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Increase Adoption By Building Lightning Pages


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By Cheryl Feldman

Published in: Software
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Increase Adoption By Building Lightning Pages

  1. 1. Increase Adoption by Building Lightning Pages For Desktop & Mobile @CherFeldman Cheryl Feldman, Salesforce MVP
  2. 2. About Me
  3. 3. Do Any of These Worlds Look Familiar? What Causes Low Salesforce Adoption?
  4. 4. Step 1: Migrate to Lightning Now Haven’t migrated to lightning yet? Use this Trail n/trails/lex_admin_migration Join the Lightning Now Group on the Trailblazer Community! • What are you waiting for?
  5. 5. Step 2: Understand Your User Base! Understand Critical Business Process & Data Points • Are those data points front and center? • Are they displayed at the right point in time? • Are they easy to find on both desktop and mobile? Form A Core Team! • Make it diverse • Get feedback fast and often • Fail Fast = Succeeding Faster Identify Your Users • What do they use Salesforce for? • Who are your biggest advocates and naysayers?
  6. 6. Step 3: Sign Up For the New Mobile App Pilot! Pilot Includes: • New Mobile App • LEX on Mobile Pilot • The Best Pilot Ever and It’s Free!
  7. 7. Step 4: Clean Your Org & Dump That Junk! Run Salesforce Optimizer • Free tool provided by Salesforce • Generates a PDF of what you’re using and what you’re not • Will help you identify items for clean up/purge • ontent/learn/modules/salesforce- optimizer
  8. 8. App Builder allows us to place features where we need them! • Ensuring that pages flow in the right way on desktop and mobile is key to adoption • When users are able to find and do what they need to do quickly they will WANT to use Salesforce. #AwesomeAdmins Are UX Designers! Step 5: Get Familiar with App Builder!
  9. 9. Let’s Look at an Account Page on Desktop DEMO
  10. 10. Let’s Look at the Same Account Page on the New Mobile App Customized with App Builder! DEMO
  11. 11. • Manage One Page for Everything! • Component Visibility Driven • Device Driven • Record Driven • Or Both! Why Lightning App Builder is Key to Adoption
  12. 12. Let’s Look at the Lightning App Builder Page for Accounts DEMO
  13. 13. • Next Steps for Improving Adoption • Migrate to Lightning – migration • Sign up for Mobile Pilot – • Recap
  14. 14. • Next Steps for Improving Adoption • Identify Users, Understand Your Business, and Form a Core Team • Define What your Users Need to see When • Get Familiar with Lightning App Builder - pp_builder Recap