Lightning Logo

Get to Know the
Lightning Experience

Sell smarter. Sell faster.
Sell the way you want.

WATCH DEMO
GUIDED TOUR

Get to Know the Lightning Experience

Lightning Logo
hero-mobile-lo

Sell smarter. Sell faster. Sell the way you want.

WATCH DEMO
GUIDED TOUR

Ready to transform how you use Salesforce?

Learn if you are ready to make the move to Lightning Experience and the key steps for rollout.

 
Game Plan

Learn. Prepare. Engage.

Here’s your game plan to jump-start a new way to sell.
Scroll down to explore or download the pdf here.

step 1

learn

video

Watch our videos

Sit back, relax, and watch videos on the top new features in Lightning Experience and its revamped CRM user interface, and get a view of an experience you’re going to love.

Visit Trailhead

visit trailhead

Trailhead gives you hands-on experience with guided, step-by-step directions covering key Salesforce topics. Plus, you get to earn badges. Check out the Lightning Experience topics for migration, admins, developers, and sales reps.

Picture

review features

Compare what Lightning Experience offers to what you’re currently implementing with the Deciding if Lightning Experience Is Right For You Trailhead unit. Then take a look at the roadmap to see where Lightning Experience will take you next.

Location

use it yourself

Test drive Lightning Experience by enabling it in your sandbox or signing up for a Developer edition.

step 2

prepare

Analyze

Analyze Your Org

Perform a gap analysis to compare supported and unsupported features, define work-arounds, and identify stakeholders. We’re here to help you with a customer enablement pack and Lightning Experience Considerations help page.

rollout strategy

Develop Rollout Strategy

Create training, marketing, and communication plans, and a rollout schedule. Don’t worry, this Trailhead rollout module takes you through the process.

Discuss

Discuss in our Success Community

Join the Release Readiness & Feature Adoption group on the Success Community to learn and share from fellow Lightning Experience users and admins.

step 3

engage

prepare your team

Prepare Your Team

Ensure that the right users get the right access and help for Lightning Experience. Download the customer enablement pack to get sample emails and presentations ready to send to users.

Turn it on

Turn It On

You made it! Enable Lightning Experience for users and enjoy the awesome.

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Game Plan

Ten things to know about Lightning Experience

01

Lightning Experience is a completely reimagined experience packed with powerful new features and enhancements. Even better, it’s built on our UI platform, so the experience can grow and evolve with your needs.

02

Lightning Experience is generally available for all editions at no additional cost.

03

Check out the powerful features and enhancements that make Lightning Experience the go-to interface for selling smarter and faster. Compare Lightning Experience to Salesforce Classic and view the roadmap to figure out if it is the right time. Remember that your users can always access features not yet supported in Lightning Experience by switching to Salesforce Classic.

04

We are continuing to innovate on the Lightning Experience. Check out new features like email enhancements and shared contacts to multiple accounts.

05

Admins can enable the Lightning Experience at either the org level or at the user or profile level for Enterprise, Unlimited, and Performance editions. Regardless of edition, users can toggle between Lightning Experience and Salesforce Classic at anytime using the profile menu.

06

You can continue to use Salesforce Classic. There’s no timeline for end of life.

07

Visualforce for Lightning Experience is generally available. With the Summer ‘16 release, Visualforce is fully supported in Lightning Experience..

08

Existing custom objects and creation of new custom objects are supported.

09

More than 100 Lightning Ready apps are available on AppExchange, and that number grows daily. Lightning Ready means no compromises in features or functionality, plus a look and feel that’s right at home in Lightning Experience. Quickly find these apps by the Lightning Ready sash on the listings or with the Lightning Ready filter. Also, you can use apps without Lightning Ready certification in Lightning Experience, but some features aren’t available or don’t work as expected.

10

Most existing customizations don’t need to change in our new CRM Web UI. Some customizations don’t apply or need to be updated to take advantage of all that Lightning Experience has to offer.

 
Road map

The Lightning Experience Roadmap

Salesforce Lightning Experience was built on feedback from more than 150,000 customers. And now that it’s live, we’ve been collecting your ideas, comments, and requests to help us drive Lightning Experience forward. Here are some features and ideas we’re working on.

Our forward-looking statement applies to this roadmap.
Because roadmap items can change at any time, make your purchasing decisions based on currently available technology.

Summer '16

Top Lightning features delivered in Summer ’16

  • Lightning Voice
  • Contacts to Multiple Accounts
  • Calendar All
  • Company Information for Leads
  • Account Autofill
  • Account Logos
  • Custom Home and Record Pages
  • List View Filters
  • Lightning for Outlook
  • Lightning Sync
  • Lightning CPQ (Configure, Price, Quote)
  • Social Publisher
  • Data Assessment
  • Prospecting Insights and Company Hierarchy in Prospector
  • Geocode Append
  • Export Report to CSV or Excel
  • Click on Charts to Filter Reports
  • Chatter Feed on Reports and Dashboards
  • Premoderation and Moderation Controls
  • Profile-Based Page Visibility
  • Global Search and Related Articles in Communities
Winter 2017

Top Lightning features to be delivered in Winter ’17

  • Quotes
  • In-Line Edit on List Views
  • Open CTI
  • Kanban on Leads, Campaigns, Contracts
  • Email and Lead Intelligence (Beta)
  • Knowledge Object and Record Homes (Pilot)
  • Email Attachments
  • Social Interactions from the Feed
  • Mass Actions
  • Lightning Sync for Google
  • Post Components to Chatter
  • Scheduled Reports
  • Dashboard Running User
  • Customizable and Live Feed
  • Contracts
  • Campaign Influence
  • Auto Follow-up for Tasks
  • Custom Help on Detail Pages
  • Global Navigation
  • Role Hierarchy in Reports
  • Chart Parity
 

Here are some new features we’ll be adding in the next few releases.

Sales Cloud

Sales Cloud

  • Lightning Console
  • Lightning for Gmail
  • Kanban on Custom Objects
  • Forecasting
  • Account Hierarchy
  • Opportunity Product Selector
  • Recurring Tasks/Events
  • Classic Email Template Support
  • Orders
  • Calendar Scheduling/Sharing
  • Merge Records
  • Chatter Topics
  • Calendar Enhancements
Service Cloud

Service

  • Email Customer Service (Full Set of Features Generally Available)
  • Social Customer Service (Full Set of Features Generally Available)
  • Lightning Console
  • Macros
  • Knowledge Component
  • Default Email Template
  • Social Interaction Component
  • Related List Component
  • History Component
Community

Community

  • Dashboards for Communities
  • Community Intelligence Relevance Ranked
  • Feed and Thread Scoring
  • Lightning Calendar Component
Reports and Dashboards Icon

Reports and Dashboards

  • Scheduled Dashboards
  • Report Notifications
  • New Report Builder Pilot
  • Edit Dynamic Dashboards
  • Edit Tables on Dashboards
  • Edit Filtered Dashboards
  • Full Accessibility Support in Dashboard Builder and Charts
  • Joined Reports
 
Developers & Partners

Need more information?

We’ve set up communities where you can find the answers you need, fast.

Winter '16

Developers

If you’re a developer, here’s some relevant information you’ll need to know before and while you run Lightning Experience. Don’t worry. Nothing scary in here.

VISIT DEVELOPER COMMUNITY

Partners

If you’re one of our partners, check out our communities to find more information about Lightning Experience and what to expect from those who are already running it.

VISIT PARTNER COMMUNITY