How to Ensure Salesforce Org is Ready for Lightning Experience?

June 7, 2016

Salesforce’s latest Lightning is a thing everyone is quite excited about. It is, in reality, a complete turnaround. For admins, it needs, however, a little homework to understand how it works before activating it. One must ascertain whether the Lightning experience is ready to be activated for your Salesforce org.

salesforce lightning

Quick checklist to make sure whether Lightning Experience is ready:

  • It is much more than just a new UI –  The experience of Salesforce Lightning Experience is much more than a brand new pretty user interference change. It is a complete Salesforce reinvention rather with a completely new CRM tool.  So by activating Lightning Experience does not mean your old Classic Salesforce will completely get converted. Rather one needs to configure it. For example, the dashboards and the navigational menu all needs to be configured so users can quickly access data using the new Lightning Experience. So, it’s important to know the differences in between the Classic edition and the new Lightning Experience edition before ensuring the org is ready for it.
  • A Checklist for Org –  One more important thing to know is that all the features of the Classic version have not yet been integrated and made available in the Lightning Experience.  It is recommended to activate it only when it is totally ready to integrate all the org processes involved in its successful operations. The worst action the admin can take is to use the current iterated Lightning Experience for fitting the org when new features are gradually being developed and launched.
  • Need to get the hands dirty – On a regular basis the admin is working on Lightning Experience. But for the production level org usage, it is  not yet ready. One can use an Admin Playground or the Company Sandbox for deployment purposes. With Sandbox, one can make a copy of the production org. The metadata and configurations can be tested and validation proofs must be gathered in regards to the business operation. One can create org like the Admin Playground easily free of cost. One can activate it and use it while the developer can work through Trailhead.
  • Early Adopters must be found – Most organizations adopt to new things to try them out and to be up-to-date. These are precious resources as these are the people who have the mindset to test and adapt to new things. Not only do they explore but also communicate back their reviews and feedbacks about the product which in turn helps Salesforce enhance its products.
  • A plan must be devised – Careful planning and proper communication with thought must be made before activating org to Lightning Experience. If  one wants to be successful then one must make sure users also get success. But to achieve such levels of success it requires a lot of strategic planning and efficient execution. One can make a strategy where one can include a date to go live and a proper plan for communications. Making sure that resources are gathered, training material is interactive and engaging can make the planning proper.

It is important to note and observe the various release notes Salesforce keeps releasing. As they contain details about Lightning Experience updations. It will help making the org checklist.

For more information about Salesforce Lightning & support, please feel free to contact CloudMiller.

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Mark Smith

Revolutionising Data at CloudMiller
With over 4+ years of experience in customer management, I have gained expertise in delivering cloud solutions to the business community.

Apart from business development, I offer consulting services in the field of CRM and ERP solutions.

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