With every new year comes a change in organization and change in technology.  Most companies like to avoid it until they are forced to change based on something breaking or the cost becomes a bit more than they expected.

 

We estimated that organizations would be switched to Lightning in October of this year, but they have announced that the official switch will be in January 2020.

 

Here are our recommendations to get ready if you have not made the switch already.

 

1) Communicate to your organization that the change is coming and what will be different. It is always important, especially with Sales, to communicate well in advance of any change.

 

2) Run a readiness check. Inside the Salesforce software, there is a feature that allows you to test your organization’s readiness to switch over to Lightning.  We recommend running that check prior to turning the functionality on.  If you aren’t the one responsible for this piece make sure you connect with the owner of the software which is usually Sales Operations.

 

3) Get up to speed quickly in how to use Lightning (I have copied a few tips from Salesforce below).

 

4) Develop and schedule training for the Sales team before the end of the year.

 

5) Turn on the experience for yourself and partners in Sales.  You can still go back and forth between the Classic and Lightning Experience.

 

We are here to help if you need it.

 

You should have received an email from Salesforce with an FAQ.

 

 Tips from Salesforce
 
 “We encourage admins to self-enable Lightning Experience before January so users can start benefiting as soon as possible. We provide a number of tools that automate and speed up the transition process, including the Lightning Experience Transition Assistant. You can also visit the Lightning Now Trailblazer Group to get answers from Lightning Experience experts.”

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