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Lightning Experience Transition Tools

Fast-Track Your Move to Lightning Experience

Get started with the Lightning Experience Transition Assistant. It's the central hub for your journey, where you get step-by-step guidance and access to helpful transition tools.

As you work through each phase of the journey, use these tools to speed things up. Take a closer look!

“After transitioning to Lightning Experience, we saw a 41% increase in mobile usage, which is great because our sales team is small but covers a large area.”
Nicole Rothermel, Penske Solutions,
Director of Sales Solutions

Get ready for the transition to Lightning Experience. These tools help you evaluate your org and prepare users for the new interface.

See how ready your org is for Lightning Experience

Run the Lightning Experience Readiness Check to see if existing features or customizations need any attention. You get a custom Readiness Report with recommended actions.

Create a change management plan

Use the Lightning Experience Transition Change Management Hub for best practices and templates that help you excite and prepare your users for the coming change.

“Our users love Lightning Experience because they can quickly get the information they need with filtered components and they can work faster using the quick action buttons.”
Marissa Alonso, Alight Solutions,
Salesforce Administrator

Most of your org's existing features and customizations work just fine in Lightning Experience. But there are a few things that may need some attention. Use these tools to streamline the work.

Have JavaScript Buttons or Visualforce Pages?

The Lightning Experience Configuration Converter helps prepare a variety of features in your org — including buttons and actions, hard-coded links, AppExchange packages, JavaScript buttons, and Visualforce pages.

Have attachments or classic notes?

For a better user experience, use the Magic Mover for Notes and Attachments app to migrate legacy content to Salesforce Files and enhanced Notes.

“Lightning pages offer SO much flexibility that once you get the hang of them you will never want to go back.”
Nana Greg, JLL,
Senior Salesforce Administrator

Boost Lightning Experience usage with tools that make sure users are engaged and getting what they need in the new interface.

Monitor Lightning Experience adoption

Use the Lightning Usage App to track Lightning Experience adoption metrics, so you can make informed decisions.

Improve your Salesforce implementation

Run Salesforce Optimizer to see how your company uses Salesforce features and where you can make improvements.