How To get End-Users to Adopt Salesforce Lightning
- OPTIMIZE PHASE FOR SALEFORCE LIGHTNING EXPERIENCE. The Lightning Experience Transition Assistant is a great tool for…
- SET UP CHECKPOINTS AHEAD OF TIME WITH YOUR END-USERS. Before the LEX is rolled out, it is important to schedule time to…
- TRACK ADOPTION USING LIGHTNING USAGE APP. The Lightning Usage App is a built-in…
Table of Contents
Why did Salesforce create Lightning?
Lighting offers powerful functionality, including new features, and as a result, expands opportunities for Salesforce developers and admins. Moreover, it provides a better user experience for end-users. Another critical advantage of Lightning is its super security.
When did Salesforce roll out Lightning?
All Salesforce Classic users will be automatically moved to Lightning experience on January 7, 2020.
How do I get Lightning in Salesforce?
From Setup in Salesforce Classic, click Get Started in the Lightning Experience Transition Assistant tile at the top of the menu. Select the Roll Out phase. Click Launch Lightning Experience to expand the stage. Click Switch Users next to Make Lightning Experience the default interface.
What is Lightning adoption?
The Lightning Usage App lets you monitor adoption metrics, such as daily active users and the most visited pages in Lightning Experience. You can also track the number of your active licenses. These insights help you understand your users’ needs so that you can focus on the issues that really matter.
How is Salesforce lightning different from classic?
Enhanced reporting Another distinction between Salesforce Classic and Lightning is that Lightning has a greater integration with Einstein AI and the ability to use Einstein AI features like forecasting, opportunity insights, and automated contacts.
How is lightning experience different from Salesforce Classic?
One of the major differences between Salesforce Classic and Salesforce Lightning is the user interface. The latter offers a much better user interface experience to its users that includes features like the drag-and-drop functionality that can be achieved without any code.
What is lightning for Salesforce?
Lightning (Salesforce Lightning) is a component-based framework for app development from Salesforce.com that is designed to simplify processes for business users, who typically do not have programming experience.
How do I upgrade Salesforce to lightning?
From the Home tab in Setup, enter App in the Quick Find box, then select App Manager.Find the Classic app that you want to upgrade in the apps list. … Click. … Review the app properties and update them if necessary. … Click Upgrade.
Does Salesforce lightning cost more?
The costs for Service Cloud are the same as for the Sales Cloud. Essentials is $25 per user, per month, Lightning Professional starts at $75 per user, per month, Lightning Enterprise costs $150 per user, per month, and Lightning Unlimited starts at $300 per user, per month.
Can a user be enabled both in Salesforce Classic and Salesforce lightning?
Users added after Lightning Experience is turned on Lightning Experience-enabled users can continue accessing Salesforce Classic! These users automatically get the Switcher, which allows them to switch between the new and classic interfaces, as needed.
How do I turn on lightning app?
Simply click the App Launcher icon in the navigation bar, type Usage in the search box, then click Lightning Usage.
What are some good ways to get feedback from your users about what they want in a lightning app?
Here are some ideas for how to encourage your users to give regular feedback. Host open “question and answer” sessions to get feedback and hear concerns. Use Chatter or do the sessions in person. Use a Chatter topic (such as “#feedback”) to collect responses from your users over time.
Driving user adoption for Lightning Experience using Salesforce platform features
Salesforce Lightning experience offers organizations with flexible and user-friendly interface for managing their customer, both internal as well as external facing applications.
Post Deployment Training & Help
As announced in the Winter ’20 Release, In-App Guidance is now generally available. You can now add in-app guidance to your org using clicks, not code. To engage directly with your users, write your own content and include action buttons to your chosen URL in the prompts.
Support, Communication & Feedback
Announcements in Chatter groups can be used to communicate the changes or enhancements to users on — why, what, who, when and how are the changes going to be roll out to them so that they are prepared for the changes
Adoption & Performance Measurement
Get Lightning Experience Adoption Insights with the Lightning Usage App
Lightning Adoption Step 1: Communicate
Communicate that ‘It’s Better in Lightning’ by providing friendly encouragement, tips and training.
Lightning Adoption Step 2: Remind
Change management is largely about changing habits. Training and tech support are necessary and important. But it only gets you so far. Users have developed great habits that make them successful using Salesforce. Now we’re asking them to learn new habits or slightly change their habit.
Lightning Adoption Step 3: Keep
The final step in your move to Lightning culminates with everyone on Lightning. And, it means creating a plan with a deadline to move everyone to Lightning and remove the ability to switch. You may not be ready right away, but you have the option to remove classic for your users.
What is adoption report in Salesforce?
The Salesforce Adoption Dashboards provide visibility to relevant user login history & trending, adoption of key features such as accounts & opportunities, and critical sales and marketing productivity enhancers.
Is Salesforce Lightning faster than classic?
Salesforce Lightning has a new and easier to understand interface, improved speed, and some extra features. Classic, by contrast, stopped receiving new features in 2019 and is slower.
What is Lightning usage app Salesforce?
The Lightning Usage App lets you monitor adoption metrics such as daily active Lightning Experience users and the most visited pages in Lightning Experience. You can also track the number of your active licenses. Daily and monthly active users in Lightning Experience and the Salesforce mobile app.
What are some good ways to get feedback from your users about what they want in a Lightning app?
Create an informal Chatter poll to gather quick insights. Users can also provide written feedback in the poll’s comment thread. Use the Lightning Experience Transition Change Management Hub to get started. Use a survey app to deliver a formal, written survey that measures satisfaction and problem areas.
What is the advantage of Salesforce lightning?
Lightning provides a more responsive interface than Salesforce Classic, which is better suited for mobile applications. It automatically adapts to the look and feel of the device you are using. Lightning applications have richer components for the client-side and can embed newer and more varied types of visualisation.
Can I still use Salesforce Classic?
All Salesforce Classic users will be automatically moved to Lightning experience on January 7, 2020. You will still be able to switch back to Classic, but it is a signal for all companies to hurry up with Salesforce Lightning migration.
What is Einstein for Salesforce?
Salesforce Einstein is the first comprehensive AI for CRM. It’s an integrated set of AI technologies that makes Salesforce Customer 360 smarter and brings AI to trailblazers everywhere.
OPTIMIZE PHASE FOR SALEFORCE LIGHTNING EXPERIENCE
The Lightning Experience Transition Assistant is a great tool for implementing a successful Lightning Experience roll out for your org. It’s important to account for this step. It is not safe to assume that the work is done just because Lightning has been turned on!
SET UP CHECKPOINTS AHEAD OF TIME WITH YOUR END-USERS
Before the LEX is rolled out, it is important to schedule time to ensure that all is well with your end-users. It is not safe to assume that they will approach you with issues, given that they may assume that they are using the UI incorrectly.
TRACK ADOPTION USING LIGHTNING USAGE APP
The Lightning Usage App is a built-in tool that allows you to gather metrics on how users are adopting the new framework you’ve released. There is also Salesforce Optimizer that sends a personalized report with ways to improve your org and make it more Lightning friendly.
OPTIMIZE PHASE FOR SALEFORCE LIGHTNING EXPERIENCE
In each department, there will usually be a few individuals who are excited for the new tool and can help lead others along the path to success. It is important to identify those champions and help create models out of them.
ALLOW TOGGLING BETWEEN CLASSIC AND LIGHTNING
In the short term, especially if there are legitimate fears for some of your users, you can allow them to toggle back and forth between Classic and Lightning. In the top right of their screen, they can choose “Switch to Lightning Experience” or “Switch to Salesforce Classic”.
PROVIDE ADDITIONAL TRAINING SESSIONS AND RESOURCES
Although this is particular to your org, you may want to provide additional training sessions and resources once LEX has been successfully rolled out. Oftentimes, users receive training weeks or months in advance, and it just doesn’t stick like it should. However, once it’s in front of them, a second round of training may be more effective.
INCENTIVIZE END-USERS
While you may need to work with managers, it is important for end-users to feel incentivized to adopt the new LEX framework. There are native onboarding tools in LEX to assist with this, such as gentle encouragement to remind them of LEX, or customize in-app guidance prompts to help.
Post Deployment Training & Help
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In-app guidance 1. As announced in the Winter ’20 Release, In-App Guidance is now generally available. You can now add in-app guidance to your org using clicks, not code. To engage directly with your users, write your own content and include action buttons to your chosen URL in the prompts. You can specify the target audience and where the prompts appear and for how long. …
Support, Communication & Feedback
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Leveraging Chatter 1. Announcements in Chatter groups can be used to communicate the changes or enhancements to users on — why, what, who, when and how are the changes going to be roll out to them so that they are prepared for the changes 2. Groups can be created to gather feedback from users — Find out what’s working well and what issues users are facing. 3. Separa…
Adoption & Performance Measurement
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Lightning Usage Application 1. Get Lightning Experience Adoption Insights with the Lightning Usage App 2. Lightning Usage App lets us monitor adoption metrics, like daily active Lightning Experience users, the number of users switching back to Salesforce Classic, and the most visited pages in Lightning Experience. These insights help you understand…