Bring Users With You on the Trail to Lightning - Developing a Change Management Strategy
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This document outlines an 8-point strategy for developing a change management plan to transition users to Salesforce Lightning Experience: 1. Understand the effects of change on users. 2. Assess each role and process to determine impact. 3. Create a communication plan to inform stakeholders. 4. Define what success will look like with specific measurement criteria. 5. Engage stakeholders and end users in the process. 6. Provide training tailored for each user's needs. 7. Ensure adequate support is available. 8. Conduct a retrospective to evaluate the process and identify areas for improvement. Resources like Trailhead and the Trailblazer Community can help with readiness assessment and a successful migration.
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Bring Users With You on the Trail to Lightning - Developing a Change Management Strategy
- 1. Bring Users With You on the Trail to Lightning Developing a Change Management Strategy @LouiseLockie louiselockie.blogspot.com Louise Lockie Head of Salesforce Support & Administration, Wilmington plc
- 2. Head of Salesforce Support & Administration, Wilmington plc Co-Leader, London Salesforce Women in Technology User Group @LouiseLockie louiselockie.blogspot.com Louise Lockie
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- 8. Plan Ahead Don’t spring Lightning on your users
- 9. Develop a Change Management Strategy Let’s fill in the blanks
- 10. An 8 Point Strategy A step by step plan to adoption 2 3 4 51 7 8 6 Understand Assess Communicate Measure Engage Train Support Review
- 11. 1. Understand Be empathetic to the effects of change
- 12. 2. Assess Conduct an impact assessment Process by Process Screen by Screen Role by Role
- 13. Role and Process Assessment An example NO CHANGE MINIMUM CHANGE SIGNIFICANT CHANGE Management Subscriptions and Notifications Reports and Dashboards n/a Sales Users n/a Adding Opportunities Logging Calls Adding Products General Navigation Marketing Users Accessing Marketing Platform Reports and Dashboards Campaigns n/a
- 14. 3. Communicate Form a communication plan
- 15. 4. Measure What does success look like?
- 16. 5. Engage Stakeholders and end users
- 17. 6. Train As you would a new user
- 19. 8. Review Undertake a retrospective and learn
- 20. Key Takeaways Now with the blanks completed
- 21. Resources Assess your org for Lightning Experience readiness Determine which users are ready to migrate Know how to proceed with Lightning migration Lightning Experience Readiness Check admin.salesforce.com/lightning Learn Lightning Blog Series Get Started with Lightning Experience Migrate to Lightning Experience admin.salesforce.com Lightning Resources Trailhead Badges trailblazer.salesforce.com Lightning Now! Group
- 22. Suggested Trailhead Modules Change Lighting Management Experience Rollout
- 23. Say Hello to the Trailblazer Community Join millions of Trailblazers to connect, learn, get inspired, and blaze trails together. Community Programs • 600+ Global Community Groups • 200+ Salesforce MVPs • 20+ Community-led Events Community Platform • Answers • Collaboration Groups • IdeaExchange trailblazer.salesforce.com