TDX19 Session to help Admins make the move to Lightning before Winter '19 Release.

1. Make the Move to Lightning
Experience in 60 Days
Rebecca Saar, Kelly Walker, Melanie Head

2. Forward-Looking Statement
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3. Rebecca Saar
Director, Admin Marketing
@RebeccaSaar

4. Make the Move to Lightning Experience in 60 Days
OPTIMIZEROLL OUTDISCOVER
T-45 DaysT-60 Days T-0 Days

5. Make the Move to Lightning Experience in 60 Days
OPTIMIZEROLL OUTDISCOVER
T-45 DaysT-60 Days T-0 Days

6. Evaluate Your Readiness for Lightning Experience
Go to Transition Assistant >
Discover > Readiness Check
Check Existing Features and Customizations
Run the Readiness Check in the Transition Assistant to
see what you need to do to make the move.
Learn Which Users are Ready
See which profiles are ready for Lightning Experience as-is
vs which rely on features that need some attention.

7. Prioritize work based on the Readiness Report
Plan Your Rollout
How
many phases
to divide the
work into.
Who
moves to
Lightning
Experience.
What
features to
implement.
When
you’ll
launch.

8. Align with Execs and Stakeholders
Share the business value
Highlight improvements in workflow and
productivity for users.
Validate the rollout plan
Address business and technical requirements
and key milestones.
Get buy-in on the plan
“It’s not about what it will cost you
to move to Lightning, it’s about the
cost of staying in Classic.”
Elizabeth Pembridge
Lightning Champion

9. Getting Started
Discover Checklist
❏ Evaluate your readiness for
Lightning Experience
❏ Plan the rollout
❏ Align with stakeholders

10. Kelly Walker
Sr. Adoption Consultant
@HeadInTheCloudz

12. Make the Move to Lightning Experience in 60 Days
OPTIMIZEROLL OUTDISCOVER
T-45 DaysT-60 Days T-0 Days

13. Turn on Lightning Experience and Enable Champions
Turn on Lightning Experience
Assign the Lightning Experience
User permission
Train champions, have them test
and give feedback
Give your superusers access to the new interface
Go to Transition Assistant >
Roll Out > Launch

14. Implement Change Management Best Practices
Communicate
Chatter posts
Email
Promote
Campaigns
Events
Train
Online with Trailhead
Live and on-demand
Go to Transition Assistant > Roll
Out > Change Management Hub

15. Promote Lightning Experience-Only Features
For Users
Path, Kanban, and Utility Bar
For Admins
Customize pages, choose page layout
templates
Pro Tip from Nana Gregg:
Create a beta app where you can set
up record pages with different page
layouts and have your users test them.

16. Use the Lightning Experience Configuration Converter
Convert Javascript Buttons & Prepare Visualforce Pages
Automate the creation of
Lightning-friendly
alternatives to your org’s
JavaScript buttons and
Visualforce pages.
Go to Transition Assistant >
Roll Out

17. Start the Work
Roll Out Checklist
❏ Turn on Lightning Experience and
Enable Champions
❏ Implement Change Management Best
Practices
❏ Promote Lightning Experience-Only
Features
❏ Convert Javascript Buttons & Prepare
Visualforce Pages

18. Make the Move to Lightning Experience in 60 Days
OPTIMIZEROLL OUTDISCOVER
T-45 DaysT-60 Days T-0 Days

19. Give users access to Lightning Experience
Go Live!
Assign the
Lightning
Experience
User
permission to
profiles or via a
permission set.
Users can
switch
between
UIs with
link in the
nav.

20. Motivate Users to Work in Lightning Experience
Orient users to Lightning Experience
with a welcome mat and in-app
guidance.
Add your content to the Help Menu.
Get feedback if users switch to
Salesforce Classic.
Go to Transition Assistant >
Optimize > Motivate

21. Keep Users in Lightning Experience
Automatically move users to Lightning Experience
on a daily or weekly schedule.
Make Lightning Experience the Only Experience by
hiding the Switch to Classic link.
Track Adoption with the Lightning Usage App.
Go to Transition Assistant >
Optimize

22. Next Steps
Launch Checklist
❏ Go Live! And, have a party!
❏ Leverage in-app adoption
drivers
❏ Keep users in Lightning
Experience & track adoption

24. Melanie Head
Salesforce Technical Lead
@MelSFDC

25. Tips & Best Practices from #AwesomeAdmin Melanie
The Discovery phase identified:
Key business value: Productivity & Adoption
Rollout-Strategy: Prioritize Communication & Training
Rollout phase prioritized change management:
Login Flows
Email campaign & chatter posts
Hold “Hot Topics” training sessions & short videos
“Office Hours”
Treasure Hunt for the 1st Pilot Group
Optimize phase included:
Monitor Lightning adoption with the Lightning Usage App
Collect feedback (Focus Groups, Chatter Group)
Set goal to turn off the switcher (~60 Days after overall go-live)
Talk to a Lightning
Champion!

26. Make the Move to Lightning Experience in 60 Days
OPTIMIZEROLL OUTDISCOVER
T-45 DaysT-60 Days T-0 Days

27. bit.ly/60daystolightning
worksheet
Move to Lightning in 60 Days Trailmix & Checklist
bit.ly/60daystolightning

28. Let's move to Lightning Experience together!
Mark your calendars
Share your commitment on
Twitter or the Trailblazer
Community:
#LightningNow
T-60 Days: June 3rd
T-45 Days: June 18th
T-0 Days: August 2nd

29. This template maintained by the Corporate Messaging & Content team.
Please send any questions to our Chatter Group.