Make the jump to lightning and get it right first time
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This document provides guidance on migrating from Salesforce Classic to Lightning Experience. It discusses why the migration is important given Lightning's modern features. It outlines the key steps to assess readiness, plan the migration, involve stakeholders, and update custom code. Tips are provided on tools like the Migration Assistant, pages to migrate first, and resources for support. The document stresses iterative testing and getting user feedback to ensure a smooth transition to Lightning Experience.
Make the jump to lightning and get it right first time
- 1. Make the Jump to Lightning …and Get It Right First Time @AgentGill Mike Gill, Technical Architect @Chris_SFDC Chris Edwards, Solution Architect @Inescapinezka Ines Garcia, Agile Coach
- 2. 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.
- 3. Technical Architect 10K Advisors @AgentGill Agile Coach get: Agile @Inescapinezka Mike Gill Ines Garcia Today’s Speakers Solution Architect Mavens @Chris_SFDC Chris Edwards Mike’s photo
- 5. From… Name: Salesforce Classic Appearance: Tired, Worn Age: Showing Here’s the jump we’re going to make To… Name: Lightning Experience Appearance: Fresh, Modern Age: Two and a bit
- 6. And this is what happens if you get the jump wrong
- 7. What you’ll learn today • How to assess your own Lightning readiness • Where and when to start your migration journey • Who to involve, how to make them care, and how to manage their change • What to do when you reach the promised land • The techy stuff: how to update, replace, and migrate your customizations
- 8. Today’s agenda Why? • Change is hard. Why bother? What? • Tools and techniques to make the transition painless The 5 Ws Where and When? • I start off in a Developer Edition org, right? • How will I know when I’m ready? Who? • Who to take with you on the journey
- 10. Start the run-up
- 11. Why… should I bother? Lightning Experience is the future... It’s not about what you expect, but what you inspect You, your users, and your org deserve the best
- 12. Lightning Features May the demo gods be with us!
- 13. When... will Lightning have feature parity?
- 14. Where... should I take my first steps? If a picture is worth a thousand words, context is worth a million!
- 15. What... do I do first?
- 16. Migration Assistant May the demo gods be with us!
- 17. When... should I assess my readiness? But even that might not be enough..!
- 18. When... is Lightning Experience right for my org? Roadmap: Stayed tuned! AppExchange: Lightning Ready Apps
- 19. Where... can I find support and resources? Lightning In A Box
- 20. Make the jump
- 21. Who... should I take with me?
- 22. What... should I take with me? “We are what we repeatedly do. Excellence, then, is not an act, but a habit.” - Aristotle
- 23. What... can I do about page load times? These pages do have to work hard… ...so make sure your users don’t have to. Let them do more on each page!
- 24. What... should I do about my JavaScript buttons? Replace JS buttons for these functions... ...with these Lightning features Create record with pre-filled field values Quick Actions (with default values or formulas) Update record with pre-filled field values Redirect to a URL or a Visualforce Page URL Buttons or Visualforce Quick Actions Mass actions on List Views Inline Edit or Visualforce List Buttons Pop-ups, integrations, pre-save validations Apex Triggers or Lightning Components
- 25. What... can I do to update my code? ● Apex ○ You can relax! ● Visualforce Pages ○ Can it be replaced? ○ Reskin using CSS ○ …or just add the magic tag! <apex:page lightningStylesheets="true"> ● Lightning Components ○ Plug in pre-built components
- 27. Who... actually enjoys change?
- 28. Who... gets preferential treatment?
- 29. What... do I do once I’ve made the jump? ● Encourage user feedback ● Share tips and quick wins ● Don’t stand still!
- 30. So what are the key takeaways?
- 31. Final thoughts to take with you on the journey • The Migration Assistant is your new best friend. Use it often! • Don’t isolate your Lightning research. Do it in a sandbox! • Feature Parity is a mythical creature. Don’t wait forever! • Don’t go alone. Take a pilot group with you, and make them care. • When you arrive, don’t stop. Learn to love the releases!
- 32. Tell us how you’ll be using these tips to make your own jump to Lightning! @SalesforceWeek #LightningNow