Salesforce Lightning
Adoption consultancy.

Come prepared for your Lightning Adoption journey.

SALESFORCE
TECHNICAL ARCHITECT
SALESFORCE
ADMINISTRATOR
SALESFORCE
PLATFORM DEVELOPER

CHALLENGES WE
HANDLE

Migrating to Salesforce Lightning is kind of a game changer for your business and it has nothing to do with the “start-stop” approach typical of any project work. Rather, it’s somewhat of a long evolutionary journey in search of new Salesforce opportunities that will surely help your business run as smoothly as only possible and bring it to an unprecedented level in the long run. We, on our part, are eager to provide you with unwavering support and guidance every step of the way based on our extensive experience and considerable domain expertise.
Stakeholder involvement
Are all your stakeholders and executives aware of the changeover? Are they engaged in the planning and do they favor the transition to the new system? To provide overall awareness and transparency, be sure to get key decision makers to participate in group discussions on the transition strategies. To that end, it’s critical that you provide your executives with all necessary information to help them faster come to grips with the new solution and promote adoption.
User involvement
Have you collected Salesforce internal user feedback and addressed real user needs and concerns? Have you laid the groundwork for seamless Salesforce user adoption? Are your Salesforce users aware of a ton of benefits and immense value the Lightning Experience offers to your biz and their role in the transition process? That’s what user involvement is all about.
Readiness assessment
Are all the departments engaged in the Lightning transition brought in the decision making and timeline mapping, and have approved of the outlined objectives and metrics to measure the success? It is imperative that all your teams have a clear understanding of the true value they can extract from this new tool designed to propel your business growth. That way, establishing consistent objectives as well as defining a clear vision that all departments agree upon is key.
Measure and reward
It is of vital importance that you have a clear vision of what Salesforce adoption is all about and what it means for your company. It is also critical to be aware that your teams may not achieve full adoption of the tool by the time the system is ready to go live – it is a gradual process that involves ongoing training and measuring success. Set milestones on the organization level or even on an individual basis and remember to reward those employees who make gains and eventually embrace the new system.
Continuous improvements
Lightning adoption is an everlasting journey – it doesn’t come to an end with the rollout of a new solution. Functionality changes fast. So do user needs and business objectives. Hence, timely tailoring the platform to ever changing business and user needs is crucial for seamless Salesforce engagement. Motivate your Salesforce users to provide feedback on the new functionality and introduce improvements to make the system fit in with your organization and drive sustained Salesforce user adoption.

WHAT WE OFFER

01

Technical Foundation

It is almost impossible to think globally about business strategy and investments in Salesforce (new products, custom development, migration of processes from external systems to Salesforce) without having a clear understanding that technical debt (critical application problems) is a root point.

  • - The complexity of the data model elements (quantity of fields, and specific field types);
  • - The limit of click and point features;
  • - The lack of consistent implementation approach;
  • - Quality of tests and code coverage.
02

Lightning Consistency

Lightning Consistency step presents the conceptions of data storage, Knowledge Base architecture and all necessary actions that are associated with the Lightning platform but not with the business cases.

  • - Knowledge Base;
  • - Files;
  • - Visualforce Development;
  • - Email Templates;
  • - Custom buttons;
  • - Data model: types of fields.
03

Lightning Business

The third step is Lightning Business Cases associated with Department based features in the service process that should be covered by the new Lightning System. This layer includes acceptance from VIP/Payment/CS Departments. As the Lightning platform has limitations that affect business users, all of these limitations should be reported to key-role representatives.

04

Lightning Improvements

Lightning Improvements layer is a new round of Lightning Adoption. This layer has been added to the current transition plan as a box-ticking process. Because the next iteration of adoption has pre-requisites that are not applicable to the current iteration.

WHAT YOU'LL GET

TECHNICAL

FOUNDATION

Rank Team to decide what issues are critical and scope of refactoring

Rank Team to decide how to proceed with quality assurance process: Test Suits preparation, Automated Tests

LIGHTNING

CONSISTENCY

Rank Team to decide what Lightning Features will be involved in Classic: Lightning KB, Files

Rank Team to understand that postponing of Lightning features involvement increases the complexity of migration

LIGHTNING

BUSINESS CASES

Rank Team to share with VIP/Payment/CS Department representatives the Lightning limitations checklist

Rank Team to gather acceptance of Lightning Adoption

Rank Team to organize Workshop/Training end-users sessions to show potential configuration

Rank Team to monitor new Releases and Readiness Reports for Departments that do not accept the transition in the current Salesforce release

LIGHTNING

IMPROVEMENTS

Rank Team to interview end-users

Rank Team to collect the feedback

TECHNICAL

FOUNDATION

Rank Team to decide what issues are critical and scope of refactoring

Rank Team to decide how to proceed with quality assurance process: Test Suits preparation, Automated Tests

LIGHTNING

CONSISTENCY

Rank Team to decide what Lightning Features will be involved to Classic: Lightning KB, Files

Rank Team to understand that postponing of Lightning features involvement increases the complexity of migration

LIGHTNING

BUSINESS CASES

Rank Team to share with VIP/Payment/CS Department representatives the Lightning limitations checklist

Rank Team to gather acceptance of Lightning Adoption

Rank Team to organize Workshop/Training end-users sessions to show potential configuration

Rank Team to monitor new Releases and Readiness Reports for Departments that do not accept the transition in the current Salesforce release

LIGHTNING

IMPROVEMENTS

Rank Team to interview end-users

Rank Team to collect the feedback

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