Transitioning to Salesforce Lightning will accelerate your company’s digital transformation, speed up employee productivity, and optimize company operations. OwnBackup recently hosted a webinar with three Salesforce professionals who have already gone through the process of transitioning to Lightning. Watch the webinar recording or read the highlights below to find out how these Salesforce professionals successfully migrated their complex orgs to Lightning and the insights they learned along the way.
One of the main reasons cited by our panel was the fear of missing out on the new features and functionality, including, but not limited to Path, Console Apps, and Customizable Home Pages. Lightning doesn’t just look different, it also allows you to improve user experiences and productivity.
Change can be scary. Nonetheless, it’s important to have executive buy-in at all levels of the organization, including middle management. Be sure to start the transition during a slower time of year and when no other major implementations are happening.
Quite a few Lightning Transition tasks, such as building a mobile-ready interface, implementing a data recovery strategy, creating a user adoption plan, recruiting test users, and transitioning attachments to files, can be started during the planning stage. For example, your Lightning Transition is an excellent time to build a mobile-ready interface. The changes you make as you transition to Lightning will also make your mobile experience more useful.
In Salesforce Classic, Documents were uploaded as Attachments. In Salesforce Lightning, there’s a new upload format called Files. Before you begin converting Documents to Files, ensure all new attachments are uploaded as Lightning Files.
To do this, go to Setup > Files > General Settings > Check off “Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments”.
Before you start the conversion process, be sure to back up and test your attachment recovery process.
Next, you may go ahead and convert the Documents currently in your database. There are three ways to do this:
If you have a lot of attachments, converting your documents to files could be time-consuming. One webinar panelist, Mike Mihnovich, a Salesforce Business analyst from Adecco USA, recommended doing a batch first thing in the morning, before lunch, and at the end of the day, if you have a lot of attachments.
Get users excited by teasing out Lightning Features ahead of time. You could do this as a presentation during a sales team meeting.
Once you launch Lightning to users, regularly give them training materials, short internal webinars/videos, and Trailhead modules to reference and self-train. Encourage your Super Users to transfer their knowledge to other users.
Meet with team leaders to see how Lightning can better meet their daily priorities.
Leverage SABWA (Salesforce Administration By Walking Around) to make sure no one is stuck. Users are more likely to ask for help if you seem available.
The Lightning Usage App is another useful app our panels recommended. This app shows you how often users are going into Lightning and how often they're switching back to Classic.
After each rollout, have conversations with Super Users to understand how things are going and how new functionality is being used. Speak to resistant users as well.
Have office hours during which users can ask questions. Track questions and the necessary areas of improvement. This will help you build a template to make future rollouts more successful.
Transitioning to Lightning is not one and done. Users will want more. Salesforce can always be customized further. Have a roadmap and plan different phases. Then publicize that roadmap to your users. Make sure the first group doesn’t get to stage three before the third group gets to stage one. Keep up with Salesforce release notes to stay up-to-date on the new exciting features that could help your users work better in Lightning.
For even more Lightning Transition advice, download the Accelerate Your Transition to Salesforce Lightning with OwnBackup eBook.