Learning Map
Journey to Lightning Experience
Head to the Lightning Experience Transition Assistant for all the tools and guidance you need.
Learn MoreDiscover
Get started by discovering the benefits and return on investment that your company gets with Lightning Experience. Evaluate your org's readiness to make the transition. Then plan your rollout and change management strategies, and align transition goals with stakeholders.
Roll Out
Get ready to roll out Lightning Experience. Prepare your users, and prepare your org by turning on key features and adjusting existing customizations. Then go live!
Optimize
Boost Lightning Experience adoption by measuring how things are going and motivating users. Keep iterating on your rollout plan with more users, new use cases, and continuous improvement to give everyone an optimal experience. Finish the transition by turning off access to Salesforce Classic.
1. Prepare Users for Lightning Experience
2. Implement Lightning Experience Features
- Learn About Recommended Features
- Choose the Default View for Record Pages (Beta)
- Configure the Activities View on Record Pages
- Customize the Activity Timeline
- Boost Note-Taking with Enhanced Notes
- Simplify File Management with Salesforce Files
- Optimize Sales Processes with Path
- Configure Lightning Record Pages for a Great User Experience
- Create Custom Home Pages for Different Roles
- Create and Customize Lightning Apps
- Create Custom Lightning Console Apps
- Apply Your Company's Branding to Your Org
- Set Up My Domain
3. Adjust Existing Customizations
- Learn About Transition Tools
- Replace Missing Actions and Buttons
- Convert JavaScript Buttons
- Replace Hard-Coded URLs
- Prepare Visualforce Pages
- Upgrade Classic Apps to Lightning Apps
- Convert Attachments and Classic Notes
- Migrate Your Classic Knowledge Base to Lightning Knowledge
- Review the Readiness of AppExchange Packages
- Get Pro Tips for Integrating Your Classic Implementation with Lightning Experience
4. Launch Lightning Experience to Users
1. Measure Success Metrics
2. Motivate Users to Work in Lightning Experience
- Learn About In-App Options for Driving Adoption
- Get Feedback on Why Users Switch to Salesforce Classic
- Onboard Users With a Custom Welcome Mat
- Create In-App Guidance for Onboarding and Adoption
- Customize the Help Menu
- Switch Users to Lightning Experience on a Regular Schedule
- Turn Off Access to Salesforce Classic for Specific Users
3. Iterate on Your Rollout Plan
4. Turn Off Salesforce Classic
That’s not all, folks! Scroll down for more learning goodness!
MORE RESOURCES
Make the Move to Lightning Experience with Trailhead
Hit the trail and learn how to increase your team's productivity by moving your existing org to Lightning Experience.
Learn with Trailhead
Lightning Now Trailblazer Community
Connect with Lightning Now community members to learn, get inspired, and blaze trails together.
Join the Trailblazer Community
Circles of Success
Join virtual and in-person small group clinics that are hosted by Salesforce experts and focus on adoption topics.
Attend a Circles of Success Event
Lightning Lounge Webinars
Attend a Lightning Lounge webinar to learn about transition best practices and ways to maximize productivity with Lightning Experience.
Attend a Lightning Lounge Webinar
Lightning Accelerators
Join 1-on-1 virtual sessions with Salesforce experts to learn about driving adoption, new features, and overcoming business challenges. Available with your Premier Success Plan.
Learn about Accelerators
Trailblazer Stories
See the stories of people and companies who are succeeding with Salesforce and Lightning Experience.
Read Trailblazer Stories
Lightning Experience Roadmap
Discover hundreds of Lightning Experience-only features that are available now and coming in future releases.
Check out the Roadmap
Feedback
Share your ideas or suggestions related to Lightning Experience. We want to hear from you.
Give Feedback