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Change Management: Move to Salesforce Lightning Without Getting Zapped

Lightning. Salesforce has been talking about it for a few years and is now getting serious about...
Change Management

Lightning. Salesforce has been talking about it for a few years and is now getting serious about moving users over. So serious that enhancements are no longer being made to Classic. So how do you go about planning to move to Lightning, convincing users and management, and then actually making it happen? Here are the top 3 considerations as you prepare to move to Lightning.

1. Do Your Research: Understand What Salesforce Lightning Offers

In order to sell your vision of moving to Lightning, you must first understand the benefits that come with the move. What new features and functionality are going to best resonate with your business users? How will this impact their daily work life? What business goals will Lightning support?

 

Corporate activities to consider when planning to move to Lightning include:

  • Business Development & Sales - Would your company benefit from intelligent capabilities that can discover patterns in data to rank leads most likely to convert to an opportunity, and then to a sale?
  • Productivity Improvement - Should priority be given to improvements in features your teams use most often? This could increase not only employee engagement and morale, but directly impact productivity and the company’s bottom line.
  • Employee Retention - According to a Forbes article, several of the reasons why employees leave companies might be rather surprising to company leaders. 58% of those in management positions did not receive any management training. They were promoted because they were good at what they did - not necessarily good at motivating and leading others to perform better, which is a manager’s primary role. Glassdoor reports that of US employees, just over half who receive paid vacation time actually take it, and of those who do, nearly 2 out of 3 reporting working during those vacations.

All 3 of the above issues contribute to a reduction in costs. While considering if the time is right to move to Lightning, you need to be prepared to answer the “what's in it for me” questions you will almost certainly get from your company’s end users.

 

2. Identify Major Challenges Likely to be Faced During the Transition to Salesforce Lightning

Companies that innovate and disrupt industries are companies that are leaders. When thinking about the move to Lightning, don’t just think fast. Think strategically.Carefully consider how the transition will impact the organization, and identify what bottlenecks might be encountered along the journey. Make those issue known among the organization & find champions to help support the transition.

 

Some questions to ask to help identify these issues include:

  • How easy is it for you to stay current on new functionality 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 is the best advocate!
  • What training and onboarding processes will need to be updated as a result of moving 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.

 

3. Plan your Lightning Rollout in a Phased Approach

Salesforce has a vast array of capabilities, and not all of it is Lightning ready. As you plan your transition, be sure to start with a small group pilot of users. Custom profiles and permissions can be used to grant Lightning access to the pilot group. After allowing time for your pilot group to work in and test Lightning functionality, be sure to hold feedback sessions to gather intelligence on the users’ experience. Then adjust your transition plans as needed to accommodate for any concerns raised by your pilot group. Once you have addressed issues from your pilot group, expand the user base on Lightning and continue the testing and feedback loop until all users have transitioned to Lightning.

 

Don’t stop the cycle once you are working on Lightning. Be sure to revisit your key metrics and determine the impact Lightning has made on your organization’s productivity, lead conversion, costs, etc.

 

One final thought - during all phases of your transition to Lightning communication is critical. Be sure to keep your users informed, engaged and excited about what’s coming and how it will impact them. Be sure to celebrate not only the completion of the transition, but also acknowledge the small victories along the way.


Apty can make the transition to Lightning quicker and easier. 
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