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Salesforce Lightning Migration: Optimize

By March 19, 2019 No Comments

You’ve got all your ducks in a row, you’ve crossed your t’s and dotted your i’s, you’re ready and confident for this launch. However, even after we launch, we’ll still have work to do:

  • Monitor user adoption metrics
  • Survey users
  • Report results to superiors

Launch

Once you’ve finalized all your prep, it’s now time to turn on the Lightning Experience. Salesforce recently overhauled the Lightning Experience Transition assistant, so it may look a little different than you recall if you’ve taken a peek at it before. It’s a very helpful tool that will walk you through each step of the migration much like this guide.

To find the launch toggle:

  1. Open up “Setup” in Salesforce
  2. On the left-hand side, click the blue button that says “Get Started”
  3. Click “Go to Steps” in the “Roll Out Phase” box
  4. In the Roll Out Phase page, click to expand the “Launch Lightning Experience” heading
  5. Click the toggle next to “Turn on Lightning Experience”

With Lightning activated, your users that you’ve selected will now have access to Salesforce Lightning. Take the time to monitor your internal communications, and make sure that if anyone has any bugs that you or someone else will be able to handle those issues as they come up.

Optimize Implementation

We launched, we’re done, right? Recall that we put a lot of emphasis on continuous improvement; you’re never really done (and that’s a good thing). Your implementation is the starting point of your Lightning journey. From here we’ll evaluate the launch and make adjustment or improvements based on data and user feedback.

So to be clear, your roll out doesn’t stop at launch. It’s a continuous campaign to ensure that all of your users are having the best Salesforce experience they possibly can.

Use reports and dashboard to track internal metrics

There are two sets of metrics you’re going to want to look at after launch: your key business metrics we discussed in the last chapter and user adoption metrics. You’ll want to configure a dashboard to track all the business metrics to make sure there are no areas you’re falling behind in your sales process. When it comes to your user adoption though, that may be a little more arcane. We’d recommend using this Adoption Dashboard Pack from the AppExchange, which comes with a preconfigured dashboard and reports for tracking how your users are interacting with Salesforce.

In a very recent update to Salesforce, they’ve now baked adoption metrics into the Lightning Experience Transition Assistant. There’s a new feature in Lightning Setup called “Lightning Usage” that will show you all the relevant adoption metrics.

Reports and dashboards may give you the raw data you need to see how users are performing on Lightning, but it may not tell you the whole story. You are going to want to capture information directly from your users. You can run focus groups by sitting down and having conversations with groups of your users. You can also run informal polls through Chatter. However, we’d recommend running a survey that captures a mix of quantitative and qualitative data.

Salesforce does offer a survey tool, but if you’re not a health cloud or financial cloud customer, getting access to that functionality will cost extra. You’re likely going to be better off running surveys through third-party tools such as Google Forms or Survey Monkey.

Taking the feedback and analytics from all these sources will give you the information to make informed decisions about what features and customizations you should add to the platform to improve your user experience.

Deliver Summary Report to Executive Sponsors

You did it, so run a victory lap around the office! No, but seriously, it’s been a long road to get here and, if you were able to handle this whole implementation smoothly, great job. The last thing you’ll need to do is deliver a summary to your stakeholders showing them the success of the project. This report shouldn’t be written immediately following the launch. You need that time to fix the bugs, make tweaks, and capture results that show whether or not your implementation improved your business process.

However, even after this, your Salesforce journey isn’t over. With every update, there are new opportunities to add value to your business. Salesforce can be the beating heart of your business if you let it. Don’t settle for less.

Thanks for reading through our guide. If you’d like any help with your implementation, reach out, and we’ll be happy to help you develop your implementation and align it with your business process.

Download the Salesforce Lightning Migration Guide

Chapter List