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Lightning Experience TransitionCoPilot Webinar1.28.19
Agenda➤ Overview of Salesforce Lightning Experience (LEX)➤ Lightning Experience Transition Assistant and Readiness Report➤ Creating your change-management plan➤ Lightning Rollout How To➤ Next steps
Introduction➤ Benjamin Zwang➤ University of Pittsburgh, 2017➤ Partner Experience Manager➤ Joined College Forward in
August 2017 on our Program team and transitioned to CoPilot team in June 2018
➤ Pronouns: he/his/him➤ Email:
Have a Question?➤ Submit your questions at any
time during the webinar by selecting Chat and entering your question into the open chat box
Overview of Lightning Experience
What is Lightning Experience (LEX)?➤ Lightning Experience is the modern, updated user interface
designed for productivity and expanded functionality– Essentially an updated way to view and work in Salesforce!
➤ LEX changes how we engage with Salesforce! ➤ LEX does not change:
– Our data (not going anywhere!)– Our security (still in place!) – Our infrastructure (think customizations, automation etc.)
Why Lightning Experience (LEX)?➤ Lightning is here to stay: no new feature updates in Classic➤ Extended functionality:
– Customizable page layouts, report/dashboard builder➤ User Experience (UX)
Classic vs. Lightning
Home PageClassic Lightning
Contact Record Classic Lightning
ActivitiesClassic Lightning
ReportsClassic Lightning
ReportsClassic Lightning
DashboardsClassic Lightning
Recycling BinClassic Lightning
Lighting Experience Transition Assistant
What is the LEX Transition Assistant? ➤ One stop shop for all aspects of transition from Classic to
Lightning➤ Accessible through system admin setup ➤ Consists of three phases
– Discover– Roll Out– Optimize
➤ Transition Assistant offers step-by-step instructions and tools strategically grouped together
What is the LEX Transition Assistant?
Discover Phase
Check Your Lightning Readiness➤ Lightning Experience Readiness Check exists in the Transition
Assistant (Discover Phase)➤ Generates an org-specific report that analyzes how ready your
org is to transition to lightning➤ Includes information on:
– Users – Features/customizations – Converting relevant features (buttons, visualforce pages,
objects/layouts/related lists)
Reading a Sample Readiness Report
Creating Your Change Management Plan!
Change Management Components➤ Rollout date➤ Rollout strategy➤ Develop trainings and demos
How to Select a Rollout Date:➤ Launch date/dates are key for user adoption➤ Considerations:
– Launch LEX with an event that involves/impacts your users and org
– Launch LEX when there are less non-Salesforce projects that could compete with the rollout!
➤ Examples:– Launch LEX to correspond with a big financial aid push – Launch LEX over summer and prepare users to use LEX
starting with the new academic year!
Choosing a Rollout Strategy Group of Users➤ Phased rollout strategy over
time➤ Identify teams/users who
would benefit from Lightning early and collect feedback
➤ Fine-tune rollout along the way!
Org. Wide➤ Launch LEX to all users at
once!➤ Efficient if your org. is
relatively flat and has a small amount of users (1 - 15)
Benefits/Considerations Group of Users➤ Learn and refine as rollouts
continue➤ Collect feedback along the
way!➤ Control which users
can/cannot access lightning➤ Ensure change management
accounts for multiple rollouts/trainings
Org. Wide➤ Launch LEX to all users at
once!➤ Single campaign to move
users to Lightning➤ Lightning must be ready to
launch!➤ User adoption is key: think
feedback, customization/use case gaps etc.
Develop Trainings and Demos!➤ You will have to train users to work in Lightning! ➤ Prepare trainings that tell a story (example: advisor navigating a
student record, running reports)➤ Show concrete examples and test everything beforehand ➤ Record videos:
– Demo navigation and creating/updating records by object
Develop Trainings and Demos!➤ Create a forum (Chatter group, Slack thread, Spreadsheet
tracker) to communicate! ➤ Identify and utilize Salesforce Lightning Experience Champions➤ Host follow-up sessions or office hours!
Roll Out Phase
Roll Out Phase:
Lightning Features
➤ Setup My Domain➤ Salesforce Files➤ Home Page➤ Lightning apps➤ Activity timeline
Existing Customizations
➤ Prepare actions/buttons➤ Visualforce pages➤ AppExchange packages➤ Attachments and notes
(classic)
➤ The Roll Out Phase is where you will implement LEX features and adjusting existing customizations:
LEX Configuration Converter➤ The Lightning Experience Configuration Converter prepares your
org for LEX by streamlining/automating transition tasks ➤ Converter scans your org. and determines updates needed for:
– Visualforce pages– Javascript buttons and links– Hard-coded URL’s– Actions and Buttons– AppExchange Packages
➤ Converter exists outside of Salesforce and scans standard and custom objects
LEX Configuration Converter➤ Converter often automates updates or walks you through
manual updates!➤ Not using that feature - don’t convert it! ➤ Converter Link
Convert Attachments and Notes➤ Salesforce Files is LEX’s new way to manage, share, collaborate,
store and follow files ➤ Phase out Classic Attachments and Classic Notes➤ Convert attachments to Salesforce Files and classic notes to
Enhanced Notes➤ Magic Mover for Notes and Attachments is free on the
AppExchange and automates the conversion work! ➤ Key: **Notes are not reportable**
How to Launch Lightning
Turn on Lightning for Users➤ Users must have the Lightning Experience User permission➤ Permission is automatically enabled in all Standard profiles➤ Permission is not included in custom profiles by default➤ Accounting for your rollout strategy:
– You can use permission sets to assign a small group of users to LEX without assigning to every user with that profile!
Turn on Lightning for Users➤ Note:
– Salesforce Classic users with the Lightning User Experience permission will default to Classic
– Users can switch themselves to the new interface – Admin can make LEX default for some/all users
Lightning Launch Day➤ On launch day, you will want to enable Lightning as the default
experience➤ Steps:
– In system admin setup, navigate to the Lightning Experience Transition Assistant
– Select Rollout Phase and Launch Lightning– Switch users (user-by-user basis) or toggle turn-on switch!
Can I Switch Back to Classic?➤ Yes!➤ All users will have option to switch between Lightning and Classic
– Use Classic to inform Lighting User-Experience– This can even be encouraged as users get familiar with
Lightning!
How to Toggle between LEX and Classic?➤ From Lightning to Classic:
– Click the profile picture– Click “Switch to Salesforce
Classic”➤ To toggle from Classic to
Lightning:– Click “Switch to Lightning
Experience” with the Lightning bolt icon
Can I Hide Classic?➤ Yes!➤ Use either profiles or permission
sets to “Hide Option to Switch to Salesforce Classic”
Optimize
In Lightning? Now What!➤ Identify Success Metrics and
Measure– Check out the Lightning
Usage App to see insights on Lightning adoption
➤ Continue driving Lightning Adoption and Customize as needed
➤ Turn off Classic for your Org.
CoPilot LEX Releases
Product Release 1➤ This spring, CoPilot is releasing an updated Program Class➤ Renamed to Attendance and only available in LEX!
Next Steps
Next Steps➤ Lookout for post-webinar communications to:
– Schedule LEX meetings w/ CoPilot team– Connect with CoPilot support at
[email protected]– View webinar recording – Register for our next webinar
Next Steps➤ Connect with your organization's stakeholders:
– Sell them the benefits of Lightning– Pick a rollout date – Run your readiness report – Run a scan in your Configuration Converter and begin
moving those features into lightning experience
Questions?
Community Resources
Resources:➤ Lightning Experience
– https://weare4c.com/blog/2017-03-02-top-advantages-of-salesforce-lightning
– https://admin.salesforce.com/blog/2017/migrating-lightning-experience-classic ➤ Lightning Transition
– https://help.salesforce.com/articleView?id=lex_transition_assistant.htm&type=5
– https://trailhead.salesforce.com/en/content/learn/modules/lex_migration_rollout/lex_migration_rollout_e
ducating
– https://help.salesforce.com/articleView?id=lex_readiness_check_report_rollout_strategy.htm&type=0
– https://help.salesforce.com/articleView?id=lex_enable_existing_features.htm
Resources:➤ Lightning Transition Tools
– https://lightning-configuration.salesforce.com/home.xhtml
– https://help.salesforce.com/articleView?id=lcc_considerations.htm&type=5
– https://help.salesforce.com/articleView?id=lex_magic_mover_tool.htm&type=5
– https://help.salesforce.com/articleView?id=collab_salesforce_files_parent.htm&type=5
➤ Rollout – https://trailhead.salesforce.com/en/content/learn/modules/lex_migration_rollout/lex_migration_rollout_e
xecuting
– https://help.salesforce.com/articleView?id=lex_enable_users_disable_switcher.htm&type=5
