The aim of Salesforce Lightning Experience, is to empower your company’s sales team by helping them sell smarter and faster. The hurdle that all Salesforce admins and managers need to overcome is training. It is the most important aspect of adopting a new platform and Salesforce Lightning Experience is no exception.
In this post, we have listed six best practices for Salesforce Lightning that would help your company to smoothly transition from implementation to its adoption.
Your first challenge towards implementing Salesforce Lightning Experience, would be identifying where all it can fit. There are many features of Salesforce Classic, that aren’t supported in the Lightning Experience, yet. So, depending upon that, you would have to plan out the user groups, who can utilize Salesforce Lightning.
Once you have identified the user groups, start simple and follow these steps:
To run pilots, you can use Salesforce Lightning’s permission sets. With the permission sets, you can define the user access to various tools and functionalities within your Salesforce environment.
Salesforce Lightning is meant for sales process. But with the varying needs of companies, it is up to the Salesforce admins to optimize it efficiently for their employees.
After you have setup Salesforce Lightning Experience , the ideal thing to do would be enabling its supporting features. Lightning Experience comes with over 50 redesigned Sales Cloud pages, over 25 new features, interactive tools, and integrations that will be handy to your sales reps. Once you have refined these upgrades befitting your company’s requirement, your sales team will be able to procure the data that they need quickly.
Here are some of the recommended features that can be enabled in Salesforce Lightning Experience:
Many of your users would resist the change from Salesforce Classic to Lightning Experience. With a proper Salesforce training mechanism in place, you can easily onboard your users into the new platform.
With Whatfix, you’ll be able to train your employees seamlessly using Whatfix flows. Whatfix flows are the interactive guides/walkthroughs that can be created on your company’s Salesforce. Once you create a set of Whatfix flows for the Lightning Experience, you can embed them as a self-help widget within the platform. This will be useful to all your employees who are getting started with Salesforce Lightning.
For eg, you can view some of the Whatfix flows created on Salesforce Lightning, here.
To get a free trial of Whatfix Enterprise edition, click here.
It would be best if you rolled out Salesforce Lightning in stages. This will give you time to ease your employees through the transition to the new platform. If you push it all at once, then it could become a bit overwhelming for them.
Once you have started implementation of Salesforce Lightning, you can assess its impact. The change in efficiency and productivity would vary across the departments of your organization. With a proper assessment you can identify the potential areas of impact and take measures to streamline the process across your organization.
We sure hope that these best practices for Salesforce Lightning is useful to you. Want more news and updates about Salesforce Lightning? Subscribe to our weekly newsletter!