Checklist for Moving to Lightning Experience

Discover (T-60 Days)

☐ Complete the Discover Lightning trailmix in Trailhead
☐ Sign up for Developer Org and do the 5 Lightning Experience tricks in this post
☐ Pick your favorite Lightning feature
☐ Run the Readiness Check in your org and sign up for a circle of success to dig deep
☐ Preview your org in Lightning using the Transition Assistant
☐ Identify company stakeholders
☐ Schedule a meeting with a colleague or team that you can present Lightning. Use Lightning in a Box for sample presentations and demos.

Rollout (T-45 Days)

☐ Complete the Lightning Rollout trailmix
☐ Identify users for a pilot of Lightning Experience – use the Lightning Experience Readiness Report to develop your strategy
☐ Create the change management plan – use this worksheet to help you plan
☐ Create a Lightning User permission set and assign to your pilot users or superusers
☐ Upgrade an app from Classic to Lightning

Optimize (T-) Days)

☐ Complete the Optimize Lightning trailmix
☐ Survey your Lightning Experience users for satisfaction and pain points
☐ Download Adoption Tracker to track how your rollout is going: Manage Your Rollout with the Lightning Adoption Tracker App
☐ Try out a component from the AppExchange