TABLE OF CONTENTS. What is Salesforce Lightning? Advantages of Salesforce Lightning over Classic The Lightning Migration process

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1 LIGHTNING

2 TABLE OF CONTENTS What is Salesforce Lightning? Advantages of Salesforce Lightning over Classic The Lightning Migration process Assessment Planning Execution The Infoglen Advantage Step 1 : Assessment Step 2 : Planning Step 3 : Execution Infoglen implementation: Fast as Lightning! Screenshots from Infoglen s Lightning implementations References

3 WHAT IS SALESFORCE LIGHTNING? Lightning is the collection of tools and technologies behind a significant upgrade to the Salesforce platform. Lightning includes: Experience : A set of modern user interfaces optimized for speed. This includes the Lightning Experience, Salesforce1 Mobile app and template-based communities. Lightning Component Framework : A JavaScript framework and set of standard components that allows the developer building it to use reusable components to customize the Lightning Experience, Salesforce1 Mobile app and template-based communities and build custom standalone apps. Visual Building Tools : Drag-and-drop technologies for fast and easy app building & customizations. Use the Lightning App Builder to customize the Lightning Experience and Salesforce1 Mobile app. Use the Community Builder to customize template-based communities. Lightning Exchange: A section of the AppExchange where the developer can find 70+ partner components to jumpstart development. Lightning Design System: Style guides and modern enterprise UX best practices to build pixel perfect apps that match the look and feel of the Lightning Experience and Salesforce1 Mobile app. 01

4 ADVANTAGES OF SALESFORCE LIGHTNING OVER CLASSIC 1: Improved UI It s fast, it s beautiful, and it s unique to each sales and service user. It s a simpler user experience, designed to help the sales teams sell faster, with personalized alerts and an interactive assistant to keep sales reps focused on what s important. It s designed to help service reps support customers faster, bringing cases, knowledge, and support tools together in an efficient, problem-solving environment. All of this drives, improved productivity for everyone in the user org. Service Console in Classic: 02

5 Versus Service Console in Lightning: The Lightning service console boasts of simpler lists with responsive columns and buttons to see more details without scroll bars. It has slicker sidebars to display custom console components better. The extra space improves searching and reading experiences. The neater case feed for easier scanning. 03

6 Chatbots, available only in Lightning, make customer service more effective 04

7 2: Sales Process Automation The Sales path visually displays each opportunity in the sales pipeline and shows recommendations for next steps to take. Lightning Voice allows Sales reps to easily make and receive phone calls without ever leaving the Salesforce platform. Sell smarter on any device with Sales Cloud Einstein s Artificial Intelligence built right into every step of the business s sales process, starting with prospects. Automatically capture data, get instant insights, and proactively coach reps to win with predictive forecasting. 3: Dynamic Lightning pages Control when a component appears on a Lightning page by adding filter conditions and logic to its properties in the Lightning App Builder. For instance, end users can construct a filter that causes a rich text component on an opportunity page to display when the opportunity Amount is greater than or equal to $1 million. Every Lightning page includes a template component that defines the page s regions and the components it includes. 05

8 Now customer executives can create a custom Lightning page template component and make it available as a custom page template in the Lightning App Builder s new page wizard. 4: The Power of Artificial Intelligence Einstein makes the entire Customer Success Platform smarter, so every function from sales and service to marketing and commerce benefits from AI-powered CRM. Einstein automatically prioritizes the leads and opportunities most likely to convert and close based on customer rep s history and past deals. 06

9 See key business developments on service reps accounts and opportunities. Know whether or not a deal is likely to close by identifying customer sentiment, competitor involvement, and company updates. Automatically capture data and add new contacts so customer reps can spend less time on data entry and more time selling. Quickly gain pipeline visibility, track team performance, and uncover opportunities to identify business potential and act towards business growth. 07

10 New features from Spring 19 release Innovation and enhancements in Lightning experience continue with every release. Some of the new features, available only in Lightning, include: Pinned list views -- This new feature allows you to choose a list view that would be default for that object. So, now instead of always landing on Recently Viewed records list view, you could land directly on the All list view or any custom List view that you work with the most. Printable record pages with key details and related lists -- Record details and related lists can be printed in a user friendly format using the Printable view option on a record details page. 08

11 Enhanced UI for Lightning console apps Increased Data Storage 09

12 THE LIGHTNING MIGRATION PROCESS Assessment Run the Salesforce Lightning Readiness Report Reassess business needs and business processes Try out Lightning in the org with Switch to Lightning option Identify gaps in functionality Assess the level of effort for custom development Assess the time and cost for migration Planning Identify milestones Prioritise tasks Assign budget for custom development Identify key stakeholders Execution Complete custom development in sandbox Test completely Roll out to power users and selected profiles Train users in new UI and functionality Roll out to the entire org. 10

13 THE INFOGLEN ADVANTAGE Infoglen uses a systematic and step by step approach when implementing Lightning migration. Step 1 : Assessment Infoglen s expert team assesses client s existing Salesforce Classic org and runs the Salesforce Lightning Readiness Report to identify problem areas. However, the Lightning Readiness report only lists out the VF pages that need work. Infoglen s specialized HyperTrack tool identifies hyperlinks in minutes for customer s business org. This tool identifies hyperlink formula fields present in each and every object. Opening formula fields for each object to check whether it is Hyperlink formula or not takes a lot of time, specially for a large org with many custom objects. The HyperTrack tool significantly reduces the time taken to identify all hyperlinks in the specific business org. Infoglen works with customers CRM team and functions to prioritize objects and layouts for each. Infoglen also accommodates UI change requests. Once the assessment is completed, Infoglen provides an accurate estimate for the time and cost for migration. Step 2 : Planning Infoglen experts start planning for migration by creating a work breakdown structure with key milestones. Each task is prioritized and assigned a timeline and cost. In track each task at a granular level as seen in screenshot below. Each tab in the Lightning Monitor spreadsheet tracks a process or dependency. For example, the tabs called Fields, VF Pages and Apex Classes track the Lightning implementation process for those components. The Roll Out plan tab closely monitors the phased roll out strategy. The QA tabs keep a check on the bugs reported and their resolution. The Overall Tracker tab brings all the components and tasks together and gives an overview of timelines for each step. 11

14 Step 3 : Execution Each task and sub task is closely tracked and monitored. Custom buttons are made lightning ready. VisualForce pages are replaced by Lightning style sheets. Infoglen ensures that managed packages, if any, work smoothly with Lightning. Sometimes, there could be road blocks because managed packages are not Lightning Ready. In that case, Infoglen works with the third party package provider and resolves issues till the integration with Lightning becomes successful. A common problem encountered with Lightning migration is that Visualforce pages might not refresh instantaneously as they did with Classic. Work might also be needed to enhance the look and feel of a standard lightning page so that fields visibility becomes better. The Infoglen team is seasoned at providing solutions for these and other Lightning related issues. 12

15 After lightning development is completed in sandbox, it is followed by rigorous testing for each object and process in sandbox by Infoglen QA team. After Infoglen QA passes, it is made available in sandbox to the company for user acceptance testing. Once it is approved in sandbox by power users or customer internal migration team, it is rolled out to the production environment in a controlled manner (phased approach). During this rollout, Infoglen provides appropriate level of help documentation to ensure a smooth transition and widespread adoption. Infoglen also provides on-site or off-site training if needed. INFOGLEN IMPLEMENTATION: FAST AS LIGHTNING! If lightning migration has been a frequent thought but the Salesforce team and resources has been constrained and do not have the bandwidth, let Infoglen take over the complicated migration while the Salesforce team focuses on everyday work. Infoglen has helped its customers Sales and Service teams work more naturally and productively through Lightning. Some of the many benefits, of partnering with Infoglen, include the following: Effective project management by Infoglen s team. With so many successful Lightning migrations under Infoglen s belt, accurate estimation of time and cost is guaranteed. Dedicated team of Salesforce developers and admins for Lightning Migration 13

16 Efficient and quick assessment of Customer Salesforce org with Infoglen s HyperTrack hyperlink identifying tool. Infoglen Lightning Monitor leaves all guesswork out! Customers get task by task breakdown of the entire process and the timelines involved. Thorough UAT testing and feedback incorporated in the process Training available, on-site and off-site to help with adoption. Phased approach for implementation facilitates smooth adoption. Screenshots from Infoglen s Lightning implementations The Opportunity path helps close deals more effectively. The service console helps support customers faster, bringing cases, knowledge, and support tools together in an efficient, problem-solving environment 14

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18 The Lightning Home page puts support agents on right track. Chatbots enhance the support experience for customers 16

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20 REFERENCES visibility.htm&type= forcecom_lab_custom_templates.htm?edition=&impact= introduction/lex_migration_introduction_whatis console_ui.htm Connect with Infoglen 830 Stewart Drive, Suite # 184 Sunnyvale, CA, contact@infoglen.com infoglen.com Author - Nafeesa Ahmed Salesforce Consultant, Infoglen LLC