“Get started with the Salesforce Lightning journey without getting zapped” was a phrase that was often used in 2018. At that time, Salesforce Lightning was still rather new. Companies were hesitant to make the move because migration is always difficult - especially when the interface, behavior, and approach of the system are changed drastically.
Since then, Salesforce Lightning has become mainstream as the update of Classic was stopped and Lightning was decorated with several powerful features like Activity timeline, Einstein scoring opportunity insights, Einstein automated contacts, Granular forecasting, and more.
This modern feature stack is a must for any growing organization to increase efficiency, productivity, and eventually profitability, as it comes equipped with in-depth analytics and information.
In 2020, organizations were still hesitant as some of the Salesforce classic features were still missing in the Lightning version. But with recent updates, Salesforce is rapidly bringing the best of both worlds.
By the end of 2021, we are certain that it will become the only choice as experts are now comfortable with this intuitive product and the guidance available in the market is unparalleled. If an organization stays with Salesforce classic even in 2022, it simply means that they are being nostalgic.
Moving to Salesforce Lightning needs planning, and here are 4 things to consider while migrating to Salesforce Lightning.
Discover the Potential of Lightning
Start by understanding the impact that Salesforce Lightning might have on the organization, especially on the employees. Identify how it will benefit the organization to grow.
You can go through different communities, documents, and guides to gain knowledge about Lightning. For instance, webinars from domain experts, release notes, events, Trailhead, regional Salesforce groups, and industry-specific Salesforce consultants can help you adapt to the Lightning ecosystem better.
The next step is to evaluate Lightning for your organization where you need to understand how prepared is your organization to handle the transition.
Consider using a tool called “Lightning Experience Readiness Check”. It is a simple tool that will help generate a report which will give you an understanding of where the organization stands. It pays to look into the customized report in-depth and take appropriate action to overcome the gaps.
Involve admins, power users, and Team leads in the process and allow them to explore the Lightning Sandbox environment. Get their feedback and ask what they think should be in place to enhance the experience.
For a successful change, you need a Champion and Executive sponsorship. A champion can be nominated from the power user group- someone who can understand the business side of the organization.
Executive sponsorship is important to ensure not only Lightning transition but also the transition of complete business processes which demand change in other supporting tools, workflows, and training frameworks.
All the steps mentioned above will help you to evaluate and align your transition approach with the organizational goal.
Identify the Challenges
Companies that innovate and disrupt industries are what come to be known as ‘leaders’. When thinking about the move to Lightning, don’t just think fast but think strategically.
Carefully consider how the transition will impact the organization, and identify the bottlenecks that might be encountered along the journey. Make those issues known in the organization & find champions to help support the transition.
Some questions to help identify these issues include:
- How easy is it for you to stay current on the new functionalities offered by Salesforce?
- Do you know where all your customizations are and have you documented the processes impacted?
- Who are your major stakeholders, and what visibility and support will they require? Don’t just think end-users here - be sure to include executives. Having an executive champion the move to Lightning can be extremely helpful!
- What training and onboarding processes will need to be updated if and when you move to Lightning?
- How will you measure success? Where can you see increased efficiency through fewer clicks, better visibility to data, etc.? Remember, you can’t improve what you don’t measure.
All the created strategies and planning will rely on how efficient the execution is. If it fails, then all your efforts will crumble but that doesn’t mean you have to be too cautious about it either.
First, roll out the application to a small focus group and test its efficacy and flaws. Based on that, address the issues. In the second run, try to deploy more than one process and execute in two different focus groups and find which one resonates the most.
Select the process in which users took lesser time to learn and onboard themselves. Now start building the buzz around the rollout and start training users on the selected process.
Don’t deploy the Lightning application at once - do it in phases and scale slowly but steadily. For eg: deploy initially for 10% users and then in the next phase, the roll-out for another 30% users, and so on. This way you can address problems when the deployment is still in progress.
Irrespective of which phase you are in, communication is important. It is one of the most underrated aspects of the whole rollout process but doing it correctly will determine the success of the whole project. It can be achieved by:
- Creating a sequence of emails with all the relevant information and learning content
- Conducting online and classroom training with the employees
- Creating an in-app learning experience using technologies like a Digital Adoption Platform.
- Giving access to all types of learning experiences with the in-app help deck which can contain documents - videos, knowledge base links, PPTs, and walkthroughs.
- Creating a charter group to ensure that the organization successfully adopts the Lightning experience.
- Enabling in-app notification, as opposed to emails, to update employees about new features, changes, and processes.
All these factors will ensure success and will empower the employees to adopt the new Salesforce Lightning Experience efficiently.
Measure and Optimize
If you are shifting from Classic, you probably already know that the implementation of Salesforce Lightning is not a one-time thing.
It is a continuous process that requires you to be prepared with all the strategies and tools that will help to measure and optimize the employee experience.
- Use Chatter Group to get feedback from employees
- Join the Lightning Experience group to learn about new methods in the industry.
- Deploy tools like a Digital Adoption Platform to gain user interaction and process-oriented insights
- Hire a consultant to find underlying trends
All of this will help your organization to be up to date and stay ahead of the competition. It will act as a foundation for your future and accelerate growth.
That being said, lastly, be sure to celebrate not only the completion of the transition but also all the small victories along the way.