Lightning Desktop Experience

FAQ

WHAT IS LIGHTNING?
Lightning is:

EXPERIENCE: Modern user interface optimized for speed

BUILDER: Drag and drop technology for fast and easy app
APP
building & customizations
for COMPONENTS: Leverage over 50
APPEXCHANGE
partner components in the App Builder
SYSTEM: Style guides and modern enterprise UX best
DESIGN
practices to build pixel-perfect apps

This document focuses primarily on the Lightning Experience app for the Desktop.

TABLE OF CONTENTS - GENERAL FAQ

OVERVIEW

What is the Lightning Experience?

How much does Lightning Experience cost?
Whats the potential in retiring quota or ACV?
When will this be available to customers?
Does Lightning Experience have to be rolled out to the entire org?
What are the supported browsers for Lightning Experience?
When will Salesforce roll this out in the 62 org?

II

CUSTOMER ENABLEMENT

III

FEATURES

Is there a pilot program for Lightning Experience?

Can customers trial Lightning Experience?
What is the plan for customers to migrate existing page configurations and
VF pages into the new Lightning Experience?
What resources and tools are available for customers to prepare to switch?
How long will we continue to support Aloha UI?
What partners are certified on the new Lightning Experience to implement
new customers?
How does Lightning Experience impact Orgs with Person Accounts?

Is Lightning Experience at parity with Aloha?

What screens are not redesigned? What are our plans for these screens?
What is the experience for Lightning Uusers to switch between the classic

IV

Aloha and the new Lightning Experience UI?

Will the Lightning Experience be rolled out in Salesforce1 mobile as well?
Is RelateIQ technology embedded in Lightning Experience?
Are Data.com and Pardot in Lightning Experience?
Do the reports and dashboards in Lightning Experience use Wave Analytics?
How does Assistant determine what to display?
Is Chatter now referred to as Collaborate?
Are there offline capabilities?
Will there be multi-language support?
How does account insights determine what to display?

CUSTOMIZATION

Are custom objects supported in Lightning Experience?

TABLE OF CONTENTS - TECHNICAL SECTION

ALOHA AND LIGHTNING EXPERIENCE OVERVIEW

Where can I find a comprehensive list of which pages and

processes are in the new Lightning Experience?

How will non-sales users (like service and platform users)
leverage the new UI?

VI

CUSTOMIZATION

VII

PARTNERS

Will Lightning Desktop support Visualforce?

What is the level of customization in the new UI?
Will the setup UI change as well?
How does this affect our AppExchange apps or

partner-built solutions that are already installed?

VIII FEATURES DEEP DIVE

How does this work with the sales console?

Will the pipeline board support multiple sales processes/record types?
Does the new email feature in Lightning Experience leverage our marketing

automation apps for emails?

Are approvals and notifications part of the activity stream?
Will there be more than 3 columns in a dashboard?
How will actions work in Winter 16?

GENERAL FAQ
I OVERVIEW

Overview

What is the Lightning Experience?

Lightning Experience is the name for the all new Salesforce desktop app, with over 25
new features, built with a modern user interface and optimized for speed.

How much does Lightning Experience cost?

The Lightning Experience will be available to existing customers and net new prospects
at no additional cost. The Lightning Experience is available for Sales Cloud, Service
Cloud and any platform license for all Editions: GE (existing), PE, EE, UE and PXE.
Customers will have the ability to determine when and for whom they want to enable
the new user interface (UI).

Whats the potential in retiring quota or ACV?

This new UI will help you win more new logos, keep the ones you already have and help
us continue to remain the #1 CRM in the market, thus increasing your win rate and
driving up ACV.

When will this be available to customers?

Lightning Experience will be generally available (GA) in Winter 16 (198).
Lightning Experience will be auto-enabled in all GE+ customer orgs in Winter 16 except
DNAE orgs and orgs with Person Accounts enabled. See the Person Accounts question
for more details.

Does Lightning Experience have to be rolled out

to the entire org?
No. Customers can choose to roll it out to certain users by using profiles or permission
sets. See the question below about switching between the Lightning UI and Classic UI
for more details.

What are the supported browsers for Lightning Experience?

Lightning Experience is supported with Microsoft Internet Explorer version 11,
Apple Safari version 8.x on Mac OS X, and the most recent stable versions of Mozilla
Firefox and Google Chrome. If youre using Microsoft Internet Explorer versions
customerEnablement
710, youre redirected to Salesforce Classic. We recommend using the Salesforce1
app
when youre working on a mobile device.

When will Salesforce roll this out in the 62 org?

The pilot is planned for end of Sept/early Oct. Testing is currently underway, and the
pilot size and scope are being evaluated. Stay tuned for more details.

II CUSTOMER ENABLEMENT

Enablement 1

Is there a pilot program for Lightning Experience?

There will not be a pilot program for Lightning Experience. There will be global
broadcast, Lightning Preview, on August 25, 2015 at 4 pm PT for all customers and
interested individuals to Meet the New Salesforce. Broadcast attendees will have an
opportunity to sign up to get a pre-release org.
For more information on the broadcast, go to: Lightning Preview FAQs
For more information on trying the Lightning Experience, see below regarding trials.

Can customers trial Lightning Experience?

In addition to signing up to get a pre-release org at the Lightning Preview broadcast (see
above for details), there are several ways that customers can try the Lightning Experience
starting with the Winter 16 (198) release.

Existing customers with sandboxes can access the Lightning Desktop trial in their
sandbox

Existing customers without sandboxes can enable the Lightning Desktop trial to a
specific user(s). It is recommended that admins enable a profile perm for their own
profile and try it before enabling trials for others. Reference the Trailhead (which will
be live end of August) to learn how to enable permissions for their edition.

For prospects who want a trial: After Winter 16 is released, all new trials will be in the
new Desktop experience.
For prospects who just buy without a trial: Lightning Desktop will be enabled by default
Note that Service Cloud trials will not have Lightning Desktop enabled by default but
will be able to enable it in the set up.

Note that Service Cloud trials will not have Lightning Desktop enabled by default but will
be able to enable it in the set up.

What is the plan for customers to migrate existing

page configurations and VF pages into the new
Lightning Experience?
VF pages will work in the new UI, but should be tested. It is a good idea for customers to
take the time to restyle the pages to match the new experience.
To assist in this effort, we are publishing the Lightning Design System (SLDS), which is formal
documentation around all the styles that make up the Lightning Experience across all form
factors. The SLDS is available to all when GS0 is deployed and will be made GA through an
open-source project on GitHub for Dreamforce. SLDS can be used to design apps built on
the Salesforce1 Platform as well as on other platforms. (SLDS FAQ) You will need to log in
with username: landmark, password: theramp.

What resources and tools are available for customers

to prepare to switch?
Customers will have the ability to try out the new Lightning Experience in August and when
Winter 16 is released as noted above. We are currently working on assets like Trailheads
(admin, developer, rollout focused) and Accelerators to enable the migration process.

How long will we continue to support Aloha UI?

Customers have the choice when they want to move to the new Lightning Experience UI
and which users they want to migrate. We will continue to support the Aloha UI for the
foreseeable future.

What partners are certified on the new Lightning

Experience to implement new customers?
Most strategic consulting partners are participating in our Lightning Accreditation
program. This will prepare them to assist our customers with the transition. It involves
a 3-webinar series plus the 4 Trailhead trails that will be released on August 25. A list of
partners who are on track for accreditation will be provided in August.

How does Lightning Experience impact Orgs with

Person Accounts?
For Winter 16, orgs with Person Accounts will not be automatically enabled for
Lightning Experience. Customers will be able to request Lightning Experience to be
enabled for their org by logging a special case type via the Help & Training portal.
Customer Support will not be handling these requests directly.
It is recommended that customers who are actively using Person Accounts do not
switch their users to Lightning Experience as the new UI does not currently support the
core behavior that redirects the user to the Person Account record and could result in
confusion for the user. If you turn on Lightning Experience in a Person Account enabled
org, you will still see Person Accounts, however they do not always display as expected.

III FEATURES

FEATURES

Is Lightning Experience at parity with Aloha?

With over 25 new features not available in Aloha and streamlined existing features, it is
a whole new Salesforce experience. The initial release of Lightning Desktop is not yet at
parity in Winter 16 (198). The roadmap is focused on bringing the top-used objects and
functionality into the new UI along with additional innovation.

What screens are not redesigned? What are our plans

for these screens?
We cant rebuild 16 years of Salesforce in one go! The Winter 16 (198) release is initially
focused on Sales Cloud, which means that not all features from other clouds are available
yet. Even within Sales Cloud, we are missing some functionality like quotes, campaigns,
and forecasting. We will be building all these features and more into the future releases.
For a list of what is included in Winter 16, click here.

What is the experience for Lightning users to switch

between the Classic (Aloha) and the new Lightning
Experience UI?
Users for whom the Lightning Desktop is enabled will be able to use the Switcher feature,
located in the upper-right side of all pages, to toggle between the user experiences to
access pages as necessary. The attributes (like field order and field-level security) will be the
same in the two UIs.
Please note that switching UIs also affects URL routing. When Lightning Experience is
selected, clicking bookmarks and email notifications will take you to the Lightning version
of the pages, where possible. When Salesforce Classic is selected, clicking those same links
will take you to the Aloha version of the page. Also if a Lightning Experience user sends a
link (Chatter post or email) to a Salesforce Classic/Aloha-only user, the page will not be
found. Aloha links are interpreted for routing to SFX, but not the other way around.

Will the Lightning Experience be rolled out in

Salesforce1 mobile as well?
Salesforce1 (S1) is already built on the Lightning Platform and will not change in Winter
16. As a matter of fact, the S1 mobile experience inspired many pages and experiences in
the new Lightning Experience.

Is RelateIQ technology embedded in Lightning Experience?

Not initially. We do plan to have some integration in future releases. See this document for
more information about RelateIQ.

Are Data.com and Pardot in Lightning Experience?

Data.com and Pardot are not redesigned in the new Lightning Experience UI in Winter 16
(198). This is prioritized on our roadmap.
One Data.com feature will be available in the Lightning Desktop UI for 198, which is
Reuters news notifications and stories. This feature will be available to Prospector users
through S1 Mobile (alerts, notifications and viewing of associated stories) and Lightning
(notifications and viewing of stories). This is not the same as Insights.

Do the reports and dashboards in Lightning Experience

use Wave Analytics?
Lightning reports and dashboards use Wave Analytics charting giving them a new modern
look and feel. However, the reports and dashboards do not leverage the Wave reporting
engine. The query engine has not changed.

How does Assistant determine what to display?

The Assistant feature is the best way for reps to stay on top of their day. It prioritizes the
reps to-do list to make the most of every day. Assistant displays (1) overdue tasks from
yesterday, (2) open tasks for today (3) new leads for today and (4) opportunities that need
attention within the next 90 days, such as overdue tasks, no open activities, or no recent
activity in last 30 days. You will be able to customize the Assistant in future releases.

Is Chatter now referred to as Collaborate?

Yes. The Chatter feed is part of the activity workspace in the new Lightning Experience and
is referred to as Collaborate. We have an activity feed and case feed as well.

Are there offline capabilities?

No.

Will there be multi-language Support?

Yes, for all languages read from left to right.

How does Account Insights determine what to display?

Insights is a great example of how we have embedded sales intelligence in the new UI.
Unlike our competition that offer RSS feeds, Insights is an intelligent algorithm. Insight
service currently searches Yahoo, RSS and Twitter. Lightning Home page Insights looks
at Account field value on Tasks, Events, Open Opportunities, and most recently used
Opportunity and Account. In mobile (S1), it also includes the device calendar events and
related accounts in the Account News (aka Insights in Winter 16).

IV CUSTOMIZATION

Customization

Are custom objects supported in Lightning Experience?

Yes. The use of existing custom objects and creation of new custom objects both are
supported. Custom objects will not appear in the navigation (left nav) in the first release
but can be accessed by other methods including the AppLauncher and via related lists on
standard objects.

Will there be more than 3 columns in a dashboard?

Yes! You can create up to 9 columns with a maximum of 20 components total for a
dashboard. This retired over 80,000 IdeaExchange points with this feature.

TECHNICAL SECTION
V

ALOHA AND LIGHTNING

EXPERIENCE OVERVIEW

aloha and lightning exp

Where can I find a comprehensive list of what pages and

processes are in the new Lightning Experience?
See here for a complete list of what is in the Winter 16 198 release.

How will non-sales users (like service) leverage the new UI?
Customers will need to consider the use case before determining whether or not the
Lightning Experience is right for it. While sales reps can run their business in the new
Lightning Desktop in Winter 16 release, Service Cloud users will be able to use the
Lightning Desktop more extensively in future releases and might choose to stay in Classic
(Aloha) UI until then. The good news is that customers can enable the new UI at the
individual user level, allowing everyone to work with the best tools for their needs. Keep
in mind, any sales user who needs to access service objects other than cases (cases are
available in Winter 16) will be able to do so using the switcher functionality and vice versa.
This is recommended if they do this only occasionally. For Sales users who are blended
agents and work in full sales and service objects daily, it may be best to stay in Classic until
all of the service objects are in Lightning.

VI CUSTOMIZATION
Will Lightning Desktop support Visualforce?
Yes, with some detailed caveats. When a VF created in Aloha is viewed in Lightning
Experience, it will still have the old UI. Customers and partners will want to update the UI
to match that of the Lightning UI to be consistent. The Lightning Design System makes this
possible. For this reason, VF is in beta for Winter 16 (198).
Another example: You will no longer have the option to hide the header or sidebar. The
Aloha header and sidebar will always be suppressed in Lightning Experience. The Lightning
Experience header and left nav menu will always show. No code changes are required for
this behavior. Viewing the VF page in Aloha will behave the same as it does today.

We recommend that as customers add more UI customization, they consider whether

to create it using Lightning Components or Visualforce pages. Lightning is our new
programmatic UI technology and is optimized to work on mobile and tablet devices
and in the new Lightning Desktop experience. It does not, however, work in the Aloha
experience at this time.
If you want to build something that needs to work in Aloha, you must build it with VF
today. If you want to build something that ONLY needs to work in mobile or in Lightning
Desktop, you can build it in Lightning. The roadmap is to allow Lightning Components
inside of VF which would allow you to use them in Aloha as well.

What is the level of customization in the new UI?

Custom objects, detail fields, highlight fields, and related lists are configurable using page
layouts and compact layouts in Winter 16 (198). There is a plan for Lightning App Builder
customization in the Lightning Desktop by our Spring 16 (200) release (safe harbor).
We will make Lightning App Builder available for all DE orgs to pilot and will announce at
Dreamforce. There will be a closed pilot for other orgs on a case-by-case basis. Note that
Lightning App Builder is already available for mobile.

Will the Setup UI change as well?

The setup pages will have a new look and feel but the functionality will still be the same.
Setup navigation also has seen a significant overhaul with an emphasis on simplification of
organization and nomenclature.
The new Object Manager combines all standard and custom objects into one single list
that is more easily searchable. This also enabled us to dramatically reduce the number of
nodes that you would find in the setup navigation tree.
Finally, setup metadata search is enabled as part of the global search experience, making it
faster and easier for admins to get to what they are looking for.

VII PARTNERS

Partners

How does this impact our AppExchange apps or partnerbuilt solutions that are already installed?
Our ISV partners will need to rethink how their package works in this new UI. Changes
such as the new navigation pattern will have impacts on how their apps work. For example:
How does the page respond when the left nav is open?
We started a pilot with 100 partners in Mobile1 in June to allow them to test existing apps
and help us identify any major issues. No major issues were found outside of the known
restrictions of the new Lightning Experience. All partners will have access to the Lightning
Experience when GS0 is deployed.

For Dreamforce we aim to have 100 Lightning Ready applications. The requirements
of making your app Lighting Ready are that it just be fully functional in the new Lightning
Experience, must be responsive to the left nav opening/closing, and we have asked
developers to make styling changes to better align the look/feel with the new UI.
Apps do NOT need to be rebuilt in Lightning; partners will make these changes to
their existing Visualforce apps. There will be a qualitative review process by the UX and
product teams to ensure the app functions and aligns with our new UI. Partners who
meet the criteria will have a sash on their listing on the AppExchange that shows they
are Lightning Ready, and customers will be able to filter for these apps.
If a customer uses an app that is not Lighting Ready, they may experience issues in the
new Lightning Experience. In that case, they would need to switch back to Aloha to use
the app as it works today.
To assist in this effort, we are publishing the Salesforce Lightning Design System, which
is formal documentation around all the styles that make up the Lightning Experience
across all form factors. The SLDS is available to all partners when GS0 is deployed and
will be made GA through an open-source project on GitHub for Dreamforce. SLDS can
be used to design apps built on the Salesforce1 Platform as well as on other platforms.
(SLDS FAQ) You will need to log in with username: landmark, password: theramp.
Until there is further feature parity with Aloha, there are some partners whose apps
will not be able to be used in the new Lightning Experience, such as apps that leverage
person accounts or s-controls. These partners will need to decide whether to wait for
the features or they may need to re-architect if features are not planned to move into
the new experience.

VIII FEATURES DEEP DIVE

features deep dive

How does this work with the Sales Console?

Salesforce Console is not supported in the initial version of the Lightning Experience (Winter
16 (198) release) but is on the roadmap. Console is still supported in the Salesforce Classic
experience and accessible in Lightning Experience using the App Launcher. When selecting
Salesforce Console via the App Launcher, the user will go back into Salesforce Classic.
The Salesforce Console has undergone some UI enhancements for 198 that will give the
appearance of a more modern UI and contain some Lightning style elements. Salesforce
Console will display object level data (leads, campaigns, cases) with the Classic look and feel.

Will the Pipeline Board support multiple sales processes/

record types?
The pipeline board feature allows for the display of one record type at a time. For an org
with multiple record types, the user can create one list view per record type to prevent
mixing opportunity stages from multiple record types into a single view.

Does the new email feature in Lightning Experience

leverage our Marketing Automation Apps for emails?
One-off emails in the Lightning Desktop are not sent using Pardot or ExactTarget. However
it is on our roadmap to integrate the Salesforce Engage product powered by Pardot into the
new UI. Salesforce Engage by Pardot is an add-on product available at an additional cost.

Are approvals and notifications part of the Activity stream?

Approvals will be released for Lightning Experience in Winter 16 (198). However, approvals
are not part of the activity timeline on records. Activity timeline is a new way to visualize
open activity and activity history. Approvals show up in the approvals-related list on objects
and they show up in the notifications.

How will actions work in Winter 16?

The record home actions are derived from the actions customized in the Salesforce action
bar in the page layout for the record. These are retrieved in the order they are customized
(or defaulted, if they havent been customized), and then split out into sections:
(1) The Activity composer contains a limited number of quick actions related to activities
(including Log a Call quick actions, and Create a Record quick actions that create tasks or
events) as well as the email standard button. (The limit on the number of quick actions is
TBD)
(2) The Collaborate composer contains the standard Chatter post action, and may contain
other standard Chatter actions.
(3) Page-level actions include standard buttons (Edit, Delete, Convert Lead, Clone, etc.),
custom buttons (only VF buttons are supported) and any default or custom quick actions
that are NOT the Log a Call/Create a Record (Task | Event) quick actions. These open in an
overlay, rather than in the composer.
Basically, the line between standard buttons, custom buttons, quick actions, invocable
actions (still in pilot), and any future action types is blurring in the Lightning UI.
Around Spring or Summer 16, youll be able to customize the actions for the Lightning UI
separately from the Salesforce1 Platform, as we move customizations into Lightning App
Builder and out of the page layout editor.