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Best Practices

Healthy Org: Migrate to Lightning Experience

Migrate to Salesforce Lightning

Understand if your organization is ready to make the move to Lightning Experience and the key steps for a successful roll-out at your organization.

1. Learn

Trailhead: Migrate to Lightning Experience

Free, guided learning paths from Salesforce.com. This "trail" walks you through modules and units that will help you learn and enable Salesforce Lightning.

Webinar: Migrate to Lightning Experience 

Download the webinar slide deck and repurpose for your internal trainings or presentations to key stakeholders and end users.

Get Hands On with Lightning

  • Preview Lightning with the Lightning Experience Migration Assistant
  • Create a Sandbox and enable Lightning in your Sandbox (every Salesforce.org customer has access to a sandbox)

Download the Lightning Roadmap

2. Prepare

Lightning Experience Readiness Check

A nifty tool included in your Salesforce ORG that will help you evaluate potential risks of moving to Lightning.


Limitations and Known Issues in Lightning Experience


Are my Apps Lightning Ready?


Join the next Circle of Success

Circles of Success are small group, interactive clinics with other Salesforce.org customers.

3. Enable

Review Recommended Features


Enable with the Lightning Experience Migration Assistant

  • From Setup in Salesforce Classic, click Lightning Experience. On the Lightning Experience Migration Assistant page, click the Lightning Experience button to set it to Enable.

Resources for End Users


Get Help

 

Community


Log a Tech Support Ticket

If you get stuck, you can always log a tech support ticket. Every Salesforce.org customer has access to a Standard Success Plan which includes access to Standard Support.