build your lightning rollout plan - september 2017
TRANSCRIPT
Build Your Lightning Experience Rollout Plan
Today’s Speakers
Mike Gerholdt
Director, Admin Evangelism Salesforce
@MikeGerholdt
Michael Orr
Senior Director, Lightning Adoption Salesforce @orrdeal
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.
Get Social With Us!
@SalesforceaAdmns
Salesforce Admins
Salesforce Admins
Salesforce Admins
#AwesomeAdmin
#LightningNow
This Webinar is Recorded
The video will be posted to YouTube & the webinar recap page:
bit.ly/aw-lightningrolloutwebinar
Join the Admin Webinar Group for Q&A!
Don’t wait until to ask questions! 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
Today’s Agenda
Step 1 – Discover: Learn, Evaluate, Align
Step 2 – Rollout: Plan, Launch
Step 3 – Optimize: Measure, Iterate
Resources
Q&A
Step 1: Discover Learn, Evaluate, Align
Learn About Lightning Experience
Lightning for Admins
Trailhead for Admins
Lightning Now Group
admin.salesforce.com/lightning trailhead.salesforce.com success.salesforce.com
Evaluate Your Org’s Readiness Evaluate your org’s business priorities and technical strategy, and determine if your org is ready to make the switch to Lightning Experience.
Gap Analysis Preview Mode Migration Assistant
Evaluate business priorities and technical strategy to determine if you’re ready
Resources and steps for a successful rollout.
Evaluate how your live org works in the new interface.
Review the Lightning Classic comparison page.
Run the Lightning Experience Readiness Check
Assess your org for Lightning Experience
Readiness
Determine which users are ready to migrate
Know how to proceed with your Lightning
transition
Talk to an Expert! Sign up for a consultation to
walk through your report: bit.ly/lightningconsults
DEMO: Lightning Experience
Readiness Check
Align Your with Executives, IT, and Users Get buy in with Lightning in a Box
Lightning in a Box is an enablement kit for Admins who want to prepare and present an introduction to Lightning Experience to their team, stakeholders, and/or community. admin.salesforce.com/lightninginabox
Step 2: Rollout Plan, Pilot, Launch
Rollout Plan in Three Phases
Run a Pilot Enable Yourself Launch to Groups
Understand how users get Lightning
Experience when you switch on:
• Standard Profiles
• Custom Profiles with the “Lightning
Experience User” Permission
• Permission Set with the “Lightning
Experience User”
Turn on Lightning Experience
Enable Lightning
Run a Pilot
Pick your Salesforce Champions
Enable with a Permission Set
Have them work in Lightning
Ask for feedback
Tune your Lightning Experience configuration
Launch to Groups or Departments
Plan your rollout
Communicate the change and build excitement!
Train your users
Enable through Profiles
Gather feedback through Chatter!
DEMO: Lightning Customization
Pro Tip: Attachments to Files migration tool is live!
• Migrate per object • Control number of
attachments migrated • Option to delete
original attachments post-migration
• Supports most standard objects & custom objects
bit.ly/attachmenttofiles
Pro Tip: Style VF Pages with Lightning Stylesheets Beta in Winter ‘18
Classic Stylesheets
<apex:page lightningStylesheets="true">
Lightning Stylesheets
Step 3:
Optimize Measure, Iterate
Measure Lightning Adoption Download Lightning Adoption Tracker in AppExchange
Track usage
Evaluate by type of user
Watch trends
Gather feedback
Iterate to Optimize User Experience and Productivity
Make improvements based on feedback
Enable new features
Run the Optimizer
Take Advantage of Lightning Components and Apps from the AppExchange
Customize Faster App Builder AppExchange
Extend Any App 70K+ Developers on Lightning 1000+ Lightning Ready Apps 120+ Lightning Components
300+ Salesforce1 Ready Apps
Resources
Q&A bit.ly/AdminWebinarGroup
Slides bit.ly/aw-
lightningrolloutwebinar
Wrap Up
Survey bit.ly/awsurvey-customize