Transition from Salesforce Classic to Lightning Experience

Salesforce Lightning is the current generation of Salesforce, delivering an intuitive user interface (Lightning Experience), a powerful platform for fast and easy app development, and the AppExchange ecosystem for ready-to-install solutions. The Salesforce Classic user interface isn’t going away yet, but all new Salesforce innovation is available in Lightning Experience only. Get the features and functionality you’re entitled to by transitioning your org off Salesforce Classic. Check out the resources and guidance we’ve prepared to help you and your users make the change to Lightning Experience.

• 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.
• 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.
• Give Users Access to Lightning Experience
  When you’re ready to go live with Lightning Experience, it’s not necessary to enable or otherwise turn on the interface. Instead, simply make sure that the appropriate users have access via the Lightning Experience User permission. If you’re rolling out Lightning Experience in phases, set up access for the users in your first group (and so on). If you’re doing a “big bang” rollout, set up access for everyone in your org.
• Measure the Success of Your Lightning Experience Transition
  After you roll out Lightning Experience to users, monitor that you're hitting your goals, improving business, and getting traction with users. Collect user feedback to see what’s working and what’s not. Track adoption metrics, such as daily active users and number of users switching to Salesforce Classic, with the Lightning Usage App.
• Turn Off Access to Salesforce Classic
  Ready for some or all of your users to go all in on Lightning Experience? Keep them in the new interface by removing the option to switch back to Salesforce Classic.
• Gaps Between Salesforce Classic and Lightning Experience
  Learn about Salesforce Classic features that aren’t available in Lightning Experience. Because Lightning Experience re-envisions the Salesforce Classic, there are some classic features that have been implemented differently or don’t have a place in the new interface. If your users need features that aren’t in Lightning Experience, they can switch to Salesforce Classic and keep working.
• What to Expect in Lightning Experience If Chatter Is Turned Off
  If your organization doesn’t use Chatter, some features of the Lightning Experience interface aren’t available. Learn how Lightning Experience changes, and see if you’re losing functionality that you’d rather not live without.