Are you ready for the Lightning Experience?

It’s slick, it’s fast, your users will love it but are you ready to make the jump from Salesforce Classic to the Lightning Experience?There are a few basic steps we can recommend before taking the leap. Firstly make sure you check your instance readiness – you need to be aware of elements such as custom components, Visualforce pages, and custom buttons. This is really important to ensure your transition to Lightning Experience is smooth and flawless.

How do I know what is ready and what’s not?
Salesforce offers you an excellent “Check Readiness” feature! Salesforce will generate a Readiness report which when run can be sent to your Email as well as saved in your Salesforce Files.

Running the check Readiness feature is very straightforward all you need to do is, navigate to Setup | Lightning Experience Migration Assistant | Get Started | Check Readiness | Check Readiness

Here are some of the items the readiness report checks for you

  • Tabs, Objects and Related Lists – Such as Documents, Lookup filter, and Opportunity Partners
  • Standard/Custom Buttons/Links – URL buttons, Javascript buttons, “Sharing” buttons
  • Email templates
  • Lookup filters
  • Third Party Apps

Below are examples of the report results look like:

Results on Tabs, Objects, and Related Lists

Results on Standard/Custom Buttons/Links

So Salesforcers follow these steps and get yourself Lightning ready today!