Lightning Basics Post 2- Roll Out Strategy

Before migrating to Lightning, we need to decide Roll out strategy. First prepare a plan to decide your strategy to implement lightning. It could contain following stages:-

1. Learn
2. Launch
3. Iterate

1. Learn:- Key points to focus on learn stage:-

• lightning features
• Compare classic with Lightning
• Identify Stakeholders

2. Launch:- Key points to focus on launch stage:-

•  Identify key users and train them on lightning
•  Create project schedule
•  Define Success Metrics
•  Training Strategy
•  Customized and test

3. Iterate :- Key points to focus on this stage:-

•  Evaluate Progress
•  Survey Users
•  Track metrics 
•  Deliver summary to executive sponsor

Lightning Experience Transition Assistant 
Get started by learning about the benefits and ROI that your company gets with Lightning Experience. Then assess your org's readiness to make the transition and align your transition goals with stakeholders.

Check your Lightning Experience readiness
Run the Readiness Check to see if existing features or customizations need attention. You get a custom Readiness Report with recommended actions. 

   

This report will be saved in files and Salesforce will send on email.

This report will evaluate following:-

• User profiles
• Tabs and objects:
  • Documents
  • Territory Management
  • Enterprise Territory Management
• Sales Cloud related lists:
  • Account Contact Roles
  • Account Partners
  • Campaign Influence
  • Opportunity Partners
• Custom buttons and links:
  • JavaScript
  • URLs that link to other pages in Salesforce
• Actions and buttons
• Visualforce pages
• Home page and sidebar components
• Email templates
• Mail merge
• Lookup fields
• Activities
• Cases
• Report and dashboard folder sharing
• Third-party computer-telephony integration (CTI)
• Salesforce Console (Sales and Service)
• Omni-Channel
• Live Agent
• Salesforce Knowledge
• SOS
• Entitlements
• Solutions
• AppExchange packages
• Hard-coded URLs and My Domain
• S-controls
• Sharing buttons
• Data.com
• Web browsers

Reference URL:-

https://trailhead.salesforce.com/content/learn/modules/lex_migration_rollout/lex_migration_rollout_educating

https://help.salesforce.com/articleView?id=lex_readiness_check_whats_checked.htm

Lightning Basics - Post 1

New Blog Series on Salesforce Lightning -

Salesforce came up with Lightning design experience few years back. After working on Salesforce classic for long time, i decided to switch to Lightning. The first question came up in my mind what is lightning? In this new blog series, i will try to help new lightning users by publishing post.

What is Lightning?

Lightning is new user interface built by Salesforce which helps our teams to do all activities faster than earlier. With new interface Sales rep can close Opportunities faster and log activities in a new way. It provides personalized alerts and assistance which helps them to focus on their work. 

Service Rep can work on support customer faster then earlier with the help of Cases, Knowledge and support tools.

Key benefits of Lightning:-

Easily Navigate to different applications :- With the help of App Launcher, you can navigate to any application.

Switch back to Classic :- Navigate back to Salesforce classic easily.

Home Page:- You can view Quarterly performance, todayʻs events/tasks, recent records, recent opportunities, assistant from home page.

We can create different home pages for different profiles using Lightning App Builder and assign  as Org default or to any org.

Assistant:- View Important updates for today on Home page using Assistant.

List Views:- View data in list view. Lightning has two views:-

Table :- View data in table format. We can create new list view, add filters, charts.

Kanban :- Display Visual summary of records using Kanban view. Specify summarized by and group by field. 

Pinned List View:- This is the default list view. To pin list view click on pin icon.

Reports and Dashboard:- With Lightning report builder we can create reports and dashboards. Add group by, Summarized field. Add any number of fields, 

Reference Url:-

https://trailhead.salesforce.com/content/learn/modules/lex_migration_introduction?trail_id=lex_admin_migration

https://help.salesforce.com/articleView?id=dashboards_create_lex.htm&type=5