As a Salesforce Admin you are the leaders that bring your company into the future. At Salesforce our Salesforce Admins are always looking to keep us as productive as possible while using the latest technology. When we announced Lightning in the Winter ’16 release our Salesforce Admins started a plan to roll out Lightning successfully to our entire organization. They knew that this would be a journey and not just a flip of a switch, so they planned accordingly and gathered lots of feedback to ensure success.
To help you be successful in your Lightning rollout we want to share with you the best practices and 7 key points our Salesforce Admins used to launch Lightning at Salesforce.
1) Communication is the center for success
Early and often our Salesforce Admins utilized many communication channels to keep everyone up to date on the Lightning migration. Prior to the rollout there was a lot of communication about the plan, its objective and the timeline. And, the communications were months in advance of any changes.
A good rule to follow is to publish communication to at least 3 channels to ensure that it’s read by everyone at least once. Below are the two main forms of communication they used.
- Chatter group: Early in the process our team set up a Chatter group so that any employee could ask questions and communicate with the team. The Chatter group also allowed them to post links to key documents, walk thrus, and timelines.
- Email Updates: Regular status updates from the Salesforce Admin team also dropped in our inboxes. This assured that if you weren’t a member of the Chatter group you could still stay up to date with the project.
In addition to these channels, you will want to look at other forms of communication that are often used by your organization such as an internal posting site, newsletters, etc. The key is to over communicate everything so that no one feels left out. If your organization has an internal communications person work with them to be included on messaging sent out to your users.
2) Analysis is your first step
- Light users could be those individuals that log in to Salesforce and post to chatter, and maybe have read access to a few objects- like Accounts, Contacts, etc. They aren’t responsible for updating records, but because they need the information in Salesforce it serves as a reference point in their day-to-day duties.
- Intermediate users are those individuals that log in to Salesforce and in addition to everything a light user does, they also update records and are responsible for standard objects.
- Heavy users are those individuals whose day-to-day relies on Salesforce. They create and edit records regularly, interact with many custom objects and apps in order to do their job.
3) Early adopters help drive adoption
4) Executive participation is key
5) Notify users ahead of time of limitations
6) Letting users opt-out at any time
7) Provide a Feedback Loop
Has your organization implemented Salesforce Lightning for your sales organization?
Tell us about it and you could win two (2) passes (total) to Dreamforce ‘16, and an opportunity to talk about your Lightning deployment in a track session! Nominate your organization at the contest registration form: http://sfdc.co/SBLreg
We are looking for Sales Cloud customers with the most innovative and effective scenarios, so tell us how you supercharged your organization with Lighting! This contest starts today and ends on Thursday, June 30, 2016, at 11:59pm PT.
More information is available on the Salesforce Customer Success Community through a Frequently Asked Questions (FAQ) document at http://sfdc.co/SBLfaq. The Salesforce Struck By Lightning Official Contest Rules are available at:http://sfdc.co/SBLrules.