Your Lightning Experience NEW Salesforce How-To Guide!

The launch of Lightning Experience, Salesforce’s new user interface and user experience, was revealed yesterday and comes after multiple years of development.

Lightning Experience’s foundation is built on creating a great user experience, and it is loaded with new User Interface and features as well, aimed mostly to increase Sales productivity.

Lightning Experience will become immediately available on October 17th, with the release of Winter ’16 release. But don’t worry; as the Salesforce Admin, you can decide to whom and when to enable it! Control it on every level: from user, to profile, to organization level.

Note that the Lightning Experience is not just a User Interface change, it is changing the core of the sales process, and the way users are interacting with Salesforce. Change management will play an important role in making this change, since for some users it will be a whole new onboarding experience.

But before you’re planning on releasing it to your users, check if your core processes are supported as part of your Lightning Experience. Some process were enhanced and improved, and some are not supported. Check these two sales-related process tables below:

Home Features Lightning Experience Salesforce Classic
Performance Chart X
Assistant X
Account Insights X
Chatter X
Customizable dashboards X
Tasks X X
Items to Approve X
Calendar X
Recent Records X X
Top Deals X
Customizable home page component X

Opportunity Feature

Lightning Experience Salesforce Classic
Opportunities
Opportunity Teams X
Opportunity Splits X
Add similar opportunities X
Big deal alerts X
Leads
Find duplicate leads X
Change lead owner to a queue X
Lead campaign history X
Create leads X X
Assign leads to campaigns X
Customize lead conversions via API X X
Both Opportunities and Leads
Customizable highlights panel X
Sales path X
Create related records in context X
Quick view (hover) X
Composer X  X*
Integrated email and templates X X
Workspace template page layout X
Activity timeline X
Enhanced Notes X
New Files X
Collaborate X X

 

 

Are you ready to learn exactly how to set up the new Lightning Experience interface? Test it and check the awesome new UI. When it’s time to roll-out Lightning, build a plan on how to roll it and follow the steps below, and get the brand new UX in Salesforce.

1. Go to the “Setup” page and click on the link to the new Lightning Experience (circled in red here).

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2. Create a new Permission Set. For example, you can label it “Lightning”, as you see below.

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3. Check the box called “Lightning Experience User”, and assign it to the Users and Profiles where you want to enable it.

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4. Now you are ready to go! To enable Lightning, click the button next to “Enable the New Salesforce Experience”.

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5. You’re all set! Check out the result, and enjoy your new Salesforce user interface!

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Roy Gilad
Roy is a veteran Salesforce Expert with record of designing, building
and delivering enterprise applications, CRM and admin systems using
the Salesforce platform. Roy is the Israeli Salesforce User Group Leader and Director of Business Operations and Vertical Products at WalkMe.