This presentation provides an overview of transitioning to Lightning Experience for nonprofits. It highlights 10 key Lightning features admins need to know, including the Chatter feed, navigation, global search, reports, dashboards, list views, calendar and tasks, console, record pages, and integrated email. It then demonstrates these features and provides guidance on evaluating readiness, discovering requirements, aligning stakeholders, creating a project plan, change management, and rolling out Lightning Experience. Resources for learning more about the transition and Lightning Experience are also listed.

1. Transition to Lightning
Experience for Nonprofits
Success Specialists:
Amira Mahjoub - amahjoub@salesforce.com
Amy de Kruijf - adekruijf@salesforce.com

2. 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
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statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.
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immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth,
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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

3. 10 Lightning Features that Admins Need to
Know
2
3
4
5
1
7
8
9
10
6Chatter Feed
Navigation
Global Search
Reports
Dashboards
List Views
Calendar & Tasks
Console
Lightning Record Pages
Integrated Email

4. Get the Information You Need Faster
Collaborate with colleagues in real time.
Work together, talk to each other, and share
information.
Chatter Feed1
Navigation2
Quickly access important
records, lists, groups,
dashboards, and other frequently
used pages
Global Search3
Find things faster with enhanced
Global Search

5. Visualize Data with Reports and Dashboards
Reports Dashboards4 5
Create reports that meet the criteria you define;
filter, group, or display in a graphical chart
Visually display key metrics and trends for
records in your org

6. Make Edits Quickly and Visualise Your Data
at a Glance
List Views6 Calendar &
Tasks
7
Integrate calendaring into
your daily processes
See data in a whole new way with Kanban view
Lightning
Console
8
Quickly work through multiple
records on the new split view

7. Create Unique User Experiences with
Record Pages
Integrated EmailRecord Pages 109
Create, view, and respond to email
within Salesforce
Customize page layout for contact records based on Profile

8. DEMO
Lightning Experience Overview

9. EVALUATE
DISCOVER

10. Rollout Lightning Experience with the
one-click Readiness Check

11. Check the Readiness of Your Visualforce
Pages
List pages that
requires attention
Reports on usage

12. Simplify the Switch to Lightning Using the
Transition Toolkit
Lightning Experience Readiness Check
Lightning Experience Visualforce Check
Magic Mover for Notes & Attachments
Lightning Configuration Converter
Salesforce Optimizer
Lightning Usage App
https://sfdc.co/LightningToolkit

13. Convert Classic Notes & Attachments to
Lightning-Ready Enhanced Notes & Files with Magic
Mover

14. Automate the migration of Javascript Buttons
with Lightning Configuration Converter
● Convert Existing Javascript Buttons
● Create Lightning - friendly Buttons https://sfdc.co/convertjava

15. Get More Value Out of Salesforce with the Optimizer
https://sfdc.co/optimizer

16. Measure Adoption Using the Lightning Usage
App
● Track usage
● Evaluate by user type
● Watch trends
● Gather feedback

17. DEMO
Lightning Experience Readiness Check

18. ALIGN
DISCOVER

19. Assemble Your Lightning Adoption Team
Project
Sponsor
Staff Admin Developer
Change
Management

20. Bring Your Lightning Adoption Team
Up To Speed
1. Turn on Lightning in
Sandbox to Test
2. Present Findings to
Adoption Team
3. Demo Lightning
Experience

21. Create a Project Plan

22. Change Management

23. Common Barriers to Success
The Challenge with Change
49% 51%41%
Executive
Endorsement
Resistance/
Fear of Change
Organizational
Culture

24. Rollout is Not All or Nothing
1 2 3Enable for
Yourself
Group/Dept
Rollouts
Pilot Group
of Users
Enable Lightning
Experience for yourself
using permission sets or
profiles
Select a group of users
and run a Lightning
Experience pilot
Migrate selected
departments or
groups to Lightning
Experience
DISCOVER ROLLOUT OPTIMIZE

25. Communicate with users
Be up front about timeline
Talk to your users
Switcher
Transparency

26. DISCOVER ROLLOUT OPTIMIZE
Continue to engage with your teams and users.
MEASURE
• Monitor Success
Metrics
• Collect Feedback
400+
New Lightning Features
Already in 2018
ITERATE
• Expand Users
• Salesforce Product
Roadmap
• New Use Cases
• New Features

27. Lightning Experience Roadmap
Lightning Roadmap: https://sfdc.co/LEXroadmap Comparison:
https://sfdc.co/comparison

28. Start Making the Switch to Lightning Today
Run the Lightning
Experience Migration
Assistant
Learn About Lightning
with Trailhead
Join the “Salesforce
Lightning Experience”
group in the Power of
Us Hub

29. Resources to Learn More About Lightning
General Info:
● Lightning Help & Training
● Success with Lightning
● Lightning Experience
Roadmap
Blog posts:
● Learn Lightning Blog
Series
● Migration Assistant: Your
Path into the Lightning
Experience
● Manage Your Rollout With
Lightning Adoption
Tracker
Salesforce Classes:
● RPX-101
● ADX-201
Power of Us Hub:
● Salesforce Lightning
Experience Chatter Group
Circles of Success:
● Preparing for Your
Lightning Transition
Videos & Webinars:
● Lightning Experience
Series
● Lightning Experience
Migration Series
● Customize Salesforce in a
Flash with Lightning
New to
Lightning?
Start here...
Trailhead Trails:
● Admin Beginner,
Intermediate, or Advanced
● Get Started with Lightning
Experience
● Make the Move to
Lightning Experience
● Build Better with UX
● Trailmix: Jumpstart Your
Lightning Transition
Trailhead Projects:
● Quick Start: Lightning
Process Builder
● Quick Start: Lightning App
Builder
● Trailmix: Jumpstart Your
Lightning Transition
(Higher Education)

30. Questions?