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Move To Lightning Experience in 60 Days
Move To Lightning Experience in 60 Days
Checklist
T-60 DAYS: DISCOVER CHECKLIST
Week 1: Analyze
Evaluate your org’s readiness for Lightning Experience - Run the readiness check in the Transition Assistant
Determine first major group or department to move to Lightning (or plan to move all!)
Schedule a meeting with your stakeholders, use Lightning in a Box
Week 2:
Plan your rollout:
Go Live! And have a party! Launch Lightning Experience using profiles or permission sets
Schedule time for user support and troubleshooting
Leverage in-app adoption drivers to keep users in Lightning Experience:
Automatically move users to Lightning Experience on a daily or weekly schedule.
Enable the “Hide Option to Switch to Salesforce Classic” permission in profiles and permission sets.
Users are able to switch to the same feature in Lightning Experience and see a brief training video.
Use a welcome mat with on-boarding videos, Trailhead, and Help to greet users when they first log in.
Add Your Content to the Help Menu
Get Feedback if Users Switch to Salesforce Classic
Track Lightning Experience daily active users and more with the Lightning Usage App
Plan your next phase and repeat