It is advisable to undertake Salesforce Lightning development within your organization to make use of advanced tools and to be in sync with the latest trends in the market. This newer Salesforce version is definitely here to stay.
If you are thinking of making a shift to Salesforce Lightning, here are a few major tips that will help you get started:
1. Stop Hesitating And Go For It!
The user interface and several tools in Lightning are different from those in Salesforce Classic and you might find yourself struggling with the change. However, if you look at the broader picture, Salesforce Lightning is only increasing the overall efficiency of your organization.
If you take things slow and get ready for the change, you will start getting comfortable with the platform and make the best use of the advanced tools.
2. Stress On Gradual User Adoption
Before Salesforce Lightning development, always make sure that your entire team adopts the platform. Call the experts and conduct extensive training sessions for your sales reps that help them use the advanced platform better.
The key here is to have a sustainable adoption, and not a rapid one. Let your team take its own time in getting used to the new features and take things one at a time.
3. Make Use Of Trailhead
Trailhead is a highly informative and wholesome training resource owned by Salesforce, where you can find detailed information about every platform, edition, tool, component, and add-on regarding Salesforce.
While you are getting started with Salesforce Lightning, it is advisable to keep referring to Trailhead and take a few training courses if possible. Trailhead has an interactive interface and explains complicated topics in a simplified manner.
Always keep this training platform as a reference (especially during the initial days) for you and your team to get familiar with Salesforce Lightning.
4. Get Well-versed With The Basic Terminologies
Once your Salesforce Lightning development is completed, you are bound to use the platform for a very long time. This means that you are going to use terminologies that are important and fundamental to the platform.
Here are the most important terms you should know like the back of your hand while getting started with Salesforce Lightning:
- Lightning Experience: This is a new and advances user interface with an array of new features and tools for streamlining your sales processes.
- Lightning Components: This is a framework that helps developers in creating and deploying various web applications desktop and mobile.
- Lightning App Builder: This is a simple point-and-click tool for creating custom pages for Lightning Experience and the mobile app.
- Lighting Design System: This is a CSS framework that helps you develop applications without writing CSS programming codes.
5. Have A Look At The Lightning Roadmap
As the name suggests, Lightning Roadmap is a publicly available roadmap to the entire platform of Salesforce Lightning.
It is a complete list of tools and features that come with the platform with a brief explanation for the same. Looking at this roadmap, you will have a concrete idea as to what lies in store for you and your organization.
6. Undertake Data Cleaning
Before you switch to Salesforce Lightning, never forget to clean the entire data store within your system. Undertake a complete scan and remove every data set that is unnecessary or duplicated.
7. Clean Your Objects And Records
Switching to Lightning Enterprise is like having a fresh start and looking at things from a different perspective.
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Before you make the shift, make sure that you clean all your objects and records, so that the data going into the new platform is seamless and precise.