social Customer Service Available Available
          Solutions Not Available Available
          SOS Not Available Available

          Reports

          Feature Lightning Experience Salesforce Classic
          Enhanced report charts Available Not Available
          Row-level formulas (beta) Available Not Available
          Hide totals and subgroups from report view Available Not Available
          Interactive filters when viewing reports Available Not Available
          Report Builder Available Available
          Currency selector in the Report Builder Available Available
          Product standard filter for the Opportunities with Contact Roles and Products report type in the Report Builder Not Available Available
          Select a campaign option on the Show Me filter for Campaign report types in the Report Builder Not Available Available
          Bucket fields Available Available
          Custom summary formulas Available Available
          Matrix, Summary, Tabular report formats Available Available
          Stacked summaries in the Matrix report format Available Available
          Column (non-stacked) summaries in the Matrix report format Available Not Available
          Role hierarchy filters Available Available
          Create report folders and subfolders Available Not Available
          Joined reports Available Available
          Pie charts Not Available Available
          Schedule report refreshes Available Available
          Follow reports Not Available Available
          Report notifications Available Available
          Export reports Available Available
          Historical tracking reports Available Available
          Conditional formatting Available Available
          Favorites Available Not Available

          Dashboards

          Feature Lightning Experience Salesforce Classic
          Display more than 3 columns Available Not Available
          Tables with up to 10 columns and 200 rows Available Not Available
          Dashboard Builder Available Available
          Flexible layouts Available Not Available
          Themes and palettes Available Not Available
          Create dashboard folders and subfolders Available Not Available
          Filtered dashboards Available Available
          Dynamic dashboards Available Available
          Schedule dashboard refreshes Available Available
          Post dashboard components to feeds Available Available
          Visualforce components Not Available Available
          Favorites Available Not Available

          List Views

          Feature Lightning Experience Salesforce Classic
          Charts Available Not Available
          Create and modify filters Available Not Available
          Search for a list view Available Not Available
          Find data with the list view search bar Available Not Available
          Pin your favorite list view as your default list Available Not Available
          View records visually (Kanban) Available Not Available
          Create and edit lists Available Available
          Sortable columns Available Available
          Resizable columns Available Available
          Sharing Settings Available Available
          Filter logic Available Available
          Inline editing Available Available

          Search

          Feature Lightning Experience Salesforce Classic
          General
          Einstein Search (global search default) Available Not Available
          Global Search (without Einstein Search) Not Available Available
          Advanced Search Not Available Available
          Sidebar Search Not Available Available
          Search any object from anywhere Available Not Available
          Search All button Not Available Available
          Search results from external sources Available Available
          Search results from external sources on the Top Results page Available Not Available
          Instant Results
          Instant results appear in a dropdown list when search box is selected (you’ve not started typing) Available Not Available
          Shortcuts to recent items Available Available
          Matches for recently accessed items as you type your search term Available Available
          Matches for items not recently accessed as you type your search term Available Not Available
          Search Results
          See Top Results from your most frequently used objects on one page Available Available
          Pin objects on the search results page Not Available Available
          See the number of results for each object searched Available Available
          Filter and sort search results Available Available
          Adjustable columns Available Not Available
          See when spelling correction was done Available Not Available
          Value-based lookup Available Available

          Other Features and Products

          Feature Lightning Experience Salesforce Classic
          Custom org brand images and colors Available Not Available
          Custom branding of Salesforce apps Available Not Available
          Personalized Navigation Bar Available Available
          Favorites Available Not Available
          Activities-related composer windows Available Not Available
          Create and edit records Available Available
          Inline editing record detail fields Available Available
          Inline editing in lists Available Available
          Enterprise Territory Management Available Available
          Experience Cloud sites Available Available
          Partner Portals Not Available Available
          WDC Not Available Available
           
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