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Webinar- Are you ready for the switch to lightning ?
- 1. Are You Ready for the Switch to Lightning? Guest Speakers Eric Dreshfield, Salesforce MVP Stuart Bierig, Director, PreSales Engineering, Panaya WEBINAR
- 2. Who Is Eric Dreshfield? Advocacy Manager, Apttus Founder & Event Co-Chair, Midwest Dreamin’ Southern Indiana Salesforce User Group Leader Salesforce MVP
- 3. Salesforce Lightning Key Terminology Lightning Experience (LEX) Lightning Knowledge Lightning Components Lighting App Builder Lightning Bolt Lightning Design System
- 4. Why Switch? Newest features are being released ONLY in Lightning Support for Classic is on the verge of extinction
- 5. How to Communicate & Execute the Change
- 6. Lead Management | Order Management | Support Management | Product Management Determine What Functionality Will Be Affected
- 7. Build a Roadmap Identify priorities & owners
- 8. Set the Expectations It’s not just a simple switch
- 9. Build a Team of Stakeholders Identify an executive sponsor (champion/advocate)
- 10. Build the Excitement. New Features! Kanban | Sales Path | New Features are LEX only
- 11. Create an Action Plan Don’t forget timeline
- 12. Determine How to Measure Success Increased efficiency | Fewer clicks | More visibility | Increased Employee or customer satisfaction
- 13. A Quick Look Readiness Check | Functionality | Roadmap | Sandbox (Test it)
- 14. What Else Can You Do to Prepare? Learn more from Trailhead & Community Attend Events to Learn and See in Action (Community-led, Salesforce) Turn it on (in production) Revisit and re-evaluate Adjust as needed
- 15. Customizing Lightning: Risk-free Reduce time, cost & risk of any Salesforce change by 30-50% Pinpoint areas impacted by change Easily foresee and resolve potential change delivery risks Make an informed decision on going into production
- 16. Release Dynamix for Salesforce.com Demo Experience Panaya’s next-generation impact analysis via a tailored demo Reduce time, cost and risk associated with any Salesforce change by 30-50%
Editor's Notes
- Key Terminology Lightning Experience (LEX) – the modern, beautiful user experience from Salesforce. The sales and service user experience has been completely redesigned to better support the work and business processes done in sales and service organizations. It’s a very intuitive & intelligent interface that helps sales and service teams work more productively. (The old UI – Classic is still available, for now.) Lightning Knowledge – the LEX updated knowledge base within your Org. Lightning Knowledge allows you to search for articles to get answers to your questions. But it enables so much more than just that. With a few short clicks you can create a new article if there isn’t one that answers your question. Lightning Knowledge allows you to sort articles alphabetically or by publication date – the default sort is by relevance. Depending on permissions, you may also be able to edit, publish or archive the article, as well as insert into an email you may need to send to someone. Lightning Components – is the modern UI framework for developing web apps, single-page apps, with dynamic & responsive user interfaces on both mobile and desktop devices, for Lightning Platform Apps. It uses JavaScript on the client side and Apex on the server side. So what’s an app framework? That’s a collection of code and services that make it easier for you to create your own custom apps, without having to write all the code yourself. (Examples of web app frameworks include: Ruby on Rails, AngularJS, Django and Visualforce.) Lighting App Builder – a point and click tool that makes it easy to create customer pages for the Salesforce mobile app and Lightning Experience. When you edit a Lightning app from the App Manager in Setup, you are brought into Lightning App Builder to manage the settings where you can update the branding, navigation, options and more. Lightning Bolt – Salesforce has made it easy to get customers up and running. Lightning Bolts are solution-specific partner portal templates that contain a basic setup of modules that will allow users to view, modify, and create data needed for their specific industry solution. There are more than 50 Lightning Bolts including healthcare, retail, manufacturing, financial services and more. Each Lightning Bolt contains a bundle of components, apps, processes and templates, all designed to work together. Once you have selected a Lightning Bolt you are free to customize it by adding apps, modifying the design, and connect to external systems, all with clicks, not code. And you can customize the look and feel of the page to match your company brand too. Lightning Design System – LDS makes is easy for you to build applications that comply with the new Salesforce Lightning look and feel without having to write any CSS. Key benefits of the LDS: it’s designed for building Salesforce apps’ it’s continuously updated; accessibility is built into the CSS framework behind the components; the CSS is namespaced with slds- prefix and scoped with slds-scope class to avoid CSS conflicts. LDS includes 4 types of resources to help you build applications: CSS framework (UI components); Icons (PNG & SVG versions of action, custom, doctype, standard and utility icons); Font (Salesforce Sans – to maintain a consistent visual voice and personality); Design Tokens (customizable variable such as colors, fonts, spacing and sizing.) LDS needs a modern browser like Chrome, Safari, Firefox or Microsoft Edge. Only version 11 of IE is supported.
- Newest features area being released ONLY in Lightning Lightning gives users access to Einstein Analytics reporting Enhanced security with Lightning – LockerService isolates lightning components so they can’t interact with one another directly, except through tools provided in the framework Support for Classic is on the verge of extinction, a.k.a., will (eventually) go away
- Change is hard – we all know that. As humans, most of us fear change simply because it brings with it certain unknowns. To help others overcome this fear of change, you need to get them to own the change process. That’s not as easy as it sounds, but here’s a few tips that could help.
- Determine what functionality will be affected – for example, from a sales perspective, will you be making changes to your current lead-to-opportunity process, your opportunity-to-account process (what happens when the deal goes Closed-Won or Closed-Lost?) You also need to consider how order provisioning will take place. These are all very personal processes that vary widely by company based on the products and/or services that the company sells, the company’s approval process, thresholds & tolerance for discounts, etc. Don’t stop at the sale, however. In the SaaS world, renewals are just a big a deal as sales. In order to keep your customers renewing year after year, you need to excel at service and support. It’s ok if your product has issues once in a while, as long as how you communicate those issues and address specific issues specific customers may encounter in a proactive and positive manner.
- These are all things to think about as you build a roadmap for your migration to Lightning. Other important factors to consider when building a roadmap: Priority of functionality – which departments will see the biggest impact / improvements in productivity, etc.? What improvements are must-have vs. nice-to-have? What improvements can eliminate a manual process? You also need to identify process owners in each department – the people who will ultimately be responsible to seeing things through to completion.
- The key to communicating the impending change, is to properly set everyone’s expectations. Making the switch to lightning isn’t as simple as flipping a light switch. It takes a lot of planning, team work & coordinated efforts from a lot of people. It takes a lot of communication along the way. Regular status updates, involving end users in testing new functionality (in the sandbox, of course.) Building ownership of the project is important to gaining user adoption.
- Stakeholders are important people to get to know. They are the ones directly impacted by the changes. It’s also very important to get support for the project from the highest levels of the organization – you need an executive sponsor who will champion the cause, share all the good things the impending changes will bring, and assure the organization that while there may be some challenges associated with the changes, in the long-run, everything is being done to make the organization better and more efficient.
- One sure fire way to help everyone feel better about the switch is to share some of the good things that are coming, and as I mentioned earlier, involve your end users in testing the new features before the rollout is complete. For Lightning, one of the new, exciting features is the Kanban view or board, as some call it. Kanban gives your users a great new way to visualize their records in a more intuitive manner, grouping them by the fields that mean the most. Another exciting improvement is the Sales Path. This allows you to add a component to selected objects which displays a business process. The feature also enables dynamic changes to key fields and static tests, depending on the stage. Path was one of the original Lightning features, and has recently been enhanced to function on leads, campaigns, contacts, orders and even custom objects. And remember, Salesforce isn’t releasing new features in Classic, only Lightning.
- Your next step is to create an action plan, a timeline. Lay out all your lightning rollout items, put them in a logical order, including having items prioritized by the needs of individual departments, as well as the overall impact on the organization. Be sure to include testing, evaluating and measuring success.
- Success – what’s that really mean? How do you measure it? In some things that’s easy – horse racing – Win, Place, Show…all a measure of success. In business, generally speaking it’s profits, revenue growth, etc., but when you are looking for success on implementation of new business processes, what do you measure, and what do you compare it against? A few items you might want to consider: 1. Increased efficiency: how long does it take (with Lightning vs. before) to accomplish a certain task? Can you get a task done with one click as opposed to 3 or 5 clicks, or more? 2. More visibility: is there more transparency in who can see what data? Does the staff now have a true, 360 degree of a customer? Can your sales team have the ability to see what your service team is dealing with on specific customers, and vice-versa? 3. Increased Employee and Customer satisfaction? You do survey your customers and employees, right? You want to know how they feel about your company, leadership, etc., right? Plan to do surveys after you have been on Lightning for a few months and compare to your previous survey, taken while still on classic.
- So what are the key things you need to do? Run the Salesforce Lightning Readiness Check Determine the functionality that will be impacted Create a roadmap Test, test, test – Panaya’s Release Dynamix for Salesforce is a great tool for evaluating the impact of changes before those changes are completed in production. Stuart will be demonstrating this shortly. <Here we can reference the managing change story in functionality, roadmap and testing – this is the change to mention panaya in terms of a change/testing tool to support>
- What else can you do to prepare? - Learn more about Lightning from Trailhead and the Community. - Attend events to learn and see it in action – Community-led events like Midwest Dreamin’ & London’s Calling; Salesforce events like the New York World Tour and of course, Dreamforce. - Turn it on (in production) then be sure to revisit everything and re-evaluate the results you are seeing, and if needed make additional adjustments. And now I’ll turn it over to Stuart.
- Panaya can help you prepare – as you know you need to Adjust customize and make changes… Lightning will need to be customized similarly to how you customize and make changes today. But as you know making changes in any form can have downstream impact. With Panaya you can remove the impact to reduce the time cost and risk of ….
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