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Lightning Fast Tips for your Lightning
Rollout
Tips to Get You Started on Your
Electrifying Journey with Lightning
Nicole Damstetter & Kim Schaefges
Senior Cloud Consultants at Cloud for Good
Forward-Looking Statements
Statement under the Private Securities Litigation Reform Act of 1995:
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.
Story Time
Lightning Tip #1
Set a timeline and dedicate time for testing
Plan, Plan, Plan
Lightning Tip #2
Starting point – creates a PDF report that is a nice jumping
off point for evaluation
Readiness Check
Lightning Tip #3
Start in a Sandbox
Lightning Tip #4
Enlist the help of your Power Users
• Create a Permission Set – Lightning Experience Tester
• Enable the System Permission “Lightning Experience User”
• Assign to Identified Users
Lightning Tip #5
Test Existing Functionality
• Test Buttons and Links
• Confirm if buttons need to be links or links to components
• Test Applications
• Just because they are Lighting Ready doesn't mean it's
turn key
• Additional configuration may be required on your end
Lightning Tip #6
Vet New Features
• Do they change or enhance your organization?
• Enable and Configure New Features
Lightning Tip #7
Build Excitement with End Users
• Use Chatter to post about new functionality
• Encourage users to earn Lightning Trailhead
Badges
Lightning Tip #8
Plan a Phased Rollout
• Roll out Lightning to one group or business unit at a time
Lightning Tip #9
Train End Users
This isn't just a new UI —
there is new functionality
Lightning Tip #10
Go Live!
Lightning Fast Tips
Plan, Plan, Plan
Start in a Sandbox
Enlist the help of Power Users
Test Existing Functionality
Vet New Features
Plan a Phased Rollout
Train End Users
Go Live!
Trailhead Modules
Migrate to Lighting Experience Trail
Lightning Experience Basics
Lightning Experience Features
App Customization Lite
Lightning App Builder
Lightning Experience Rollout
Super Badge!
Lightning Experience Specialist
Thank Y u

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Lightning Fast Tips For Your Lightning Roll Out by Kim Schaefges, Nicole Damstetter & Nik Panter

  • 1. Lightning Fast Tips for your Lightning Rollout Tips to Get You Started on Your Electrifying Journey with Lightning Nicole Damstetter & Kim Schaefges Senior Cloud Consultants at Cloud for Good
  • 2. Forward-Looking Statements Statement under the Private Securities Litigation Reform Act of 1995: 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.
  • 4. Lightning Tip #1 Set a timeline and dedicate time for testing Plan, Plan, Plan
  • 5. Lightning Tip #2 Starting point – creates a PDF report that is a nice jumping off point for evaluation Readiness Check
  • 6. Lightning Tip #3 Start in a Sandbox
  • 7. Lightning Tip #4 Enlist the help of your Power Users • Create a Permission Set – Lightning Experience Tester • Enable the System Permission “Lightning Experience User” • Assign to Identified Users
  • 8. Lightning Tip #5 Test Existing Functionality • Test Buttons and Links • Confirm if buttons need to be links or links to components • Test Applications • Just because they are Lighting Ready doesn't mean it's turn key • Additional configuration may be required on your end
  • 9. Lightning Tip #6 Vet New Features • Do they change or enhance your organization? • Enable and Configure New Features
  • 10. Lightning Tip #7 Build Excitement with End Users • Use Chatter to post about new functionality • Encourage users to earn Lightning Trailhead Badges
  • 11. Lightning Tip #8 Plan a Phased Rollout • Roll out Lightning to one group or business unit at a time
  • 12. Lightning Tip #9 Train End Users This isn't just a new UI — there is new functionality
  • 14. Lightning Fast Tips Plan, Plan, Plan Start in a Sandbox Enlist the help of Power Users Test Existing Functionality Vet New Features Plan a Phased Rollout Train End Users Go Live!
  • 15. Trailhead Modules Migrate to Lighting Experience Trail Lightning Experience Basics Lightning Experience Features App Customization Lite Lightning App Builder Lightning Experience Rollout Super Badge! Lightning Experience Specialist

Editor's Notes

  1. Nicole Intro – How long, years on Salesforce Kim Intro - How long, years on Salesforce
  2. Key Takeaway: We are a publicly traded company. Please make your buying decisions only on the products commercially available from Salesforce. Talk Track: Before I begin, just a quick note that when considering future developments, whether by us or with any other solution provider, you should always base your purchasing decisions on what is currently available.
  3. Kim talks about rolling out Lightning Ask who has rolled out an app? Just like installing an app, review, test, deploy Now our quick tips
  4. KIM - really setting aside time, do the trailheads
  5. KIM – great starting point. Don't turn on just because you passed! KIM Note: The Lightning Experience Readiness Check evaluates some, but not all, Sales Cloud features. It doesn’t evaluate information about reports, dashboards, communities, or other clouds.  The Lightning Experience Readiness Check doesn’t support orgs with IP restrictions or sandboxes. The Lightning Experience Readiness Check and report are available only in English.
  6. NICOLE We're serious about this, you need to have a good working environment to test out and you don't want to disrupt your users Developer Sandbox will work to test out the basics, but if you want to check out lightning features against real data Partial Sandbox for Enterprise and above so use it - or chat with your AE about a Full Sandbox
  7. NICOLE You don't have to do all the testing yourself (unless you're a super small org) grab your power users - What is a power user - someone who is using the system day in and day our Enable permission sets (highlight this should be in the sandbox)
  8. KIM Highlight Sandbox Testing Buttons, VF pages, custom triggers URL Hacks
  9. KIM New is fun, but not always what you need– compare in lightning experience setup – compare in lightning experience setup Components New Home Page
  10. NICOLE Chatter posts about timeline, new features Check out trailhead, get badges Webinar parties
  11. KIM Any sandbox changes get pushed to production and you can begin rollout Not everyone has to go at the same time - read only users, executives can move to lightning for enhanced layouts, reports, dashbaords
  12. NICOLE Leverage trailhead materials, create your own for specific use cases and processes
  13. KIM Give your owl friend a high five Read release notes, stay on trailhead, keep your sandbox updated for new release, continue to test, have fun
  14. You got this!