Prepare for the Pilot Phase of Your Rollout

Learning Objectives

In this project, you’ll: 

  • Enable Lightning Experience for your org.
  • Customize the Lightning sales console app to meet your business needs.
  • Customize record pages and the Home page.
  • Learn about productivity-enhancing features that you’ll train your users on.
  • Start your rollout by setting up your pilot users to access Lightning Experience.

Introduction

When you define your Lightning Experience rollout strategy, you can opt to move all users to Lightning Experience at the same time, or you can break it up into phases, starting with a pilot phase. We recommend doing a phased rollout. Starting small allows you to get feedback from the initial group, refine things, then move on to the next group. Start with a team or group of users who work together and will benefit most from what Lightning Experience has to offer. In this project, you'll prepare for a pilot phase for your Inside Sales team by setting up a sales console app that will make everyone super productive.  

Launch your Trailhead Playground

You'll be completing this hands-on project in your own personal Salesforce environment, called a Trailhead Playground. Get your Trailhead Playground now by first logging in to Trailhead, and then clicking Launch at the bottom of this page. Your playground opens in a new browser tab or window. Keep the playground window open while you do this project. After you complete the project steps in your playground, come back to this window and click Verify step at the bottom of this page.

While you’re waiting on your new Trailhead Playground, download a logo for use in the next step.

  1. Go to this Wikipedia page.
  2. Right-click the image and click Save Image As. (Keep the filename as is: Emblem-money.png)
  3. Save the image to your desktop.
Note

Note

You’ve probably noticed that your Trailhead Playground defaults to Lightning Experience. Before getting started, switch to Salesforce Classic so your Playground matches a production org that doesn’t have Lightning Experience enabled yet. To do this, click your user icon in the header, and then click Switch to Salesforce Classic.

Assess Your Readiness for Lightning Experience

Before we start customizing the Sales console app for your pilot, let’s take some time to get familiar with the Lightning Experience Transition Assistant. 

The Transition Assistant, which is available in Setup, is your one-stop shop for all of the recommended activities, tools, and resources for a successful transition. For easier manageability, it breaks the process up into three phases. 

  • Discover phase: Learn about the benefits of Salesforce Lightning, assess your org’s readiness for Lightning Experience, and align with stakeholders on transition goals.
  • Roll Out phase: Turn on key Lightning Experience features, adjust existing customizations, prepare your users for the coming change, then turn on the new interface.
  • Optimize phase: Drive user adoption and iterate on your rollout plan with more features, new use cases, and continuous improvement.

Lightning Experience Transition Assistant

Start preparing for your pilot by determining how well your features and customizations work as-is in Lightning Experience. It’s easy to do this assessment from the Transition Assistant by running the Readiness Check and the Preview tool. 

  • The Readiness Check helps you assess your org’s readiness for Lightning Experience, to see how well the org works out of the box and figure out which features and existing customizations need work before things are ready for customers. The Readiness Check provides you with a Readiness report, which includes an itemized list of the features you use and customizations you’ve created, along with explanations about how they will be supported in Lightning Experience or what may need additional review.
  • The Preview tool allows you to see your apps in Lightning Experience before you actually enable the new interface.

Discover Phase: Evaluate Lightning Experience Benefits and Readiness

It’s time to assess your org’s readiness for Lightning Experience.

  1. In Salesforce Classic, click Setup. If you see a popup message, click No Thanks.
  2. Click Get Started in the Lightning Experience Transition Assistant tile.
  3. In the Discover phase tile, click Go to Steps.
  4. Click Evaluate Lightning Experience Benefits and Readiness to expand the stage. Click Check Readiness next to Check your Lightning Experience readiness. If necessary, click Allow.
  5. Choose Sales Cloud and click Check Readiness.
  6. Close the popup window.

You will receive an email letting you know that your file is ready for review. The Lightning Experience Readiness Report will be added as a File within Salesforce. It can take up to 5 minutes for it to appear. While we wait, let’s use the Preview feature in the Transition Assistant to see firsthand what your org looks like in Lightning Experience. 

  1. Scroll to the end of the Evaluate Lightning Experience Benefits and Readiness stage.
  2. Click Preview next to Preview Lightning Experience.
  3. When finished previewing, click Exit and return to the Transition Assistant in the top toolbar.

While you’re using the Transition Assistant, there are a few feature setup steps that you can quickly take care of. 

  1. On the Transition Assistant home page, in the Roll Out phase tile, click Go to Steps.
  2. Click Implement Lightning Experience Features to expand the stage.
  3. Enable the toggle next to Turn on enhanced Notes.

Typically, this is the point at which you would review the Readiness Report, before enabling Lightning Experience. However, since the report can take several minutes to process in the Playground, we’ll skip it for now and revisit it at the end of the project.

So now we’re ready to enable Lightning Experience for yourself.

  1. At the end of the Roll Out phase, click Launch Lightning Experience.
  2. Ensure that Turn on Lightning Experience is turned on.
  3. Click the Switch to Lightning Experience link at the top of the screen so you’re now working in the new interface.

Note

Note

When Lightning Experience is enabled, standard profile users automatically get access to the new interface. That’s OK for this project. But when you’re transitioning your production org, you’ll probably want to keep your users out of Lightning Experience until everything is ready for them. Do this by moving standard profile users to a custom profile that doesn’t include the Lightning Experience User permission. To learn more, check out Set Up Users for Lightning Experience in Salesforce Help.

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What’s in it for you?
  • 1 in 4 land a new job
  • 50% receive a promotion or raise
  • 80% learn new technologies that boost their resume
  • 66% say it increases productivity
Source: Trailblazer Community Impact Survey 2019