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Salesforce Now Helps Admins “Encourage” Users to Adopt Lightning

Salesforce isn’t messing around anymore with the Lightning adoption. In the Winter 2016 Release, Salesforce was pretty relaxed about moving over to their just-released Lightning Experience interface. “Learn about the benefits … then decide when it’s time to make the switch,” they said. That was five releases ago.

With the Summer 2018 release, Salesforce has gone from “the power is in your hands” to arming admins with tools to “encourage” users to adopt Lightning.

In the Winter 2019 release notes, Salesforce outlines a lighter tone on their “encouragement” with a welcome wagon approach while quietly and slowly deprecating Classic features.

If you haven’t perused the latest 476-page release, that’s fine. You’ve probably already seen the tools show up. You might already be using them. Either way, here are ways admins can encourage their users to adopt Lighting.

Weekly switches to Lightning Experience

Release: Summer 2018

Yup. It’s as simple as it sounds. Salesforce now automatically switches Classic users to Lightning once a week, and it’s something you should know about as an admin.

You might have already found yourself on the other end of a Slack message, call, email, or all three from frantic users saying, “Everything looks different.” That’s because it is different. It’s Lightning. And regularly moving Classic users to Lightning is a feature, not a bug.

Salesforce touts this feature in the release notes as “a new way to amp up adoption without any additional set up.” It’s their not-so-subtle way of saying, “Get used to it.” Luckily, you can still go to LEX in setup, set up users, and uncheck the “Encourage users to stay in Lightning” box — for now.

Bonus: As an admin, you can toggle weekly switches to daily switches for users who need reminding about all the great features and productivity gains from Lightning Experience.

Hey, Lightning Experience isn’t so bad

Release: Summer 2018

Salesforce now has its own Clippy. Okay, it’s not that bad. But Classic users have probably already started seeing prompts that essentially say, “Hey, don’t you want to do this in Lightning?” As an admin, you probably won’t get many calls about this one. It’s easily evaded. If your users close out the prompt, they’ll see it again in 24 hours. Prompts will only appear three times in 72 hours. If users either try out Lightning or click “No Thanks,” that’ll end the prompts.

All things considered, Salesforce is targeting a narrow set of users with these prompts. They’re Classic users who were granted access to Lightning by their admin, and they should be getting into the new UI, anyway. With that said, Salesforce says they will roll out more prompts to make learning and onboarding easier.

You can rely on these prompts — or take training into your own hands.

Are you ready for Einstein?

Release: Summer 2018

Salesforce announced its artificial intelligence initiative, Einstein, in 2016. Marketed under a mop of grey and white hair, Einstein isn’t so much a single tool as a suite of tools that promises to increase productivity, automate sales activities, and improve predictions. If these features pan out, Salesforce is about to make a lot of people happy.

It’s hard to say that Einstein products aren’t quite ready for primetime. In February 2018, Salesforce said that Einstein was delivering one billion predictions per day. By May 2018, CEO Marc Benioff upped that number to two billion predictions a day in their quarterly fiscal report. With those numbers, it’s not a matter of whether Einstein is ready for primetime. Are you?

Salesforce is kind enough to provide a readiness check to see if your organization is ready for Einstein, um, Lightning. Actually, no, mostly Einstein. As the abridged release note on /r/salesforce points out, “They’re REALLY pushing Einstein this release.”

Lightning Usage Tracker is retiring

Release: Summer 2018

All 208 adoption dashboards on the AppExchange will be outdated soon enough. After all, what’s the point of an adoption dashboard when Classic doesn’t exist? Because that’s the case, Salesforce retired its Lightning Adoption Tracker.

Instead, admins can track the adoption and usage of Lightning right from their dashboard. Though Salesforce mentioned its Lightning Usage App in the latest release, you likely won’t see it in your Summer ‘18 sandbox. It’s been redacted. “Documentation will be updated to show that Lightning Usage App is not available for Summer’ 18 sandboxes.” No real reason. Just redacted.

Salesforce Classic isn’t even available to some people

Release: Summer 2018

In June 2018, new organizations licensing certain Salesforce editions don’t have Classic as an option. Admin users for these organizations will have access to Salesforce Classic, but they won’t be able to disable Lightning Experience or grant users access to Salesforce Classic.

Learn why people are bailing

Release: Winter 2019

Last month, Salesforce started asking for feedback when a user switches back to Classic from Lightning. It’s an innocuous “Before you go” screen that’s easy to close out. It seems pro forma at best, and a hail mary to collect user feedback at work. But that’s not even the biggest issue. The biggest issue is that the response is shared with a public Chatter Group with their name attached. That’s a double-edged sword.

On the positive side, knowing that your name will be attached to your comment will reduce the number of “I didn’t like it” posts. However, it also requires users to provide meaningful, thoughtful responses. Pulling information from users anonymously is notoriously difficult. Asking users to post their thoughts to a public forum seems optimistic.

Removing functionality from Salesforce Classic

Release: Winter 2019

If you dive into the Winter ‘19 release notes, you’ll see a lot of great upcoming features — integrations, functionality upgrades for Lightning Experience, and a ton of Einstein upgrades. Dig a little further, and you’ll see that Salesforce is slowly removing some of our favorite Salesforce Classic features. For instance, Salesforce Classic no longer allows full previews for files.

Their solution to this issue: “To see the full preview, switch the Lightning Experience, or download the file.”

There’s no turning back now

Release: Winter 2019

The most notable feature for admins is pointedly named “Keep Users in Lightning Experience” — and it does precisely that.

As an admin, you grant Classic view back to users on a case by case basis. Given the Winter 2019 release, there are fewer reasons than ever before to make the case. Mainly because Salesforce is removing functionality from Classic.

Make Lightning Experience the only experience

The Trailblazer Community navigation outlines the entire plan. Under the “Set Up Users for Lightning Experience” navigation item are three pages:

  • Switch users to Lightning Experience
  • Encourage Users to Stay in Lightning Experience
  • Make Lightning Experience the Only Experience

That’s it, right there. That’s the game plan for thousands of Salesforce admins. Right now it’s encouragement. Next, Lightning will be the only option. That’s why it’s important to get your users trained up on Salesforce Lightning and then migrated to the new platform.

Salesforce hasn’t escalated to Windows 10 tactics. Not yet at least, and let’s hope it doesn’t get there. We can only assume that they launched these features with a mind toward a gentle, but firm, reminder that Classic’s days are numbered.


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