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Success with Lightning

CONNECT WITH EXPERTS, GET BEST PRACTICES, AND LEARN WITH TRAILS

Roll Out

Plan

Lightning Experience Rollout Plan

Now that you’ve completed the Discover phase, you’re ready to develop your Lightning Experience rollout plan.

How Salesforce Launched Lightning in 7 Steps

Curious how Salesforce rolled out Lightning Experience? Check out this ebook.

Admins on Salesforce's IT team follow these 7 steps to roll out Lighnting Experience.

rolling out Lightning Experience

We recommend rolling out Lightning Experience in phases, starting with a small pilot program. Begin with select users in a sandbox environment or in your production org, using profiles and permission sets. By starting small, you can test new business processes, features and functionality, and training materials in preparation for launching Lightning Experience for everyone.

change management process

We also recommend defining a change management process as part of your rollout plan. To get started:

  • Identify business use cases and processes
  • Create a project schedule and budget
  • Identify target users and super users
  • Create a marketing and communication strategy
  • Create a training and support plan
  • Define success metrics
Trailhead

Check out Craft & Execute Your Rollout Strategy in the Make the Move to Lightning Experience trail.

Additional Resources

PREMIER

Lightning Configuration & Customization

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Join Prepare for Your Lightning Transition Circle of Success

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Self-led learning path for moving to Lightning Experience

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