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Compare Lightning Experience and Salesforce Classic

Here are some highlights of how Lightning Experience compares with what you’re used to in Salesforce Classic. The list includes features that are available only in Lightning Experience.

Note
Note These tables aren’t a complete list of Salesforce Classic-only features, nor do the tables include all of the features that are available only in Lighting Experience.

See Gaps Between Salesforce Classic and Lightning Experience for details about features that aren’t available in Lightning Experience.

Salesforce Data

Feature Lightning Experience Salesforce Classic

Sales data for:

  • Accounts
  • Campaigns
  • Contacts
  • Contracts
  • Leads
  • Opportunities
  • Orders
  • Person Accounts
  • Price Books
  • Products
  • Quotes
 Available Available
Calendar, Events, Tasks Available Available

Service data for:

  • Assets
  • Basic Cases
  • Lightning Knowledge
  • Work Orders
 Available Available
Custom objects Available Available
Chatter feeds, groups, and people Available Available
Salesforce Files Available Available
Other Sales and Service objects Not Available Available

Home

Feature Lightning Experience Salesforce Classic
Performance chart Available Not Available
Assistant Available Not Available
News Available Not Available
Key deals Available Not Available
Tasks Available Available
Events Available Available
Calendar Available Available
Feed and publisher Available Available
Items to approve Available Available
Customizable dashboards Available Available
Customizable home page components Available Available

Accounts and Contacts

Feature Lightning Experience Salesforce Classic
News Available Not Available
Path Available Not Available
Activity timeline Available Not Available
Contacts to Multiple Accounts Available Available
Account Logos Available Not Available
Automated Account Fields Available Not Available
Notes Available Not Available
“Reference” page layout Available Not Available
Related lists Available Available
Integrated email and templates Available Available
Twitter highlights Available Available
Person accounts Available Available
Account teams Available Available
Account hierarchy Available Available
Contact hierarchy Available Available
Find and merge duplicate accounts and contacts Available Available
Matching and duplicate rules for business accounts, person accounts, and contacts Available Available

Campaigns

Feature Lightning Experience Salesforce Classic
Campaign member status charts Available Not Available
Import campaign members Available Available
Add individual campaign members Available Available
Campaign member status updates via import Available Available
Clone campaign members Available Available
Add and manage campaign members from a list view Available Available
Add campaign members from reports Available Available

Leads

Feature Lightning Experience Salesforce Classic
Workspace page layout Available Not Available
Activity timeline Available Not Available
Path Available Not Available
News Available Not Available
Notes Available Not Available
Change lead owner to a queue Available Available
Integrated email and templates Available Available
Lead conversion customization via the API Available Available
Find and merge duplicate leads Available Available
Matching and duplicate rules for leads Available Available

Opportunities

Feature Lightning Experience Salesforce Classic
Workspace page layout Available Not Available
Activity timeline Available Not Available
Path Available Not Available
Notes Available Not Available
Visual view of opportunities (Kanban) Available Not Available
Integrated email and templates Available Available
Opportunity teams Available Available
Opportunity splits Available Available
Similar opportunities Not Available Available
Big Deal Alerts Available Available
Opportunity deal change highlights Available Not Available

Salesforce Einstein

Feature Lightning Experience Salesforce Classic
Analytics
Einstein Discovery Available Available
Chatter
Einstein Recommendations Available Available
Community
Einstein Related Articles Available Available
Einstein Feed Search Available Available
Customization
Einstein Prediction Builder: Setup Available Not Available
Einstein Prediction Builder: Predictions on Records Available Available
Einstein Next Best Action: Strategy Builder Available Not Available
Einstein Next Best Action: Recommendations Available Available
Development
Einstein Language Available Available
Einstein Vision Available Available
Sales
Einstein Activity Capture Available Not Available
Einstein Lead Scoring Available Available
Einstein Opportunity Scoring Available Available
Einstein Forecasting Available Available
Einstein Opportunity Insights Available Not Available
Einstein Account Insights Available Not Available
Einstein Automated Contacts Available Not Available
Search
Einstein Search Available Not Available
Service
Einstein Bot Builder: Setup Available Not Available
Einstein Bot Builder Available Available
Einstein Case Classification: Setup Available Not Available
Einstein Case Classification: Agent Console Available Available

Forecasting

Feature Lightning Experience Salesforce Classic

Forecasting on:

  • Opportunity splits
  • Overlay splits
  • Custom currency fields on opportunities
  • Product families
 Available Available
Custom measure (currency and number) forecasts on Opportunity, Opportunity Product, Opportunity Split, and Line Item Schedule Available Not Available
Revenue and quantity forecasts Available Available
Product and schedule date forecasts Available Not Available
Territory forecasts Available Not Available
Forecast sharing Available Not Available
Manager and owner adjustments Available Available
Cumulative forecast rollups Available Available
Support for multiple currencies Available Available
Quotas Available Available
Forecast hierarchy Available Available
Choose the product families to forecast on and the order they appear in (from Setup, if the product family forecasts feature is selected) Available Not Available
Forecasts grid organized first by period, product family, and then user to show product family forecast totals Available Not Available
Forecasts grid expansion remains the same during each session Available Not Available
Timestamp showing refresh time and date Available Not Available
All-zero rows hidden for all forecast types Available Not Available
Adjust your own product family forecasts Available Not Available
Opportunity split details in the opportunities list Not Available Available
Adjustable column width Available Available
Quota attainment information Available Available
Jump to the forecasts of users you have access to view Available Available
Forecasts Settings Available Not Available
Most Likely forecast category Available Not Available

Customer Service

Feature Lightning Experience Salesforce Classic
Assets Available Available
Case Assignment Rules Available Available
Case Comments Available Available
Case Feed Filters Available Available
Case Teams Available Available
Console Available Available
Einstein Bots and Case Classification Available Available
Entitlements Available Available
Field Service Available Available
Knowledge Available Available
Lightning Flow for Service Available Not Available
Chat Available Available
Messaging Available Not Available
Macros Available Available
Conditional expressions in macros Available Not Available
Milestones—Case Available Available
Milestones—Object Available Available
Omni-Channel Available Available
Open CTI Available Available
Products Available Available
Quick Text Available Available
Service Contracts Available Available

Service Set-up Flows for:

  • Experience Cloud sites
  • Email-to-Case
  • Facebook and Twitter
  • Help Center
  • Knowledge
  • Chat
  • Messaging
  • Omni-Channel
 Available Not Available
Embedded Service for Web Available Available
Social Customer Service Available Available
Solutions Not Available Available
SOS Not Available Available

Reports

Feature Lightning Experience Salesforce Classic
Enhanced report charts Available Not Available
Row-level formulas (beta) Available Not Available
Hide totals and subgroups from report view Available Not Available
Interactive filters when viewing reports Available Not Available
Report Builder Available Available
Currency selector in the Report Builder Available Available
Product standard filter for the Opportunities with Contact Roles and Products report type in the Report Builder Not Available Available
Select a campaign option on the Show Me filter for Campaign report types in the Report Builder Not Available Available
Bucket fields Available Available
Custom summary formulas Available Available
Matrix, Summary, Tabular report formats Available Available
Stacked summaries in the Matrix report format Available Available
Column (non-stacked) summaries in the Matrix report format Available Not Available
Role hierarchy filters Available Available
Create report folders and subfolders Available Not Available
Joined reports Available Available
Pie charts Not Available Available
Schedule report refreshes Available Available
Follow reports Not Available Available
Report notifications Available Available
Export reports Available Available
Historical tracking reports Available Available
Conditional formatting Available Available
Favorites Available Not Available

Dashboards

Feature Lightning Experience Salesforce Classic
Display more than 3 columns Available Not Available
Tables with up to 10 columns and 200 rows Available Not Available
Dashboard Builder Available Available
Flexible layouts Available Not Available
Themes and palettes Available Not Available
Create dashboard folders and subfolders Available Not Available
Filtered dashboards Available Available
Dynamic dashboards Available Available
Schedule dashboard refreshes Available Available
Post dashboard components to feeds Available Available
Visualforce components Not Available Available
Favorites Available Not Available

List Views

Feature Lightning Experience Salesforce Classic
Charts Available Not Available
Create and modify filters Available Not Available
Search for a list view Available Not Available
Find data with the list view search bar Available Not Available
Pin your favorite list view as your default list Available Not Available
View records visually (Kanban) Available Not Available
Create and edit lists Available Available
Sortable columns Available Available
Resizable columns Available Available
Sharing Settings Available Available
Filter logic Available Available
Inline editing Available Available

Search

Feature Lightning Experience Salesforce Classic
General
Einstein Search (global search default) Available Not Available
Global Search (without Einstein Search) Not Available Available
Advanced Search Not Available Available
Sidebar Search Not Available Available
Search any object from anywhere Available Not Available
Search All button Not Available Available
Search results from external sources Available Available
Search results from external sources on the Top Results page Available Not Available
Instant Results
Instant results appear in a dropdown list when search box is selected (you’ve not started typing) Available Not Available
Shortcuts to recent items Available Available
Matches for recently accessed items as you type your search term Available Available
Matches for items not recently accessed as you type your search term Available Not Available
Search Results
See Top Results from your most frequently used objects on one page Available Available
Pin objects on the search results page Not Available Available
See the number of results for each object searched Available Available
Filter and sort search results Available Available
Adjustable columns Available Not Available
See when spelling correction was done Available Not Available
Value-based lookup Available Available

Other Features and Products

Feature Lightning Experience Salesforce Classic
Custom org brand images and colors Available Not Available
Custom branding of Salesforce apps Available Not Available
Personalized Navigation Bar Available Available
Favorites Available Not Available
Activities-related composer windows Available Not Available
Create and edit records Available Available
Inline editing record detail fields Available Available
Inline editing in lists Available Available
Enterprise Territory Management Available Available
Experience Cloud sites Available Available
Partner Portals Not Available Available
WDC Not Available Available