SaaSy Lightning Success

Important Announcement:  For all Salesforce orgs that had the Lightning Permissions enabled for users - Salesforce had intended to turn on the Lightning Experience for all orgs within 48 hrs of the upcoming Winter release. However, that's been postponed. 

***“Turn on Lightning Experience” critical update will now activate within 72 hours of 01/07/20. 

Top 3 Resources for the upcoming Lightning Critical Update:

1. Please review the attached presentation.

2. The comprehensive FAQs with resources (https://help.salesforce.com/articleView?id=000317946&type=1&mode=1).

3. Trust will show the winter release maintenance schedule for your instance. (https://status.salesforce.com/products/all). Search for and click on the Instance. Once on the particular instance page, click the maintenance tab to view your 

Winter '20 Major Release date. 

Please let me know if there are any questions, comments or concerns.

***Leverage Lightning Experience Performance Optimization***

1. Trailhead Trail: https://trailhead.salesforce.com/content/learn/modules/lightning-experience-performance-optimization
2. Improve performance and speed in Lightning Experience: https://help.salesforce.com/articleView?id=000316034&language=en_US&type=1&mode=1
3. Lightning Components Performance Best Practices: https://developer.salesforce.com/blogs/developer-relations/2017/04/lightning-components-performance-best-practices.html
4. Best Practices for Optimizing Visualforce Performance: https://developer.salesforce.com/docs/atlas.en-us.salesforce_visualforce_best_practices.meta/salesforce_visualforce_best_practices/pages_best_practices_perf_optimizations.htm

Going to transition to Lightning and have a lot of Notes & Attachments? Well in Lightning, it's more about "Notes & FILES". 

Make sure to expand this post for suggestions and resources. 

So what do you do? 

1. Take the Trailhead Trail https://trailhead.salesforce.com/en/content/learn/modules/lightning-experience-productivity/work-with-notes-and-files

2. Check out the considerations for usage of note-taking tool 'Notes' and 'Files' functionality. https://help.salesforce.com/articleView?id=000337292&language=en_US&type=1&mode=1

3. Instead of using Magic Mover...Make Notes & Attachments read only and leave as a Related List. Then, gradually move the items over to Notes and Files related list. Once everything is moved over, remove the Notes & Attachments Related List and fully transition to Notes & Files. 

Be sure to check out your compliance and other regulatory rules first!

Get into the pilot asap for the "****New Salesforce Mobile App***" that brings the Lightning Experience to your mobile device in a whole new way! Just open a case with Salesforce Support (and share your sandbox ID) to get it now. Will be GA in Spring. 

1. Customize the New Salesforce Mobile App with Lightning App Builder: https://www.youtube.com/watch?v=6EqLsQVkEJQ

2. The new Salesforce mobile app: https://www.youtube.com/watch?v=qBfai6IagAc

Curious about how to help improve Lightning Performance? 

1. Lightning Experience Performance Optimization Trailhead Training: 

https://trailhead.salesforce.com/content/learn/modules/lightning-experience-performance-optimization

2. Improve performance and speed in Lightning Experience: https://help.salesforce.com/articleView?id=000316034&language=en_US&type=1&mode=1

The best resource!

Lightning Transition Learning Map

Make the Move to Lightning Experience in 60 Days

Sell your users on these top Lightning Only Features. 

Lightning Experience Exclusive Features