build your lightning rollout plan - september 2017

Build Your Lightning Experience Rollout Plan

Today’s Speakers

Mike Gerholdt

Director, Admin Evangelism Salesforce

@MikeGerholdt

Michael Orr

Senior Director, Lightning Adoption Salesforce @orrdeal

Forward-Looking Statements

 Statement under the Private Securities Litigation Reform Act of 1995:

 This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.

 The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site.

 Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

Get Social With Us!

@SalesforceaAdmns

Salesforce Admins

Salesforce Admins

Salesforce Admins

#AwesomeAdmin

#LightningNow

This Webinar is Recorded

The video will be posted to YouTube & the webinar recap page:

bit.ly/aw-lightningrolloutwebinar

Join the Admin Webinar Group for Q&A!

 Don’t wait until to ask questions!  We have team members on hand to answer

questions in the webinar group.

Stick around for live Q&A at the end!

Speakers will tackle more questions at the end, time-allowing

bit.ly/AdminWebinarGroup

Today’s Agenda

Step 1 – Discover: Learn, Evaluate, Align

Step 2 – Rollout: Plan, Launch

Step 3 – Optimize: Measure, Iterate

Resources

Q&A

Step 1: Discover Learn, Evaluate, Align

Learn About Lightning Experience

Lightning for Admins

Trailhead for Admins

Lightning Now Group

admin.salesforce.com/lightning trailhead.salesforce.com success.salesforce.com

Evaluate Your Org’s Readiness Evaluate your org’s business priorities and technical strategy, and determine if your org is ready to make the switch to Lightning Experience.

Gap Analysis Preview Mode Migration Assistant

Evaluate business priorities and technical strategy to determine if you’re ready

Resources and steps for a successful rollout.

Evaluate how your live org works in the new interface.

Review the Lightning Classic comparison page.

Run the Lightning Experience Readiness Check

Assess your org for Lightning Experience

Readiness

Determine which users are ready to migrate

Know how to proceed with your Lightning

transition

Talk to an Expert! Sign up for a consultation to

walk through your report: bit.ly/lightningconsults

DEMO: Lightning Experience

Readiness Check

Align Your with Executives, IT, and Users Get buy in with Lightning in a Box

Lightning in a Box is an enablement kit for Admins who want to prepare and present an introduction to Lightning Experience to their team, stakeholders, and/or community. admin.salesforce.com/lightninginabox

Step 2: Rollout Plan, Pilot, Launch

Rollout Plan in Three Phases

Run a Pilot Enable Yourself Launch to Groups

Understand how users get Lightning

Experience when you switch on:

•  Standard Profiles

•  Custom Profiles with the “Lightning

Experience User” Permission

•  Permission Set with the “Lightning

Experience User”

Turn on Lightning Experience

Enable Lightning

Run a Pilot

Pick your Salesforce Champions

Enable with a Permission Set

Have them work in Lightning

Ask for feedback

Tune your Lightning Experience configuration

Launch to Groups or Departments

Plan your rollout

Communicate the change and build excitement!

Train your users

Enable through Profiles

Gather feedback through Chatter!

DEMO: Lightning Customization

Pro Tip: Attachments to Files migration tool is live!

•  Migrate per object •  Control number of

attachments migrated •  Option to delete

original attachments post-migration

•  Supports most standard objects & custom objects

bit.ly/attachmenttofiles

Pro Tip: Style VF Pages with Lightning Stylesheets Beta in Winter ‘18

Classic Stylesheets

<apex:page lightningStylesheets="true">

Lightning Stylesheets

Step 3:

Optimize Measure, Iterate

Measure Lightning Adoption Download Lightning Adoption Tracker in AppExchange

Track usage

Evaluate by type of user

Watch trends

Gather feedback

Iterate to Optimize User Experience and Productivity

Make improvements based on feedback

Enable new features

Run the Optimizer

Take Advantage of Lightning Components and Apps from the AppExchange

Customize Faster App Builder AppExchange

Extend Any App 70K+ Developers on Lightning 1000+ Lightning Ready Apps 120+ Lightning Components

300+ Salesforce1 Ready Apps

Resources

Q&A bit.ly/AdminWebinarGroup

Slides bit.ly/aw-

lightningrolloutwebinar

Wrap Up

Survey bit.ly/awsurvey-customize