making the transition - ledgeview partners...brush up with trailhead •trailhead is fun way to...

Making the Transition

to Salesforce Lightning

Tony ClemensSalesforce Consultant

Benjamin DolarSalesforce Consultant

What Are We Covering?

Introduction to Salesforce Lightning

Features Exclusive to Lightning

Is It Time to Switch?

Steps to Switch to Lightning

Get Your Readiness Report

An Introduction

to Salesforce Lightning

Show of Hands

What is Lightning?

Lightning is the collection of tools and technologies bundled together within the Salesforce platform, to include:

• Modern user interfaces (Salesforce Lightning, Salesforce1, Communities).

• A JavaScript framework and set of standard components that allow you to build reusable components and build your own standalone apps.

• Drag-and-drop configuration for easy customizations.

Why the Change?

• Salesforce “Classic” was built on technology that is now aging.• Has had changes to the core interface every few years, but was being

incrementally added to with each release.

Why the Change?

• Salesforce Lightning shares the same platform as Salesforce1• Salesforce1 Mobile app was designed first with sustainability in mind

• Allows for cross-use of layouts and components between the desktop version (Lightning) and the mobile application (Salesforce1).

• Speed-to-market with new processes/apps increased dramatically.

Why Should I Care?

1) New features released will

predominantly be for the Lightning

interface.

2) Lightning has a similar look/feel to

the Salesforce1 mobile application.

3) Less clicks for common actions =

higher user adoption.

Features

Exclusive to Lightning

Exclusive Features

Kanban

Favorites

Path

1

2

3

Kanban

• Kanban: Japanese origin, a system in which the supply of components is regulated through the use of an instruction card sent along the production line.

• Kanban allows you to pinpoint bottlenecks easily in a process, like Opportunity or Lead stages.

• The Kanban view allows for a more intuitive view of records in a list view.• Users can “drag-and-drop” records from one column to another.

• Summary totals will recalculate live based on record changes.

• Available on almost every object through list views!

• Records are grouped by record type under the same object.

• Keeps your list views clean without duplication.

Kanban

Favorites

• New in Spring ’17!

• Favorites give you quick access to records.

• Limited to 200 Favorites per user.

• Available to a user no matter which web browser or computer they use.

• Can currently Favorite the following types of records/pages:

• Record Home Pages

• Lists

• Dashboards

• Reports

• Chatter groups

Path

• Path was originally called “Sales Path” as it only applied to Opportunities.

• Was renamed to “Path” in Spring ’17 as it can now be used on Quotes and Custom Objects.

• Path allows you to visually display a series of steps in a process, highlight key fields, and provide guidance to users along each step of the process.

Features Exclusive to Lightning – Lets Ride!

Is It Time

To Switch?

Spring ’17 Feature Breakdown

1%25%

74%

Classic Only Classic & Lightning Lightning Only

• 300+ Features & Enhancements in Spring '17

• Every major release has had many enhancements to replicate, and new features to surpass, the functionality of Classic.

• Spring ’17 brought one of the final large pieces: Quotes.

• New functionality within Salesforce is being designed with a “Lightning First” mindset.

Consistency

• Salesforce Lightning shares the same platform as Salesforce1• If your current user base uses/likes/prefers Salesforce1 over the desktop version,

it might be time to switch.

• Familiar look/feel to Lightning from Salesforce1 with Tabs under objects.

• Allows for cross-use of layouts and components between the desktop and mobile.• Faster development/administration of changes within the system across multiple

platforms

Consistency

User Adoption

If you’re having issues with user adoption within your org:

• Reboot Salesforce within your organization with Lightning

• More creative with layouts

• Fresh new look

• More customizable home/landing page

• Less clicks for common actions

• Harmony across mobile and web

• More collaborative

Steps to Switch

to Lightning

Brush Up with Trailhead

• Trailhead is fun way to Learn Salesforce• Content in Trailhead is organized into units, modules, and trails to help guide you through

everything you need to know• A unit takes you through several learning objectives for features, tools, or best practices related to

Salesforce

• A module is a series of units for a particular subject area

• Anyone Administrating Salesforce can/should setup a trailhead account• Setting it up is easy, a link will be provided at the end of the slide deck

• Numbers of Modules on Lightning• 7hr 20min of content training (no, you don’t need to do all of it)

Lightning Experience Migration Assistant

• Tucked away under Setup (requires Admin privileges)

Readiness Report

• Every release has had many enhancements to replicate and new features to surpass the functionality of Classic.

• Lightning is closer in design and functionality to Salesforce1.

• Find out how close you are to switching with the Lightning Readiness Report.

• Requires an administrator to run.

Lightning Migration – Lets Ride!

Interpreting

Your Readiness Report

Interpreting Your Readiness Report