Here’s how to manage your inescapable transition to Lightning Experience.

Brace yourselves, Salesforce ‘20 is coming on October 14, 2019; it’s inevitable. Today, we’re one week away from the update, which will auto-activate all Salesforce users to Lightning Experience – ready or not. The Lightning transition is part of a ‘Critical Update’ that is part of the Winter ’20 Release, but the release also includes a host of new features and updates.

Is your organization prepared for the transition? Do you have a plan?

Thousands of customers have already moved to Lightning Experience thus far and are already reaping the benefits of improved productivity and excelled business growth. We want to help you best position your organization for a smooth transition and implementation. 

Many businesses have thorough processes in place to handle large-scale software updates, so if your change department has an existing plan in place to follow which has worked effectively in the past, definitely adhere to your standards for success. For those businesses who haven’t quite developed a plan or a general framework to guide them during this transition, let us help! 

Here are some best practices to guide you as you roll out your Lightning Experience. It’s been recommended that transitions be approached in three phases for easier manageability and a faster transition.

Though this process seems convoluted and scary, it doesn’t have to be. If you take an iterative, agile approach to implementing Lightning Experience, this will happen expeditiously and successfully. 

Whether you’re with a larger organization with a change management department, or a smaller company with one admin or project manager – following the above steps will ensure you have a thorough, methodical transition. Before you get in over your head, hire help to get you through it. At Shift3 Technologies, we use a consultative approach to help you identify the best strategy to manage your transition, implement the rollout and enhance your systems. Come clicks or code, we have your Salesforce back. For a free consultation, email [email protected] or call 559 550 3300 today.