Is Your Org... Lightning Ready?

June 26, 2017

 

 

 

Recently, I wrote a blog post for app creators to help understand what makes an “Lightning Ready” on the AppExchange.  In this post, I’ll cover an area more broadly applicable to help all those Awesome Admins out there plan for and make that org transition to the Lightning Experience.

 

Dueling UIs:  Salesforce Classic and Lightning Experience

A platform sea-change is afoot.  Are you a new Salesforce customer or new to Salesforce as a whole?  You’ve got it good!  You’ve probably seen a lot of old screenshots in documentation and videos and have had a good ol’ chuckle at what the old UI looked like.  We’ve come a long way, haven’t we?  Maybe you’ve been in the ecosystem for a while and you’re not laughing.  You’re working in the Classic UI dreaming about the Lightning Experience or have already started planning for your orgs migration to it.  Maybe you’ve already made the migration for your org and if so… high five!

 

As mentioned in the “apps” blog post, there are plenty of great resources available that define Salesforce Classic and the innovations introduced via the new Lightning Experience.  If you’re not sure what Classic vs Lightning is, check out this Salesforce Trailhead Module, Lightning Experience Basics, to get up to speed.

 

The Lightning Experience Migration Assistant

 

 




While in the Classic UI, navigate to the setup menu.  You’ll likely see the above graphic.

 

Clicking on the “Get Started” button will launch the “Lightning Experience Migration Assistant.”  There is a wealth of information in this tool, full of links to external materials to learn more.

 

Major Objectives

1. Learn

2. Check Readiness

3. Preview

4. Optimize with Features

5. Set Up Users

6. Turn it On

 

 

 

Learn

 

Check Readiness

 

 

 

The next step in the process is an automated readiness check.  Click on the “Check Readiness” button and then you’ll likely be prompted to grant the “Lightning Readiness Check” app access to your Salesforce Org.

 

 

 

Click on the blue “Allow” button.  

 

Next, you’ll need to specify which major cloud you want to check.  Click on either one of the options

 

 

 

Within a few moments, you’ll receive confirmation that an email has been sent to you with your readiness audit’s results.

 

 

 

 

The email will look like the following and include an attachment.

 

 

 

The attachment will be your Lightning Readiness check’s results. It will provide a list of all the areas your orgs is ready for as well as the areas that need further work.

 

1/10

 

 

Preview

 

 

 

This still will give you a glimpse of what your org will look like when you enable the Lightning Experience. Keep in mind that once enabled, you and your users will be able to toggle between the two UIs.  In this preview, you can go back to your normal environment by using the “Exit and Return to the Migration Assistant” link in the blue bar across the top.

 

 

 

Optimize with Features

 

 

 

There are some great features that make Lightning even better; this step shows some of them (e.g. Shared Activities, News, Social Accounts, Contacts, and Leads, and Notes) as well as a requirement (My Domain).

  • My Domain:  Customize how your users log into your org while improving security and allowing for some custom branding as well.

  • Shared Activities:  Tasks don’t have to be associated with individual Contacts; relate multiple Contacts to Events and Tasks.

  • News:  Display relevant happenings in the news within your Salesforce Org on pertinent records.

  • Social Accounts, Contacts, and Leads:  What’s going on in the various social networks, relating to your Salesforce data.

  • Notes:  A new and improved version of the related “Notes” tool.

 

Set Up Users

 

 

 

Within this step, learn how to control which, if not all, of your users will be given access to the Lightning Experience.

 

 

 

Turn It On

Finally there - when you’re ready, flip the switch and make the Lightnign Experience available to your users.  Don’t forget the importance of letting your end-users know in advance and provide them with some of those training materials from Trailhead.

 

 

 

Have you made the switch?  What were your biggest challenges and what would you do different?  Tweet us and let us know! @CRMScience #LightningReady

Please reload

Recent Posts
Please reload

At CRM Science, we use our Salesforce expertise to transform your enterprise. Partnering with our clients throughout the Salesforce journey, we work with leaders to strategize and optimize business processes, and design and develop solutions across every Salesforce cloud. We empower companies to innovate faster, better engage with customers, and improve bottom lines. 

 

CRM Science is a Salesforce Silver Consulting Partner. Our strategic consulting services were recognized by Salesforce in four consecutive Salesforce Partner Innovation Awards, an annual recognition for partners that deliver outstanding client success. 

Helpful Content
Blog
Events
Client Success
Connect with us
Email Us
860 First Ave, Suite 2
King of Prussia, PA 19406
(484) 775-0333
  • Twitter
  • Facebook
  • YouTube

Copyright © 2011-2020 CRM Science, Inc. All rights reserved.