Salesforce classic and Lightning experience are the two desktop user interfaces developed in Salesforce.com. Now we are will learn how to switch to Lightning experience from Salesforce classic desktop UI and also we will learn about navigation and Setup in Lightning experience.

What is Salesforce Lightning Experience

Salesforce  Lightning experience is  a modern,  fast,  and  intelligent  user interface  built  with  proven  Salesforce1 Mobile  App  technology.  It  is  a  new generation  productive  user  interface designed  for  Sales  team  and  Support teams  in  Salesforce.com.

How to Switch to Lightning Experience from Salesforce Classic

Every Salesforce user is required to switch to Lightning Experience from Salesforce Classic to experience new User Interface and improves setup.

  • Navigate to Setup | Your Name | Switch to Lightning Experience.

When we click on Switch to Lightning experience we will be redirected to new lightning experience user interface as shown below.

Navigation and Setup

In Salesforce.com, developers and administrators spend lot of their time using Setup. Now we learn how to customize, configure and setup lightning experience.

Navigation Bar in Lightning Experience

Navigation bar in Lightning experience is totally different from Salesforce classic UI. It provides an efficient and consistent interface to navigate through various Salesforce organization Apps. Every application will have their own navigation bar at the top of the page which helps to find records, list and items.

  1. App Launcher Icon : Here user can access items and Salesforce applications.
  2. Application name.
  3. Salesforce items like Files, reports, opportunities, Accounts, Dashboards. Using this section we can upload files, can create records directly from the navigation bar.
  4. In files, we can upload files to salesforce directly from navigation bar.

Salesforce classic contains standard objects, custom objects, visualforce tabs, chatter feets, groups, people and many more. In Salesforce lightning experience we can add multiple items like lightning page tabs and utilities in the navigation menu bar .

App Launcher in Lightning Experience

In Salesforce Classic UI, users can switch from one App to another App using App launcher. In Salesforce classic, navigate to Force.com App Menu | App Launcher.

Salesforce user can drag titles to sort their personal view of the App launcher as shown below.

How to search records in Lightning experience

To search for a record in Salesforce lightning, click on the search bar and enter the record name that you are looking for.

Help Menu in Salesforce Lightning Experience

Help Menu in Salesforce Lightning Experience is different when compared with Salesforce classic. In lightning experience, each page has a contextual help menu with links to resources, help topics, walkthroughs, videos, developer guides and PDF manuals relates to that specific page.