Change at Light(ning) SpeedChange Management Best Practices

Tarek StassenSuccess Engagement Manager

tstassen@salesforce.com

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Change Management: the roadmap

2 Analyze & PrioritizeRequests

1 Collect Ideas & Requests

3 Communicate 4 Train

Roadmap Framework

1. Collecting ideas and requests

Who provides input?

How can you capture it?

Chatter

Ideas

Cases

Discovery: what info do you need to capture?

What’s the change

Who wants this?

What’s the business value?

How to roll out Lightning ExperienceDevelop a rollout strategy and go live with greatness

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2. Analyze and Prioritize the requests

Who makes the decision?

How do you prioritize?

• Program Goals & Strategy

• Business Requirements

• Level of effort

• ROI

What happens to changes you can’t deliver?

Manage your change pipeline

Define a release cadence for your change pipeline

Minor releases

• Simple config changes

• Limited testing required

• Target Monthly

Updates

• Weekly bug fixes, configuration

Major releases

• New initiatives

• Significant testing required

• Target quarterly

How Existing Customizations are Affected

How to assess if any existing customizations are affected by Lightning Experience

Get the Lightning Experience Basics badge on Trailhead, where you’ll learn how to:

● Conduct a gap analysis

● Compare the two user experiences

● Learn about what isn’t supported

3. Communicate

1. Communication: early and often is best

2. Give people a place to voice their concerns. Create a Channel. Anonymously?

3. Plan communication in parallel with releases

Lightning Experience and Salesforce ClassicBoth experiences are available for customers to use

Lightning Experience Salesforce Classic

• The user experience immediately predating Lightning Experience is Salesforce Classic. • Features not yet supported in Lightning Experience are available in Salesforce Classic.• If you’re not ready to migrate all users to Lightning Experience, you can use both Lightning

Experience and Salesforce Classic.

Switching Between Interfaces is EasyAny user can switch between interfaces on demand

4. Train your users

1. Know your users: early adopters, advocates, neutrals, resisters.

2. Adapt the training to the changes: Prework(sandbox), Live sessions, Tip Sheets, office hours…

3. Follow up and Support

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Customization

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Lightning

Experience

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Development

Visualforce &

Lightning

Salesforce

User Basics

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Don’t forget to monitor the impact

1. Use Salesforce Reports and Dashboards to monitor the impact.

2. Justify the changes made and impact to management and end users.

3. This will allow you to make further changes in the future.

Change Management: the roadmap

2 Analyze & PrioritizeRequests

1 Collect Ideas & Requests

3 Communicate 4 Train

Roadmap Framework

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