Transition to the Lightning Experience: Pro Tips, Tools and a Transition Strategy
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This presentation discusses the transition from Salesforce Classic to Lightning Experience. It provides a 4 step strategy: 1) Assess readiness, 2) Plan deployment approach, 3) Build and test in sandbox, 4) Train users and deploy to production. Tips are given for each step, such as using tools to convert notes/attachments and custom buttons. While the transition impacts the UI and analytics most, data and business logic are not affected. Proper planning and testing is key to a successful transition.
Transition to the Lightning Experience: Pro Tips, Tools and a Transition Strategy
- 1. Transition to Lightning Experience: Pro Tips, Tools, and a Transition Strategy Shell Black, President @Shell_Black
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- 3. Shell Black President, ShellBlack.com, LLC @Shell_Black 6X Salesforce MVP 3X Certified 6X Dreamforce Speaker
- 4. Basic Layout – Title Only Subtitle placeholder
- 5. Classic is Dead May 2, 2018 – Email sent to customers stating: ”All new Salesforce releases and feature development happens only in Lightning Experience” August 10, 2018 – Lightning Experience Auto Transitioning begins Customers that were notified have 21 days to prepare, or request a delay (not opt out) The clock is ticking on your transition…
- 6. Making the Business Case to Migrate Forrester June 2018: The Total Economic Impact™ Of Salesforce Lightning • Cost for 2400 Users = $443,655 (Consulting Partner $232,955) • Cost to migrate and support over 3 years = $319 per user • ROI of 341% (n=7 customers) You are missing out on innovation 3X a year (but paying for it!) What LEX features would make a business impact? Salesforce Lightning Pitch Deck & Demo Scripts • https://admin.salesforce.com/lightninginabox Yes, there are real costs when moving to Lighting
- 7. What’s Not Impacted Data • Nothing to migrate! Objects, Fields, and Business Processes • Custom fields, Custom Objects, Lead qualification process, etc. Business Logic • Validation Rules, Automation, Approval Processes, etc. Security • Role Hierarchy, OWDs, Sharing Rules, etc. Yep, it’s all still there!
- 8. What is Impacted User Interface - With the Lightning Experience, would you do it differently? • 3 Column Layouts, 25 Tabs, Dynamic Lightning Pages • Paths, Components, Actions, Highlights Panel, etc. Analytics • New Dashboards & Lightning Report Builder Custom Code / Technical Debt AppExchange Apps User Training Time to reimagine working in Salesforce!
- 9. Four Steps to Success Assess Plan Build & Test Train & Deploy Your path to the Lightning Experience Assess Plan Build & Test Train & Deploy
- 10. Step 1: Assess Lightning Experience Readiness Report (25+ feature checks) Lightning Experience Visualforce Check Optimizer Report (45+ signals) AppExchange Apps Technical Debt Review your company roadmap for Salesforce Take an inventory Assess Plan Build & Test Train & Deploy
- 11. Upgrade your AppExchange Apps to LEX versions (and remove old Apps) in a Sandbox before running the Lightning Assessment Report This will provide a more accurate assessment of your ”Technical Debt” For org stability and resilience use as few Apps as possible Reduce the “False Positives” that you have code issues Step 1: Assess – Pro Tip!
- 12. Step 2: Plan Bespoke Page Layout (Complex) vs standard LEX Layout “Green Light” by Profile or functional group • Features • Apps • Custom Code Deployment Strategy (i.e. Big Bang or by Profile) • WBS – Work Breakdown Structure Determine the Who, How, and When Assess Plan Build & Test Train & Deploy
- 13. Step 2: Plan – Pro Tip! Create Planning Discussion Documents
- 14. Step 3: Build & Test Build Sprints (big bang or functional groups) Page Layouts (complex / non-complex) Analytics & Communication Templates AppExchange Apps Attachments and Notes Custom Code (Native, Refactor or Lightning Component) Sandbox UAT Now the hard work begins… Assess Plan Build & Test Train & Deploy
- 15. Step 3: Build & Test – New Tools! Magic Mover (July 2017) • Convert Classic Notes and Attachments to Lightning ready Enhanced Notes & Files • Free App on the AppExchange • Adheres to Salesforce limits - move 200K Attachments in a 24-hour period • Does not migrate Documents Lightning Experience Configuration Converter (June 2018) • Convert JavaScript Buttons, URL hacks to Lightning Quick Actions, Component Actions, or custom buttons and links • Test in sandbox first! • Run the same update in production or deploy them to production with a change set. Reduce the workload
- 16. Step 4: Train & Deploy User Training Change Sets & Production Changes “Smoke Test” Go-Live Support • Chatter Group • Office Hours Time to Go-live! Assess Plan Build & Test Train & Deploy
- 17. Step 4: Train & Deploy You are not training: • Salesforce concepts • What’s the difference between a Lead and an Opportunity? • How to do their job • When do I convert a Lead or submit a record for approval? You are training: • What is different in the new UI • Where did it go and why does it behave this way? • New features • Path, Kanban, Actions, enhanced Dashboards, etc. You must train your users if you want adoption
- 18. Step 4: Train & Deploy – New Tools! Replaced AppExchange App Usage by Month, Day, by Profile Who is switching back to Classic by Profile or User Lightning Usage App (Summer 18)
- 19. How long will it take? Dell - 18 month journey to pilot a group of sales users • High technical debt to address Professional Edition for a single group of users • As quick as a month Well, that depends…
- 20. Biggest Hurdle? 10 Releases focused on LEX (Winter 16) 5,119 Pages of Release Notes Days worth of Webinars and Release Readiness Videos Trailhead • Lightning Experience Specialist Super Badge • Lightning Experience Rollout Specialist • Lightning Now! Community Group Admin Knowledge!
- 21. Need Help? ShellBlack.com/eBooks Salesforce Secret Formula – Migrating from Classic to Lightning