Ready or not, Salesforce Lightning is here to stay. Beginning Oct. 12, 2019, Salesforce will turn on Lightning Experience on a rolling basis to empower users to move faster, do more, and be more productive. This is a great opportunity to experience all of Lightning’s benefits and put its functionality to work for your organization.
But what if you’re not ready to switch from Classic to Lightning just yet? Don’t panic! Here’s our list of the top things you need to know before the switch happens in October.
1. What is Lightning and what’s happening Oct. 12?
First, let’s calm some fears. Salesforce Lightning is NOT a hard replacement for the Salesforce you’ve always known, Salesforce Classic. Instead, think of Salesforce Lightning as an evolution, one designed to be an improvement on Salesforce Classic in every single way — especially in its ability to increase user control and customization.
So what changes are happening? Starting Oct. 12, all standard profile users and custom profile users with the Lightning Experience User permission enabled will see the ‘Switch to Lightning Experience’ link in Salesforce Classic and be automatically switched into Lightning Experience on a regular basis. You can still easily switch back to Classic anytime after the update takes place.
2. What other improvements does Lightning offer?
There are hundreds of new features available only in Lightning, including many of the most coveted aspects of Salesforce’s mobile applications. These enhancements are utilized throughout every usage point of Lightning, and while the individual offerings vary greatly, improvements overall have been engineered to streamline productivity and provide you a more personalized user experience. With Lightning you’ll have the power to not only view your essential data but to create solutions to use that data more efficiently while sharing it with everyone in the organization who needs it.
3. How can you prepare your organization for the change?
Now let’s get to the meat of it. What does your company really have to do to get ready for Lightning’s arrival? As we said above, don’t panic. Users will be switched over from Classic to Lightning on a weekly basis. During this transition time, you’ll still have the chance to switch between Lightning and Classic in your user profile menu. While there isn’t a sunset date for Classic just yet, we strongly recommend you create and begin instituting a migration plan. A good best practice is to break your migration plan into three key phases: Prep, Pilot and Push.
In the Prep Phase, your should:
- Identify your transition objectives. This is a great opportunity to put some of Lightning’s exciting improvements to work and seamlessly make Lightning an extension of your next Salesforce project.
- Create a sandbox. Instead of just focusing on how Lightning can improve what you’re already doing, creating a sandbox lets you explore added options available with Lightning in a test environment.
- Run a Lightning readiness report. You can find the “Check Your Lightning Experience Readiness” tab on the setup page — under Lightning Experience. Click the tab and you’ll get a comprehensive report of where your readiness stands.
- Evaluate, report and migrate. What does the report say about where you are? Use the information presented to identify which apps, layouts and other features need to be converted.
In the Pilot Phase, you’ll:
- Identify early adopters. Employees who already use Lightning are a great choice here.
- Define success measurables. This is when you determine your team’s productivity in Lightning without a return to Classic.
- Build out Lightning for each team. Now it’s time to collect feedback from your pilot teams and use that information to update your Lightning solution.
Last step, here we go. Prepare for the Push Phase with these steps:
- Evaluate team readiness. If you’re ready, it’s time to create a change management strategy. If you’re not, identify which features need to be built to get everyone up to speed.
- Pick a date. Every project needs a deadline. Set your go-live date and stick to it.
- Build and launch. Build out Lightning for every team, finish your final tests and complete those last sandbox environments.
- Post go-live support. Once Lightning is live, its reports and dashboards will allow you to track metrics and feedback to determine the success of your launch.
Preparing for your Lightning launch
Looking for some additional support in your upcoming Lightning launch? You can find more tips on migrating to Lightning by downloading our Catching Lightning Guide. Have specific questions on how to leverage Lightning in your unique org? Contact us to learn more We’re always ready to help your organization make the migration and fully enjoy everything Lightning has to offer.