Lightning Experience Transition Planning … Take a Deep Breath You’re Going In…

Now that I have realized Lightning is not as bad as I thought it was there is still the task of transitioning to the new UI. Salesforce’s Trailhead has been instrumental in helping me to feel better prepared to roll out Lightning Experience to my users.

Now that I have realized Lightning is not as bad as I thought it was there is still the task of transitioning to the new UI. Salesforce’s Trailhead has been instrumental in helping me to feel better prepared to roll out Lightning Experience to my users. With that said there are times when one can be over prepared. I feel as if I am over-stressing about migrating to the Lightning Experience. I am reviewing the numerous modules and trails about Lightning Experience. There is a ton of content, articles, trails and modules around this topic. I think the fact that there is so much content and focus on this it is making it even more overwhelming for me.

That is not to say that the modules and trails in Trailhead are not very helpful, they are. The modules are simple and very clear. I love Trailhead and only wish that Salesforce could have come up with this new training program years earlier. This new Salesforce training concept and site is stunning. Unfortunately the trails and modules around preparing a Lightning Migration does not alleviate the stress of the change. If your company and org is anything like mine then this is not a project that can take up a large amount of your time. As a member of my company’s IT time we are constantly prioritizing projects and finding ourselves knee deep in development of one kind or another.

As much as Salesforce can give advice and preparation about including key stakeholders and having your executives on board with a Lightning rollout in the end you (Admin and possibly Developer) are doing the majority of the heavy lifting. I need to feel comfortable with what needs to change, what will and will not work in Lightning experience. We also want to improve our users’ ability to navigate to the items they themselves will use in their role. This means (for me) a revamp to profile mapping and having to lay out all new Apps that are profile and department specific.

Obviously this is something that goes hand in hand with any new transition for a UI. As an admin and an IT professional I should not be surprised and in truth I am not. Unfortunately this not the type of project that can or ever will take priority as much as I (or you) would want it to. Salesforce is good as saying that something like this is not a simple transition and should be considered a priority if it will improve your Business. I agree but transitioning your UI is not necessarily going to raise your ROI immediately especially if you have development that is ongoing that is in fact improving said ROI.

My point is do not feel discouraged as you go through all of the Content about Lightning Experience. It is overwhelming how much there is to learn about Lightning and preparing for a transition to the Experience within your org. It is not going to be a simple switch to flip and there will always be the inevitable hiccups and problems. The change may not be as quick as you would initially have hoped for but give it time. I do think Lightning Experience is constantly improving my original opinion. I like the look, the feel and the bells and whistles that are hidden gems within it. I am looking forward to the transition to Lightning Experience but pacing myself in the transition is what I have found to be the biggest necessity.

Helpful Content:

https://trailhead.salesforce.com/

https://trailhead.salesforce.com/en/module/lex_migration_rollout

https://trailhead.salesforce.com/en/lex_migration_rollout/lex_migration_rollout_enabling

https://trailhead.salesforce.com/en/lex_migration_rollout/lex_migration_rollout_educating

https://releasenotes.docs.salesforce.com/en-us/winter16/release-notes/lex_rollout_strategy.htm

https://trailhead.salesforce.com/en/trail/lex_admin_implementation

 

What is Salesforce Marketing Cloud?

With the onset of Social Media and the immediacy that millennials and those who are becoming mobile customers require and demand, Marketing Cloud is the only tool on the market that is delivering this experience and the information a company needs to meet these demands.

For the past 7 years I have been primarily working within Sales and Service Cloud in Salesforce. I have not given much thought to other Salesforce Clouds assuming they were really all tied up into one platform and organizations user licenses were the difference. It has only been recently while working closely with my organization’s marketing team specifically the Social Media team that I have become aware of Marketing Cloud.

We found a big disconnect with the various Social Media tools and connecting them with our customer data. We needed a tool that would allow us to be able to see our customer’s full profiles while also allowing us to manage our Social Media and Marketing communications. Also as we exploded on our own Social Media outlets we found the need to integrate Customer Service and Experience with our Salesforce profiles so that we could provide better service to all of our customers and potential customers.

We demoed the Marketing Cloud while at the Boston World Tour Day in April. The demo just gives you a brief glimpse of the power and features within the platform. As we started to research tools that could solve our problems we kept coming back to the Salesforce Marketing Cloud. Here it seemed all of our problems would be solved. We would be able to integrate into our current CRM pulling a full view of our current customer profile. We would be able to better market and communicate with our customer’s especially those who are completely mobile.

The platform also replaced a Social Media tool we were using to manage our communities separate from our customer base. By using Marketing Cloud we are able to combine both our Social Community and our Customer base. This allows us to stream line the Customer Service Experience across all channels from Personalized Emailing, Text messages, and Push Notifications to being able to respond to both Positive and Negative Social Media Sentiment. This an extremely powerful tool for a modern company to put into place to better handle and oversee their Customer Experience. This helps you have a real time 360 view of your customer base and your social community in a way that we have not been able to before. With the onset of Social Media and the immediacy that millennials and those who are becoming mobile customers require and demand, Marketing Cloud is the only tool on the market that is delivering this experience and the information a company needs to meet these demands.

 

Related Articles:

https://www.salesforce.com/products/marketing-cloud/overview/

http://www.salesforce.com/eu/marketing-cloud/overview/

https://www.salesforce.com/products/marketing-cloud/channels/

https://en.wikipedia.org/wiki/Salesforce_Marketing_Cloud

http://pages.mail.salesforce.com/page.aspx?QS=3935619f7de112efc3ef6f6de92aa18e6d7eeb8bd9e5fd22