Considering the Move to Salesforce Lightning?

Optimize Your Salesforce Experience with Salesforce Lightning

Should I switch to Salesforce Lightning?What is Salesforce Lightning

Salesforce Lightning started with a question: “If we [Salesforce] were back in 1999, but had all of the technology available we have today, what CRM would we build?”

Lightning is a framework (you saw it first in Salesforce1 for mobile even if you didn’t know what you were seeing!) and a user interface that represents a huge leap from the “Classic” interface. With a modern and streamlined user interface, Lightning is optimized for a supreme mobile (or tablet / laptop / desktop) experience. Access to all of your Salesforce data and drag and drop customization for apps, layouts, and reports means you can spend more time furthering your mission and less time chained to your desk.

Why switch?

  • Lightning contains a set of sleek user interfaces optimized for speed and ease of use
    • Increase your team’s productivity and collaboration – join customers who’ve made the switch, experiencing a 40% increase in productivity and collaboration (https://www.salesforce.com/blog/2017/11/mylightning-lightning-customization.html)
    • Improve the development team’s Moves Management process by transitioning current donors to higher donation levels, converting more prospects to new donors, and reducing the amount of time spent moving donors along the path
    • Work smarter with streamlined functionality and features throughout the platform
  • All current and future Salesforce releases (three automatic upgrades a year) will be made in Lightning, not the ‘Classic’ interface; don’t be left behind!
  • Salesforce Lightning enables customization for any device faster and easier, without code. Drag and drop Lightning components to build mobile and desktop apps and customize pages in Lightning Experience
  • Does your team use Outlook? Access Lightning from Outlook and keep all contacts synced and up-to-date

Run a Lightning Readiness Report in Salesforce ClassicDo it yourself or engage Fíonta to assist with any or all of the following recommended steps:

  • Run a Lightning Readiness Report (go to your Setup page and click Lightning Experience in the left column), and analyze it for your organization
  • Identify the gaps the Lightning Readiness report didn’t address
  • Identify stakeholders and executives needed to support this transition
  • Obtain the necessary internal support to move forward
  • Develop a roll out strategy based on the results of the Lightning Readiness Report
  • Implement the changes necessary to move to Lightning
  • Provide training to users on the Lightning UI

Useful Trails

  • Get Started with Lightning Experience (Lightning Experience Basics, Decide When Lightning Experience is Right for your Organization, Enable Lightning Experience)
  • Lightning Experience Features (Navigate Lightning Experience and Setup, Explore the New Sales Tools, Explore the New Service Tools, Explore Other Enhancements, Explore Reports and Dashboards)
  • Improve Your Classic App by Moving It to Lightning (Set Up Your Salesforce Org, Evaluate Your Org’s Readiness and Enable Lightning Experience, Make Your Classic App Available in Lightning Experience, Explore Lightning Experience Features for End Uses, Visualize Your Business Processes and Salesforce Data, Create a Lightning Console App)
  • Lightning Experience Rollout (Educate Yourself and Your Company on Lightning Experience, Craft and Execute Your Rollout Strategy, Go Live with Lightning Experience)

Need help with any of the steps above? Reach out today!