to salesforce lightning · 1. build your salesforce lightning team a successful transition to...

TO SALESFORCE

ACCELERATE YOUR

EBOOK:

TRANSITION

LIGHTNING

Executive Summary

Modernize Digital Operations with Salesforce Lightning

10 Steps to Transition to Salesforce Lightning

Considerations for Transitioning to Salesforce Lightning

Minimize Business Risk During Your Salesforce Lightning Transition with OwnBackup

About OwnBackup for Salesforce

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TABLE OF CONTENTS

EXECUTIVE SUMMARY

Digital transformation is accelerated by a strategic transition to Salesforce Lightning.

Transition steps include building the right team, educating users, and rollingout in stages.

Admins and users will need training and time to get used to the new interface.

Documents must be transitioned to Salesforce Files in Lightning Experience.

Special care must be taken when transitioning Visualforce pages to Lightning Experience.

Consider custom code that may need reparation before transitioning to Lightning.

A data and metadata backup and recovery strategy mitigates risks during the Salesforce Lightning transition.

MODERNIZE DIGITAL OPERATIONS WITH SALESFORCE LIGHTNINGSalesforce Lightning can help you reimagine your business by refining your existing processes from company-wide operations to individual user activity. In their Spring ’19 release notes, Salesforce announced that starting October 2019, Lightning will be turned on for all Orgs, which means that now is the perfect time to prioritize making the transition. Lightning functionality could accelerate your business growth, speed up your employee’s productivity, and optimize company operations.

As the next generation of the Salesforce platform user interface, Salesforce Lightning represents a major advancement in the customer relationship management (CRM) space. The new interface was built to support organizations as they modernize their digital operations. All future Salesforce innovations will be made in Lightning. For this reason, a strategic transition to Lightning will be necessary for a successful digital transformation. If your company is planning to undergo a digital transformation, the second logical step, after ensuring you have a solid data protection foundation, is to transition to Lightning.

10 STEPS TO TRANSITION TO SALESFORCE LIGHTNINGThe majority of companies, especially those who have been using Salesforce for years, shouldn’t transition to Lightning overnight.From planning out the transition and building the right team, to educating users and rolling out the transition, here are the ten steps for making a successful move to Lighting Experience.

1. Build Your Salesforce Lightning Team

A successful transition to Lighting will require a team that can help achieve the company’s goals. Typically, the team will include an executive sponsor, IT Leadership, operations, Salesforce admins, super users, and Salesforce Lightning champions.

2. Take the Lightning Experience Readiness Check

Take the Lightning Experience Readiness Check to identify any issues before you transition to Lightning. This check will produce a readiness report containing considerations and recommendations on what to do before enabling Lightning Experience. Before planning out your Lightning transition, discover which user profiles are almost ready to make the move, locate potential bugs, and understand if segments of your org may not be compatible.

3. Use the Salesforce Optimizer

Another tool to use before you begin planning a Lightning transition is the Salesforce Optimizer. This tool identifies things you can simplify, improve, or leave behind when transitioning to Lightning Experience. That way you’ll know where to concentrate your time and resources. The Salesforce Optimizer is valuable, especially for those who are interested in speeding up company operations and user productivity.

4. Speak with Users

Since each employee uses Salesforce di�erently, the key to a successful change is to ensure no users feel left out or neglected during the transition process. Communication is critical during all stages of a company’s Lightning transition, including the planning phase. You should speak with all of the teams and stakeholders who use Salesforce to understand which features and customizations they’re using. If any teams or users will be impacted, whether it be positively or negatively, by any new Lightning features, you should also discuss this with them and map out an amicable solution before the transition. That way all users will be able to continue performing their jobs with minimal interruption.

10 STEPS TO TRANSITION TO SALESFORCE LIGHTNING

6Accelerate Your Transition to Salesforce Lightning © Copyright 2019 OwnBackup

https://help.salesforce.com/articleView?id=lex_readiness_check.htm&type=5

https://help.salesforce.com/articleView?id=optimizer_kick_off.htm&type=5

5. Prioritize New Features

After speaking with your Salesforce users and stakeholders, you should understand the Salesforce Lightning features that are of interest to your company. Doing this will help you build a transition plan that prioritizes specific features, functionality, and user personas.

6. Develop a Rollout Plan

When transitioning to Lightning, we recommend a phased roll-out that is org-based, persona-based, or permission sets-based. No matter which type of roll-out you select, you’ll need to work closely with your Salesforce champion and power users throughout the process. Don’t forget to consider how you will migrate applications, integrations, and other external systems. Last, but not least, pay attention to how all of these separate pieces come together and how it impacts your Salesforce Lightning team’s schedules. Once you have a step-by-step roll-out plan outlined, you’re ready to start communicating the plan to your organization.

7. Educate and Train Users

Change is not always well-received by employees or management. You may encounter users who are hesitant to learn new processes. As you introduce the Lightning transition plan company-wide, you’ll need to stay positive and highlight the amazing new capabilities Lightning will give them and the company as a whole. Distribute easy-to-read training materials targeted to each user persona. That way they’ll be able to answer any simple questions themselves instead of asking you to remind them how to do simple tasks. Encourage your Salesforce champion and power users to help train users and further spread your pro-Lightning messages.

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Accelerate Your Transition to Salesforce Lightning © Copyright 2019 OwnBackup

8. Back Up and Test Regularly

Before implementing your Salesforce Lightning transition plan, make sure you have a comprehensive backup and recovery strategy in place. This should include the ability to back up daily, monitor data changes, compare backups with previous backups, as well as completely recover Salesforce data, metadata, and attachments. Furthermore, you need to have a quality analysis (QA) plan that can be tested during and after each rollout stage.

9. Launch Rollout Stages Carefully

Before deploying a new Lightning rollout stage into your production Orgs, it’s best practice to isolate and test your Lightning transition in a sandbox. Then, after you’ve launched the first stage of the rollout, check in frequently with impacted users to make sure everything is working as intended. By checking in within the first couple of days, you’ll be able to get real feedback for improvement before users start to adjust. Before moving on to the next rollout stage, implement changes and release the updated functionality to production. Repeat this process at each rollout stage to ensure the smoothest transition to Lighting.

10. Evaluate and Improve in Between Each Rollout Stage

In addition to monitoring adoption and usage post-rollout, check in frequently with key company stakeholders to measure the success of the Lightning transition. During these check-ins, ensure the new Lightning features are accomplishing the goals you initially outlined during planning. If anything seems o�, take the time to correct it. It’s better to make improvements now before usersget set in their ways.



CONSIDERATIONS FOR TRANSITIONING TO SALESFORCE LIGHTNINGSalesforce Lightning is a di�erent and separate platform from its earlier iterations. While it does make development for mobile and customapplications far more user-friendly, there are considerations to keep in mind as you transition. In this section, we’ll explore those considerations.

To many admins and users, Salesforce Lightning will seem like a completely new platform. While getting used to new Lightning features may take some time, the main learning curve will be getting used to the new Lightning interface. As users get used to the new interface, mistakes are likely to occur. Assess your Salesforce user-inflicted data loss risk and ensure you lock down admin and user access so they will be less likely to accidentally delete or corrupt data.

Page Layouts Are Significantly Di�erent

The page layouts are drastically di�erent in Salesforce Lightning vs. Salesforce Classic. Pay close attention to this throughout the Lightning transition by investigating each admin and user view. One major di�erence in the page layout is the buttons. These could easily confuse a user if there are new or di�erently-placed buttons in their view. For admins, it may be easier to accidentally mass delete data, such as full list views.

Any User Can Create New Records from Lookup

In Lightning, users can create new records through the “Quick Create” view on the lookup window. Sometimes this could lead to the creation of duplicate records if a user isn’t sure that the record already existed. To remove this from specific user interfaces, uncheck “Create” in the user’s profile. Train your users on how to look up existing records and the appropriate process for creating new records.

Prominent Merge Suggestions for Duplicates

The new UI contains a Lightning Component that tells you immediately on the page if there are any potential duplicates. For example, "2 duplicates detected" appears much more prominently to Salesforce Lightning users than in Classic.

Users and Admins Need to Adapt to a New Interface

CONSIDERATIONS FOR TRANSITIONING TO SALESFORCE LIGHTNING


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Javascript Buttons Replaced with Lightning Actions

Before transitioning to Lightning, note where your Javascript buttons are located across your Salesforce platform. These are no longer supported, because of security challenges, so Lightning components will block any standard javascript from being used. Before transitioning to Lightning, you’ll need to refactor them as Quick Actions, Lightning Actions, or Visualforce actions to prevent users from encountering any issues or bugs.

Cases UI Are Di�erent Than Other Records

In Lightning Experience, cases are feed-first and display a Chatter tab first, rather than record details or related information. While this is meant to help support agents collaborate and work with cases faster, it may confuse users if they are not trained before being transitioned to Lightning. To fully benefit from the feed-first design on cases, recreate your Salesforce Classic case feed publisher actions in Lightning Experience. One benefit of recreating the publishers actions is that they appear on mobile devices, whereas the Salesforce Classic case feed publishers don’t.

New Kanban Feature Has a Drag-and-Drop UI

A highlight of Lightning Experience is the Kanban feature that allows sales users to visually review the status of their records. The user can drag and drop records from one column to another and get alerts when an action is needed on a key deal. Be careful when training your sales team on this new UI. If they’re not being careful or are working too quickly, they could accidentally drag and drop a record to the wrong column.

Update Page Layout for Keyboard Shortcut Functionality

After transitioning to Lighting, the top-down tab-key order, page up/page down, home, end, and arrow up/down keyboard shortcuts will not be supported. If your users have gotten used to using keyboard shortcuts in Salesforce classic, you may want to update their page layouts to support this in Lightning. If changing the page layouts will be too time consuming, you’ll need to train users on how to properly enter data on these pages in Lightning.

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Dashboard and Form User Interface Has Changed

Users and executives who actively leverage dashboards and forms will experience a significant interface change post-transition to Lightning. Buttons may not be in the same places as before. Users will no longer be able to drag and drop fields. Train your users and executives on how to navigate this new UI before making the switch to Lightning.

Multi-Select Picklist Values Changed to Single Click

Another shortcut action your users may have gotten used to in Salesforce Classic is double clicking when choosing values for a multi-select picklist. In Lightning Experience, users have to use the arrow buttons on the UI to move items across. Remind your users that double click is no longer available to help avoid frustration during their first time using the new interface.

Related Lists “Partners” Are Missing

In Lightning Experience, the related lists “Partners” and “Competitors” are no longer available under opportunities and accounts. This could be a showstopper for certain organizations that have numerous partners involved in each opportunity. Luckily, the Salesforce AppExchange application “Partners Related List for Lightning Experience” provides a workaround. If this functionality is critical to your org, make sure you install this application.

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Documents Tab Replaced with Salesforce FilesWhen you switch to Lightning Experience, the Documents tab that you had in Salesforce Classic will no longer be available. To continue using these important documents in Lightning experience, which include PDFs, email templates, and images, you must upload them again as Salesforce Files.

To prevent a major stall to business operations during your Salesforce Lightning migration, set up a data protection foundation that includes backup, monitor, and recovery of all of your Salesforce Documents and Salesforce Files.

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Visualforce Pages Need To Be Migrated To Lightning CarefullyThe process of transitioning Visualforce pages to Lightning Experience could be complex, depending on your company’s setup. We suggest migrating page by page to avoid any issues. As you transition each page, you may find it necessary to develop customizations to ensure any essential functionality is still available. You’ll also need to check that none of your HTML was disrupted during the transition. The best way to ensure the end-user experience and the community is not impacted by the migration is to QA each and every page. In addition to the code and functionality, you’ll want to ensure that all of the data, cases related to Knowledge articles, and attachments were moved and mapped correctly. Lastly, you should double check that all access permissions remained the same post-transition.

Custom Code May Need ReparationSince the URLs in Salesforce Classic are generally straightforward, some Orgs could have custom code will need to be repaired. In Lightning Experience, these URLs may not work, which could impact certain custom workflows or customizations. Before making the transition to Lightning, make sure you’ve considered any custom code that needs to be updated.

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MINIMIZE BUSINESS RISK DURING YOUR SALESFORCELIGHTNING TRANSITION WITH OWNBACKUPBefore you transition to Salesforce Lightning Experience, secure your business with a solid data protection foundation. Business risk is high during this transformative initiative, which means it’s critical to have a comprehensive data, metadata, and attachment backup and recovery strategy in place beforehand. With OwnBackup you can innovate with confidence on the Salesforce platform with peace of mind that your data is safe and sound.

Before undergoing a transition to Salesforce Lightning, you’ll need to understand your org schema. This will help you develop a transition plan that ensures no critical data gets forgotten. OwnBackup can help you analyze your org schema by capturing your starting configuration. During and post-migration, leverage OwnBackup Metadata Compare to ensure no objects or fields have been corrupted or accidentally deleted.

Analyze Your Salesforce Org Schema Before the Transition

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MINIMIZE BUSINESS RISK DURING YOUR SALESFORCE LIGHTNINGTRANSITION WITH OWNBACKUP

The risk of accidental data loss or corruption during a major Salesforce migration can be high. Safeguard your business data during the transition from Classic to Lightning with OwnBackup’s automatic daily backups, on-demand backups, and high-frequency transactional object backups. Automatically kick o� a backup right before each rollout stage by running a script with theOwnBackup API, eliminating the need to log in to the OwnBackup userinterface.

Back Up Salesforce Daily and On-Demand Before Major Salesforce Org Changes


Throughout a Salesforce transition, data, metadata, and attachments are constantly being added, changed, or removed. OwnBackup Smart Alerts™ automatically identify any suspicious modifications that you can investigate further and correct if necessary before your users even notice.

Get Alerted to Unexpected Modifications with Proactive Notifications

Testing in a sandbox before each rollout stage is critical during a transition to Lightning Experience. Don’t wait 30 days to be able to refresh your sandbox. With OwnBackup, you can easily populate sandboxes with your perfect,anonymized test dataset whenever you need a data refresh.

Shorten Lightning Development and QA Cycles

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OwnBackup Compare helps you identify the di�erences between data or metadata backups. This capability can be used during a Salesforce Lightning transition in two ways.

Compare Backup SnapshotsRegularly During and Post-Transition

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Compare a production backup to a sandbox backup before deployment to avoid failures by identifying if new validation rules or workflows have been added to production.

Compare two production backups to locate any unexpected data or metadata changes that may have occurred during your latest Lightning rollout stage.


If you aren’t testing your data recovery strategy on a regular basis, you’ll have no idea if you’re completely protected in the event of accidental data loss or corruption. This is especially important during a major transformative project, like transitioning to Lightning. Leverage OwnBackup’s easy-to-use, self-service interface to test your data recovery process before, during, and after your Lightning transition. While testing, double check that all data, metadata, and relationships were restored correctly to ensure a comprehensive data recovery strategy.

Test Your Data RecoveryProcess Before, During, and After Transition

Many regulations, including GDPR, HIPAA, and SEC 17a-4, require immutable, or unchangeable, backups. There’s no excuse for accidental data loss or corruption, not even during a transition to Lightning. OwnBackup supports data backup compliance, giving you peace of mind that your org will stay compliant and meet all required regulations.

Comply with Regulations that Require Data Backup and Recovery

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OwnBackup, a leading cloud-to-cloud backup and restore vendor, provides secure, automated, daily backups of SaaS and PaaS data, as well as sophisticated data compare and restore tools for disaster recovery. OwnBackup covers data loss and corruption caused by human errors, malicious intent, integration errors and rogue applications. Built for security and privacy, OwnBackup exceeds the General Data Protection Regulation (GDPR) requirements for backed-up data. Co-founded by seasoned data-recovery, data-protection and information-security experts, OwnBackup is a top-ranked backup and restore ISV on the Salesforce AppExchange and was awarded the Salesforce Appy Award in 2018. Headquartered in Fort Lee, New Jersey, with R&D, support and other functions in Tel Aviv and London, OwnBackup is the vendor of choice for some of the world’s largest users of SaaS applications.

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