Migrating to Salesforce Lightning

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Migrating to Salesforce Lightning

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 Salesforce is investing massively to make the Lightning
experience (functionality, UI, configuration tools) compelling
and the migration an easy business decision. They are not
committing thousands of man-years of development and
marketing just for fun. They passionately believe that
customers who move to Lightning can operate more
effectively; great results, faster, at lower cost.
 Migrating to Lighting will require investment from you, your
team and your users. The benefits need to be compelling to
make the move because we all know hard it is to drive any
sustainable change, no matter how small it seems. But you
can build a strong business case for migration.

 Better business results will necessarily not come from simply
migrating your existing Org to Lightning. Your users operating the
same way with ‘cooler’ screen layouts may get you some
incremental benefits, but you are missing a huge opportunity. You
should use this as an opportunity to take a small step back to “re-
implement” Salesforce as part of the Lightning migration. There
are 3 reasons for taking time:
 1. The Lightning capabilities (like Kanban or Compact Layouts)
enable you to rethink how your users could interact with
Salesforce, which could drive a step change in performance.
 2. You can improve / eliminate some of the inconsistent or poor
working practices which waste time and effort. You know that they
have built up over time across your user base.
 3. Finally, you can revisit the changes that you wanted to lock-in
when Salesforce was first implemented, but you didn’t have time
in the rush to get it up and running.
Lightning Benefits

 The initial implementation project is the struggle to
configure, build integrations and convert data.
Engaging end users, redesigning processes, training
and driving adoption are all chopped out of the plan in
the scramble to go live within budget. And sure,
Salesforce is great for ongoing incremental
improvement, but the initial ‘implementation’ often
constrains and defines what comes after. The second
attempt at the implementation – The Director’s Cut –
gives you a chance to addresses all these softer
factors.
Implemeation Notes

 You probably know the areas of the operation that could be improved.
You see them every day and your inbox is full of suggested
improvements. And you are making incremental changes as quickly
as you can. But you know that with a dedicated project you could give
your users a step change in performance. The Lightning migration is
the perfect catalyst to get executive level attention. You can get the
budget and resources to run a project which has a larger potential
impact.
 This time you can drive a business-led project. One that first analyzes
the business processes and then considers how the new Lighting
capabilities can be exploited. This will require strong business
analysis skills and an understanding of what is available in Lightning.
Luckily there is a ton of great support; we’ve written a free ebook on
Business Analysis for #AwesomeAdmins; Trailhead has Lightning
training materials; And there is a dedicated team inside Salesforce
who will run Lightning consultations to talk you through the features
and migration.
 But it all starts with you, your business users and their business
processes.
Lightning – The Catalyst

 We see everything as a process, project or methodology. That’s what 20
years in the industry does for you. So we have put that experience to use,
and have created an implementation roadmap; a step by step guide to
maximizing the benefits of Lightning implementation. The top level of the
hierarchical process map is below. Underneath every step is a lower level
diagram with more information.
 The map is freely available to copy and modify for your use. It is developed
in Elements.cloud (free business analysis app for Salesforce – register). It is
in the Public Space called “Example Process Maps”
 But in summary, here are the key steps
 – ASSESS; what areas of the business could benefit, what areas of our Org
can easily migrate, build a business case
– DISCOVER; business analysis of the target areas, prototype new apps
– IMPLEMENT; migrate Lightning, changes to related systems, document
your Org, run User Acceptance Test, train users, go live.
– OPERATE; track adoption, get feedback, drive incremental business
improvements
– MANAGE; project and risk management
A Simple, Achievable Approach

 Every day there are customers who are migrating areas of
the business to Lightning and are seeing the benefits. At the
same time many customers are delaying as they mistakenly
think that they need to wait until they can migrate their entire
Org as a big bang implementation.
 Clearly not every customer can build a case for migration
right now. There are very good strategic or tactical reasons;
the level of change they are already driving through the
business; a shortage of internal business analysis or
Salesforce configuration resource; other strategic changes
such as M&A or reinventing the business as a digital
company.
 There will never be the perfect time. Taking a more tactical
or pilot approach to migrating Lightning means you could
piggy-back on existing change initiatives within the company
and get started.
The Future is Here..+

 A few of the advantageous Salesforce Lightening Features are:
 1) Easy Navigation Menu
 2) App Launcher with new Apps
 3) Field Level Help through Lightening
 4) Creation of Multiple Records
 5) Record Saving Option
 6) More Actionable Popup Messages
 7) Email Reply Right From the Salesforce
 8) Duplicate Lead Identification and Merging
 9) Scheduled Product Addition
 10) Addition of Quotes to Opportunities
 11) New Voice Calling Feature
 12) Track and Manage Leads, Campaigns and Contracts
 13) Skype Chat and Call
 14) Report Subscription
few advantageous Salesforce Lightening Features

improvements

The Salesforce concept of record ownership
Salesforce defines the record owner as:
The person who is accountable for the relationship and activity (email,
calls, etc.) to that particular Account/Contact/Opportunity.
Adopting this paradigm would offer a challenge to
our sales managers to think in terms of the
accountability of actions and the relationship during
the business development cycle.

Recommendations:
• Allow the current process of populating the NBD, VP and AD fields to
take place, thereby creating members of the account team.
• Build a field update command in process builder to automatically update
the account owner to the NBD when named.
• Subsequently update the account owner to the VP, when a VP is
identified.
This process would be tested in the sandbox environment for accuracy.
Account access and visibility would be examined extensively before
training, awareness communication, and go-live is executed in
production.

Lightning is the New Salesforce
 Lightning takes productivity to new heights
Maximize Your
Productivity
New collaboration and
process tools boost user
efficiency
Find What You Need
Faster
Work more intuitively with
your data
through enhanced search
features
Personalize Your
Experience
Get a consistent user
experience across all your

10 Lightning Features for Salesforce Users
Out-of-the box Lightning features to help increase productivity
ASTRO’S QUICK
TIP:
With these out of
the box features
you can become
more productive
2
3
4
5
1
7
8
9
10
6
 Chatter Feed
 Favorites
 Global Search
 Reports
 Dashboards
Calendar & Tasks
Inline Edit on List Views
Kanban View on All Objects
Integrated Email
Opportunity Workspace

Share Information Easily and Find What You Need F
A collaboration application
that lets users work together,
talk to each other, and share
information, all in real time
• Chatter Streams
• Recent Groups
• Share posts
• Live feed typing indicators
• Relevance ranked feed
Chatter Feed Favorites Global
Search
1 2 3
Quickly access important
records, lists, groups,
dashboards, and other
frequently used pages in
Salesforce
• Bookmark records, views,
opportunity and more!
• Easily return to all your favorite
content in Salesforce
Find things faster with
enhanced Global Search and
see top results across
frequently used records and
objects
• Instant type-ahead results
• Top Results
• Search left-navigation
• Results ranked by relevance

Visualize Your Data with New Reports and Dashbo
Reports Dashboards4 5
Create reports that meet the criteria
you define and filter, group or
display in a graphical chart
• Role hierarchy filter on reports
• Relative Rate filters
• Salesforce1 enhanced charts
• Dynamic filter URL
• Subscribe to reports
Visually display key
metrics and trends for
records in your org
• Drill to report from filtered
dashboard
• Tacked combo charts, pictures
on table charts, conditional
highlighting
• Denser charts, smaller metrics
• Post charts and follow
dashboards
• Edit running user, folder

Visualize Your Data at a Glance and Make Edits
Calend
ar &
Tasks
Inline Edit
on List
Views
Kanban
Views on
all Objects
6 7 8
Integrate
calendaring into the
sales process
• View Google calendar
events
• Recurring and follow up
tasks
• Tasks and events in
search
Edit your sales
information quickly and
easily on the page
• Quickly modify records on a
single page
• Quickly make the same
change to multiple records
Keep sales moving
forward with Kanban
on all Objects
• Kanban on any object
• View multiple record
types
• Configurable settings for
group by and summarize
by fields

Increase User Productivity to Close Deals Faster
Integrated
Email
Opportunity
Workspace
9 10
Create, view and
respond to email
within Salesforce
• Email Quick Action org-
wide Addresses
• Emails everywhere
• Enhanced email experience
for Person Accounts
Close deals faster
with Opportunity
Workspace
• Sales Path
• Highlights panel
• Activity timeline
• News

5 Ways Salesforce Admins can Customize with Lig
Build, customize and deploy apps faster than ever, no code required
ASTRO’S QUICK TIP:
Customizing with clicks reduces the
need for code and makes it easier to
maintain your customizations. It also
means you’ll benefit from release
updates.
2
3
4
5
1  Build Custom Home Pages
 Bring Your Console Apps to Lightning
 Path on More Objects
 Customize and Assign Record Pages for Custom &
Standard Objects
 Build Lightning App Pages for Mobile Users

Customize Pages and Build Apps Easier
Bring Your
Console Apps to
Lightning
Build Custom Home Pages
Create a welcoming experience for
all
of your users
• Create multiple home pages and assign to
different profiles
• Build an org-wide default page focused on
sales productivity or build individual pages
that can be assigned to one or more profiles
for role specific content
Give users the ability to access the
information they need to get their
jobs done faster
• Workspaces
• Pinned workspaces
• Sub-tabs
• Utility Bar
• Multiple out-of-the-box components
1 2

Design a Relevant and Modern User Experience
Build Lightning
App Pages for
Mobile Users
Path on More Objects
Customize and
Assign Record
Pages for Custom &
Standard Objects
3 4 5
Guide users through
each stage of a
process
• Path on custom objects
• Designate the field that
drives the “path”
Customize the detail pages for
standard and custom objects
• Existing metadata powers the
experience
• Page layouts control fields, related lists,
and actions
• Compact Layouts control the field in the
Highlights Panel
Build a new page once &
deploy it to Lightning
Experience and Salesforce1
• Consistent experience across all
devices
• Run your business from your phone

Key Stages for Lightning Adoption
LightningSuccess
DISCOVER ROLLOUT OPTIMIZE

Have you engaged in Learning Opportunities?
Webin
ars Vide
os
Acceler
ators
Circles
of
Succes
s
Succes
s
Commu
nity
Trailhea
d
Release
Notes +
Help &
Roadmap
User
Groups
& Events
Salesforc
University

Have you evaluated your business and technical process?
Enable Yourself/Sandbox
Run Readiness Check & Optimizer
Conduct Gap Analysis and Define
Workarounds
Identify Stakeholders/Exec
Sponsor
Conduct Business Value
Assessment (ROI)
Review Business Process

Have you aligned the Business and IT on your Lightning
adoption plan?
Demo to Stakeholders and
Executive Sponsor
Classic Lightning
Prepare and Deliver Lightning Adoption Plan

Have you developed a rollout and launch strategy?
• Identify Business Use
Cases and Processes
• Define Personas
• System Architecture
Framework
• Refine Development
Life-Cycle
• Engage Chatter feedback
loop
• Pick Pilot Launch Date
• Create Project Schedule
and Budget
• Identify Target Users +
Super Users (pilot group)
• Create Marketing +
Communication Strategy
• Create a Training &
Support Plan
• Define Success Metrics
• Update Customizations (As
Needed)
• Test and Iterate
• Execute Marketing+
Communication Plan
• Train and Engage User +
Super Users
• Enable Lightning
Experience
Lightning Rollout Enablement Pack

How do you continue to engage with your teams?
Measure:
• Monitor Success Metrics
(reports, dashboards &
scorecards)
• Collect Feedback
• Conduct Program Review
• Provide Executive
Summary
Iterate:
• Review Rollout Strategy
• Expand Users
• Motivate Users
• Salesforce Product
Roadmap
• Product Changes via Idea

Take the Lightning Experience Readiness
Check
To learn more, read the Lightning Experience Readiness Check.
Available
Now
Assess your organization for Lightning
Experience readiness.
Determine which users are ready to migrate.
Know how to proceed with Lightning migration.
Sign-up for a Free 1/2 hour Consultation

Home
Performance Chart
Track your
performance to target
Assistant
Helps you focus on
what matters most
with proactive
notifications
Account Insights
Personal and relevant
new articles about top
accounts that help
you take meaningful
action
An intelligent way to start your day fast

List Views
List View Charts
Visualize your lists on
the fly with a bar or
donut chart
Filters
Anyone can add or
edit a filter with a
simple, visual
interface
Type-Ahead Search
Find any list view with
an easy type-ahead
search feature
See your data, your way, with easy filters and visualization tools

Kanban
Visualize Your
Pipeline
See your
opportunities
organized by stage,
with subtotals up top
Drag and Drop
Move deals between
stages with click and
drag
Alerts
Get intelligent alerts
prompting you to take
action on deals that
need your attention
A powerful way to visualize and work your pipeline
New Spring ‘17 Kanban Expanded Availability and More Settings

Opportunity & Lead Workspaces
Sales Path
Customizable guidance
to support your sales
process
Timeline
Easily view open and
previous activities and
create records on the fly
Quick View
Hover over links to view
details without ever
leaving the page
Highlights Panel
See important
Action-oriented workspaces to work your deals in flight

Path
Customizable
Add your statuses and
stages for leads and
opportunities
Guidance for
Success
Provide coaching in
context at each step in
the sales process,
including helpful
scripts, questions to
ask, and tips
Key Fields
Present important
details up top, with the
ability to edit
Helpful guidance and relevant information at every stage to support your
sales process
New Spring ‘17 Sales Path: Renamed Path and Expanded

Notes
Relate to Multiple
Records
Relate a single note
to an account,
contact, opportunity,
and more
Autosave
Never lose a detail
while you compose
your thoughts
Rich Text
Add bullets,
numbered lists, or
text formatting to
Take detailed notes and relate them to multiple records

Composer
New Task
Make a follow-up task
New Event
Make a meeting
request
Email
Compose an email
with rich text
formatting,
attachments,
templates, and more
Collaborate &
Details
Click Collaborate and
Take action fast on any record, customized for your needs

Tasks
Tasks
Access your tasks
from a convenient
Tasks page right from
the navigation menu
Master-Detail
See your complete
task list, and drill into
any task, side-by-side
Actions
Edit a task, add
comments, and
change priority,
status, and more
View and update all your tasks from one place

Dashboards
Spanning columns
Give a chart the
space it needs to
show the right data
Flexible Layout
Add more
components in a row
with more columns
available
Easy Filters
Add filters with a
simple, visual
interface
Visualize your data with beautiful charts and a flexible layout

Migrating to Salesforce Lightning

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