Today on the Salesforce Admins podcast, we’re speaking to Umair llyas, a Senior Salesforce Consultant at Acumen. Umair did a fantastic presentation in December at Salesforce World Tour which was all about helping admins transition to Lightning. Along with having a great presentation, Umair works as a hands on mentor to help admins make the transition to Lightning, learn more, and do better at their job.
Join us as Umair shares his journey from the world of nonprofit and teaching to his role as a Senior Salesforce Consultant and admin mentor. We’ll learn Umair’s top tips for admins transitioning to Lightning and hear about some of his favorite Lightning features and capabilities.
You should subscribe for the full episode, but here are a few takeaways from our conversation with Umair llyas.
Communication is key.
A former teacher who worked extensively in the nonprofit world, Umair didn’t start out in Salesforce. However, he’s used skills from his previous career to help mentor admins.
“Salesforce already provides a lot of great resources to help admins learn the system on their own. I like adding to that with soft skills that they can’t necessarily learn online,” says Umair.
As Umair points out, “Communication is one of the biggest things you should focus on. As an admin, you’re not the one using the system. Your users are using the system. If you’re not in constant communication with them, how do you know what’s best for them?”
Lightning isn’t just a user interface upgrade.
How should admins get started with Lightning? Umair says, “I start by helping the admin understand that Lightning isn’t just a user interface upgrade. It’s an entirely new user experience. The way you do things in Classic is not the same as the way as you would do things in Lightning.”
Secondly, admins should make use of the resources available to them. “There are plenty of lessons available to you on Trailhead to help you get Lightning ready,” says Umair. He also encourages admins to use Lightning Migration Assistant. “It’s an entirely different page within your set-up that walks you through everything you need to do to get ready for Lightning. One of those pieces is the Lightning Writing Assessment, this really cool report that shows you all the different items you need to touch upon before you can move into Lightning,” says Umair.
It’s all about change management.
“I’ve seen a lot of people I’ve worked with miss the ball on this,” says Umair. As he explains, “moving to Lightning is not as easy as flipping a switch. It involves communicating with your end users, knowing what’s possible in the system, figuring out how to equip your end users to use the system, providing support after you go on Lightning. It’s a journey that you have to take with your end users, clients, and customers.”
However, he says the result is worth it. “Yes, it’s daunting. We’re naturally afraid of things that look different and that we haven’t used. But at the end of the day it’s something that’s going to benefit your users,” says Umair.
The first step is hardest.
When it comes to learning Lightning, a lot of Salesforce admins don’t know where to start. Umair’s advice: “Just take one step forward and everything works itself out.”
“In the beginning, you’re not going to know everything, but that’s the fun,” says Umair.
For more insights, make sure to follow Umair llyas on Twitter (@UmairSF).