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Jewellery company Salesforce Community, Sales Cloud, and Pardot

Salesforce Community, Sales Cloud and Pardot

Jewellery company Salesforce Community, Sales Cloud and Pardot. Our client is a wholesale fine jewellery company that specialises in the Bridal market, including wedding bands and engagement rings. They mainly service retailers based in the UK, but have recently opened an office in Belgium so they can service the European market. 

The ultimate Lightning Experience toolkit

Lightning Experience Tools

With each and every release, Lightning Experience gets more and more impressive. Businesses who are still using Classic are beginning to get some serious FOMO, but most have no idea where to even begin. Luckily, there are loads of Salesforce tools to help you.

To help you start thinking seriously about your Lightning Transition, here are all of our go-to tools for Lightning Transition in one handy article.

1. Free guide for transitioning from Classic to Lightning (without the headache)

First of all, we’ve provided some best practices to get you on your way in the form of an in-depth step-by-step process, so you can learn how to transition from Classic to Lightning with ease.

Download it for absolutely nothing right here.

2. Lightning Experience Readiness Check and Lightning Experience Visualforce Check

How do know if you can handle transitioning to Lightning? Well, the Readiness Check tool scans your features and customisations, then it emails you a report on your Lightning Experience readiness.

The report gives you a better sense of how your tabs, objects, related lists, buttons, AppExchange packages–and more–work in Lightning Experience.

The Visualforce Report highlights key things in your Visualforce pages that either aren’t supported in Lightning Experience or can break things your users.

This helps you see which features and customisations are ready to be struck by Lightning, and those that need a little more attention before you transition.

3. Lightning Experience Configuration Converter

You’ve probably been happily using JavaScript buttons in the Classic UI for years, but now you’re moving to Lightning Experience and these buttons are kind of holding you back.

This tool scans for your Javascript buttons and creates point-and-click Lightning alternatives for them with just a few mouseclicks, so they don’t have to hold you back any more.

4. Magic Mover for Notes and Attachments

This tool does bulk conversions of Classic notes to Enhanced Notes and attachments to Salesforce Files.

This is necessary because files are optimised for Lightning Experience and have more capabilities beyond what Attachments can do — things like the ability to relate files to multiple records, track multiple versions, and view file previews.

Enhanced Notes are similarly optimised for Lightning Experience and can do way more than Classic Notes, such as the ability to relate a note to multiple records and track multiple versions.

5. Lightning Experience Usage App

This allows you to track user adoption metrics and visualise usage trends with daily updates, meaning you can monitor progress and make informed decisions about the user experience of Lightning.

It gives you insights like daily active users, the number of users who switch to Salesforce Classic per day, and the most-visited Lightning Experience pages, so you can understand what your users might need and focus on what’s really stopping them from adopting the new UI.

6. Salesforce Optimiser

This one gives you personalised, actionable recommendations for tweaking your implementation so it works to the best of its ability. Using this helps you clean up customisations, reduce any complex bits, and ultimately drive user and feature adoption.

If you’re still feeling a bit out of your depth, it’s totally understandable. Transitioning to Lightning is not an easy thing to do, especially if you’ve got lots of Classic-loving users. That’s why we now provide Salesforce Lightning Transition as one of our expert services. Check out our latest success story for Bee Midtown’s Lightning Transition right here to see how we helped them make the change for good.

Bee Midtown Lightning Transition

Bee Midtown Lightning Transition.

Bee Midtown Lightning Transition. The folks of Bee Midtown volunteer, collaborate and innovate to bring businesses and communities together to share resources, live ethically and save costs.  They have a range of services, events and projects to push social change on the streets of Holborn, Bloomsbury, St. Giles, Farringdon and Clerkwell in London, and their … Read moreBee Midtown Lightning Transition

What’s new in Salesforce Lightning Experience?

Here’s a rundown of the latest Lightning Experience updates from the Salesforce Spring 19 release!

Lightning Web Components

Developers are going to love this one! These Lightning Web components are built using common web standards like modern JavaScript (ES6+), HTML, and CSS, making developers happier when working on the Lightning platform, as well as helping you achieve better app performance.

Salesforce Mobile Publisher

Prefer clicks over code? You can now easily build, design, and publish Lightning mobile apps without writing a single line of code.

Thanks to Salesforce Mobile Publisher you can design custom mobile apps with prebuilt components, then publish them to the iOS App Store or Google Play.

For example, if you have a Community you want to turn into a mobile app, you just have to fill out a big ol’ form and add the relevant images and icons. Once approved, the result will be a beautiful, custom branded app that has native functionality such as notifications all built into it. No code needed.

Lightning Flow Builder

This helps you automate your company’s business processes easier than ever. Point and click tools, a simplified user interface, new screen components, and the fact it’s easier to find your way around flows with clean lines and intuitive shapes means you get more powerful and highly customisable processes.

It’s also got the latest front-end tech for lightning-fast performance and a streamlined toolbox so it’s dead easy to find what you’re looking for. But best of all, if you have existing flows, you don’t have to do anything to migrate them over to Lightning Flow — this is now the default flow builder!

Lightning Experience Transition Assistant

Does what it says on the tin, really. This helps your move from Classic to Lightning with a step-by-step transition path. The three phases of the transition path include:

  • Discover: This phase includes a wizard that helps you move through all the steps, each containing all the content and info you’ll need to transition. You can watch videos right from the transition assistant, gain essential knowledge easier than ever, and preview Lightning with the click of a button so you can demo the Lightning experience for your stakeholders — without any risk.
  • Roll-out: This phase helps you develop your roll-out plan, turn on key Lightning Experience features, and adjust existing customisation. Then it’ll help you prepare your users for the upcoming changes and go live. When you’re ready to transition to lightning, the assistant will show you a switch that you can click on.
  • Optimise: This phase helps you drive user adoption of Lightning Experience and build on the roll-out plan with more users, new user cases, and continuous improvement.

This step-by-step guidance is a huge help to those with smaller teams and minimal risk who want to transition smoothly right away. For more complex transitions with larger teams that may take longer (or if you’re still feeling out of your depth) a partner like us can really help.

Pop-Out Utilities Windows

Want to get a bit better at multitasking? Well now you don’t have to block useful data with all your utilities taking up precious screen space. Utility windows can now pop-out to help you access everything you need to see easily, without sacrificing space, so you can see all your apps and tools at the same time.

We can’t wait to see what Summer has in store for Lightning in May! If you’re looking for help with Lightning Transition, chat to us today.

Source: Trailhead.