CRM Lightning Experience Conversion
Over the last few years, Salesforce has been working on a massive upgrade to replace their “classic” CRM interface called Lightning Experience. This new interface provides users a more modern, intuitive, and consistent experience with the CRM across platforms. The update affects pages, features, layouts, and behavior that end users encounter when using the CRM.
Once the upgrade was completed, Salesforce discontinued development for the classic interface; all new products are to be built Lightning CRM-native. In order to ensure the smoothest transition possible, IU CRM waited until all features were available in Lightning CRM before beginning the conversion process to the new interface for IU’s use cases.
When completed, the conversion to Lightning Experience will upgrade the UI on:
- CRM home page
- All pages with data records
- Object pages
- Reports
- Cases
- Dashboards
Note: This UI upgrade only affects the CRM. Marketing Cloud and any other connected apps will not be affected.
Status: In progress