Salesforce will be automatically switching users to the Lightning Experience this month.
Lightning best benefits users when it has been planned for their consumption.
If your organization doesn’t have a roadmap for the transition, it’s time to start developing one now.
If you haven’t taken a look at the Salesforce Summer ‘18 Release Notes yet, you may want to take the time. Mixed in amongst updates ranging from analytics and forecasting to themes and badges, there is a bullet called, “Salesforce Overall: Improved Productivity in Lightning Experience with More Ways to Discover, Adopt, and Personalize.” The title doesn’t do the content justice; Salesforce has decided that it will automatically switch users to Lightning – whether they are ready or not.
If you haven’t already noticed the automatic switching and feature prompts within your organization, you will see them soon. As long as you have access to the Lightning Experience within the Group, Professional, Enterprise, Performance, Developer, or Unlimited editions, you will begin to see the new switching prompts this month. Your administrator can determine whether or not the switch should occur every day or once a week, which is the default setting.
Once a user logs into Salesforce after the switch, he or she will see a welcome mat with a variety of helpful resources, such as Trailhead modules and videos. The user can then return to Salesforce Classic if desired. As you may have guessed, one goal of this “feature” is to track Lightning Experience usage and to better understand and optimize user adoption.
Automatic Switching Does Not Equal Adoption
If anything can be gleaned from this change, it is this: Lightning is coming. Salesforce is no longer sitting around idly, waiting for its customers to make the leap on their own.
While administrators currently have the ability to disable automatic switching, Salesforce recommends only doing it for specific groups based on a permission set. This advice is somewhat self-serving, of course, because it is based on Salesforce’s assumption that every user would naturally benefit from switching to Lightning – a premise that isn’t necessarily accurate.
Lightning can benefit users if the transition has been planned for their consumption. Without a deliberate roadmap for rolling out the transition, though, users may have the impression that this is “just another interface to learn,” instead of an improved experience designed for their efficiency.
It’s Time to Plan Your Transition
The need to move to Salesforce Lightning cannot be ignored any longer. As Salesforce continues to create new tactics to encourage adoption, organizations should be busy constructing their Lightning transition plans. Time is running out to ensure that transitions run smoothly, and on each enterprise’s own terms.
If your organization doesn’t know where to start, we can help. Rainmaker offers a complimentary Lightning consultation for enterprises that are considering the move. If you would like to set up your free assessment, contact us now.
There may come a day when the ability to disable the switch is taken away – or users can no longer switch back to Salesforce Classic. In other words, one day soon, Lightning will be the only option.
Rainmaker is a leader in cloud technology enablement, partnering with companies to accelerate growth, overcome challenges, and achieve success. Since 2002, we have expertly completed over 1,800 Salesforce.com implementations in organizations varying from Fortune 500 companies to small businesses. Our process-driven approach delivers innovative, clear solutions that can be used to transform business as you know it. Contact us today!