Webinar 3/30/17 – Best Practices: Real World Lightning Adoption

Salesforce Lighting is an incredible tool for selling faster than ever. With collaboration and marketing automation built right into Sales Cloud, you can turbocharge your sales at every stage, from lead to cash.

But change is hard for most people and transitioning your users to the Lightning Experience can be intimidating because it’s completely new to them. How you help users transition while maintaining your existing customizations can make or break your adoption and success.

Join AppBuddy and implementation partner, Zen Cloud Technologies, for 30 minutes of in-depth discussion and insights covering the top success factors you need to know about making a successful transition to Lightning and how GridBuddy can smooth that transition.

SAVE MY SPOT

Real World – Lightning Adoption

Thursday, March 30 at 10AM PST

Can’t make it? Register anyway and we’ll send you the recording

What you’ll learn:

  1. How to assess your organization for the transition
  2. How to work around features not supported in Lighting Experience
  3. How to plan the transition
  4. The lessons learned from other customers that have made the transition with GridBuddy

Presenters:

ShannonShannon Schupbach
Director of Delivery
AppBuddy
Chris FellowsChris Fellows
Salesforce Architect & Managing Partner
Zen Cloud Technologies

 

Plus, send us your Lightning Experience Readiness Report to lightning@appbuddy.com and we’ll schedule a free one on one consultation with you to discuss the specific Salesforce challenges you face.

Hope to see you there!


Chris Fellows
posted on 12/14/2017


3 Effective (and Not Obvious!) Strategies for Salesforce Lightning Migration

When I spoke to business owners, tech leads and admins of Classic orgs that are considering Lightning but are hesitating to make the jump, they have a common sticking point.

The time and effort to make the shift seems too daunting.

 

I can certainly sympathize. In a given week, there often is not enough time to keep up with current demands, let alone contemplate a gap analysis, cost/benefit analysis, budget impact, etc to make a shift.

However, the benefits of moving are quite compelling thou we don’t need to get into them here. There are other posts for that.

Of course there is “The Hard Way” to migrate to Lightning. To do this:

  1. Perform a Gap Analysis
  2. Create a Backlog
  3. Estimate Budget
  4. Identify Stakeholders and Department willing to pay for such budget
  5. Identify Resources
  6. Plan out Project Timeline
  7. Pause M&E
  8. Begin Project….
  9. End Project 9 months later after blood, sweat and tear.
  10. Phew, we made it to Lightning
  11. There’s got to a be an easier way….

There are easier ways than “The Hard Way” to do a cut over that might work for your org and company.

 

1. Role a new Org and then migrate users

 

Using this strategy, you will literally abandon your old org. First you have to speak with Salesforce and negotiate the cost for a brand new org. Then you can either develop business rules from scratch, do partial migration of metadata from the old org and/or migrate some departments one at a time.

This strategy is particularly good for orgs with an old code base, usually written by a long since departed consulting company, that has a ton of technical debt. This methodology is nice because you can build your business logic from scratch which can often be much more simple than the convoluted way it is written today. Also it can be easier to sell to Sales Managers because they will get to streamline the process, get better reports and not have to live with the mess they had become resigned to.

And its probably going to be much faster to do, sometimes on an order of magnitude.

 

2. Migrate user profiles over time, migrating the first users with no impact and then last users with the most amount of modifications

 

You always have the option to migrate some user profiles over to Lightning and not others. This allows you take Department by Department and move them over a period of time. This way you can bake the cost of migration into development and admin requests by that department.

This way is particularly good for companies who are just not going to bite the bullet for a full transition. You can insist that you have to move as Salesforce is moving in this direction and give them plenty of time to do the actual development work.

 

3. The Surprise Method

 

This is a fun and techy solution and might even make you look like a Super Hero. Using this method, you identify all the items holding you back from a Lightning Migration. Then start factoring these changes in with every release. Soon enough, you will have resolved all issues between you and an easy cutover to Lightning. Pop your head into the main business stakeholder and let them know, “Hey, we’re ready to cutover to Lightning if you’d like a way better UI with compelling new features for your Sales or Service process.” Once the business starts getting hooked on the new UI, you can start advising them on how they can better use Lightning features for the business.

This way can be good if you have full control over the development cycle AND you don’t have any major dependencies on objects that are not easily supported in Lightning, e.g. Quotes. Though even then, there are work arounds that are not too bad.

 

These are a few thoughts and strategies to get the wheels turning on how implementing Lightning might not be as bad as you may have thought. It might even earn you some serious company awards!

 

Request a FREE Salesforce Lightning Migration Assessment

Send us your Lightning Readiness Report and we will give you a FREE 30 minute consultation for migrating to Lightning Experience. To find your Lightning Readiness Report, follow these instructions on your Production or Sandbox org to generate the report. Then upload it below with your contact information.

Name:
Email:
Phone:
Company:
Upload Lightning Readiness Report:

Chris Fellows
posted on 12/14/2017


REAL Top 3 Reasons to Migrate to Salesforce Lightning

Some of the benefits of migrating to Lightning are obvious or at least well documented:

Waaaayyyyy better user experience. Lightning uses a modern design and comes with the Lightning Design System for making slick UIs to replace the old circa 2003 clunky design.
Component based architecture allows you to create Lightning Components and plug and play them across your application.
Lightning is inevitable. Lightning is where Salesforce is headed. With each release there will be more and more features in Lightning that are not in Classic.

 

However there are 3 other very good reasons to migrate to Lightning that are less obvious. These reasons speak more to your business and sales processes and so can help you make huge gains in sales effectiveness if approached correctly.

 

1. Refine Your Sales Process

 

During the migration to Lightning, you can revisit your end to end sales process and look for gaps. You can use Lightning Components and enhanced dashboard to provide better metrics into each stage of your pipeline. You can redesign your Lead, Account, Contact and Opportunity with Lightning Record Pages to give your sales reps more comprehensive views. All in all, you can use the Salesforce technology to improve your end to end Sales process, which in turn should directly correlate to your bottom line.

 

2. Refine Your KPIs, Reports and Dashboards

 

During the migration to Lightning, you can take the time to re-evaluate your KPIs and metrics used to determine success. You can then implement or improve reports and dashboards so that your sales reps, sales managers and executives all have cleaner, more comprehensive view of their job and the business. You can even improve your Home page to better visual sales data.

Refine Business Process

 

Better metrics = view into what to improve = more sales.

Salesforce Lightning Dashboard

3. Reduce Technical Debt

An often overlooked area of Salesforce development is reducing technical debt. As with your living room, the more you live in it, the more it accumulates dust and dirt and needs cleaning, the more features you release, the more you create technical debt that needs to be cleaned up. Technical debt is an inevitable result of development and is the accumulation of code that needs to be refined, removed, refactored or otherwise cleaned up. The risk of not cleaning technical debt is that it slows down development, causes unforseen errors and makes it harder to onboard new developers.

When you do the migration to Lightning, you can use this time to identify some large pieces of technical debt that can be finally taken care of.

Technical Debt

 

 

There is a lot to be gained from starting the ball rolling on migrating to Lightning, both the features available from Salesforce in Lightning Experience AND the very process of doing the  migration. And the best part is that if you are using Sales Cloud, you can tie the migration to Lightning to KPIs so you can pay for the work in increased sales.

Request a FREE Salesforce Lightning Migration Assessment

Send us your Lightning Readiness Report and we will give you a FREE 30 minute consultation for migrating to Lightning Experience. To find your Lightning Readiness Report, follow these instructions on your Production or Sandbox org to generate the report. Then upload it below with your contact information.

Name:
Email:
Phone:
Company:
Upload Lightning Readiness Report:

Chris Fellows
posted on 12/14/2017