This Article covers the two options around implementing Salesforce Lightning Experience. The first option is enabling the Salesforce Lightning Experience "skin" in your company's existing Salesforce environment. This option allows you to keep custom configurations you have (like Commissions or Annual Maintenance tracking) while taking advantage of the Lightning Report Builder and other new Lightning tools from Salesforce which are only accessible with the Salesforce Lightning Experience enabled.
The second option discussed in this Article covers migrating your existing Data to a new improveit 360 system, with a new version of improveit 360 in which the primary objects are the native Salesforce Account and Contact objects, and a single Marketing Opportunity record is replaced with multiple Sales Opportunities. Let's cover the differences between enabling Lightning in your existing system versus migrating your data to the new improveit 360 Lightning platform.
Option 1: Enable Lightning Experience in existing Classic Org
First the out-of-the-box "Lightning Experience" from Salesforce is available to all improveit 360 customers. The Lightning Experience is a re-skin of Salesforce Classic. It updates navigation bars and menus to the Salesforce Lightning user interface and enables new features only available in the Lightning user interface, like the new Lightning Report Builder tool.
Here is an example of a Classic Org with the Lightning Experience enabled:
improveit 360 Classic uses custom Visualforce pages which can still be used with the Salesforce Lightning re-skin. Your Admin User will need to enable the specific pages your team plans to use on each Object.
If you decide to enable Lightning within your organization's system, each Profile will need to have the Lightning Experience User enabled. You can start with just your User Profile, to see what Users will experience.
Once enabled you will see Switch to Lightning Experience.
If you are interested in trying that out, I'll link below all of that related resources if you just want to try it for 1 user to see what it looks like:
https://help.salesforce.com/s/articleView?id=sf.lex_enable_intro.htm&type=5
(this is how to set it up, but this is done by default these days so may not be necessary. still, check the steps first)
Toggle Lightning Experience on/off while logged in as the User:
https://help.salesforce.com/s/articleView?id=000387519&type=1
This is how to instead make it enabled only for certain users: https://help.salesforce.com/s/articleView?id=sf.lex_enable_users_disable_switcher.htm&type=5
This is how to switch back to Classic if you are "stuck" in Lightning Experience and need to go back to Classic: https://help.salesforce.com/s/articleView?id=000380724&type=1
Note: Many improveit 360 pages can be used with Lightning Experience. Your Admin will need to go to the Buttons, Links and Actions menu for the Object and change the View, Edit, Delete, and Merge buttons to map to improveit 360's Classic Visualforce Pages.
Click the Arrow and Click Edit to change the Content Source page
Be sure if your company uses Staff Account Transactions that you have set the Staff object View page to use improveit 360's custom Visualforce page. You will want to check the View and Edit pages on most Objects, and be sure they are set to use improveit 360 Classic Visualforce pages in the Override setting:
The Sale Object should also be checked to make sure the View and Edit pages are mapping to the custom Visualforce page:
When finished, you will use the App Launcher to come back to the improveit 360 Lightning app and leave the Setup menu.
The Prospect Search & Create Tool can now be located in the bottom left corner of the toolbar:
When Users click Go the system will use improveit 360's Classic Visualforce page, and from here they can Create a New Prospect or a Prospect & Appointment:
Users will no longer have the Classic All Tabs page (+). Instead Users will use the App Launcher to locate other Object Tabs, like Sources or Quotes:
The improveit 360 Staff Calendar is also accessible through the App Launcher menu:
Features of improveit 360 Classic which are supported with the Lighting re-skin include:
- Print/Email functionality
- PaySimple payments integration
- Staff Calendar
- Time Block Scheduling
- Product Configurations
- Quote Templates
- Commissions and Staff Account Transactions
- Production Grid
- Products and Materials
- Time Records and Project Incentives
What are the advantages of turning on the Lightning Experience?
The following features of Salesforce Lightning are available when you enable the Lightning Experience in your current improveit 360 Classic environment.
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Lightning Reports:
a. Enhanced report charts
b. Row-level formulas
c. Hide total and subgroups from report view
d. Column(non-stacked) summaries in the Matrix report format
e. Create report folders and subfolders
f. Favorites -
Lightning Dashboards:
a. Display more than 3 columns
b. Tables with up to 10 columns and 200 rows
c. Flexible layouts
d. Themes and palettes
e. Create dashboard folders and subfolders
f. Favorites -
Enhanced Search (with Einstein):
a. Einstein Search (global search default)
b. Search any object from anywhere
c. Instant Results:-
- Instant results appear in a dropdown list when search box is selected (you’ve not started typing)
- Matches for items not recently accessed as you type your search term
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-
Enhanced Search Results:
- Adjustable Columns
- See when spelling correction was done
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Einstein Activity Capture:
- Sync Calendar Events between Salesforce and third-party Calendars
- Sync Emails related to Contacts from third-party email provider to Salesforce
Option 2: Migrate to a newly designated improveit 360 Lightning Org
Secondarily, improveit 360 has developed our own improveit 360 Lightning product. This is a completely different software than improveit360 Classic and is not required to use the Salesforce Lightning Experience (discussed above).
improveit 360 Lightning has a different Object schema in which Prospect is NOT the primary Object. This change was intentionally to make integrations with third-party Apps on the App Exchange easier to integrate. NOTE: As a Salesforce OEM Partner, improveit 360 is not permitted to use the following Objects: Case, Opportunity and Leads. If a third-party App requires use of one of these Objects, improveit 360 Lightning will not be able to integrate with the third-party App.
See the schema differences between improveit 360's Classic software and improveit 360's Lightning software below.
improveit 360 Classic Object Schema:
In the Classic Object Schema the Prospect object is the primary Object. The Prospect can only have one (1) Marketing Opportunity open at a time. There are master-detail dependencies from Quote and Sale to Appointment (meaning you cannot create a Quote or a Sale without first having an Appointment).
improveit 360 Lightning Object Schema:
In the Lightning Object schema we have done away with the Prospect Object in favor of using native Salesforce Account and Contact objects. There is no longer a Marketing Opportunity, they have been replaced with Sales Opportunities, which there is one for every Product of interest. So, if the lead is interested in Roofing, Siding and Windows, that would be three (3) open Sales Opportunities for one Account/Contact. Quote and Sale are no longer dependent on an Appointment record, your Sales team can simply create a Quote or a Sale and circumvent the Sales Appointment object.
See also: Lightning Features and Object Dependencies FAQ
Do we have to migrate to the new improveit 360 Lightning?
No. Migrating to our new software is completely optional. improveit 360 Classic is not going anywhere. If the data schema and system processes are working for you, you don't have a do a thing.
What does this schema change mean if we do decide to migrate?
If your company would like to migrate to the new improveit 360 Lightning product, that means going through a full Data Conversion. That's right! The data schema is so different, our Data team must perform a full Data Conversion, you should consider it a new CRM. Your company must commit to a new Onboarding Project in which you will complete training modules and dedicate time to learning the new platform and training your team on their new day-to-day operations in the new software.
What about our custom configurations in Classic?
If your company has custom fields, email templates, documents, text messages or automation in your Classic environment you'll need to tell our team which of those fields and features you want to adopt into your new Lightning environment. Out of the box the Lightning system will not have any of the custom configurations from your Classic environment. Our team can create a Scope of Work for the configurations you'd like us to re-create in the new Lightning system.
We love Classic, why should we make the switch to improveit 360 Lightning?
improveit 360 Lightning has a different Object schema than our Classic product. The objects used are the Account and Contact objects. This change was done intentionally to make integrations with third-party Apps on the App Exchange easier, as most Apps will integrate with native Salesforce objects but not always Custom Objects. Need to create Quotes and Sales without Appointments? The new Lightning product schema also allows your team to create ad-hoc Quotes and Sales, outside of the traditional Appointment flow. Finally, have you ever wished you could have more than one Marketing Opportunity open at one time? Our new Lightning product gives your team the flexibility of following up on multiple Sales Opportunities for one Account/Contact, never losing track of secondary opportunities to make a sale.