How to Manage the Transition to Lightning Experience
Based on our experiences and those of the thousands of Salesforce customers who have moved to Lightning Experience, we’ve defined guidelines and best practices that you can follow for a successful transition. We recommend taking an iterative, agile approach where you break up the work into several phases.
Required Editions
| Available in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
Get Ready
Kick off your Lightning Experience transition with a discovery period.
- Learn how Salesforce Lightning (the platform, the ecosystem, and the user experience) benefits your company, and discover the ROI that your company can get with Lightning Experience. Review the Forrester Consulting reports on the total economic impact of transitioning to Salesforce Lightning for Sales Cloud and Salesforce Lightning for Service Cloud. These studies analyze the cost savings and business benefits from moving to Lightning Experience and the Lightning Platform.
- Evaluate your org’s business priorities and technical strategy. Think about these questions: how does Lightning Experience specifically help your company, what work is needed to transition to it, and how much will the project cost. Run the Business Assessment Calculator for the projected benefits of moving your org to Lightning Experience.
- Plan your rollout by deciding how to train and prepare users for the coming change, and how to measure your success. Also, define your strategy for moving users to the new interface: move everyone at the same time, move users gradually in groups, or start over with a new org. We recommend rolling out in phases, starting with a pilot, so you don’t have to do everything at once and can learn and refine as you go.
- Align with executive leadership and affected stakeholders on your business goals, technical requirements, and your rollout and change management strategies.
Roll Out
Prepare your org and your users for Lightning Experience, then give your users access to the new interface.
- Turn on and set up productivity-enhancing features that are available only in Lightning Experience.
- Adjust your Salesforce Classic customizations and features to work in Lightning Experience.
- Prepare users for Lightning Experience with communication, training, and even a little bit of marketing. Help your users understand the benefits they get with Lightning Experience, so they’re excited and productive from day one.
- Launch Lightning Experience to your users.
Optimize
Keep an eye on adoption rates, encourage users to stay in the new interface, and look for ways to improve your implementation.
- Collect user feedback and measure that you’re hitting your goals, improving your business, and delivering what users need.
- Iterate on your implementation by fixing priority issues, refining the experience, and addressing new use cases. We recommend running Salesforce Optimizer to find opportunities for improving your org. See in Salesforce Help.
- Turn off access to Salesforce Classic and call your transition finished!
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