In the recent Spring 2019 Salesforce release notes a critical update was announced which will affect many Salesforce Orgs. Starting in the Winter 2020 updates (October 2019) Salesforce will turn on Lightning Experience for all orgs with editions that support Lightning Experience. Our customers have been asking questions regarding this update so we thought it might be useful to provide you with and FAQ overview:
Why should I update to Lightning Experience?
The most important reason is that all future Salesforce innovations will be in Lightning, so you will need lightning to make the most of the latest CRM technology. The improved user interface Salesforce brings new features, increased productivity, faster deployments, and a seamless transition across desktop and mobile environments.
Which editions and users are affected by the update?
This change applies to Group, Developer, Professional, Enterprise, Performance, and Unlimited editions for orgs that don’t yet have Lightning Experience turned on yet. All organisations with editions that support Lightning Experience will be affected by this critical update.
All users with the Lightning Experience User permission enabled are affected by this critical update. This includes all users with:
1. Standard profiles, which automatically include the Lightning Experience User permission by default
2. Custom profiles or permission sets that have the Lightning Experience User permission enabled by an admin.
What changes will users notice after this update?
In Salesforce Classic, users see two options to switch to Lightning Experience: a link to switch to Lightning Experience appears in the header and in the user profile menu. Every week, starting the Sunday after Lightning Experience is turned on, Lightning Experience enabled users working in Salesforce Classic are automatically switched to Lightning Experience when they log in. They see a welcome mat offering resources for learning more about the new interface. It is possible to change the frequency of the switch, exclude users from switching, or customise the welcome mat. After users have access to Lightning Experience, Salesforce begins encouraging Salesforce Classic users to start working in the new interface with in-app prompts. It is also possible to adjust or turn off these prompts.
Do I need to do anything?
Yes! So that your users can benefit from everything Lightning has to offer it is important to prepare to transition. It is critical to understand how the features you use and the customisations you have made will perform in the new interface. It is also extremely important to prepare your users for the change. It may be a good idea to take control and turn on Lightning Experience for your users before this update is auto-activated, on your terms.
Is there anything that can help me transition?
A great place to start is the Lightning modules on Trailhead. There is a great Getting Started with Lightning module that has some excellent information on rolling out Lightning.
The Lightning Migration Assistant has a load of tools put together to support your transition. This can enable you to see your org as it will look after migration and test out some of your business processes to see if they will work.
You can find the tools that automate and speed up transition on the Journey to Lightning Experience Learning Map.
As always, Xenogenix consultants are available for support and assistance while migrating to Lightning, we have worked with many of our customers to ensure their migrations are as simple and their users are as confident as possible.