Best Practices
Top 3 Strategies for Rolling Out Lightning Experience

Top 3 Strategies for Rolling Out Lightning Experience

Top 3 Strategies for Rolling Out Lightning Experience

In general, one of the challenges we consistently hear is that admins and IT teams are having trouble finding a reason to prioritize the Lightning Experience transition. The reality is that if you are still building customizations in Salesforce Classic, then you are generating technical debt that you are eventually going to need to clean up when you finally transition to Lightning. Additionally, there is a significant ROI delivered by the hundreds of only in Lightning Experience features – an ROI you can assess for yourself by taking the Lightning Business Assessment.
When it comes to rolling out Lightning Experience, there are a few common approaches we consistently encounter. We know there are others, but these are the ones we recommend you consider when planning your transition:

1. Big Bang: My company has a relatively lower complexity instance of Salesforce or a strong compelling event coming up and I need to get all my teams over to Lightning Experience by an important company milestone.

Common milestones include the start of a new fiscal year, a new sales kick-off, the launch of a new product, or the launch of some new corporate initiative on which you want the whole company focused. This is a common rollout scenario we frequently see for customers with either lower complexity use cases or with a strong, compelling event that they are driving towards.

2. Phased by Team: My company has a large Salesforce user base or many custom profiles with lots of specific customizations that I need to consider. It doesn’t make sense for my team to drop everything and get the whole company rallied around Lightning Experience at once. We should pick one or two departments and find some quick wins that we can build on.

By and large, this is the most common method for rolling out Lightning Experience for customers with more complex implementations. In fact, it is how we here at Salesforce rolled it out ourselves. The great thing about this approach is that as the pilot teams begin using Lightning Experience and talking about it with their peers, those that don’t have it yet see how much more modern and efficient it is and start clamoring for it, which helps drive adoption.

3. New Org:My company is looking at a major process of re-optimization. We are shifting our business model, or have recently gone through a major merger or acquisition, and we need to rethink how we go-to-market and the data we provide to our marketing, distribution and support teams.

This approach is the least common of the ones we see, but if you are reimagining how you take your company to market and rebuilding business processes from the ground up, it can be a good one to consider.

Resources to leverage to help with your rollout

Lightning Champions

Many customers have championed the move to Lightning Experience and are eager to share the benefits they’ve seen since making the switch. These customers have graciously made themselves available to you to answer any questions you may have from the technical preparation to change management. You can reach out to them by joining the Lightning Now community and posting your questions in the feed. There is also a web page where you can learn more about some of our Lightning Champions and directly reach them.

Transition Tools

We have built a series of adoption tools to help you make a move to Lightning as easy as possible. These tools include the Lightning Experience Readiness Check, Visualforce Check, Salesforce Optimizer, Configuration Converter, and Adoption Tracker.

Lightning Accelerators

Accelerators are one-on-one, collaborative working sessions with Salesforce Specialists, focused on helping you solve particular business challenges – without requiring a lengthy scope of work or major time commitment. Our extensive Accelerator catalog (over 150 currently available!) has something for every role, every budget, and every Cloud. And we’re constantly adding new ones to help you solve issues without taxing your internal teams.


There are numerous trails on Trailhead that are dedicated to helping you roll out Lighting Experience. Here are 5 trails that you’ll want to complete as you’re planning your rollout:

Lighting Experience Rollout

Roll Out Lightning Experience to Your Sales Team

Service Cloud Transition to Lightning Experience

Lightning Experience Basics

Lightning Experience for Salesforce Classic Users

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