It’s the last week of Month of Lightning and we’re spending the week looking at ways to optimize our org in Lightning. This week, focus on measuring, iterating and communicating your Lightning Experience rollout.
We compiled a checklist of actions you can take this week to optimize Lightning and by the end of the week, we want to see how far you’ve come! Make a copy of the checklist to keep track of your progress.
☐ Complete the Optimize Lightning trailmix
☐ Survey your Lightning Experience users for satisfaction and pain points
☐ Address issues or concerns that arise from the survey or general superuser feedback
☐ Download the Lightning Adoption Tracker App to evaluate how your rollout is going
☐ Try out a component from the AppExchange
☐ Run the Lightning Readiness Check again
If at any point you feel stuck, we have lots of resources available to you and a community of #awesomeadmins waiting to help!
Here are some more resources:
Evaluate how things are working to see if you’re hitting your success metrics
- Use reports and dashboards to track metrics and feedback
Enable new features, take advantage of Salesforce tools, build cool apps to bring on more departments and tinker with new components:
- ? Blog posts:
- Winter ’18 Release Overview for Admins
- Pro Tip: Boost Productivity with Activity Actions in Lightning Experience
- How I Built My First Salesforce App in Lightning Experience
- *Community post* by Doug Ayers: Dependent Page Layouts – Dynamically Hide/Show Form Fields in Lightning Experience
- *Community post* by Fabrice Cathala: A Componentisation Fairy Tale
- *Community post* by David Giller: Can You Also Put This on My Salesforce Home Page?
- ? Webinars:
- ? Podcasts:
- ? Trailhead:
- Deliver an executive summary
- Download a template from the Customer Enablement Pack
- Educate your company with presentations and demos
- Use Lightning in a Box to help you!
Get involved this week!
- Share your checklist progress by the end of the week on Twitter using #LightningNow.
- Find us on twitter and the success community using #LightningNow and the group: Lightning Now