Migrating to Lightning

Fabrice Cathala

CLOUT Salesforce Architect

@fcathala

Experience From The Field

Fabrice Cathala

Salesforce Architect (CLOUT)

Twitter: @fcathala

Email: fcathala@gmail.com

LinkedIn: linkedin.com/in/fcathala

SlideShare: slideshare.net/fcathala

Introduction

Blog: www.saas-components.com

Newsletter: news.saas-components.com

Facebook: fb.saas-components.com

Reading DUG: fcatha.la/sfdc-tv-meetup

Migrating To Lightning

With so many Salesforce Classic configs out there and considering the pressure that Salesforce puts

on Lightning adoption, many businesses are facing a difficult choice:

Should we move to Lightning?

Why?

When?

How?

This presentation provides feedback from the first few "Lightning Migration" projects and answers

these questions.

Session Abstract

Why Should You Move?

Fabrice Cathala

CLOUT Salesforce Architect

@fcathala

Should I Stay Or Should I Go?

CLASSIC

• We’ve always done it this way

• If it ain’t broke don’t fix it

LIGHTNING

Should I Stay Or Should I Go?

CLASSIC

• We’ve always done it this way

• If it ain’t broke don’t fix it

LIGHTNING

• Modern UI

• Mobile friendly

• Opportunity to review old business processes

Should I Stay Or Should I Go?

CLASSIC

• We’ve always done it this way

• If it ain’t broke don’t fix it

LIGHTNING

• Modern UI

• Mobile friendly

• Opportunity to review old business processes

• Customize with components

• Salesforce focus = Innovation

Should I Stay Or Should I Go?

When Should You Move?

Fabrice Cathala

CLOUT Salesforce Architect

@fcathala

A Transition

Requirements Mapping

Requirements Mapping

Name Release Comments

Features Gap Forecasting Spring ‘17

Documents Never Research “Files”

Account Team Planned Account Managers stay in Classic

Annoyances ? IdeaExchange

Improvements Sales Path Available

Kanban View on All Objects Spring 17

Requirements Mapping

Annoyance

Work In Progress

Annoyance

• IdeaExchange - Lightning Speed Please!

https://goo.gl/KkWCQJ

Phil Calvin (EVP Engineering, Salesforce):

Multiple teams working on…

• First time load

• Opening new browser tabs

• Browser specific performance improvements

• Increase the use of caching

• On-demand loading

• What’s Not Available in Lightning

https://goo.gl/YFQLZ6 (Help)

Gap AnalysisWhat’s Not Available

• What’s Not Available in Lightning

https://goo.gl/YFQLZ6 (Help)

• Lightning Roadmap

https://goo.gl/Kkbbl7 (Help)

https://goo.gl/ixWrx1 (PDF)

Gap AnalysisRoadmap

• What’s Not Available in Lightning

https://goo.gl/YFQLZ6 (Help)

• Lightning Roadmap

https://goo.gl/Kkbbl7 (Help)

https://goo.gl/ixWrx1 (PDF)

• Lightning Readiness Report

Setup | Lightning Experience |

Check Your Lightning Experience Readiness

Gap AnalysisReadiness Report

• What’s Not Available in Lightning

https://goo.gl/YFQLZ6 (Help)

• Lightning Roadmap

https://goo.gl/Kkbbl7 (Help)

https://goo.gl/ixWrx1 (PDF)

• Lightning Readiness Report

Setup | Lightning Experience |

Check Your Lightning Experience Readiness

• Test in your Sandbox

(involve users via UAT)

Gap AnalysisTesting

How Should You Move?

Fabrice Cathala

CLOUT Salesforce Architect

@fcathala

‘For the first time in Salesforce’s history

“Upgrade” is the name of the project’

Managing Change

Educate yourself

Educate your company

Review feature comparison charts

Conduct gap analysis

Learn

Learn Launch Iterate

Why?

When?

User perspective

Admin perspective

Project Manager perspective

Trailhead

Learn

Learn Launch Iterate

Identify and activate super users

Identify users for pilot

Create project schedule

Identify measures for success

Create and execute communication and training strategy

Customize and test

Enable Lightning

Launch

Learn Launch Iterate

Identify The Users

Launch

Learn Launch Iterate

Classic Lightning

Like For Like

Launch

Learn Launch Iterate

CLASSIC LIGHTNING

Improvements

Launch

Learn Launch Iterate

Scope Per Object

Launch

Learn Launch Iterate

CLASSIC LIGHTNING

Configure MyDomain

Create App & Home Page

Page Layout & Related Lists Inherited

Salesforce1 Actions Inherited (if Salesforce1 configured)

Salesforce1 Compact Layout Inherited (if Salesforce1 configured)

Tune Object Page (with Paths)

JavaScript Buttons Replace with Actions

Visualforce Pages Restyle with SLDS

Validate

Launch

Learn Launch Iterate

Test in Sandbox

Evaluate current post-launch state

Measure results

Create reports and dashboards

Conduct business user surveys

Connect regularly with super users

Report out to Executive Sponsor

Iterate

Learn Launch Iterate

Monitor

Iterate

Learn Launch Iterate

AppExchange:

Lightning Adoption Tracker

Q & A

Fabrice Cathala

CLOUT Salesforce Architect

@fcathala

Thank You

Fabrice Cathala

CLOUT Salesforce Architect

@fcathala

Remember to tell us what you think in the event survey

www.LondonsCalling.net/survey/

Annex

Fabrice Cathala

CLOUT Salesforce Architect

@fcathala

• Lightning FAQ (Salesforce)

https://goo.gl/mI4LL2

• Trailhead - Lightning Rollout (Salesforce)

https://goo.gl/f39UlE

• Success Community - Lightning Now Group (Salesforce)

https://goo.gl/qRicPr

• The Admins Blog (Salesforce)

https://goo.gl/jjpVRI

• IdeaExchange - Lightning Speed Please! (Penny Hammond)

https://goo.gl/KkWCQJ

Salesforce - Must Read

Resources & References

• Compare Lightning Experience and Salesforce Classic (Salesforce)

https://goo.gl/9uJ5GW

• What’s Not Available in Lightning Experience (Salesforce)

https://goo.gl/YFQLZ6

• Lightning Experience Roadmap (Salesforce)

https://goo.gl/Kkbbl7 + https://goo.gl/ixWrx1

• AppExchange - Lightning Adoption Tracker (Salesforce Labs)

https://goo.gl/lwP9Ik

Salesforce - Tools

Resources & References

• I Just Deployed LEX. Here’s What I Learned (Brent Downey)

https://goo.gl/hWyj3y

• When Lightning Strikes (Pritam Shekhawat)

https://goo.gl/FPWb8G

• Embrace The Change In Your Org (Gaurav Kheterpal)

https://goo.gl/UQMwiC

Community – Best Practices

Resources & References

• Salesforce Classic is Dead – Get over it (Shell Black)

https://goo.gl/GG7YMW

• eBook - Migrating from Classic to Lightning (Shell Black)

https://goo.gl/w9EvzF

• Turn On Lightning (Deepa Patel)

https://goo.gl/adcstf

Community – How To

Resources & References

• Understanding how your App Experience fits into Lightning Experience (Andrew Fawcett)

https://goo.gl/pxDTNS

• 4 Easy Ways To Improve LEX Adoption (David Litton)

https://goo.gl/vsFlAE

• Create A Custom Lightning Record Page (Nitin Gupta)

https://goo.gl/adzrvi

• The Perfect Logo For Your Org (Fabrice Cathala)

https://goo.gl/WVQyBr

Community - Configuration

Resources & References

• Trailhead - Visualforce & Lightning Experience (Salesforce)

https://goo.gl/uiy07q

• Lightning Tips for Visualforce Developers (Sara Morgan)

https://goo.gl/rhfFE6

Community - Visualforce

Resources & References