Moving to the Lightning Experience: An Action Plan

1. Moving to the Lightning
Experience: An Action Plan
Tom Bennett
@_tombennett
Joanne Ung Kipp Vann
@kvann01@1218global

2. What You’ll Hear Today
● Why Lightning, Why Now
● Comparing Classic to Lightning
● PANEL with 2 Lightning Experts
● Live Q&A

3. Raise Your Hand If

4. Why Lightning, Why Now?

5. Why Lightning, Why Now?

6. Why Lightning, Why Now?
Question: When should I move to Lightning?
Answer: Two years ago!!

7. Why Lightning, Why Now?
● Salesforce continues to push customers to move
● In October, profiles will be enabled automatically
● All future developments will be focused on Lightning

8. Why Lightning, Why Now?

9. Classic Lightning

10. Classic Lightning
Weakness Advantage

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CLASSIC WEAKNESS
Outdated UX, and employees hate using outdated technology.

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CLASSIC WEAKNESS
Outdated UX, and employees hate using outdated technology.
LIGHTNING ADVANTAGE
The user experience is modern, fast, and caters to the end user.

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Only 44% of employees
believe their company uses modern technology

15. Your Users
Your Design

16. [Insert joke about wasted white space]

17. Candidate Record in Classic

18. Candidate Record in Lightning

20. Field you need to enter

21. Account Record in Classic

22. Account Record in Lightning

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The Promise of Lightning
Spark more productivity and innovation across your
business.
● Boost Productivity
● Optimize Operations
● Build Apps Fast
● Work Smarter With AI
● Be Ready for New Features

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CLASSIC WEAKNESS
Difficult to modify and configure the page views

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CLASSIC WEAKNESS
Difficult to modify and configure the page views
LIGHTNING ADVANTAGE
Component-based design to build page layouts and designs

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CLASSIC WEAKNESS
Custom functionality takes a lot of time and money to build

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CLASSIC WEAKNESS
Custom functionality takes a lot of time and money to build
LIGHTNING ADVANTAGE
Ready-made components from Salesforce and AppExchange

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CLASSIC WEAKNESS
Not optimized to easily take advantage of new functionality

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CLASSIC WEAKNESS
Not optimized to easily take advantage of new functionality
LIGHTNING ADVANTAGE
New features from Salesforce and Bullhorn will be for Lightning

42. Top 10 Lightning-Only Features
Customizable Home Pages
Execute Efficiency with Console Apps
Get Smarter with Einstein Lead Score
Keep Teams Moving With Path
Work Smarter with Reports & Dashboards
Get Actionable with Kanban
Find Your Stuff Fast with Favorites
Work Efficiently with Dialer & Voicemail
Work Efficiently with Global Actions & Utilities
Generate Insights with Automatic Activity Capture
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vs.
The Reality of Moving to Lightning

49. Moving to Lightning: An Action Plan
1. Better understand your user’s needs
2. Map out all your processes and experience goals
3. Learn how your setup would be affected
4. Don’t overlook change management
5. Work with an expert

50. Lightning Experts
(Not Meteorologists)
Joanne Ung Kipp Vann