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 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 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 topic.

rollout strategy

Develop Rollout Strategy

Create training, marketing, communication plans, and a schedule for the rollout. 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 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 new, fast, beautiful user experience. The initial release focuses on reinventing the desktop environment with the best CRM user interface design possible to better support and quicken your sales process.

02

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

03

Some features aren’t available in Lightning Experience. Compare features to Salesforce Classic and view the roadmap to see if Lightning Experience is right for your org at this moment.

04

Person accounts aren’t supported in Lightning Experience. If you have person accounts, you can try out the new interface by enabling Lightning Experience in your sandbox.

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 is in beta for Lightning Experience. Most pages work just fine, but check and adjust your formatting to fit with the new Lightning Design System.

08

Existing custom objects and creation of new custom objects are supported. You access custom objects through the App Launcher.

09

More than 100 Lightning Ready apps are available on the 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 that will 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.

Winter '16

Delivered in Winter ’16

  • Home
  • Opportunity Workspace
  • Accounts and Contacts
  • List Views
  • The Opportunity Board
  • Reports and Dashboards

Coming in Spring ’16

  • Person Accounts (Beta)
  • Campaigns (Beta)
  • Opportunity Teams
  • Assets
  • Work Orders
  • Files Connect
  • Filtered Dashboards
  • Dynamic Dashboards
  • Funnel Charts
  • Sort Search Results
  • Create and Edit List Views
  • Resize List View Columns
  • Inline Edit for Record Details
  • Navigation Menu Customization
 

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

Sales Cloud

Sales Cloud

  • Account Teams (Partial Support)
  • Campaign Members (Partial Support)
  • Opportunity Product Selector
Service Cloud

Service Cloud

  • Case Feed Enhancements
Files

Files

  • Libraries
Reports and Dashboards

Reports and Dashboards

  • Scatter Charts
  • Scheduled Reports and Dashboards
  • Export Reports
Data Creation

Data Creation and Views

  • Advanced Filter Logic for List Views
  • Inline Edit for Highlights Panel
  • Filter and Sort Related Lists 
Customization

Customization

  • Home Page and Record Home Page Customization via the Lightning App Builder
  • Lightning Pages (GA)
  • Visualforce Support (GA) 
 
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. 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 and what to expect from those who are already running it.

VISIT PARTNER COMMUNITY

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