Just Trailed….Migrating to Lightning Experience

Hope you got to experience the Salesforce live event for the Lightning Experience announcement.  We actually put on a viewing party and there was a great turn out, plenty of enthusiasm to go around.  Just my opinion, but I’m really excited about the new UI and all the goodies it brings with it.  If you’re wondering how to start getting your hands dirty, there’s two ways.  The first is to sign up for Winter 16 Pre-release Org.  The second is to dive into the new Trailhead trails that walk you through a few things on the new lightning experience.

To start I went through the Migrating to Lightning Experience trail, you’re going to hear about a few things:

You’re going to see “experiences” (aka the UI) divided into two buckets.  One being the new Lightning UI and the existing, now termed Salesforce Classic.  Other than the look and feel, there are some differences.  Currently certain objects won’t work in the new UI, but you’ll gain some new features like slick looking layouts, a more intelligent homepage, and a component building approach, so pay attention to the differences.  Based on how your Org is setup and your use cases this will play a part into how and when you migrate.

Did I mention there are going to be differences?  This trail was awesome in laying them out, going through the homepage, accounts and contacts, etc and show you the pros and cons to each.  There is even an assessment checklist to get you starting in determining what all you have in your environment.  Some big changes you might run into:

Opportunity Pipeline Board: all new in lightning experience

Reports/Dashboards and List views: so slick in the new UI

(Insert your object) Teams, Quotes, Forecasting, Campaigns: not in the new UI yet

Homepage improvements: such a good pull to get you in the new UI

URL Hack Buttons: say goodbye

 

Setting it up?  It’s actually pretty straight forward as the trail will lead you down.  There are some additional features to consider turning on before you flip the final switch (Sales Path, Enhanced Notes, Shared Activities, etc) but the setup area will give you a heads up on the Lightning Setup Page.  Once on you’ll also have control over who gets access through Permissions Sets.   Between that control and flipping between the new UI’s (within the Setup dropdown), Salesforce really did provide an easy way to manage this dipping of the toes in the water.

 

Already in?  The new UI you’ll notice right off the bat.  One thing I didn’t initially expect was the new Setup area.  This trail will go through what you’ll see and need to know.  How Setup tree has been reset from Administer, Build, Deploy, and Checkout to three sections: Administration, Platform Tools, and Settings…the new Create Menu, and how all objects are listed together just to name a few.

Another thing you’ll notice…ever get confused about if its an App or just a Tab?  Where do I go to see my Apps anyways?  The new UI gives a more focused approached to the Apps in your environment and with the App Launcher you can see all of them together and jump around if necessary.

How do I manage (Administer) two UI’s?  In short you can still use your layouts but compact layouts are your new best friend, but you’ll be surprised how many existing things are supported in the layouts in the new UI.  This trail does a great job going over those options and what to be aware of.

 

The last thing you’ll run into on this Trail is a call to action, how to roll this out.

Learn and Educate- Go through the trails, sign up for the pre-release or turn it on in you dev/sandbox org.   Work with your key stakeholders and super users.

Plan – Use the Gap Analysis and Assessment tips provided in this Trail.

Launch and Iterate – Put it out there for your super users, work with them, make it better…..wash, rinse, repeat!