This presentation provides an overview of how JLL migrated their Salesforce org to Lightning in 60 days using a fast-track approach. Key aspects included admins getting comfortable with Lightning first, engaging key user personas through focus groups to provide feedback, and going live once configurations and training were complete. JLL defined personas, conducted design sessions to get input, and monitored adoption using a Lightning tracker app. Their users appreciated the improved dashboards and ability to customize the experience through Lightning apps. Continued feedback and feature rollouts helped drive further Lightning adoption.

1. Move to Lightning in 60 Days
A Fast-track Approach to a Successful
Lightning Rollout

2. Nana Gregg
VP | Sr. Salesforce Administrator
JLL
@nanahg3
Today’s Speakers
Mike Gerholdt
Director, Admin Evangelism
Salesforce
@MikeGerholdt
Marshall King
SVP | IT Solutions
JLL
@marshallbking

3. ​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.
Forward-Looking Statement
​Statement under the Private Securities Litigation Reform Act of 1995

4. Connect with Us!
Salesforce Admins
@SalesforceAdmns
#AwesomeAdmin
admin.salesforce.com
Salesforce Admins
Salesforce Admins

5. Watch the Recording
The video will be posted to
YouTube & the webinar recap
page: bit.ly/Lightningin60days
This webinar is being recorded!

6. Join the Admin Webinar Group for Q&A!
​Don’t wait until the end to ask your
question!
• We have team members on hand to answer
questions in the webinar group.
Stick around for live Q&A at the end!
• Speakers will tackle more questions at the end,
time-allowing
bit.ly/AdminWebinarGroup

7. Today’s Agenda
• Why We Migrated to Lightning
• Getting Comfortable with Lightning
• Engaging Key Personas
• Going Live with Lightning!
• Resources
• Q&A

8. Why We Migrated to
Lightning

9. • Work for JLL – Technology Solutions
• Team of 3 (Product Owner and 2 Admins)
• We manage marketing, sales and finance in Salesforce
• Very Low-Code Org
Our Story

10. Why Migrate to Lightning?
• Wanted to take advantage of Lightning-only features
• Give users an enhanced dashboard experience
• Tailor the user experience based on job role and personas
• Winter ‘18 addressed our remaining functional concerns
(Utility Bar, Related List Quick Links, Home Page
Dashboards)

11. Why 60 Days?
​Deadlines drive success!
• Take advantage of Winter ‘18 as soon as possible
• Coincide the rollout with a FinancialForce upgrade so
we minimized training and change management
• Ensure we would be more responsive to our users’
requirements and feedback using a rapid, agile
approach

12. Our Lightning Timeline
Admin Learning
Days 1-20
• Admins get
comfy with
Lightning
• Identify
solutions to our
unique
challenges
• Identify
Personas and
Focus Groups
Prepare Our Org
Days 21-40
• Configure apps
• Configure
sample record
layouts
• Focus Group
Design
Meetings
Design & Rollout
Days 41-60
• Focus groups
use Lightning
• Ongoing follow-
up and
engagement
• Go-live!

13. Getting Comfortable with
Lightning

14. Get Comfortable with Lightning
​Before we could effectively deploy Lightning we had to LOVE IT!
• Made Lightning available to all Admins
• Spent as much time in Lightning as possible to find the gotchas before
our users did
• Learned the benefits (and limitations) of Lightning and used that to
build your deployment plan
• Leveraged Trailhead. Check out our Launch Lightning in a Flash
trailmix in the resources section.

15. Learn Lightning Page Layouts
​Learn all the Lightning page features and components:
• Page Layout Templates (default vs. from scratch)
• Highlights Panel
• Buttons & Actions
• Understanding Activation Options
​Practice configuring record pages to understand all
the capabilities and prepare for the “design phase”
Read our blog post with
specific technical information
in resources section!

16. Examine Highly Used Apps
Tested AppExchange Apps
• Lightning-Ready
• Lightning-Friendly
• What’s Lightning?
Defined our Lightning Apps
• Started new – didn’t re-use Classic apps
• Persona-based
Configure Record Pages
• Picked commonly used objects
• Set up record pages with different page
layouts so our users could visualize their
options

17. Engaging Key Personas

18. Define Personas in the Design Phase
Define your Personas and Persona Representatives
• Who are the key user communities that will experience
Lightning?
• Select super-users, Salesforce champions, and maybe a
nay-sayer or two
How did we define our Personas?
• Primary functions that use Salesforce
• Persona groups that span the business units and
geographies
Sales/Acct.
Mgmt.
Billing/
Finance
Project
Mgmt.
Chatter
Only

19. Engage Users and Get Feedback
Conduct Focus Group Design Sessions
• Make configuration changes on the fly
• Show users different options and achieve consensus
• Give Focus Group members access to Lightning in production
• If there are issues users can switch to Classic temporarily
Lightning Tester Chatter Group
• Use Chatter to get feedback from testers and ask testers to
approve changes
Create “Beta” App
• Present changes to testers in the Beta App

20. Make an Adoption Plan
Install “Lightning Adoption Tracker” app from the
AppExchange
• Configure dashboard by profile/persona
• Setup dashboard on the Admin profile Home Page
Schedule training sessions
• Prepare training materials focused on benefits and
improvements
• Schedule numerous training sessions at various
times to encourage participation
• Record a session and post to Chatter along with
the training materials

21. Going Live with Lightning

22. ü Enable Lightning for all users
Don’t disable Classic – let users try Lightning at their own pace (for a while)
Send email explaining how to toggle between Classic and Lightning
ü Conduct Lightning training
ü Encourage feedback and questions in Chatter
ü Begin monitoring adoption with Lightning Adoption Tracker
Lightning Go-Live!

23. ​Our users especially loved two features:
• Lightning Dashboards: The improved dashboard
experience and visualization options provided greater
insight to our users
• Lightning Apps: Using Lightning Apps we deployed
different page layouts to different personas to optimize
their experience
Deliver Value

24. The best way to drive Lightning adoption is
to ensure that it delivers value.
​Focus on the features that will be of greatest benefit to your users.

25. Continue to Incorporate Lightning Features
• Rolled out My Lightning custom theming with Spring ‘18
• Host weekly office hours for users to provide support and gather feedback
• Continue to customize based on feedback
• Begin the process of disabling Classic by Profile

26. Resources

27. Resources
Lightning Now!
Trailblazer Community
Group
Launch Lightning in a
Flash Trailmix
Lightning
Adoption Tracker
Getting Comfy with
Lightning Blog Post
bit.ly/GettingComfyWith
Lightning
bit.ly/LightningNowGroupbit.ly/lightningadoption
tracker
bit.ly/NanasLightning
Trailmix

28. Q&A
bit.ly/AdminWebinarGroup
Slides
bit.ly/Lightningin60days
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