In April 2018, I led the Salesforce Lightning Migration at Postmates . This is how I would do it over again if I could. Define Goals The goals of a Lightning Migration are: Enable Lightning Experience Configure Lightning Experience Document all Salesforce processes Create training and support materials Lightning Experience is adopted Easy enough right? Let's go though the plan to see how we accomplish each one. Enable Lightning Experience Just turn it on right? Well, kinda. Although it may be controversial, I recommend turning it on and hiding the option from all users. This can be done by removing the Lightning Experience User permission from your custom profiles. And yes, turn it on in production . Why? You're going to turn it on anyway. Salesforce has declared this as the path forward, so you either turn it on now or wait until they flip the switch for you. Plus, turning this on ahead of time will make deploying from a sandbox much e
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