Move to Lightning in 60 Days - Admin Webinar
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This presentation provides an overview of how JLL migrated their Salesforce org to Lightning in 60 days using a fast-track approach. Key aspects included admins getting comfortable with Lightning first, engaging key user personas through focus groups to provide feedback, and going live once configurations and training were complete. JLL defined personas, conducted design sessions to get input, and monitored adoption using a Lightning tracker app. Their users appreciated the improved dashboards and ability to customize the experience through Lightning apps. Continued feedback and feature rollouts helped drive further Lightning adoption.
Move to Lightning in 60 Days - Admin Webinar
- 1. Move to Lightning in 60 Days A Fast-track Approach to a Successful Lightning Rollout
- 2. Nana Gregg VP | Sr. Salesforce Administrator JLL @nanahg3 Today’s Speakers Mike Gerholdt Director, Admin Evangelism Salesforce @MikeGerholdt Marshall King SVP | IT Solutions JLL @marshallbking
- 3. 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. Forward-Looking Statement Statement under the Private Securities Litigation Reform Act of 1995
- 4. Connect with Us! Salesforce Admins @SalesforceAdmns #AwesomeAdmin admin.salesforce.com Salesforce Admins Salesforce Admins
- 5. Watch the Recording The video will be posted to YouTube & the webinar recap page: bit.ly/Lightningin60days This webinar is being recorded!
- 6. Join the Admin Webinar Group for Q&A! Don’t wait until the end to ask your question! • 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 • Why We Migrated to Lightning • Getting Comfortable with Lightning • Engaging Key Personas • Going Live with Lightning! • Resources • Q&A
- 8. Why We Migrated to Lightning
- 9. • Work for JLL – Technology Solutions • Team of 3 (Product Owner and 2 Admins) • We manage marketing, sales and finance in Salesforce • Very Low-Code Org Our Story
- 10. Why Migrate to Lightning? • Wanted to take advantage of Lightning-only features • Give users an enhanced dashboard experience • Tailor the user experience based on job role and personas • Winter ‘18 addressed our remaining functional concerns (Utility Bar, Related List Quick Links, Home Page Dashboards)
- 11. Why 60 Days? Deadlines drive success! • Take advantage of Winter ‘18 as soon as possible • Coincide the rollout with a FinancialForce upgrade so we minimized training and change management • Ensure we would be more responsive to our users’ requirements and feedback using a rapid, agile approach
- 12. Our Lightning Timeline Admin Learning Days 1-20 • Admins get comfy with Lightning • Identify solutions to our unique challenges • Identify Personas and Focus Groups Prepare Our Org Days 21-40 • Configure apps • Configure sample record layouts • Focus Group Design Meetings Design & Rollout Days 41-60 • Focus groups use Lightning • Ongoing follow- up and engagement • Go-live!
- 14. Get Comfortable with Lightning Before we could effectively deploy Lightning we had to LOVE IT! • Made Lightning available to all Admins • Spent as much time in Lightning as possible to find the gotchas before our users did • Learned the benefits (and limitations) of Lightning and used that to build your deployment plan • Leveraged Trailhead. Check out our Launch Lightning in a Flash trailmix in the resources section.
- 15. Learn Lightning Page Layouts Learn all the Lightning page features and components: • Page Layout Templates (default vs. from scratch) • Highlights Panel • Buttons & Actions • Understanding Activation Options Practice configuring record pages to understand all the capabilities and prepare for the “design phase” Read our blog post with specific technical information in resources section!
- 16. Examine Highly Used Apps Tested AppExchange Apps • Lightning-Ready • Lightning-Friendly • What’s Lightning? Defined our Lightning Apps • Started new – didn’t re-use Classic apps • Persona-based Configure Record Pages • Picked commonly used objects • Set up record pages with different page layouts so our users could visualize their options
- 18. Define Personas in the Design Phase Define your Personas and Persona Representatives • Who are the key user communities that will experience Lightning? • Select super-users, Salesforce champions, and maybe a nay-sayer or two How did we define our Personas? • Primary functions that use Salesforce • Persona groups that span the business units and geographies Sales/Acct. Mgmt. Billing/ Finance Project Mgmt. Chatter Only
- 19. Engage Users and Get Feedback Conduct Focus Group Design Sessions • Make configuration changes on the fly • Show users different options and achieve consensus • Give Focus Group members access to Lightning in production • If there are issues users can switch to Classic temporarily Lightning Tester Chatter Group • Use Chatter to get feedback from testers and ask testers to approve changes Create “Beta” App • Present changes to testers in the Beta App
- 20. Make an Adoption Plan Install “Lightning Adoption Tracker” app from the AppExchange • Configure dashboard by profile/persona • Setup dashboard on the Admin profile Home Page Schedule training sessions • Prepare training materials focused on benefits and improvements • Schedule numerous training sessions at various times to encourage participation • Record a session and post to Chatter along with the training materials
- 21. Going Live with Lightning
- 22. ü Enable Lightning for all users Don’t disable Classic – let users try Lightning at their own pace (for a while) Send email explaining how to toggle between Classic and Lightning ü Conduct Lightning training ü Encourage feedback and questions in Chatter ü Begin monitoring adoption with Lightning Adoption Tracker Lightning Go-Live!
- 23. Our users especially loved two features: • Lightning Dashboards: The improved dashboard experience and visualization options provided greater insight to our users • Lightning Apps: Using Lightning Apps we deployed different page layouts to different personas to optimize their experience Deliver Value
- 24. The best way to drive Lightning adoption is to ensure that it delivers value. Focus on the features that will be of greatest benefit to your users.
- 25. Continue to Incorporate Lightning Features • Rolled out My Lightning custom theming with Spring ‘18 • Host weekly office hours for users to provide support and gather feedback • Continue to customize based on feedback • Begin the process of disabling Classic by Profile
- 26. Resources
- 27. Resources Lightning Now! Trailblazer Community Group Launch Lightning in a Flash Trailmix Lightning Adoption Tracker Getting Comfy with Lightning Blog Post bit.ly/GettingComfyWith Lightning bit.ly/LightningNowGroupbit.ly/lightningadoption tracker bit.ly/NanasLightning Trailmix