Build Your Lightning Rollout Plan - September 2017
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The document outlines a presentation on planning the rollout of Salesforce's Lightning Experience, highlighting three main steps: discover, rollout, and optimize. It emphasizes the importance of evaluating organizational readiness, planning pilot launches, and measuring user adoption through feedback and analytics. Additionally, it contains forward-looking statements about potential risks and uncertainties related to product developments and business strategies.
Build Your Lightning Rollout Plan - September 2017
- 1. Build Your Lightning Experience Rollout Plan
- 2. Today’s Speakers Mike Gerholdt Director, Admin Evangelism Salesforce @MikeGerholdt Michael Orr Senior Director, Lightning Adoption Salesforce @orrdeal
- 3. Forward-Looking Statements 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 Web site. 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.
- 4. Get Social With Us! @SalesforceaAdmns Salesforce Admins Salesforce Admins Salesforce Admins #AwesomeAdmin #LightningNow
- 5. This Webinar is Recorded The video will be posted to YouTube & the webinar recap page: bit.ly/aw-lightningrolloutwebinar
- 6. Join the Admin Webinar Group for Q&A! Don’t wait until to ask questions! We have team members on hand to answer questions in the webinar group. Stick around for live Q&A at the end! Speakers will tackle more questions at the end, time-allowing bit.ly/AdminWebinarGroup
- 7. Today’s Agenda Step 1 – Discover: Learn, Evaluate, Align Step 2 – Rollout: Plan, Launch Step 3 – Optimize: Measure, Iterate Resources Q&A
- 8. Step 1: Discover Learn, Evaluate, Align
- 9. Learn About Lightning Experience Lightning for Admins Trailhead for Admins Lightning Now Group admin.salesforce.com/lightning trailhead.salesforce.com success.salesforce.com
- 10. Evaluate Your Org’s Readiness Evaluate your org’s business priorities and technical strategy, and determine if your org is ready to make the switch to Lightning Experience. Gap AnalysisPreview ModeMigration Assistant Evaluate business priorities and technical strategy to determine if you’re ready Resources and steps for a successful rollout. Evaluate how your live org works in the new interface. Review the Lightning Classic comparison page.
- 11. Run the Lightning Experience Readiness Check Assess your org for Lightning Experience Readiness Determine which users are ready to migrate Know how to proceed with your Lightning transition Talk to an Expert! Sign up for a consultation to walk through your report: bit.ly/lightningconsults
- 13. Align Your with Executives, IT, and Users Get buy in with Lightning in a Box Lightning in a Box is an enablement kit for Admins who want to prepare and present an introduction to Lightning Experience to their team, stakeholders, and/or community. admin.salesforce.com/lightninginabox
- 14. Step 2: Rollout Plan, Pilot, Launch
- 15. Rollout Plan in Three Phases Run a PilotEnable Yourself Launch to Groups
- 16. Understand how users get Lightning Experience when you switch on: • Standard Profiles • Custom Profiles with the “Lightning Experience User” Permission • Permission Set with the “Lightning Experience User” Turn on Lightning Experience Enable Lightning
- 17. Run a Pilot Pick your Salesforce Champions Enable with a Permission Set Have them work in Lightning Ask for feedback Tune your Lightning Experience configuration
- 18. Launch to Groups or Departments Plan your rollout Communicate the change and build excitement! Train your users Enable through Profiles Gather feedback through Chatter!
- 20. Pro Tip: Attachments to Files migration tool is live! • Migrate per object • Control number of attachments migrated • Option to delete original attachments post-migration • Supports most standard objects & custom objects bit.ly/attachmenttofiles
- 21. Pro Tip: Style VF Pages with Lightning Stylesheets Beta in Winter ‘18 Classic Stylesheets <apex:page lightningStylesheets="true"> Lightning Stylesheets
- 23. Measure Lightning Adoption Download Lightning Adoption Tracker in AppExchange Track usage Evaluate by type of user Watch trends Gather feedback
- 24. Iterate to Optimize User Experience and Productivity Make improvements based on feedback Enable new features Run the Optimizer
- 25. Take Advantage of Lightning Components and Apps from the AppExchange Customize Faster App Builder AppExchange Extend Any App 70K+ Developers on Lightning 1000+ Lightning Ready Apps 120+ Lightning Components 300+ Salesforce1 Ready Apps
- 26. Resources