Best Practices To Setup Salesforce Lightning Experience For Your Organization

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Best Practices To Setup Salesforce Lightning Experience For Your Organization

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.

Best practices To Setup Salesforce Lightning Experience

 

1. Identify user groups who can use Salesforce Lightning Experience in your organization

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.

2. Plan and prepare for Salesforce Lightning Pilot sessions

Once you have identified the user groups, start simple and follow these steps:

  • Conduct Salesforce Lightning Experience pilot sessions
  • Collect feedback from these teams
  • Use the feedback and responses to see the usability in your organization
  • Use this data as a stepping stone towards organization wide implementation

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.

3. Setup Salesforce Lightning Experience and optimize it

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:

  • Related Files – Lightning allows users to easily add new files related list to page layouts. With this, users can easily upload and view the files and its records in a visually appealing way.
  • Lightning Notes – The new platform has an inbuilt note taking tool that allows users to create rich text notes that pertain to different records.
  • Sales Path – User can easily customize the opportunity stages and lead statuses by using the drag and drop functionality of this feature. Enabling this feature makes it easy for your sales team to follow your organization’s sales process.
  • Duplication rules – By creating duplication rules, your users will be send an alert notification, if a duplicate record is created.
  • Account insights – This feature, available on your Lightning Experience homepage, will show your users relevant useful news and articles about their top accounts.
  • Social Accounts – By linking with social accounts like Twitter and LinkedIn, you can easily follow up with the tweets and posts of your accounts, leads and contacts.
  • Shared Activities – With this one-time enable feature, you can easily relate multiple contacts to individual tasks and events.

Also read: What’s New In Salesforce Lightning’s User Interface

4. Walk your users through the new 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.

The training can be done through private sessions, tutorials available in Salesforce Trailhead or via real-time interactive walkthroughs like Whatfix.

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.

To get started with creating Whatfix flows on your Salesforce download our browser extension.

5. Prepare a stage by stage rollout strategy

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.

6. Assess the impact of Implementation

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!

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Gokul Suresh

Gokul Suresh

Gokul leads the Inbound, Content and Social Media efforts at Whatfix.

A techie, a marketer and a UX enthusiast, he lovesthinking up creative ideas and experimenting with new tools. He's an expert in inbound marketing and eats CRMs for breakfast, ITSMs for lunch and leftovers from Product Hunt for dinner!

Have anything to say to him? Tweet out to him. He enjoys constructive criticism.
Gokul Suresh
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