This webinar is designed for new Salesforce Admins looking for key getting-started tips. Learn the habits to develop to help you learn, connect and lead, resources to make you successful and where to find people like you!
This webinar is designed for new Salesforce Admins looking for key getting-started tips. Learn the habits to develop to help you learn, connect and lead, resources to make you successful and where to find people like you!
Sample Gallery: Reference Code and Best Practices for Salesforce DevelopersSalesforce Developers
Exploring the code within sample applications is a great way to learn new languages, frameworks, and platforms. That’s why we built the Sample Gallery (https://trailhead.salesforce.com/sample-gallery), a collection of Salesforce Customer 360 Platform reference applications that demonstrate examples of what you can create and how to build it. In this interactive webinar, we introduce you to a few Sample Apps and show you how to make the best use of them in your day-to-day development projects.
Quip is a lightweight, cost-effective solution for organizations looking to improve their Salesforce documentation. In conjunction with its native Salesforce integration, Quip and a custom object "Project Documentation" can be used to create a configuration workbook, track releases, track milestones, and project progress, and provide end-user documentation based on role. This session will also discuss the advantages of using Quip to document your Salesforce org, how Quip can be used to help end-users with new feature adoption, and how to deploy Quip as a documentation resource. By attending this session you will learn how Quip enables real-time collaboration across your teams to centralize institutional knowledge.
Sample Gallery: Reference Code and Best Practices for Salesforce DevelopersSalesforce Developers
Exploring the code within sample applications is a great way to learn new languages, frameworks, and platforms. That’s why we built the Sample Gallery (https://trailhead.salesforce.com/sample-gallery), a collection of Salesforce Customer 360 Platform reference applications that demonstrate examples of what you can create and how to build it. In this interactive webinar, we introduce you to a few Sample Apps and show you how to make the best use of them in your day-to-day development projects.
Quip is a lightweight, cost-effective solution for organizations looking to improve their Salesforce documentation. In conjunction with its native Salesforce integration, Quip and a custom object "Project Documentation" can be used to create a configuration workbook, track releases, track milestones, and project progress, and provide end-user documentation based on role. This session will also discuss the advantages of using Quip to document your Salesforce org, how Quip can be used to help end-users with new feature adoption, and how to deploy Quip as a documentation resource. By attending this session you will learn how Quip enables real-time collaboration across your teams to centralize institutional knowledge.
Admin Best Practices: Introducing Einstein Recommendation BuilderSalesforce Admins
You’re invited to learn about a new AI capability in the Salesforce Platform, Einstein Recommendation Builder. You might be familiar with recommendations while you are shopping on your favorite online retailer. Einstein Recommendation Builder brings a similar recommendation engine capability into the Salesforce Platform that can be leveraged for CRM applications. Join us to hear use cases, see a live demo, and learn how you can start building your own personalized, AI-powered recommendations.
Watch the Trailhead LIVE Episode here: https://trailhead.salesforce.com/live/broadcasts/a2r3k000001Lc9i/admin-best-practices-introducing-einstein-recommendation-builder
During this session we'll have Alex Dumitrache from Salesforce joining us for a presentation on the major updates from TrailheaDX.
In the second part of the meeting we'll be discussing about how we can avoid disasters by putting on our consultant hats and pushing back on requirements that go against Salesforce best practices.
Manage and Release Changes Easily and Collaboratively with DevOps Center - Sa...Amol Dixit
Manage and Release Changes Easily and Collaboratively with DevOps Center - Salesforce Coffee Hour
Salesforce DevOps Center provides an improved experience around change and release management that brings DevOps best practices to your development team, regardless of where you fall on the low-code to pro-code spectrum. All developers can work together to deliver value to customers in a repeatable and scalable way, whether you use declarative builders, write code in Salesforce Extensions for VS Code, leverage the power and flexibility of Salesforce CLI, or all three.
An Admin's life is always evolving. With all the hats you wear, how can you be the rockstar your team needs you to be? Join us to hear of the incredible journey from of our MVP Admins as they share the tricks they leverages to maximize impact across their organization and stay on the forefront of Salesforce innovation.
Maximizing Salesforce Lightning Experience and Lightning Component PerformanceSalesforce Developers
We all want the Salesforce Lightning Experience to be fast- but how do we define fast, and how do we make it even faster? When you’re building a UI, everything you add to the page affects performance, and to make load times faster and perform the way users expect, we need to treat speed as an essential design feature. In this presentation, you’ll learn how to measure performance, learn a few tips on how to maximize performance, and take responsibility for your feature’s performance from design to production.
Salesforce Wellington user group hosted by PwC for lunch, June 29, 2022, featuring Salesforce Summer 22 release highlights with various speakers. Natalie Savell, Bill Wu, Mark Barcham, Afzal Khan
The presentation for the community event on September 09 2021. Covers few winter 22 release features and strategies. Content is pulled from different official SFDC sources. This is educational material for the developers community to prepare for the release and win some swag on the way :)
Last year was eventful for Salesforce Developers - we started with the launch of Lightning Web Components (LWC), open-sourced it, enabled local development, and ended the year by open-sourcing Base Lightning Components. In this webinar, we will explore exciting new developments within Base Components and we will show you how to use open-source Base Components to build engaging applications faster with local development.
In this session we will,
- Spin up a local development environment to build Lightning web components
- Use and customize the base components and recipes to build pages and apps quickly
- Explore the latest features of VS Code developer tooling while coding for a use case
The secret formula to being an #AwesomeAdmin is…FORMULAS! Join Admin Evangelist Jennifer Lee for this session to understand Salesforce formulas, how to build them, and some of the most common use cases for formulas. You will learn the basic framework for a Salesforce formula, where they can be used, and considerations for building them.
Watch the Trailhead LIVE Episode here: https://trailhead.salesforce.com/live/broadcasts/a2r3k000001vDKv/admin-best-practices-building-useful-formulas
Admin Best Practices: 3 Steps to Seamless DeploymentsSalesforce Admins
Deployment strategies can make or break the rollout of a new configuration into production. Join Carlos Siqueira, Salesforce MVP, and J. Steadman, Lead Admin Evangelist, as they walk through three steps to manage deployments without disruption - while avoiding bugs and increasing user adoption.
Watch the episode here: https://trailhead.salesforce.com/live/broadcasts/a2r3k000001vDKq/admin-best-practices-3-steps-to-seamless-deployments
Awesome Admins Automate: Integrate Flow with AI and ChatbotsSalesforce Admins
Think of a business process today that could be optimized. With Einstein Automate, you can reimagine this process and completely shift the way your employees and customers engage with your business. Come learn how to build end-to-end workflows by combining Salesforce Flow with AI, chatbot, or low-code integration tools.
Watch the Episode here: https://trailhead.salesforce.com/live/broadcasts/a2r3k000001vCmQ/awesome-admins-automate-integrate-flow-with-ai-and-chatbots
#AwesomeAdmins Automate: Create Triggered Flows and Batch JobsSalesforce Admins
What are some manual tasks that are recurring for your team today? How much time do they spend on them? Salesforce Flow can reduce the time spent on these tasks and remove the potential for error by automatically performing any follow-up actions for you. Come learn how simple it is to create record-triggered flows, schedule-triggered flows, and batch jobs using Flow Builder and get started on your automation journey today.
Watch the full episode here: https://trailhead.salesforce.com/live/broadcasts/a2r3k000001vCmK/awesome-admins-automate-create-triggered-flows-and-batch-jobs
Essential Habits for Salesforce Admins: Actionable AnalyticsSalesforce Admins
As a Salesforce Admin, you have four core responsibilities that you need to master to succeed and grow your career. In this session, we'll dive into the core responsibility of Actionable Analytics and the habits you need to build to successfully master it: review key reports, meet with business leaders, report on report usage, check custom report types, and update business performance metrics. You'll learn how to develop each habit, with expert advice and key actionable takeaways.
Watch the broadcast here: https://trailhead.salesforce.com/live/broadcasts/a2r3k000001n2Ri/essential-habits-for-salesforce-admins-actionable-analytics
For more about the four-part Essential Habits for Salesforce Admins series, check out the blog post here: https://admin.salesforce.com/blog/2020/essential-habits-for-salesforce-admins-just-got-bigger-and-better
As a Salesforce Admin, you have four core responsibilities that you need to master to succeed and grow your career. In this session, we'll dive into the core responsibility of Security and the habits you need to build to successfully master it: review roles, profiles, and permissions sets; run Health Check; align with IT, and review login history. You'll learn how to develop each habit, with expert advice and key actionable takeaways for you to implement right away.
Learn about the Essential Habits for Salesforce Admins series here: https://admin.salesforce.com/blog/2020/essential-habits-for-salesforce-admins-just-got-bigger-and-better
Essential Habits for Salesforce Admins: Data ManagementSalesforce Admins
As a Salesforce Admin, you have four core responsibilities that you need to master to succeed and grow your career. In this session, we'll dive into the core responsibility of Data Management and the habits you need to build to successfully master it: export data, review duplicates, create a data dictionary, refresh sandboxes, delete junk, and run Optimizer. You'll learn how to develop each habit, with expert advice and key actionable takeaways for you to implement right away.
For more about the four-part Essential Habits for Salesforce Admins series, check out the blog post here: https://admin.salesforce.com/blog/2020/essential-habits-for-salesforce-admins-just-got-bigger-and-better
Essential Habits for Salesforce Admins: User ManagementSalesforce Admins
As a Salesforce Admin, you have four core responsibilities that you need to master to succeed and grow your career. In this session, we'll dive into the core responsibility of User Management and the habits you need to build to successfully master it: get to know your users, analyze usage with dashboards, communicate with leadership, review documentation, and audit your users. You'll learn how to develop each habit, with expert advice and key actionable takeaways for you to implement right away.
For more about the four-part Essential Habits for Salesforce Admins series, check out the blog post here: https://admin.salesforce.com/blog/2020/essential-habits-for-salesforce-admins-just-got-bigger-and-better
Join Benjamin Reynolds, CEO and Founder of Alternative Partners, and Keren Stanley, Sr. Customer Adoption & Growth Manager at Salesforce, as they discuss how to grow a team of Salesforce admins with the technical chops and soft skills to succeed.
We describe the deployment and use of Globus Compute for remote computation. This content is aimed at researchers who wish to compute on remote resources using a unified programming interface, as well as system administrators who will deploy and operate Globus Compute services on their research computing infrastructure.
Designing for Privacy in Amazon Web ServicesKrzysztofKkol1
Data privacy is one of the most critical issues that businesses face. This presentation shares insights on the principles and best practices for ensuring the resilience and security of your workload.
Drawing on a real-life project from the HR industry, the various challenges will be demonstrated: data protection, self-healing, business continuity, security, and transparency of data processing. This systematized approach allowed to create a secure AWS cloud infrastructure that not only met strict compliance rules but also exceeded the client's expectations.
Multiple Your Crypto Portfolio with the Innovative Features of Advanced Crypt...Hivelance Technology
Cryptocurrency trading bots are computer programs designed to automate buying, selling, and managing cryptocurrency transactions. These bots utilize advanced algorithms and machine learning techniques to analyze market data, identify trading opportunities, and execute trades on behalf of their users. By automating the decision-making process, crypto trading bots can react to market changes faster than human traders
Hivelance, a leading provider of cryptocurrency trading bot development services, stands out as the premier choice for crypto traders and developers. Hivelance boasts a team of seasoned cryptocurrency experts and software engineers who deeply understand the crypto market and the latest trends in automated trading, Hivelance leverages the latest technologies and tools in the industry, including advanced AI and machine learning algorithms, to create highly efficient and adaptable crypto trading bots
Developing Distributed High-performance Computing Capabilities of an Open Sci...Globus
COVID-19 had an unprecedented impact on scientific collaboration. The pandemic and its broad response from the scientific community has forged new relationships among public health practitioners, mathematical modelers, and scientific computing specialists, while revealing critical gaps in exploiting advanced computing systems to support urgent decision making. Informed by our team’s work in applying high-performance computing in support of public health decision makers during the COVID-19 pandemic, we present how Globus technologies are enabling the development of an open science platform for robust epidemic analysis, with the goal of collaborative, secure, distributed, on-demand, and fast time-to-solution analyses to support public health.
Modern design is crucial in today's digital environment, and this is especially true for SharePoint intranets. The design of these digital hubs is critical to user engagement and productivity enhancement. They are the cornerstone of internal collaboration and interaction within enterprises.
Globus Compute wth IRI Workflows - GlobusWorld 2024Globus
As part of the DOE Integrated Research Infrastructure (IRI) program, NERSC at Lawrence Berkeley National Lab and ALCF at Argonne National Lab are working closely with General Atomics on accelerating the computing requirements of the DIII-D experiment. As part of the work the team is investigating ways to speedup the time to solution for many different parts of the DIII-D workflow including how they run jobs on HPC systems. One of these routes is looking at Globus Compute as a way to replace the current method for managing tasks and we describe a brief proof of concept showing how Globus Compute could help to schedule jobs and be a tool to connect compute at different facilities.
Paketo Buildpacks : la meilleure façon de construire des images OCI? DevopsDa...Anthony Dahanne
Les Buildpacks existent depuis plus de 10 ans ! D’abord, ils étaient utilisés pour détecter et construire une application avant de la déployer sur certains PaaS. Ensuite, nous avons pu créer des images Docker (OCI) avec leur dernière génération, les Cloud Native Buildpacks (CNCF en incubation). Sont-ils une bonne alternative au Dockerfile ? Que sont les buildpacks Paketo ? Quelles communautés les soutiennent et comment ?
Venez le découvrir lors de cette session ignite
Climate Science Flows: Enabling Petabyte-Scale Climate Analysis with the Eart...Globus
The Earth System Grid Federation (ESGF) is a global network of data servers that archives and distributes the planet’s largest collection of Earth system model output for thousands of climate and environmental scientists worldwide. Many of these petabyte-scale data archives are located in proximity to large high-performance computing (HPC) or cloud computing resources, but the primary workflow for data users consists of transferring data, and applying computations on a different system. As a part of the ESGF 2.0 US project (funded by the United States Department of Energy Office of Science), we developed pre-defined data workflows, which can be run on-demand, capable of applying many data reduction and data analysis to the large ESGF data archives, transferring only the resultant analysis (ex. visualizations, smaller data files). In this talk, we will showcase a few of these workflows, highlighting how Globus Flows can be used for petabyte-scale climate analysis.
Advanced Flow Concepts Every Developer Should KnowPeter Caitens
Tim Combridge from Sensible Giraffe and Salesforce Ben presents some important tips that all developers should know when dealing with Flows in Salesforce.
Why React Native as a Strategic Advantage for Startup Innovation.pdfayushiqss
Do you know that React Native is being increasingly adopted by startups as well as big companies in the mobile app development industry? Big names like Facebook, Instagram, and Pinterest have already integrated this robust open-source framework.
In fact, according to a report by Statista, the number of React Native developers has been steadily increasing over the years, reaching an estimated 1.9 million by the end of 2024. This means that the demand for this framework in the job market has been growing making it a valuable skill.
But what makes React Native so popular for mobile application development? It offers excellent cross-platform capabilities among other benefits. This way, with React Native, developers can write code once and run it on both iOS and Android devices thus saving time and resources leading to shorter development cycles hence faster time-to-market for your app.
Let’s take the example of a startup, which wanted to release their app on both iOS and Android at once. Through the use of React Native they managed to create an app and bring it into the market within a very short period. This helped them gain an advantage over their competitors because they had access to a large user base who were able to generate revenue quickly for them.
Software Engineering, Software Consulting, Tech Lead.
Spring Boot, Spring Cloud, Spring Core, Spring JDBC, Spring Security,
Spring Transaction, Spring MVC,
Log4j, REST/SOAP WEB-SERVICES.
Accelerate Enterprise Software Engineering with PlatformlessWSO2
Key takeaways:
Challenges of building platforms and the benefits of platformless.
Key principles of platformless, including API-first, cloud-native middleware, platform engineering, and developer experience.
How Choreo enables the platformless experience.
How key concepts like application architecture, domain-driven design, zero trust, and cell-based architecture are inherently a part of Choreo.
Demo of an end-to-end app built and deployed on Choreo.
TROUBLESHOOTING 9 TYPES OF OUTOFMEMORYERRORTier1 app
Even though at surface level ‘java.lang.OutOfMemoryError’ appears as one single error; underlyingly there are 9 types of OutOfMemoryError. Each type of OutOfMemoryError has different causes, diagnosis approaches and solutions. This session equips you with the knowledge, tools, and techniques needed to troubleshoot and conquer OutOfMemoryError in all its forms, ensuring smoother, more efficient Java applications.
Prosigns: Transforming Business with Tailored Technology SolutionsProsigns
Unlocking Business Potential: Tailored Technology Solutions by Prosigns
Discover how Prosigns, a leading technology solutions provider, partners with businesses to drive innovation and success. Our presentation showcases our comprehensive range of services, including custom software development, web and mobile app development, AI & ML solutions, blockchain integration, DevOps services, and Microsoft Dynamics 365 support.
Custom Software Development: Prosigns specializes in creating bespoke software solutions that cater to your unique business needs. Our team of experts works closely with you to understand your requirements and deliver tailor-made software that enhances efficiency and drives growth.
Web and Mobile App Development: From responsive websites to intuitive mobile applications, Prosigns develops cutting-edge solutions that engage users and deliver seamless experiences across devices.
AI & ML Solutions: Harnessing the power of Artificial Intelligence and Machine Learning, Prosigns provides smart solutions that automate processes, provide valuable insights, and drive informed decision-making.
Blockchain Integration: Prosigns offers comprehensive blockchain solutions, including development, integration, and consulting services, enabling businesses to leverage blockchain technology for enhanced security, transparency, and efficiency.
DevOps Services: Prosigns' DevOps services streamline development and operations processes, ensuring faster and more reliable software delivery through automation and continuous integration.
Microsoft Dynamics 365 Support: Prosigns provides comprehensive support and maintenance services for Microsoft Dynamics 365, ensuring your system is always up-to-date, secure, and running smoothly.
Learn how our collaborative approach and dedication to excellence help businesses achieve their goals and stay ahead in today's digital landscape. From concept to deployment, Prosigns is your trusted partner for transforming ideas into reality and unlocking the full potential of your business.
Join us on a journey of innovation and growth. Let's partner for success with Prosigns.
Cyaniclab : Software Development Agency Portfolio.pdfCyanic lab
CyanicLab, an offshore custom software development company based in Sweden,India, Finland, is your go-to partner for startup development and innovative web design solutions. Our expert team specializes in crafting cutting-edge software tailored to meet the unique needs of startups and established enterprises alike. From conceptualization to execution, we offer comprehensive services including web and mobile app development, UI/UX design, and ongoing software maintenance. Ready to elevate your business? Contact CyanicLab today and let us propel your vision to success with our top-notch IT solutions.
Exploring Innovations in Data Repository Solutions - Insights from the U.S. G...Globus
The U.S. Geological Survey (USGS) has made substantial investments in meeting evolving scientific, technical, and policy driven demands on storing, managing, and delivering data. As these demands continue to grow in complexity and scale, the USGS must continue to explore innovative solutions to improve its management, curation, sharing, delivering, and preservation approaches for large-scale research data. Supporting these needs, the USGS has partnered with the University of Chicago-Globus to research and develop advanced repository components and workflows leveraging its current investment in Globus. The primary outcome of this partnership includes the development of a prototype enterprise repository, driven by USGS Data Release requirements, through exploration and implementation of the entire suite of the Globus platform offerings, including Globus Flow, Globus Auth, Globus Transfer, and Globus Search. This presentation will provide insights into this research partnership, introduce the unique requirements and challenges being addressed and provide relevant project progress.
Exploring Innovations in Data Repository Solutions - Insights from the U.S. G...
WT19: An Amazing Lightning Transition in Review
1. An Amazing Lightning
Transition In Review
Navigating hurdles to get you onto
the right platform – today!
Consultant, Slalom
December 18, 2019
David Aaron White
2. Forward Looking Statement
Statement under the Private Securities Litigation Reform Act of 1995:
This presentation contains forward-looking statements about the company’s financial and operating results, which may include expected GAAP and non-GAAP financial and other operating
and non-operating results, including revenue, net income, diluted earnings per share, operating cash flow growth, operating margin improvement, expected revenue growth, expected
current remaining performance obligation growth, expected tax rates, the one-time accounting non-cash charge that was incurred in connection with the Salesforce.org combination; stock-
based compensation expenses, amortization of purchased intangibles, shares outstanding, market growth and sustainability goals. The achievement or success of the matters covered by such
forward-looking statements involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions prove incorrect, the company’s results
could differ materially from the results expressed or implied by the forward-looking statements we make.
The risks and uncertainties referred to above include -- but are not limited to -- risks associated with the effect of general economic and market conditions; the impact of geopolitical events;
the impact of foreign currency exchange rate and interest rate fluctuations on our results; our business strategy and our plan to build our business, including our strategy to be the leading
provider of enterprise cloud computing applications and platforms; the pace of change and innovation in enterprise cloud computing services; the seasonal nature of our sales cycles; the
competitive nature of the market in which we participate; our international expansion strategy; the demands on our personnel and infrastructure resulting from significant growth in our
customer base and operations, including as a result of acquisitions; our service performance and security, including the resources and costs required to avoid unanticipated downtime and
prevent, detect and remediate potential security breaches; the expenses associated with new data centers and third-party infrastructure providers; additional data center capacity; real estate
and office facilities space; our operating results and cash flows; new services and product features, including any efforts to expand our services beyond the CRM market; our strategy of
acquiring or making investments in complementary businesses, joint ventures, services, technologies and intellectual property rights; the performance and fair value of our investments in
complementary businesses through our strategic investment portfolio; our ability to realize the benefits from strategic partnerships, joint ventures and investments; the impact of future gains
or losses from our strategic investment portfolio, including gains or losses from overall market conditions that may affect the publicly traded companies within the company's strategic
investment portfolio; our ability to execute our business plans; our ability to successfully integrate acquired businesses and technologies, including delays related to the integration of Tableau
due to regulatory review by the United Kingdom Competition and Markets Authority; our ability to continue to grow unearned revenue and remaining performance obligation; our ability to
protect our intellectual property rights; our ability to develop our brands; our reliance on third-party hardware, software and platform providers; our dependency on the development and
maintenance of the infrastructure of the Internet; the effect of evolving domestic and foreign government regulations, including those related to the provision of services on the Internet,
those related to accessing the Internet, and those addressing data privacy, cross-border data transfers and import and export controls; the valuation of our deferred tax assets and the release
of related valuation allowances; the potential availability of additional tax assets in the future; the impact of new accounting pronouncements and tax laws; uncertainties affecting our ability
to estimate our tax rate; the impact of expensing stock options and other equity awards; the sufficiency of our capital resources; factors related to our outstanding debt, revolving credit
facility, term loan and loan associated with 50 Fremont; compliance with our debt covenants and lease obligations; current and potential litigation involving us; and the impact of climate
change.
Further information on these and other factors that could affect the company’s financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings it makes with the
Securities and Exchange Commission from time to time. These documents are available on the SEC Filings section of the Investor Information section of the company’s website at
www.salesforce.com/investor.
Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law.
3. 30 Seconds About Me
• Consultant at Slalom, D.C.
• Specializing in Lightning Migrations
• Columbia, MD User Group
Contributor
• Sales background
• Creative Writing major
• Part-time dog-sitter
Hold me to it!
4. Why Lightning
Critical updates are pushing even more users into Lightning
• Beginning in January 2020, any Lightning-Enabled users of yours will be defaulted into
Lightning every Sunday
Lightning continues to provide improvements over Classic:
• Intuitive page design providing users with the information they need in as little time as
possible
• Dynamic Record Forms, currently in its pilot state, which allow you to fully configure custom
objects’ fields via the Lightning App Builder
• Activity Timeline to organize tasks and events into an easily followed narrative
• Opportunity Kanban board, providing your sales team with a simple way to sort their
upcoming deals
Don’t miss out on Salesforce’s newest features by sticking with Classic!
If you (or your customers) haven’t heard already….
5. Scenario: Bank Wants to Move to Lightning
• Client has a heavily customized Service
Cloud org with several Visualforce pages,
external integrations, and a complex schema
• System has over 200 total Salesforce users
spread across 9 distinct business units, each
with its own app and business processes
• Stakeholders’ primary objectives are:
1. Convert the org’s users to the Lightning Service
Console without any net loss in functionality
from Classic
2. Take advantage of Lightning’s out-of-the-box
capabilities to immediately improve the org
Real original Dave, talk about a bank in NYC…
6. Salesforce Solution
Architect
Leads Discovery and
requirements gathering
sessions with the client’s
internal users and
project stakeholders.
Configures Salesforce to
the specification of the
user stories.
Assesses the
organization’s
readiness to embrace
the new project.
Develops the org’s
training plan and
training materials.
Leads training sessions
with internal users.
Salesforce Business
Analyst
Change Management
Lead
Ensures the system
meets the technical
specifications outlined in
user stories.
Solves for complex
technical challenges that
appear throughout the
project.
Conducts interviews
with stakeholders and
internal users about the
org’s current training
process.
Develops tactical action
items for the org’s
training plan.
Leads training sessions.
Serves as a technical
consult throughout
Discovery to determine
the feasibility of
requirements.
Develops the system to
the agreed upon
specifications through
user story delivery.
Change Management
Business Analyst Salesforce Developer
The Lightning Migration Dream Team
7. Step One: Discovery
For this particular client, our team engaged in an 8-week discovery period to best understand
the client’s current use of Salesforce. The discovery analysis was split into the following:
• Business process reviews:
• What tasks do users complete in the system every day?
• Which apps do they access?
• Which buttons do they click
• What information do they need to see on each page they visit?
• System-level analysis:
• Which features rely on JavaScript buttons?
• Are there iframed Visualforce pages?
• Will any managed packages require upgrades to function in Lightning?
• Great time to reach out to these partners for verification
Before you change it, you need to understand what “it” is
8. Step Two: Requirements & Roadmap
Once our Discovery phase was complete, our team of consultants worked with the customer
to develop a backlog of user stories to be implemented during, and beyond, the initial
migration phase. These stories lived in two distinct lanes:
• Minimally-Viable Product Necessities:
• Conversion of JavaScript buttons, Visualforce buttons, and other Actions into a Lightning-friendly
format
• Establish initial Lightning Record Pages for the objects most commonly used by each business unit
• Org-Wide settings such as Default Activities View, Enhanced Notes, Enhanced Email, and other
items determined in Setup
• Deal-breaker enhancements stakeholders require alongside the Lightning transition
• Future Enhancements:
• Upgrades identified in Discovery that aren’t necessary for the move to Lightning
• Business process improvements that will require organization-wide buy-in
• AppExchange additions beyond Reports & Dashboards or Transition Assistants
Define an action plan for which items will change, and when
9. Step Three: Change Readiness Assessment
These activities, completed throughout Discovery and into Development, will
inform the team on how to best proceed with priming the org’s users for
Lightning’s arrival. Many of these activities include:
• Interviews with the internal training team – if there is one
• Exchange of previous training collateral
• Interviews with users regarding their experience learning to use Salesforce
• Evaluation of the current training team and support materials
• Recommendations for training schedule, number of sessions, and session
structure
• Identification of internal champions who will encourage platform
adoption
While the developers are at work, how are we going to get 200+ users up to speed?
10. Step Four: Development
Finally, we get to work on some development stories! Let’s take a
look at an example:
As a Lightning - Sales user
When I click the “View Summary” Custom Link on a Contact
record
Then I will be able to access the “Contact Summary” page just as
I was able to in Classic
One problem: This OnClick JavaScript button can’t be added to
my page’s Mobile & Lightning Experience Actions section!
Can we build it? I hope we can!
11. The Lightning Experience Configuration Converter
• Works best for converting JavaScript buttons which pass
parameters to a custom URL into Lightning-Friendly
custom detail buttons or links
• Not the be-all/end-all tool: For more complex button
conversions, your developer should hit the trails and learn
about Lightning Alternatives to JavaScript Buttons
For simple conversions between JavaScript versions to Lightning-support links and
buttons
12. A more advanced technical requirement
Management was enthralled by the new
Lightning Service Cloud design, but they
wanted even more automation out of it.
Scenario: Were an associate to navigate to a
current customer’s Contact record,
management wanted that Contact’s currently
open cases to automatically open as subtabs
in the Service Console.
Since the team had development bandwidth
to accommodate some prioritized future
enhancement features, we set to work on the
solution, made up of a Lightning component
and simple Apex Controller…
Not minimally-viable technically, but seriously sought after by management
14. Step Five: Deployment & Beyond
• Ensure your Lightning record pages, objects, apps, record types, and
profiles are included in your deployment package in order to assign
pages appropriately
• If you’re planning on converting from Classic to Lightning Knowledge,
contact Salesforce TODAY to enable the migration tool in your
sandbox.
• Salesforce will not enable this tool in Production until two weeks after a
successful test in a full environment!
• If you’re planning on allowing users to switch back to Classic from
Lightning, set a hard cut-off date for them to get used to the system.
The Switcher should be used only if a user finds that they absolutely
cannot complete a task in Classic the same way they could in Lightning,
and gathering their feedback will inform you on when you can make
the hard switch to Lightning.
Watch out for these Gotcha’s – they got us!
15. Summary
• Assemble your team
• Define your requirements
• Determine a change management plan for your users
• Develop to the requirements using Salesforce’s tools and custom
solutions
• Watch out for last-minute gotcha’s in deployment and make sure users
have a grace period to report any feedback that might not have been
discovered in testing or UAT
• Enjoy Lightning Experience!
High-Level Steps to Make Your Lightning Transition a Success