During the
Discover phase
Work with stakeholders to define a change vision and a plan for managing change.
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During the
Roll Out phase
Communicate the upcoming change and train your users to work in Lightning Experience.
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During the
Optimize phase
Measure Lightning Experience adoption, get user feedback, and iterate on lessons learned.
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During the Discover phase

Evaluate, plan, and align

  • Define the benefits of moving to Lightning Experience and the intended outcomes of the transition project.
  • Work with your executive sponsor and stakeholders to establish support for the transition project and your change vision.
  • Perform a change impact assessment to see how your company will be affected.
  • Find out what users think of your Salesforce implementation and of Lightning Experience to identify potential adoption barriers.
  • Define how you'll measure success.
  • Develop a change management strategy that leadership and stakeholders are aligned on.
Discover the path
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During the Roll Out phase

Communicate, promote, and train

Roll Out the change
Create Chatter Group
  • Create a Chatter group to communicate and collaborate with your users as you roll out Lightning Experience.
  • Create a project schedule to cover all the bases and keep on track.
  • Launch your communication plan by running a simple campaign that lets users know Lightning Experience is coming and demonstrates the benefits of the new interface.
  • Train users so they're prepared to do their jobs in Lightning Experience.

During the Optimize phase

Measure success, promote usage, and iterate

  • Get user feedback to learn what is and isn't working well.
  • Keep track of user adoption rates with the Lightning Usage App.
  • Keep users engaged and working in Lightning Experience with out-of-the-box onboarding and assistance features.
  • Monitor and analyze your success metrics.
  • Do a program review and executive summary.
  • Use lessons learned to iterate your change management processes for the next rollout phase.
Optimize your Org
Open Lightning Usage App
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