--- schema_version: "1" id: 8e92bad2f68bbb354c224b7446b99b8f312680dde73d0c976dceba8132c066d6 title: How to Manage the Transition to Lightning Experience collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/lex_plan_rollout.md canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.lex_plan_rollout.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: af4d3fcce49586fa408533bd61a014f5ecf17b23fcf3865f94d9360ead269c11 description: Based on our experiences and those of the thousands of Salesforce customers who have moved to Lightning Experience, we’ve defined guidelines and best practices that you can follow for a successful transition. We recommend taking an iterative, agile approach where you break up the work into several phases. products: - Salesforce Platform - Cross Cloud release: "264" --- # How to Manage the Transition to Lightning Experience Based on our experiences and those of the thousands of Salesforce customers who have moved to Lightning Experience, we’ve defined guidelines and best practices that you can follow for a successful transition. We recommend taking an iterative, agile approach where you break up the work into several phases. ### Required Editions
Available in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
## Get Ready Kick off your Lightning Experience transition with a discovery period. - Learn how Salesforce Lightning (the platform, the ecosystem, and the user experience) benefits your company, and discover the ROI that your company can get with Lightning Experience. Review the Forrester Consulting reports on the total economic impact of transitioning to [Salesforce Lightning for Sales Cloud](https://www.salesforce.com/form/cloud-services/forrester-lightning-tei/) and [Salesforce Lightning for Service Cloud](https://www.salesforce.com/form/service-cloud/lex-service-cloud-tei/). These studies analyze the cost savings and business benefits from moving to Lightning Experience and the Lightning Platform. - Evaluate your org’s business priorities and technical strategy. Think about these questions: how does Lightning Experience specifically help your company, what work is needed to transition to it, and how much will the project cost. Run the [Business Assessment Calculator](https://www.salesforce.com/form/cloud-services/lightning-value-assessment/) for the projected benefits of moving your org to Lightning Experience. - Plan your rollout by deciding how to train and prepare users for the coming change, and how to measure your success. Also, define your strategy for moving users to the new interface: move everyone at the same time, move users gradually in groups, or start over with a new org. We recommend rolling out in phases, starting with a pilot, so you don’t have to do everything at once and can learn and refine as you go. - Align with executive leadership and affected stakeholders on your business goals, technical requirements, and your rollout and change management strategies. ## Roll Out Prepare your org and your users for Lightning Experience, then give your users access to the new interface. - [Turn on and set up productivity-enhancing features](https://help.salesforce.com/s/articleView?id=xcloud.lex_enable_supporting_features.htm&release=264.0.0&type=5 "To maximize the value of moving your business operations to Lightning Experience, take advantage of the many Lightning-only features that transform how users work. You can create a user experience that improves workflow and productivity, makes jobs easier and more intuitive, even transforms your business. Start with the features that best benefit your users. Then keep iterating over time to add even more value.") that are available only in Lightning Experience. - [Adjust your Salesforce Classic customizations and features](https://help.salesforce.com/s/articleView?id=xcloud.lex_migrate_customizations.htm&release=264.0.0&type=5 "Most of your existing point-and-click and programmatic customizations work seamlessly in Lightning Experience. But some customizations aren’t useful or relevant outside of Salesforce Classic. And some aspects of your classic implementation require adjustment for best results in Lightning Experience. Here’s a look at issues to consider.") to work in Lightning Experience. - Prepare users for Lightning Experience with communication, training, and even a little bit of marketing. Help your users understand the benefits they get with Lightning Experience, so they’re excited and productive from day one. - [Launch Lightning Experience](https://help.salesforce.com/s/articleView?id=xcloud.lex_enable_users.htm&release=264.0.0&type=5 "When you’re ready to go live with Lightning Experience, it’s not necessary to enable or otherwise turn on the interface. Instead, simply make sure that the appropriate users have access via the Lightning Experience User permission. If you’re rolling out Lightning Experience in phases, set up access for the users in your first group (and so on). If you’re doing a “big bang” rollout, set up access for everyone in your org.") to your users. ## Optimize Keep an eye on adoption rates, encourage users to stay in the new interface, and look for ways to improve your implementation. - [Collect user feedback and measure](https://help.salesforce.com/s/articleView?id=xcloud.lex_measure_success.htm&release=264.0.0&type=5 "After you roll out Lightning Experience to users, monitor that you're hitting your goals, improving business, and getting traction with users. Collect user feedback to see what’s working and what’s not. Track adoption metrics, such as daily active users and number of users switching to Salesforce Classic, with the Lightning Usage App.") that you’re hitting your goals, improving your business, and delivering what users need. - Iterate on your implementation by fixing priority issues, refining the experience, and addressing new use cases. We recommend [running Salesforce Optimizer](https://help.salesforce.com/s/articleView?id=xcloud.optimizer_kick_off.htm&language=en_US) to find opportunities for improving your org. See in Salesforce Help. - [Turn off access to Salesforce Classic](https://help.salesforce.com/s/articleView?id=xcloud.lex_enable_users_disable_switcher.htm&release=264.0.0&type=5 "Ready for some or all of your users to go all in on Lightning Experience? Keep them in the new interface by removing the option to switch back to Salesforce Classic.") and call your transition finished! #### See Also - [Compare Lightning Experience and Salesforce Classic](https://help.salesforce.com/s/articleView?id=xcloud.lex_aloha_comparison.htm&release=264.0.0&type=5 "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.")