Your Lightning Game Plan in 3 Steps November 9, 2016

Today’s Speakers

LeeAnne Templeman Sr. Admin Evangelist Salesforce @leeanndroid

Jean-Baptiste Michelli Director of Product Management Salesforce

Forward-Looking Statements

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This webinar is being recorded!

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•  Speakers will tackle more questions at the end, time-allowing

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Today’s Agenda

•  Step1 - Learn: Why Lightning?

•  Step 2 - Prepare: Migration & Readiness Assessment

•  Step 3 - Engage: Piloting, Feedback and Adoption

•  Resources

•  Q&A

Step 1: Learn

Why Lightning Experience? Good for Admins, End Users, and Stakeholders

ADMIN More

power to customize with clicks

END USER Intuitive,

modern UI and sales features

STAKEHOLDER Enhanced Analytics

October 2015 Lightning Launch!

500+ Lightning Features Delivered & More Coming!

February 2016 Custom Nav.

Person Accounts Campaigns

June 2016 AppBuilder

Customization Calendar All

October 2016 New Navigation

Branding Contracts

Quotes

February 2017 Console Favorites

Forecasting Orders

Step 2: Prepare

Migration Assistant Preview Mode Controlled Roll-Out

Tools to Help You Prepare

Resources and steps for a successful rollout.

Evaluate how your live org works in the new interface.

Control which users move to the Lightning and which remain in Salesforce Classic.

Assess your org for Lightning readiness Determine which users are ready to migrate Know how to proceed with Lightning migration

Available Now!

Lightning Experience Readiness Check

Supercharge your org today! http://sfdc.co/LightningCheck

DEMO: Lightning Experience

Readiness Check

Step 3: Engage

Breakdown Your Rollout Plan into Phases

1 2 3 Enable for Yourself

Group/Dept Rollouts

Pilot Group of Users

Enable Lightning for yourself using

Permission Sets or Profiles

Select group of end users and run a pilot

of Lightning Experience

Migrate selected departments or

groups to Lightning

Experience

How to Turn on Lightning

•  Evaluate who has Lightning Experience

permissions

•  Standard Profiles

•  Permission Sets with “Lightning Experience”

•  Custom Profiles with “Lightning Experience”

•  Enable Lightning Experience for your

Environment

•  Users can easily switch back and forth!

What Makes a Good Pilot Group?  Think BIG, start SMALL

1.  Pick your Salesforce Champion

2.  Have them do their job in Lightning

3.  Ask for feedback

4.  Expand to a few more people from the

same department

5.  Roll-out and repeat!

DEMO: Enabling Lightning

Track Lightning Metrics Sneak Peek!  Coming Soon: Lightning Adoption Metrics for Admins

●  Track Lightning Experience

access

●  View adoption metrics

●  Evaluate by type of user

●  Trending reports

Resources

Trails for Sales users, Administrators and Developers

www.trailhead.com

Admin #LightningChallenge

Complete 10 Days of Lightning Challenges! 1

2

3

Share your progress on Social Media!

admin.salesforce.com/lightningchallenge

Collect your SWAG!

Starts Today!

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Thank Y u