Transition to Lightning Bootcamp Session 1: Readiness

the broadcast is now starting all
attendees are in listen-only mode good morning everyone and welcome to
transition to lightning boot camp where we will be covering readiness and we’ll
also be covering some expectations about the boot camp and kind of what’s in
store for the next six weeks so we are going to get started hold on let me
unpause my screen there we go I am Anne Crawford I am a senior success
content specialist here at Salesforce org I focus mostly on you will not be
surprised to hear lightning at option as well as fundraising and I have been
working with Salesforce in one capacity or another for about 10 years now I
started as an admin at a small nonprofit here in San Francisco and was very much
an also admin wearing many hats but loved Salesforce and just started
learning more and more and it started taking over more and more of my work
life until finally I left and became a consultant and now I am here at
Salesforce org working with nonprofit customers in various stages of adoption
and with me today is Katie Powell hi everyone my name is Katie Powell’s and
said and I am also a Content specialist here at org focusing on nonprofits using
Salesforce my background is as an admin at an education organization where we
use Salesforce to track our fundraising our school partnerships and our internal
helpdesk as well and much like an excel source became a huge part of my work at
that organization really love the platform and the community both Ann and
I are former leaders of the community groups in our areas and I’m really
excited to be with you here today and and I’ll say it since n is a lightning
platform advisor she can talk about things on the lightning roadmap and I
will not as well the disclaimer is just that you make your purchasing decisions
on currently existing technology and and features yeah then this does really come
up in this boot camp in particular because from time to time we do talk
about features in lightning that are coming in the next you know period of
next few releases so great so as you can tell we’re really excited to have you
joining us for this six week boot camp and an and our colleague Keri have
hosted a few of these boot camps over the past several months and so we just
wanted to share a few points that we found to help people be the most
successful in this session and get the most out of it so the workshop really
provides a structured and supportive way for you to move through the transition
process from classic to lightning and in each each week’s presentation we’ll work
through examples there’ll be content provided on the slides then there also
be live demos they will really show you how to do some of what we’re talking
about and then at the end we’ll go over you know what we call homework things
that you can do in between the sessions but really want to emphasize that you
focus on the activities that will really benefit you and your your organization
so we know we have a big group in this in this cohort and people will be
starting from different places we don’t want any of it to be overwhelming really
want you to focus on on the pieces that you think you’ll get will bring you the
most benefit and want you to feel comfortable working at your own pace
but with that being said please come prepare to actively participate we find
that people get the most out of it when they are engaged and so that’s both live
using the GoToWebinar question widget to ask questions or
you know make comments as they come up and then in between the sessions it’s
really engage in the power of us hub chatter group that’s been created for
for everyone in this in this cohort and we’ll post a link in the chat in a
minute okay our goal is that oh I’m just posting it right now
oh great thank you and our goal is that by the end of the six weeks you’ll have
turned on lightning in your organization and if not rolled it out to everyone at
least be working towards a pilot with your users and to that end if that
timing doesn’t seem right for you if you’re not quite there yet there’ll be
another bootcamp launching in June and if that time it works better for you
you’re more than welcome to switch to that session as well we there’s a lot
you’ll be provided with a lot of information in in the coming six weeks
and if you’re not really ready to to take those steps it might be better to
wait until until you’re further along in that process yeah and I don’t have a
registration link for that yet but I will be creating one in the next day or
two and I’ll post it in that group okay all right so I mentioned the power of us
hub group and and shared that link in the chat and this is really just a place
to connect with your peers as we’re going through through the material and
through this session that’s like really invaluable to have a place to connect
with other people who are going through the same thing might have some of the
same questions that you’re having or encounter some of the same issues that
you’re running across and Anna and I are both active in this group and we’ll
really keep the conversation going in in between the weekly sessions yeah and
typically in past groups people really use this as they start to dig in to some
of the features you know things come up they have questions it doesn’t quite
work like they thought it did and by asking questions usually other people
are also able to benefit from those questions as well and we also have a
question another question I’ll answer right now
which is yes this session is being recorded and every week I post them in
the chatter group so you can just if you set your email and notifications every
post then you’ll receive an email when that session the recording and slide
deck are posted and if you don’t see one for some reason please tag me because I
try to do it that afternoon but if I forget or whatever just just just ping
me in the group and all and I’ll do it it’s happened before okay so we have a big group to hear
today I think this is our biggest lightning bootcamp so far so we don’t
have time to do individual sharing although I wish we could but I would
like to get just a general idea of who is here and just the general concerns
about what you’re most concerned about in your transition and what you hope to
get from the bootcamp just to get a general idea and the reason we want to
know that is just so that we make sure to incorporate those concerns throughout
the six weeks we’ve noticed over the months that the concerns have changed
at the very beginning when we started piloting this people were very concerned
about third-party apps as those have gotten more on the lightning that’s
become less of a concern so the concerns that do really shift over the month so
that’s why it’s important so if you can just put who you are and what you are
concerned about we’ll just just read out a few maybe Katie we can just kind of
take turns with that and we’ll just do like four or five here we’ve got sure
okay well we’re welcome Karen from compassion Without Borders okay and
we’ve got Tina from Council Foundation is concerned about the conversion
process and user adoption yes and user adoption definitely a big focus on this
boot camp yep Jackie from jumpstart for young children
concerned about user adoption tips and tricks will definitely be covering
throughout throughout every week training which is an important part key
of getting this role out and reporting and dashboards which are hugely improved
in lightening okay and then we also have Martin who’s the process for migrating
and then the complete functionality compared with classic Jo so just making
sure that your users can do everything that they need to do successfully great
and Robin from the Aspen Institute interested in how to make the interface
more user friendly and less crowded we’ll spend to two weeks looking at page
layouts both for contacts and for opportunities there are a lot of ways to
make this user-friendly and intuitive for for your staff yeah okay great
um let me see this just pick one more yes a sage is hoping to have more
confidence in this overwhelming process and and and a very common concern which
is that those of us who’ve been kind of accidental admins are also admins
sometime they’re a little pressed for time so it’s just trying to get all the
things done you know in a reasonable time frame while doing all your other
jobs so thank you to everybody who has put comments in and even though we can’t
read them all now here today out loud we will be reviewing them after so that we
can make sure to catch any other feedback that has come through we do not
have a question what do we mean when we say that GoToWebinar widget that is what
that means is exactly where you types a question that that is to go to webinar
question widget yet Mary had the same question where are people
posting so in that right-hand column with the chat and the tools you’ll see a
button for the question widget yeah and anything we didn’t cover you can always
put in that shadow group as well okay so this is a poll that you are going to get
very familiar with because this particular poll we are going to do
weekly as we move through the bootcamp and we do it weekly because we want to
track the progress of our group it is this bootcamp is an interactive
experience and we are expecting that you are working through the homework or
whatever is meaningful to you in your own organizations and and trying to get
your org over to lightning so it is pretty inspiring usually week by week we
do see progress so let’s just get our poll going here I’m really excited to see the change
from week to week as people learn the tools that are available and become more
comfortable enabling for themselves or for a pilot group I’m excited to see how
the numbers shakeout yep okay we’ve got almost everyone I’ll just give about
five more seconds for the last few stragglers and then we’ll close the poll
okay let’s go ahead and close it and we’ll share the results okay so we have
the most of the most the participants here are in the first three stages which
is what we would expect some people a quarter people have not done this is
their first foray and our lightning and they’re really in the learning phase and
then some who have are learning and have actually run the readiness report and
then others a quarter have actually turned on lightning and then we have a
few who are piloting and rolled out and maybe just here to get a few extra ideas
so wherever you are welcome glad to have you and then we have a second poll which
is what challenges are you facing in your migration or transition and you can
select more than one here on this slide although we could only offer up five if
there are others that you are either currently facing or expect to face feel
free to throw those in the question widget and we’ll we will see them after
the or during the sessions that we really review them after the session
yeah we have some photos are limitations technical limitations with our
GoToWebinar polls yeah your answers here really help us make sure that the
content that we’re delivering is what you need yeah and as I mentioned we have
seen some change in these answers over the months which is I find to be super
interesting where where the lightning platform team has made some progress so
okay so let’s go ahead and close the poll here and share the results and this is somewhat similar to what I
saw in the last group which is the majority are just you need more tips on
how to optimize and configure lightning or and manage the process feature
limitations we still see some and I would love to hear in the chat what if
there’s specific feature limitations that you’re concerned about or rather
that’s a general issue so that we can incorporate those and then that kind of
kind of works together with third-party apps that are not lightning ready and I
would also love to hear which specific third-party apps are not lightning ready
so and then and then buy-in from executives that’s also a really
important piece so thank you to everybody all right where did my slide
go here we go okay so this is a six week boot camp and this is a rough map of
where we’re going so today we’re gonna cover readiness assessment and planning
next week we are going to move on to page layouts focusing on information
pages so information pages are things that just like it sounds where you are
getting information about a contact and account just kind of trying to get an
assessment of who your constituents are or maybe it would be a program or
something where it’s it’s just basically informational and then the third week we
dive into some technical challenges because those often come up pretty early
in the bootcamp you know you start looking at your things you realize you
want to use enhanced notes you have some JavaScript buttons there was some
technical issues that were identified in your readiness report that you need to
address so we kind of get that out of the way early so that people can be
working on those through the bootcamp and get plenty of time to get their
questions answered then in the fourth week we move on to what we call
transaction pages so those would be things like opportunities that move
through stages cases that move through stages this is kind of where the work of
your organization it’s being done and how do those differ
from information pages and what are the considerations then the fifth week we
are going to talk about building lightening pages apps home pages etc and
how to think about those since those are new in lightening and we didn’t have
those in classic and then the sixth week we’re gonna just kind of wrap up with
rolling out and optimizing and some specific lightning features I do want to
say that today’s content is two things first this is a more slide heavy session
than the remaining five I think half of the slides that we have in the whole
lightning bootcamp happen today so in general we will be focusing more
on demos and less on slides but today it’s a little bit different just because
of the nature of the content and second if you were here on the upgrade to
lightning webinar two weeks ago this is a very similar session so I if you would
like your feel feel free to stay and listen and just you know hear it again
see that the transition assistant again if you would like and you feel like you
already are very familiar with that content please feel free to drop off the
call and just join us again next week at the same time I don’t want people to
listen to things I’ve already heard but we do need to have everyone kind of at
the same point which is the reason I’m I’m we’re presenting that information
again today so and with that I’m going to turn it over to Katie here for a
minute all right great so we wanted to start by presenting you with what we
call the lightning adoption path and you’ll see this on a lot of informal
informational websites and hear it repeated throughout the bootcamp
it just gives you a view of how we view the process and the steps we’ll take to
get there so today and through quite a bit of the bootcamp we’ll be focusing on
the discover phase and the three phases are discover rollout
and optimize within the discover phase we’ll focus on learning evaluating and
aligning and this is really just to make sure that you understand lightning and
its capabilities that you’re evaluating the features and components that will
work best for you and your configuration and finally alignment getting all of
your users onboard as you move forward then we’ll also talk about how to roll
this out and how to help you create a launch plan and then when we look at
optimizing we will we’ll talk about lots of ways to optimize lightning once it’s
enabled and to make the experience even better for your users so we’ll be
covering a lot of that in the bootcamp sessions and then we do have additional
webinars that will take a deeper dive into these subjects as well there’s
there’s so much to to cover and explore so within the discover phase if you’ve
worked in project management before you really understand how important this
phase is to successful projects the three main takeaways from this
section are learning evaluate and alignment so as I mentioned in the
learning phase we really want to make sure that everyone on the team has
exposure to the platform understands the new lightning user interface and how
lightning features can improve productivity and increase Salesforce
adoption at your org we find that that’s a great you know a side effect of the
transition to lightning is that your users will actually be working in the
system even more so this phase will really answer questions like why you
should make the move what is lightning and how is it different from classic
then when we evaluate this stage is really about understanding your current
technical debt and taking time to evaluate your current organizational
needs starting to document those requirements this will answer questions
like where you are now and where you want to go and then finally a critical
piece is making sure that all your stakeholders
are heard and that lightning is optimized for their specific needs so
how do you get the whole team aligned and get everyone excited about the
transition for the next several minutes we’re going to focus on on the learn
part of this discovery phase and then muted okay so let’s let’s go through
let’s start to talk about lightning by starting to talk about classic and we
are actually going to start with talking what’s about what’s wrong with classic
and and you may not have really thought about it this way because I think most
of us just kind of do our jobs and we learn a tool and we just keep doing our
jobs without giving a lot of thought to how we could do how the tool could be
better so let’s just start with a typical lead page this is a guy named
Marc Benioff who were kind of interested in and let’s just start at the top so
one of the things that you may know is if you use chatter you have two choices
one is to show the feed and if you do you may have to scroll and scroll and
scroll to get to the details or have it completely collapsed in which case
people just forget to even look at it so and then next we have a lot of fields on
this page although this is certainly you know you can have up to five what is it
five hundred eight hundred page fields on a page this this is certainly not the
most number of fields we see on a page but in general our users don’t know
where to focus they get kind of lost in the details you know they may be working
on a lead for some time but they forget to fill in information as they get it so the key fields are buried on the page
and then we have our activities admins usually have to spend countless hours
training and then re training their users to log their calls
and track their tasks but the bear the buttons are buried at the bottom of the
page and they just forget they’re busy with their jobs and then related lists
are all in a jumble at the bottom there’s no way to highlight certain ones
other than just rearrange them in your page layout editor which isn’t always
ideal so that’s a few too few problems with classic and if you’re an admin
there’s there’s not a lot you can do with it and this may be what you feel
like unless you have the funds to actually hire a developer to create
custom like pages which most of our nonprofits do not have that budget so
let’s talk about these are the issues that we just talked about here in
classic and then how are those addressed in lightening so with lightning we can
get our users to focus on the right fields at the right time we move the
activities interface so that it’s front and center for our users and they just
naturally remember to use it because they see it we are able to highlight
certain related records or group them and in general lightning is a more
flexible and responsive page design so let’s take a look at that same lead for
Marc Benioff in lightning and this is a pretty simple page this is this is not
at all tricked out in terms of all the
functionality of lightning so I think it’s a pretty good example we can at the
top we can highlight key fields that we select and that’s call it through the
compact layout in the page layout editor we also have a feature called path that
allows us to focus our users on key fields at every stage so we have certain
fields available to us at our open stage and then as we move through the stages
of our lead processing we can highlight other other fields then we have our
related lists that are nestled behind the details and then we can even add
additional tabs to highlight other this if we want and then here as I
mentioned activity panel is front and center here on this layout where our
users can see it and so this is our admin with lightning okay so in addition
to what Anne just showed you we like to highlight here our top ten list of
features that we think are better in lightening or have improved
functionality according to users and admins that we
speak with so we just want you to keep these in mind as you’re going through
this process we will see plenty of them in in the slides and then the demos over
the weeks and we encourage you to use the resources that we provide like
trailhead and documents in Salesforce help and training for you to learn more
about each feature and how you might be able to use it and so quite a few of the
questions on that have come in or kind of like how to think about doing this it
seems a little bit overwhelming so we are we have an analogy that Katie and I
like it’s kind of like thinking about your lightning transition like a kitchen
remodel so in our analogy here marketing remodel analogy we are going to do it
down to the studs kitchen remodel however we are going to leave the walls
where they are so in our example our walls are kind of like our data and our
metadata it is super important to understand that turning on lightning
will not affect your objects your fields your validation rules your workflow or
your data those will stay exactly as they are and that’s sometimes a fear
people have and and so that that is not touched then we have the plumbing and if
you’ve never done a kitchen remodel you’ll know that plumbing is one of the
major decisions you have to make where do you put the kitchen sink where do you
put the dishwasher and those are the one-time
because those decisions kind of like echo out you know kind of throughout
your remodel once you’ve made that decision where your kitchens gonna go
you can change out your faucet but it’s a lot harder to move the sink and this
is the one time work that you need to do to get your organization on lightning
and what you need to do will depend on what you already have and how you want
your kitchen to work so we’ll we will help identify your plumbing needs
today’s webinar using the transition assistant then next is the cabinets and
appliances and this is the fun part when you get to this part in your kitchen
remodel you get to install your beautiful new countertops your microwave
your better configuration of electric plugs you can plug in your phone and
your under counter lights this is the customizing of your youth lightning user
interface to suit the needs of your users and help them do their better work
better enlightening and then we so we’ll spend a lot of time on this in the
coming weeks as well so but for today we are going to focus on the plumbing and with that katie is going to lead us in a
demo awesome so in this demo we’ll really walk
through how you know what you’re ready to do you’ll see some of the tools in
setup so we’re going to cover the transition readiness assistant the
Salesforce optimizer and we will look at sandboxes which for for anyone who’s
nervous about this work is really a great place to explore and get
comfortable with the changes that you’ll be making as you go along so I’ll go
ahead and switch over to my Salesforce org and double check ok
so here I’ve logged into our our Salesforce demo app demo org and I’m
using the old classic app since we do have lightning enabled in this org you
will see here the link to switch to lightning
experience but for those of you who haven’t enabled it you won’t see this
link yet but to really get things started we’re going to go to the setup
menu and we’ll look at the lightning experience tran just transition
assistant which is really a one-stop shop for all things lightning related
it’s really easy to find right from right within setup so here from setup
home if you just click get started you’ll be presented with a whole host of
resources so I promised you would hear it more than once you’ll see here the
three phases discover rollout and optimize and since we’re working in
discover we’ll go to the steps outlined within this phase and learn evaluate and
align and so here if you’re a big fan of checklists like I am when you expand
each section you’ll be presented with lots of resources from videos to
documentation tools or even configuration settings and this really
keeps track of of what you’ve referenced already and what you might still want to
take a look at so we have a few a quick video about lightning if you are
starting from scratch have and really aren’t familiar with what to expect and
you can get some more references and resources here then we’ve talked about
the community we’ve referenced the hub tons and really can’t stress that enough
so in addition to resources in the hub there you can also join lightning
Trailblazer groups in the Trailblazer community as well but what we want to
focus on today will be here in the value 8 step we really want to take a look at
your lightning experience readiness and we saw in the poll that I think it was
about 25 percent of the group has already run the readiness report
and this is a tool that’s constantly getting refinements and updates it’s
something that you can run multiple times and so if you have run it but
maybe haven’t run it in a while really encourage you to go and and try it again
so when you click this check readiness button a dialog will open up that may
ask you for permission to actually run the tool within your org
already granted and will then ask you which products you want to check now as
part of your power of us hub grant you have access to sales cloud and service
cloud so you should select both of those options and then check readiness and
this tool will be running in the background could take a few minutes you
know up to up to a half an hour to to run and when it’s complete you’ll
receive a notification both by email and you’ll also receive you’ll receive it as
a Salesforce file right in your org so I want to take a look at a sample report
and really walk you through some of the key sections that you should pay
attention to all right so this is a sample readiness report that we’ve run
from our own from our own demo org and just want to highlight that it does give
you the date and the report version so this is a point of reference like I said
if you haven’t run it in several weeks or or in a few months you might we
recommend that you go ahead and and run it again so you get the latest the
latest updates and evaluation so we’ll just step through the sections you’ll
first get an overview of what the report is with some with some business
justifications for why you might want to move to lightening experience I’m in
trouble with my house I’ll just use my keyboard
one of the first sections that I want to point out is this rollout effort session
sorry that the scrolling is a little it’s a little tricky six apparels of a live
demo you know with it’s not a can demo here oh thanks give me the second to
look down it looks like my mouse battery is running low okay what do I so this
rollout effort session will section sorry will really give you a baseline
estimate for what it might take based on the current state of your specific org
so you’ll hear more about this later but in terms of transitioning you really
have the option to roll out lightning experience to a specific set of users
using profiles for permission sets and based on the features and customizations
evaluated by the readiness report this will give you a list of where users from
each profile will stand with the lightning experience and so this is just
an estimate of how many hours you might need to spend for certain customizations
and then that’s also paired with how many hours that would be corresponding
spent on change management and user training which a lot of you mentioned in
your in your list of concerns and things you’d like to get out of out of this
session because that’s a really making the change is just as important as
bringing users up to speed along with you so you’ll see this is just a
baseline but it’s a good estimate too to give you an understanding of of what
might be required and how you might want to break up the work within your project then
some more information about how you use this report but I’ll be highly I’ll be
highlighting these points in the demo so I’m to scroll down next to the more
detailed explanation of how this impacts you users by profile so this will tell
you the number of user the profiles that you have in your organization and the
number of users in each profile so since this is a demo org and we have multiple
people providing these demos we’re all in system admin profile but of course
that is not what we recommend that you do at your no profit it yeah but we are to be fair everyone
in our demo org actually in a system has admin certification that’s true so so
it’s fair in this case but yeah but don’t take that as something that you
should go and move all of your users to so then we come to the planning your
transition section which will really go through in in great detail the elements
that are either ready and required zero too little attention when you flip the
switch to those elements that right might require a little more work and
you’ll see you know over towards the right end of the spectrum we have those
things that are require more of the technical lifts the custom buttons the
JavaScript actions and there visualforce pages so as Ann mentioned we’ll be
getting to those in more detail in later sessions in the bootcamp and then in the
readiness details section if you look in the right-hand column under user impact
this is a really really insightful column that lets you know of the things
that are highlighted how they will affect your active users so you might
find I remember the first time that I ran this readiness report in my own
organization and I think it was something like 75
pages long and there was a bit that I didn’t understand but in reading through
it in more detail came to realize that a lot of what was highlighted were
customizations or features that were either outdated or no longer in use or
perhaps used by a very small number of users in our group and perhaps they
could be included in a later in a later rollout so the user impact really helps
you understand whether a feature that’s flagged is heavily used by your users if
that’s something that you need to focus a lot of attention and time on or if
it’s something that’s actually you’ll see that’s actually not utilized by your
by your team so I’m gonna go back into the Salesforce setup menu back in the
org and just go through some of the other tools that are included in this
transition assistant so in addition to the 6-week bootcamp you can also
register for for a webinar which is called an accelerator if you’re a
premier success customer you have access to accelerators and might be used to a
one-on-one engagement with the Salesforce expert to walk you through
specific topics and this lightning readiness accelerator is actually
available to all Salesforce customers it’s presented in a group setting and
would be a complement to this bootcamp you can register for that from this link
here and it last in this section is a preview of lightning experience when you
click this preview button if you haven’t enabled lightning in your org yet this
will actually give you a preview of your your live org in in lightning without
turning it on so you’ll see that warning here any changes that you make will be
alive but this is just a really accurate preview of what
could expect once you’ve once you’ve turned lightning on and enabled it for
you users and you’ll see that all the data that you have been working with in
classic is there like an said the the walls aren’t moving your data and your
metadata is all still intact it’s just presented in a different way so I exited the preview just returned
back to setup from the transition assistance going to go back into steps
and we’ve gone through the preview then in the alignment section you’ll find
resources to share with your team this pack for lightening presentation
includes templates that you might use if you need to present to your super users
or to your executive team and includes resources like a project a sample
project plan and it can be really useful as you as you prepare yourself for this
work then one other tool I also want to mention is the Salesforce optimizer this
is another tool that like the lightning readiness report can be run multiple
times and this gives you a personalized report highlighting exactly how you can
improve your or today so this this report will help you identify maybe any
fields that could be removed from page layouts if they exist without any or
much data in them any profiles you have that don’t have users assigned to them
it’s a really good opportunity as you’re as you’re transitioning to lightning to
take stock of your orgs health overall and the optimizer is a great tool that
helps you do that let me go back to the transition
assistant and take a look as we get into the rollout phase one of the important
things that you’ll have to do obviously is prepare prepare your users and we
just want to emphasize the fact that users require the lightning experienced
user permission in order to access lightning and by default once you turn
on lightning this permission is automatically enabled for all users that
have a standard Salesforce profile and so these are profiles like system admin
like sales user custom profiles that you’ve created or maybe that a partner
has created for you which many of you are using don’t automatically include
this permission and we recommend that if you do have your users in standard
profiles that you that you move them to a custom profile even if you do that
just by by cloning an existing profile I’m moving them there and so as you move
through through these steps you’ll see you can learn more about lightning and
features adjust customizations things like my domain the JavaScript buttons
and visualforce pages like like we’ll get to in a later session and finally
once you’ve stepped through all of these all of these items and have tested in a
sandbox you’ll really be ready to launch lightning experience we keep which you
can just do by by flipping this button over if you’re ready to make lightning
the default interface for users on a case-by-case basis you can use this
switch users tool to select individuals who who you want to switch over and
unless you disable it everyone will will still have the option to switch back to
classic if there’s something that they need to do in classic to do their job
but a nice nice element of the Lightning tools is that there’s a chatter group
that will collect the the feedback from your users so you can they can tell you
if they do click that switch back to classic button they could tell you why
and you can spend time looking into their concerns and maybe adjusting or or
that might highlight a gap in the training and just to round out the demo
I mentioned in addition to the preview trying all of this out in a sandbox so
if you’re not familiar with sandbox is if you haven’t spun one up yet you can
find those under the Quick Find just types and boxes and these are copies of
your production org that that don’t affect your users day-to-day work so you
can just create a new sandbox by clicking this button walking through the
wizard and this will be a great test environment for you to to try some of
these new features and some of the things you’ll be learning in the
sessions so I think that wraps up the demo for today only end it back to you
and unless there any questions or anything I should highlight while I’m
still here and set up um I think you covered it by showing us how to do the
sandbox and that’s great the optimizer is an excellent tool for just doing some
housecleaning before you start because to the extent that you can delete unused
page layouts unused record types it’ll just be less work you have to do in
lightning absolutely ok all right so as Katie showed us there is this great
and a moment pack and I just highlighted it here with a with us with a circle or
a square actually definitely check that out it’s a zip file and it has it just a
bunch of sample materials including like this is just a really simple project
plan that you can just adapt for your use some of the tasks and ownership but
just to track your your project some of you may have other project management
tools that you use in-house and that would be fine too it’s just finding a
tool that works for you and I like there’s even a power point to introduce
lightning to your users just a lot there so take a look at it and then next and a
lot of concern about this is just the change management piece and getting the
right people in the room to get everyone aligned you do want ultimately to create
a more productive personalized experience for your users so you will
need to at least even if you don’t have formal people to assign to these just
think about these roles and as if you’re one also admin you may be filling
several of these roles so project sponsor is the person from your
university or your nonprofit that helps provide strategic guidance remove
roadblocks and that support budget if you need budget this could be your IDI
or the head of IT someone in that role staff is the representing the needs of
your end-users and this may be several people in a non-profit or university
that has multiple departments working in Salesforce you need to understand their
pain points and how they measure success so it is also important to think about
the end needs of your end users as they exist today and not the requirements as
they were when you originally deployed Salesforce this is a super important
voice because the extent you address the needs of your staff and new users you’ll
have a more successful rollout admin as most of you here today and you are the
intermediary between your end users development staff and Salesforce you
need to be able to understand the mission of all your departments and then
help align the priorities to drive that the requirements around technical needs
so and as I said even if you don’t have a full staff for this just make sure you
think about the different roles and then the developers make sure that they
understand what they their needs are in lightening and what they can do
declaratively you know don’t have developers reinvent the wheel there’s a
lot of functionality that previously in classic you had to do with custom
development now you can do with clicks in lightning so make sure that as the
admin you have your eye on that those decisions and then change management
this is when we are getting ready to launch lightning we need to communicate
train and roll it out to our end users and we need to have messaging around the
great new features training about how this will make them more productive and
this person doesn’t have to hold a particular title you just want it to be
someone who prioritizes communications and is somewhat enthusiastic and excited
about the change great and often times we find that the hardest part of this
whole transition is just that it’s a big change for everyone
people have their habits and learned ways of doing their work and so it’s
really a learning curve and will affect people differently so this just really
shows the different cycles that we would go through during change but in general
the recommendations are that we start communications in your change process
early get people excited about what’s coming you can show them a preview and
really really focus on on why you’re making this change and the benefits that
they will that they will get from from the from the upgrade to lightning and
make sure that you focus everything on the users and your stakeholder is
feeling comfortable how it will impact them and
how they can be successful one of my favorite stories was hearing an org that
threw a retired retirement party for classic it wasn’t wasn’t that their
users were losing anything just that it was a new period and that the new change
was welcomed and so we find the first step you know something you could think
about as you’re leaving the session today is to enable lightning for
yourself if you haven’t already this is the first step and sometimes it’s the
hardest sometimes we’re the most apprehensive of the change so spin up a
sandbox like we saw on the demo and turn it on for yourself practice see how much
of your day-to-day work you can you can accomplish without switching back into
classic you can also use option as a system admin to log in as other users if
you want to see what your users will be seeing just help you get over that fear
then in step to pilot with groups of users so really look around your org and
find the people who would be excited to do this with you maybe those who love
testing out new new features and innovations and have them try to do
their work in lightening report back to you on what needs to be fixed and like I
said that chatter group that records people’s comments as they switch back
into classic and can really be a point of discussion for your pilot users as
you get ready to prepare the entire organization to transition over and then
we recommend that you transition selected departments or groups to
lightning while lightning is an org wide setting it means when you turn it on the
whole org can eventually get access but only those users with the standard user
profile will have will have lightning assigned to them by default so if no one
is using standard profiles you could turn on lightning experience and no one
would even know other than you or other system other
system administrators and you can grant access then to subsequent users either
on an individual basis through permission sets or to groups of users at
the profile level and then it’s important that once you’ve rolled out
lightning you’re you’re not done and if you’ve been working in Salesforce well
you know you’re never done there are always improvements and innovations and
each Salesforce release brings new lightning only features to incorporate
into users work processes so when we talk about optimizing we really want to
focus on measuring how our users are taking advantage and iterating making
small iterative changes and improvements to our rollout strategy to focus on new
use cases or more users to really reinforce training or introduce new
features as they come out and there are a few approaches you can take to this
rollout phase and we’ll talk through those quickly now oh okay
so yeah and this was actually alluded to in the transition tool I don’t know
there there’s a kind of section I don’t remember what it was called which which
which tablet was under Katy but I saw it it was kind of like how do you roll out
lightning and there’s basically there’s two approaches and I’m not sure if our
lightning platform team would would agree with me with this photo but just
dive in headfirst and just go for it and the one thing I want to say here and
this is the really important point here although it maybe isn’t the recommended
method in terms of your users and and orienting them and optimising for them
it will work even if you just turn it on today and went forward um
the important point is nothing will break when you turn on lightning
and I just want to really emphasize that there’s a lot of fear when people turn
on lightning that their sales force will break and they won’t be able to work the
worst case scenario you turn on lightning and then you just need to
switch back to classic to do certain tasks which is is from a user point of
view is not optimal but but it isn’t it isn’t you know fatal either so and for
smaller organizations this is the way they go they just do a little bit of
preparation they optimize a few things and then they just turn it on if you’re
you know a an organization with just a few users that may be what you
ultimately end up doing but for most of our medium and bigger organizations you
are going to want to do a little bit more preparation and you’re gonna want
to do a pilot you’re gonna want to do all the things that Katie discussed in
the previous slides because you want your users to have a good experience
when they switch to lightning in general when people have prepared it is a very
positive experience and most end users really like it I think as admins there’s
a certain amount of fear because there’s some work on the admin side but the end
users don’t see that all they see is an improved user experience so we advise
just making a plan and then just stick to it and just keep moving don’t get
paralyzed or end up for a long period of time in that planning phase and never
roll it out you’d want to just make a plan and stick with it and this is just
a slide I found if you wanted to create the platform from scratch what what
would you have to do so this is just a lot of a lot of things a lot of a lot of
innovation has gone into this platform I think is the main takeaway of this slide
here all right I love that slide it’s so true
sometimes we try to patch together just different systems here and there but one
of the greatest things about Salesforce is that a lot it’s all brought together
on one platform so here we just have the homework that I mentioned so like I said
each week will give you some options of things you can do in between the
sessions again please do what makes the most sense to you what you feel most
comfortable doing if you are really at the start of this journey we recommend
what’s there in the in the crawl column be sure to run the readiness report to
get a baseline of where you where your org stands and and take a look at some
of the work that might be ahead we want to make sure that everyone has joined
the bootcamp group in the hub and set their notifications to to email for
every post so that you can keep up to date with this conversation and get the
recordings as and posts them and consider turning on lightning for
yourself or for other users check to see whether you have any users on those
standard profiles that you don’t want access and consider moving them to to a
custom profile if they’re not there already if you’ve done those things and
want to try something more advanced try working in lightning for the week until
we meet at the next session turn it on for yourself and and challenge yourself
to resist clicking switch clicking switch to classic see how far you can
push yourself and your admin work in Salesforce lightning and create a
sandbox for testing your layouts and new features and finally if you want to try
something even more advanced think about the planning phase of your project you
could try downloading the planning spreadsheet from the enablement pack
that and showed you on the slide and think about really when you want to
start the transition or if you haven’t run it recently run the Salesforce
optimizer and take a look at some of the configuration settings that you might be
able to clean up as part of this project so again feel
free to continue posting in the in the hub group throughout the week yes and we
will see you next week there will be a survey that launches after this session
and it’s really helpful for us just to get any constructive feedback you have
about what was helpful what was maybe not necessary or any feedback you have
is really helpful to us because this is a very collaborative bootcamp more than
some of our other webinars so we really appreciate the feedback and we’ll see
you next week thanks so much bye bye

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