Lightning Experience isn’t as bad I thought it would be…

Change can be a good thing.

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I have attended Dreamforce for the past two years with the Lightning theme dominating everything. When Lightning first became available it was not designed with the ability to customize it for custom objects. With this inherent flaw initially it was not something for those of us with highly customized organizations and custom objects to put into use.

Now over a year later with three additional releases of updates and changes, Lightning Experience is quickly becoming the “norm”. I have been inherently fighting the transition. There is no real reason to delay the transition to Lightning Experience now except habit. Even I admit that the reports and dashboards in Lightning Experience alone make moving over worth the hassle. Dashboards are interact and more visually stimulating in Lightning Experience.

With that said my CIO decided it was time that we transitioned our users over to Lightning Experience once we got back from this year’s Dreamforce. It has been a month since Dreamforce and I haven’t officially turned Lightning Experience on for everyone. I have been slowly forcing myself to do Trailhead modules about transitioning over to Lightning. Since the Awesome Admins have started the Lightning Challenge this past week I realize there are more tricks in Lightning that are just more useful. The Calendar option for anything is really useful for being able to pop up a calendar with color coded events showing them either weekly or monthly. This is very useful for my Company that hosts public events weekly and monthly. The Calendar enables my users to see all of the upcoming events on a Calendar within their Salesforce browser without having to leave and visit our external website event page.

The ability to add a List View Chart was also a revelation. We use Service Cloud and our service team uses List Views to control their work load and determine their work queues throughout the day. Adding Charts for their managers to get a visual representation of their work queue is a better way for them to visually manage their teams daily work queue without having to also continually refresh the management dashboards throughout a given day.

As I have been participating in the #LightningChallenge I have come to realize that the small tips and tricks in the challenge are what will boost my user adoption when I do launch Lightning Company wide. By giving these daily challenges the Awesome Admin team is showing us the small details we would’ve missed unless we read the Release Notes word for word. I have been slowly realizing that the Lightning Experience transition will not be as hard and as difficult as I initially thought. Sometimes Change can be a good thing.

Related Sites:

https://admin.salesforce.com/
https://trailhead.salesforce.com/\
https://www.salesforce.com/lightning/overview
https://www.salesforce.com/dreamforce/DF16/
https://releasenotes.docs.salesforce.com/en-us/winter16/release-notes/lex_do_it_intro.htm
https://releasenotes.docs.salesforce.com/en-us/spring16/release-notes/lex_right_for_me.htm