Ensure Successful Adoption of Salesforce Lightning

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Presentation Description

As a Salesforce Lightning Consultant, Damco works with different sectors and organization sizes and have observed that the success of a Lightning migration project also depends on the efforts of the organization to drive adoption among its various users. To know more about Salesforce Lightning, https://www.damcogroup.com/salesforce/salesforce-lightning-service.html/

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Presentation Transcript

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Introduction Many organizations switched to Lightning experience quickly while others considered the switch for longer. As a Salesforce Lightning Consultant we work with different sectors and organization sizes and have observed that the success of a Lightning migration project also depends on the efforts of the organization to drive adoption among its various users. Under our Salesforce Lightning Service we invest substantial effort in formulating the strategy for a successful product rollout and subsequent adoption.

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3 2 1 Involve all Users in the Upgrade Encourage the Super Users Encourage Thorough Documentation

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Users should be encouraged to go through all the official Salesforce Migration resources such as Release Notes Release Readiness Trailblazers group and Release Readiness Live videos. Not only they will help them to brace with the changes but also with post-deployment hiccups. A team that can look proactively for the right resources to troubleshoot minor issues is likely to get huge success with migration.

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Before the Salesforce Lightning Service provider begins with the plan of Lightning migration the organization can arrange a meet with the developers and super users to keep them in the loop with the changes. After the formal training is over these super users are the ones that help the rest team with post-launch questions.

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Organizations can request the Salesforce Lightning Service to document the major changes. For example many features are not available in Lightning and the employees hired after migration who are used to Classic can consider it as an implementation error. For such scenarios a handy guide can be made available to the new hires with the list of features unavailable in the new set up and their workaround.

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