Why should companies switch to Salesforce Lightning?

Since Salesforce has said organizations can still use Classic, you may wonder if it’s worth the hassle to switch? The answer is yes for one key reason. Salesforce is only developing new features for Lightning. Staying with Classic is going to limit your ability to adapt and change as Salesforce rolls out new features.

Also, between the January 2020 update that turned on Lightning for all organization and ceasing development of new features for Classic, it’s not unreasonable to assume that eventually, Salesforce could stop supporting Classic or force organizations to migrate. It will be much easier to make the transition when you can control the pace instead of being forced to do it in a tight timeframe.

What does the January 2020 'Turn on Lightning Experience' critical update mean for companies still using Salesforce Classic?

If the critical update enabled Lightning for the first time for your organization, you probably have some questions. We’ll cover the most frequently asked questions below, but you might also want to reference this extensive FAQ about the Winter ‘20 release from Salesforce.

Will all users get the Lightning Experience?

To use Lightning Experience, a user must have the “Lightning Experience User” permission for their profile. Standard profiles have the permission enabled by default. It’s not the default setting for most custom profiles. You’ll want to review the permission on each of your custom profiles to see if the Lightning Experience is enabled.

Can people still use Salesforce Classic?

Yes, Classic isn’t going away. Users can switch between Classic and Lightning as needed. Users can slowly get used to where things are and how they work in the Lightning Experience.

What will be different for users after the Lightning Experience is enabled?

After the Lightning Experience is turned on for your organization, users with the right permission will have the choice of picking between Lightning or Classic.

The option to switch from Classic to Lightning is located in the header and under the user’s profile menu. Learn more about the Salesforce Switcher.

As a heads up, by default, users who are working in Classic are switched to Lightning the first time they log in for the week. This reset happens weekly unless you override it in your user profile settings.

Step-by-Step Guide to Switching to Lightning Experience

Switching to Lightning is a huge undertaking and will require planning, training, and optimization. This guide outlines the five major phases of a Lightning implementation plan to give you an idea of what to prepare for as you prepare to make the switch to Salesforce LEX.

Evaluate

Start by assessing how your teams, processes, and Salesforce settings are prepared for the switch to Lightning Experience.

1. Teams

  • Review your teams’ roles and skillsets. What team could move to Lightning the easiest? What team will need more support?

2. Processes

  • Identify your current processes.
  • Determine if the processes will need to be updated to take advantage of new Lightning features.
  • Plan for how the processes will be completed after you switch to Lightning.

3. Salesforce Settings

  • Make sure your features and customizations are compatible with Lightning. Salesforce built a Lightning Experience Readiness Check to quickly identify any issues before you make the switch.

Plan

Use what you learn in your evaluation to build a plan for switching to Lightning. Make sure you address:

1. Processes

  • Who does the transition to a Lightning Experience impact?
  • What is and is not going to be a part of this rollout?

2. Timeline

  • What is your target go-live date?
  • What dependencies are there in your implementation plan?

3. Responsibilities

  • Who is responsible for each part of the rollout?
  • Who is responsible for ensuring compliance with the changes after rollout?

4. Training

  • What training will employees and managers need for this change?

5. Analysis

  • What metrics will be used to determine if the change was successful?
  • How and when will the metrics be collected and reviewed?
  • How will you collect and use feedback to improve your users’ experience?

Configure and Test

After making your plan, it’s time to start testing the Lightning Experience. At this point, you should have an idea of any customizations that need to be changed to be Lightning compatible. Examples of customizations you might need to change include:

  • JavaScript buttons,
  • Hard-coded links,
  • Visualforce pages.

You can automate some of this work with the Lightning Experience Configuration Converter.

Onboard and Launch

One of the biggest challenges in switching to the Lightning Experience is how to best train and onboard your users. Salesforce includes some onscreen guidance, but in most cases, it’s not enough to get users familiar with the new platform. That’s where you can use the power of a Digital Adoption Platform like Apty.

Apty allows you to customize the experience to your company. You can even offer unique guidance based on the users’ role or location.

Apty allows you to customize the experience to your company. You can even offer unique guidance based on the users’ role or location.

Here are a few best practices for how to use Apty when implementing Lightning:

  • Use an announcement to launch a guided workflow that shows people how to navigate Lightning.
  • Use onboarding checklists to familiarize users with how Lightning works and how you’ve updated your processes.
  • Export a Lightning workflow as a course for your learning management system.
  • Use a tooltip to explain a change in a form field.
  • Link to support articles and videos from the knowledge center

Optimize

To get the value out of switching to Lightning, you’ll need to monitor and analyze your Salesforce usage. This is another area where Apty’s adoption features can help. After making the switch to Lightning, many companies fail to identify where users are struggling. They invest in more training, but never solve the problem. Apty includes advanced tracking and insights to give you actionable recommendations on how to improve your process and Salesforce utilization.

If you have a multistep process, you can use Apty to identify what step is causing a breakdown.

From there, you can deploy additional support content, like a Workflow, Launcher, or Tooltip, to solve the problem.

With Apty, you can address the real issue instead of blindly investing in more training.

Advantages of Using a Digital Adoption Solution When Switching to Lightning

Switching to Lightning unlocks powerful new features in Salesforce, but you won't see the advantages without a solid onboarding and adoption plan.

Our clients that utilize Apty with Salesforce report:

  • Faster adoption
  • Lower training costs, and
  • Decreased support tickets.

Using a digital adoption platform allows you to quickly and smoothly switch to Lightning while improving your users' Salesforce proficiency.

One of the main reasons Apty’s is the fastest-growing digital adoption platform is the ease of implementation. Apty can be up and running in a matter of days. If you’re considering making the switch to Lightning, Apty can be ready to assist before your launch. We’ve had many clients start with us in the final days before they were supposed to make a switch to Lightning or even right before implementing Salesforce for the first time.

Our team of digital transformation experts is ready to make your Salesforce Lighting transition as effortless as possible Schedule a demo today to learn more.