Lightning Experience is coming to all Salesforce orgs with the Winter ’20 release. And, we want YOU to be ready for it before that! After talking to many #AwesomeAdmins about their moves to Lightning Experience, we know it’s possible to do in 60 days. Nana Gregg shared her best practices for moving in 60 days in our webinar last year, and Melanie Head shared tips for moving in our TrailheaDX ’19 session last week.
For some of you, it is entirely possible to move all users to Lightning in 60 days, for others, you will spend 60 days focusing on a particular department to move to Lightning. Either way, use the information here as a blueprint for moving and adjust as you see fit.
Start by breaking down your move into 3 stages: Discover, Rollout and Optimize. Then, use the Transition Assistant (TA) as your guide throughout the move. The TA provides step-by-step instructions, tools, and resources and can be found in setup, in the left-hand navigation.
In 60 days, you can break down your move to Lightning Experience like this:
Start with Discovery
Spend the first 15 days analyzing your org and making a plan! Spend the first week running the Readiness Check and understanding where your org stands, what areas are ready to move, what areas need more attention. Schedule a meeting to discuss your findings with your stakeholders and executives. Leading up to that meeting, start developing a plan to move to Lightning that you can present to your stakeholders in order to kick off the second phase. Your plan should address four main questions: How, Who, What and When.
By the end of 15 days, you should be able to check off these items:
☐ Plan the rollout
☐ Align with stakeholders
Start the Work and Roll Out Lighting
In this next phase, you have 45 days (the bulk of your 60 days!) to get hands-on in your org and get moving.
Start by turning on Lightning Experience. Yes, your first step is to turn it on for your org. When you turn it on, only you as the Salesforce Admin and anybody with a standard profile will have access to Lightning. Once you assign others the permission either via profile or permission set they will also be able to switch to Lightning Experience.
Next pick some super users or Salesforce champions to invite to Lightning Experience. Onboard them and let them take Lightning for a test drive. And, be sure to create a means for gathering their feedback, whether that’s creating a private chatter group for these special users or meeting with them face to face. Make sure you understand their pain points, work through issues, and improve their workflow. This will set you up for success and make change management much easier.
Speaking of change management, I can’t emphasize enough how important it is to spend time helping users adjust to the change. It’s a big change for your users, going from something they are comfortable with to something brand new, so remember to focus your training on the WIFY, or, what’s in it for them. How does this new workflow save them time? How is this page layout easier to use and update?
And, it’s a change for you too! Make it a goal to stay in Lightning Experience yourself. Don’t keep moving back to Classic because it’s easier. Take that extra minute to figure out how to do the same action in Lightning Experience. It will help you be authentic when you’re training your users. Remember to start preparing your users early and do it all the way through.
Now for the fun stuff! Customize your Lightning pages to optimize them for your user productivity. Leverage Lightning-only features like path, Kanban, and utility bar. If you’re only moving a department and not your whole org, only focus on the pages that those users leverage. Use Lightning App Builder to drag and drop different components to your page, adjust the layout, add a highlights panel, and define permissions.
By the end of your 60 days, you should be able to check off these items:
☐ Turn on Lightning Experience and Enable Champions
☐ Implement Change Management Best Practices
☐ Promote Lightning Experience-Only Features
Continue to Optimize to Drive Adoption
In the last phase, you are essentially at day 0. You are on Lightning! But, your rollout doesn’t stop there. Once you go live and celebrate, you can leverage different features to drive adoption. Go live by assigning the Lightning Experience User permission to your pre-determined profiles or via a permission set. When users get this permission, they’ll still be in Salesforce Classic, unless you assign Lightning Experience as the default UI. And, users can switch between UIs with the Switch to Lightning Experience link.
Motivate your users to work in Lightning Experience by customizing the welcome mat and in-app guidance.
You can also add your own content to the Help Menu and get feedback if users switch to Salesforce Classic.
Lastly, you can take it one step further, by keeping your users in Lightning Experience. Automatically move users to Lightning Experience on a daily or weekly schedule with the Scheduled Switcher (find setting in the TA). You can also make Lightning Experience the only experience by hiding the Switch to Classic link. Lastly, track your adoption success with the Lightning Usage App.
Going forward, check off these items:
☐ Leverage in-app adoption drivers to keep users in Lightning Experience
☐ Track adoption
Tips from #AwesomeAdmin and #LightningChampion Melanie Head
During the discovery phase, as you plan and present your proposal to move, focus on key business values like Productivity & Adoption and prioritize communication and training in your rollout strategy.
Change management tips that worked well for Melanie:
☐ Login Flows
☐ Email campaign & chatter posts
☐ “Hot Topics” training sessions & short videos
☐ “Office Hours”
☐ Treasure Hunt for the 1st Pilot Group
Once you’re live on Lightning, focus on optimizing: monitor Lightning adoption with the Lightning Usage App, continue to collect feedback (Focus Groups, Chatter Group), actually set goal to turn off the switcher (~60 Days after overall go-live).
Get help from a Lightning Champion like Melanie here.
Get Started Today!
With all of these resources at your fingertips, it’s time to get started.
Be like Melanie and take advantage of what Lightning has to offer:
“Lightning empowers me to do things that I could have never imagined doing with clicks. And, my users thank me for all the new productivity tools that they now have at the tip of their fingers.” Melanie Head, Salesforce Technical Lead
Mark your calendars. Get started today, June 6, so you’re live August 3rd well ahead of the CRUC.
Follow the Trailmix and share your progress with us on Twitter and in the Trailblazer Community using hashtag #LightningNow ⚡️. And be sure to use the Move to Lightning in 60 Days worksheet to help track your progress.