We built the re-imagined Lightning layout with a new app solely for the new business unit, a new home page with a relevant dashboard, and quick access to relevant list views right at the user’s fingertips. Lightning record pages were designed to take full advantage of Lightning web components and strategically place related objects right in front of the user for easy access to the desired information. Further utilizing Lightning features, we set up users to be able to send emails right from the CRM. This way the users stayed in one platform without having to switch between programs. All incoming and outgoing email interactions were being logged in Salesforce.
We identified a group of power users to start using Lightning and provide vital feedback. Weekly checkpoint meetings were conducted with the pilot user group to receive feedback and demonstrate enhancements. As we obtained feedback, changes were prioritized and modifications were completed in time before the next checkpoint meeting.
After all the prioritized enhancements were implemented, the users were trained with the new Lightning pages, components, and other features. We created and provided documentation/video tutorials that were passed onto the client’s administration team. Users were then instructed to switch to Lightning Experience at the end of the training. We were able to provide a Salesforce organization that was transformed with a new modern look. Modernization was not the only highlight. Being able to better access data with the new lightning pages was the exciting part.
With Lightning we created rich home pages to layout a dashboard that showed important metrics at first glance for the user to absorb. We added in list views of objects that are most often visited right on their homepage.
The client received a lot of positive feedback from the new business unit utilizing Lightning and its vast features. Now they are looking forward to migrating the remainder of their business units to Lightning.