Make the Move to Lightning in 60 Days
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- The document outlines a 60-day plan to move an organization from Salesforce Classic to Lightning Experience. - It involves three phases: Discovery (days -60 to -45) to evaluate readiness; Rollout (days -45 to 0) to enable champions, implement change management, and convert configurations; and Optimize (day 0 onward) to promote adoption and keep users in Lightning Experience. - Key activities include evaluating features, planning the rollout, aligning stakeholders, enabling champions, training users, promoting Lightning-only features, converting configurations, going live, and tracking adoption over time.
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Make the Move to Lightning in 60 Days
- 1. Make the Move to Lightning Experience in 60 Days Rebecca Saar, Kelly Walker, Melanie Head
- 2. Forward-Looking Statement Statement under the Private Securities Litigation Reform Act of 1995 This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward- looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non- salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Website. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
- 3. Rebecca Saar Director, Admin Marketing @RebeccaSaar
- 4. Make the Move to Lightning Experience in 60 Days OPTIMIZEROLL OUTDISCOVER T-45 DaysT-60 Days T-0 Days
- 5. Make the Move to Lightning Experience in 60 Days OPTIMIZEROLL OUTDISCOVER T-45 DaysT-60 Days T-0 Days
- 6. Evaluate Your Readiness for Lightning Experience Go to Transition Assistant > Discover > Readiness Check Check Existing Features and Customizations Run the Readiness Check in the Transition Assistant to see what you need to do to make the move. Learn Which Users are Ready See which profiles are ready for Lightning Experience as-is vs which rely on features that need some attention.
- 7. Prioritize work based on the Readiness Report Plan Your Rollout How many phases to divide the work into. Who moves to Lightning Experience. What features to implement. When you’ll launch.
- 8. Align with Execs and Stakeholders Share the business value Highlight improvements in workflow and productivity for users. Validate the rollout plan Address business and technical requirements and key milestones. Get buy-in on the plan “It’s not about what it will cost you to move to Lightning, it’s about the cost of staying in Classic.” Elizabeth Pembridge Lightning Champion
- 9. Getting Started Discover Checklist ❏ Evaluate your readiness for Lightning Experience ❏ Plan the rollout ❏ Align with stakeholders
- 10. Kelly Walker Sr. Adoption Consultant @HeadInTheCloudz
- 12. Make the Move to Lightning Experience in 60 Days OPTIMIZEROLL OUTDISCOVER T-45 DaysT-60 Days T-0 Days
- 13. Turn on Lightning Experience and Enable Champions Turn on Lightning Experience Assign the Lightning Experience User permission Train champions, have them test and give feedback Give your superusers access to the new interface Go to Transition Assistant > Roll Out > Launch
- 14. Implement Change Management Best Practices Communicate Chatter posts Email Promote Campaigns Events Train Online with Trailhead Live and on-demand Go to Transition Assistant > Roll Out > Change Management Hub
- 15. Promote Lightning Experience-Only Features For Users Path, Kanban, and Utility Bar For Admins Customize pages, choose page layout templates Pro Tip from Nana Gregg: Create a beta app where you can set up record pages with different page layouts and have your users test them.
- 16. Use the Lightning Experience Configuration Converter Convert Javascript Buttons & Prepare Visualforce Pages Automate the creation of Lightning-friendly alternatives to your org’s JavaScript buttons and Visualforce pages. Go to Transition Assistant > Roll Out
- 17. Start the Work Roll Out Checklist ❏ Turn on Lightning Experience and Enable Champions ❏ Implement Change Management Best Practices ❏ Promote Lightning Experience-Only Features ❏ Convert Javascript Buttons & Prepare Visualforce Pages
- 18. Make the Move to Lightning Experience in 60 Days OPTIMIZEROLL OUTDISCOVER T-45 DaysT-60 Days T-0 Days
- 19. Give users access to Lightning Experience Go Live! Assign the Lightning Experience User permission to profiles or via a permission set. Users can switch between UIs with link in the nav.
- 20. Motivate Users to Work in Lightning Experience Orient users to Lightning Experience with a welcome mat and in-app guidance. Add your content to the Help Menu. Get feedback if users switch to Salesforce Classic. Go to Transition Assistant > Optimize > Motivate
- 21. Keep Users in Lightning Experience Automatically move users to Lightning Experience on a daily or weekly schedule. Make Lightning Experience the Only Experience by hiding the Switch to Classic link. Track Adoption with the Lightning Usage App. Go to Transition Assistant > Optimize
- 22. Next Steps Launch Checklist ❏ Go Live! And, have a party! ❏ Leverage in-app adoption drivers ❏ Keep users in Lightning Experience & track adoption
- 24. Melanie Head Salesforce Technical Lead @MelSFDC
- 25. Tips & Best Practices from #AwesomeAdmin Melanie The Discovery phase identified: Key business value: Productivity & Adoption Rollout-Strategy: Prioritize Communication & Training Rollout phase prioritized change management: Login Flows Email campaign & chatter posts Hold “Hot Topics” training sessions & short videos “Office Hours” Treasure Hunt for the 1st Pilot Group Optimize phase included: Monitor Lightning adoption with the Lightning Usage App Collect feedback (Focus Groups, Chatter Group) Set goal to turn off the switcher (~60 Days after overall go-live) Talk to a Lightning Champion!
- 26. Make the Move to Lightning Experience in 60 Days OPTIMIZEROLL OUTDISCOVER T-45 DaysT-60 Days T-0 Days
- 27. bit.ly/60daystolightning worksheet Move to Lightning in 60 Days Trailmix & Checklist bit.ly/60daystolightning
- 28. Let's move to Lightning Experience together! Mark your calendars Share your commitment on Twitter or the Trailblazer Community: #LightningNow T-60 Days: June 3rd T-45 Days: June 18th T-0 Days: August 2nd
- 29. This template maintained by the Corporate Messaging & Content team. Please send any questions to our Chatter Group.