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Planning Your Migration to the Lightning Experience

Learn how to migrate to the Salesforce Lighting UI in four steps. Shell Black in this presentation discusses how to make the business case to justify the costs to moving to the Lightning Experience (LEX) from Classic. In the four steps Shell covers how to assess the current state of your org, plan out the migration, manage your build sprints and UAT (User Acceptance Testing), and train your end users. He also covers the factors that drive the time needed to complete the project. As you will find, the biggest hurdle to migrating to Lightning is not a missing feature, but Admin knowledge. Click the link on Slide 2 to watch a video of this presentation!

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Planning Your Migration to the Lightning Experience
Four Steps to Success
info@shellblack.com, @Shell_Black
​Shell Black, President ShellBlack.com, LLC
To see a video of this presentation visit:
http://www2.shellblack.com/lightning_transition
Forward-Looking Statements
​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.
​Statement under the Private Securities Litigation Reform Act of 1995
Shell Black
President ShellBlack.com
​@Shell_Black
5X Salesforce MVP
4X Certified
5X Dreamforce Speaker
​Subtitle placeholder
Where are we on our LEX Journey?
​2015 – Lightning is announced prior to Dreamforce
​2016 – Classic is Dead
​2017 – New to Salesforce? Start in the Lightning Experience
​2018 – You migrate to LEX!
​It happened so fast!
Ad

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Planning Your Migration to the Lightning Experience

  • 1. Planning Your Migration to the Lightning Experience Four Steps to Success info@shellblack.com, @Shell_Black ​Shell Black, President ShellBlack.com, LLC
  • 2. To see a video of this presentation visit: http://www2.shellblack.com/lightning_transition
  • 3. Forward-Looking Statements ​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. ​Statement under the Private Securities Litigation Reform Act of 1995
  • 4. Shell Black President ShellBlack.com ​@Shell_Black 5X Salesforce MVP 4X Certified 5X Dreamforce Speaker
  • 6. Where are we on our LEX Journey? ​2015 – Lightning is announced prior to Dreamforce ​2016 – Classic is Dead ​2017 – New to Salesforce? Start in the Lightning Experience ​2018 – You migrate to LEX! ​It happened so fast!
  • 7. Making the Business Case to Migrate ​You are missing out on innovation 3X a year (but paying for it!) ​What LEX features would make a business impact (ROI)? E.g.: • Kanban = more accurate pipeline reporting? • Lead Scoring = faster sales cycle by working leads more likely to close? • Favorites = find key information faster (lists, reports, groups, records)? • LEX native features = perhaps less reliance on 3rd Party Apps $? ​Salesforce Lightning Pitch Deck & Demo Scripts • https://admin.salesforce.com/lightninginabox ​Lightning Experience Roadmap is available in Help ​It’s about ROI!
  • 8. ROI with LEX – Automatic Upgrades 3X a Year ​Innovation delivered by Salesforce SOFTWARE TIME VALUE Capital Expense Lighting Experience Value Greater ROI Migration Cost Automatic Upgrades - Innovation Delivered 3x / Year
  • 9. ROI with Classic – Admin & Custom Development ​Innovation delivered on the shoulders of the customer SOFTWARE TIME VALUE Capital Expense Internal Development Cost Release New Functionality Release New Functionality Capital Expense Internal Development Cost Customer Development Lifecycle
  • 10. 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!
  • 11. What Is Impacted ​User Interface / Page Layouts • 3 Column Layouts, 25 Tabs, Paths, Components, Actions, Highlights Panel, etc. • Business Processes – Go back to your requirements • With Lightning Experience, would you do it differently? ​AppExchange Apps • Take Inventory, are they Lightning Ready? ​Custom Code • Is there “Technical Debt” to address? ​Analytics • No more three column Dashboard layouts and a new Lightning Report Builder ​Time to reimagine working in Salesforce!
  • 12. Four Steps to Success ​Assess ​Plan ​Build & Test ​Train & Deploy ​Your path to the Lightning Experience Assess Plan Build & Test Train & Deploy
  • 13. Step 1: Assess ​Lightning Readiness & Optimizer Report ​Inventory features & gap analysis by functional group ​AppExchange Apps ​Technical Debt ​Review your company roadmap for Salesforce ​How bad is it? Assess Plan Build & Test Train & Deploy
  • 14. Step 2: Plan ​Assemble the Team ​Communication Strategy ​Build Iterations & Cadence ​Target a Launch Date (Pilot Group, Profile, Big Bang?) ​Sandbox Testing & Deployment Strategy ​Determine the Who, How, and When Assess Plan Build & Test Train & Deploy
  • 15. Step 3: Build & Test ​Configuration Sprints (1 or 2 week?) ​Core Objects, then Custom Objects ​Custom Code (Optimize or Lightning Component?) ​Analytics & Communication Templates ​Sandbox UAT ​Now the hard work begins… Assess Plan Build & Test Train & Deploy
  • 16. 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 view, enhanced Dashboards, etc. ​You must train your users if you want adoption Assess Plan Build & Test Train & Deploy
  • 17. Step 4: Train & Deploy (cont.) ​Change Sets & Production Changes ​“Smoke Test” ​Go-Live Support • Chatter Group • Office Hours ​Monitor with Lightning Adoption Tracker App ​Time to Go-live! Assess Plan Build & Test Train & Deploy
  • 18. 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…
  • 19. Biggest Hurdle? ​7 Releases focused on LEX (Winter 18) ​3,621 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!
  • 20. ShellBlack.com/eBooks ​Salesforce Secret Formula – Migrating from Classic to Lightning