Whether you’ve been using Salesforce for the last six months or for years, you’re no doubt familiar with the new Lightning Interface. Launched in 2015, the Salesforce Lightning User Interface is arguably the most significant change to the Salesforce platform ever.
Since the initial launch, a lot has changed with Lightning, and it is now a much more powerful tool with some significant value propositions for customers. Out of the box, Lightning has some cool features that your team will really love, and with more on the horizon, is quickly finding a home in many Salesforce orgs.
If you’re still on the fence about whether or not to make the move to the Lightning User Interface, below are my top 10 tips to get you started and get value fast!
10. Just do it!
No, seriously, just turn it on. Pick a couple smart, adventurous members of your team who really know your process (and maybe even a couple newbies), and have them turn on the Lightning Interface. There is no better way to figure out what works and what needs to change than on-the-ground feedback!
9. Use the tools Salesforce provides to assess your readiness
A while back, Salesforce quietly rolled out a really cool tool to help you assess your org for Lightning readiness. The Lightning Experience Migration Assistant is a guided wizard that will walk you through the steps to prepare your org for the new interface and roll it out to your team. Use it!
8. Study up on Trailhead
If you’re not familiar with it, Trailhead is an amazing, free tool for learning about Salesforce. Trailhead has some great materials for everyone from end users all the way up to admins and developers. Setting up an account is easy, and completing badges, trails, and even super badges is a lot of fun, and educational too! Have your team start using it today!
7. Read the release notes
Salesforce’s release notes have always been a valuable commodity. When you’re considering making the switch to Lightning, they’re critical. Knowing what’s coming down the line will help you determine when to make the switch and how to generate excitement for your team. Read them here or check out some highlights here.
6. Check out the Lightning Roadmap
When Lightning first launched, a number of features weren’t available yet, forcing many users to remain on Salesforce Classic with no idea when they’d be Lightning ready. Now that there’s a clear roadmap in place, it’s much easier to plan your migration. Check out the roadmap to see if the tools you need are ready.
5. Clean up your data
There’s an old adage when talking about databases— junk in, junk out. Having clean data is always critical for the success of your system, and taking some time to clean up your org before shifting to Lightning can really help your team migrate successfully to the new experience. What’s more, the AI features built into the Lightning Experience with Einstein, having a clean system means it will work harder for you and help your whole team be more successful. If you needed an excuse, now’s the time!
4. Clean up your Objects and Fields
Beyond clean data, taking some time to purge old fields you’re not using anymore, remove or reorganize old objects, and just give your org a facelift can help your team focus on what’s important. There are going to be enough distractions with the new interface, don’t let outdated fields and layouts add to confusion.
3. Consider the Consoles
Salesforce has done some incredible work over the last several years bringing new force and life to the Consoles. They’re even better with Lightning, so if you’ve been thinking about how to help your teams be more efficient, this is the perfect opportunity to take a look at what the Consoles can do for you.
2. Start converting Visualforce to Lightning
If you’ve been in the Salesforce ecosystem for a while, you probably have quite a few Visualforce pages in your system that your team relies on every day. If you’re even in the early stages of considering making the shift, it’s time to give your Visualforce pages the Lightning treatment. When you’re ready to make the shift, you don’t want anything holding you back.
1. Decide which new tools are right for you
With Lightning comes a whole suite of new features: Sales Path, News, Scoring, Next Step, and the list goes on. Some will be a perfect fit for your team, while others may be distracting. Take some time to understand the new features and choose which ones will help your team be more effective. Implement those and skip the rest for now.
Magnet360 is excited to see your team make the transition to the Salesforce Lightning Interface. Contact us and we can connect you with one of our Lightning experts.