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Summer 16 Lightning for Admins with Matt B

How to switch to Lightning with Alex Sutherland

Lightning Components for Admins with Eric Jacobson

This week on the podcast we&nbsp;are getting you ready for Dreamforce by&nbsp;looking at how&nbsp;you can&nbsp;prepare to make the switch to lightning by replacing all of your URL hacks. Michael White will be presenting two sessions called "Preparing for Lightning: Replacing URL Hacks with Actions". These are a must-attend session for any Admin who has URL hacks in their org, or wants to learn more about actions and the switch to lightning. More about Michael's session: Join us as we teach you how to replace common URL hacks with global and object-specific actions that work in Classic, Lighting, and Salesforce1. Using the Success Community as the primary source, we'll take a few commonly posted URL hacks and walk through the process for duplicating the functionality using Actions and demo the results in Lightning, Salesforce1, and Classic. You'll leave with the knowledge necessary for replacing URL hacks in your org with Actions that will help you in your migration efforts from Classic to Lightning. Links   Krystal's sessions at Dreamforce   Preparing for Lightning: Replacing URL Hacks with Actions:&nbsp;https://success.salesforce.com/Sessions?eventId=a1Q3000000qQOd9EAG#/session/a2q3A000000LBfuQAG  (Repeat) Preparing for Lightning: Replacing URL Hacks with Actions:&nbsp;https://success.salesforce.com/Sessions?eventId=a1Q3000000qQOd9EAG#/session/a2q3A000001x5qcQAA    #ButtonClickGuest We want to get your suggestions for guests&nbsp;on the podcast and we need your help! So tweet your guest suggestions, support, etc using the hashtag #ButtonClickGuest to help us get more AwesomeAdmins&nbsp;on the podcast. We want to remind you that if you love what you hear, or even if you don't head on over to iTunes and give us a review. It's super easy to do and it really helps more Admins find the podcast. Plus, we would really appreciate it.

Preparing for Lightning with Michael White

Today on the Salesforce Admins podcast, we’re speaking to Michael Lupino, the CRM manager for L’Oreal corporation. Michael is currently helping L’Oreal migrate from Classic to Lightning, while creating new apps and other amazing things within the tool. He’s here to share his experience and a few helpful tips for you to be successful with Lightning. More on Michael’s session: Join us as Michael shares his journey with CRM and how he moved L’Oreal corporation from Classic to Lightning. From getting buy-in from users to designing new apps, we’ll learn how Michael managed this transition with the help of Trailhead and the Salesforce community. You should  subscribe for the full episode, but here are a few takeaways from our conversation with Michael Lupino. &nbsp; Use Trailhead to keep track of possible capabilities. Michael got started with Lightning about a year and a half ago. “When we started to look at Lightning, we saw lots of positive benefits in being able to adopt the tools and build more modular, reusable applications that can serve a variety of purposes and reduce some of the code and technical debt of having some of the other tools in the platform previously,” he says. So, how did he get started with the process? Michael says, “I found that Trailhead was a very excellent resource for keeping track of all of the possible capabilities, in addition to providing a roadmap to help figure out the art of the possible. Trailhead helped us develop ideas that could then translate to our business.” &nbsp; Get buy-in from the users. Getting buy-in from users wasn’t hard, explains Michael. As he points out, “everyone loves the modern look and feel of Lightning. I love the capabilities of being able to provide a more innovative user interface that can be customized to the application that they’re using.” Michael says, “I was fortunate enough to build some new applications within the tool for our users to bring them into Salesforce. It allowed me to start from almost a clean slate, to gather requirements and to deliver something to suit those needs.” &nbsp; Embrace the move from Salesforce One to the Napili Template. Michael was also involved in moving a community that was built on Salesforce One to the Napili template. “Moving to that template has been incredibly powerful. Our users have a very large international participation, so we were able to provide a consistent look and feel that would mirror on a mobile device, a tablet, and a desktop. The brand was incredibly excited about this and continue to be excited about the possibilities of what they can do inside the community,” says Michael. &nbsp; Don’t expect moving to Lightning to be an overnight process. Moving to Lightning has been an ongoing process, and he’s learned a lot. As Michael explains, “A lot of planning went into the process. In some cases, we had to wait for Salesforce to catch up with the Lightning release, which they’ve done a tremendous job of doing. Because of that, we’ve been able to effectively determine which sets of users are the best ideal candidates to move.” When it came to moving from Visual Force to Lightning, Michael says, “the very first thing I look at was: what skill set is needed to go from that journey in Visual Force to Lightning? Going through the material and attending a Salesforce University course provided a good framework for the types of skills that are needed.” &nbsp; Stay up to date with blogs and webinars. When asked what tips he’d have for admins looking to stay up to date on all things Salesforce, Michael says, “In addition to looking at the release notes and the changes that are happening, I found that the blogs, such as admin.salesforce.com, have been a good source of information. What I really love is the success community. Being able to read each other’s posts and comment has been a very exciting place. Joining webinars has been another great source.” &nbsp; For...

How L'Oreal is rolling out Lightning with Michael Lupino

Today on the Salesforce Admins podcast, we’re speaking to Umair llyas, a Senior Salesforce Consultant at Acumen. Umair did a fantastic presentation in December at Salesforce World Tour which was all about helping admins transition to Lightning. Along with having a great presentation, Umair works as a hands on mentor to help admins make the transition to Lightning, learn more, and do better at their job. Join us as Umair shares his journey from the world of nonprofit and teaching to his role as a Senior Salesforce Consultant and admin mentor. We’ll learn Umair’s top tips for admins transitioning to Lightning and hear about some of his favorite Lightning features and capabilities. You should  subscribe for the full episode, but here are a few takeaways from our conversation with Umair llyas. Communication is key. A former teacher who worked extensively in the nonprofit world, Umair didn’t start out in Salesforce. However, he’s used skills from his previous career to help mentor admins. “Salesforce already provides a lot of great resources to help admins learn the system on their own. I like adding to that with soft skills that they can’t necessarily learn online,” says Umair. As Umair points out, “Communication is one of the biggest things you should focus on. As an admin, you’re not the one using the system. Your users are using the system. If you’re not in constant communication with them, how do you know what’s best for them?” &nbsp; Lightning isn’t just a user interface upgrade. How should admins get started with Lightning? Umair says, “I start by helping the admin understand that Lightning isn’t just a user interface upgrade. It’s an entirely new user experience. The way you do things in Classic is not the same as the way as you would do things in Lightning.” Secondly, admins should make use of the resources available to them. “There are plenty of lessons available to you on Trailhead to help you get Lightning ready,” says Umair. He also encourages admins to use Lightning Migration Assistant. “It’s an entirely different page within your set-up that walks you through everything you need to do to get ready for Lightning. One of those pieces is the Lightning Writing Assessment, this really cool report that shows you all the different items you need to touch upon before you can move into Lightning,” says Umair. &nbsp; It’s all about change management. “I’ve seen a lot of people I’ve worked with miss the ball on this,” says Umair. As he explains, “moving to Lightning is not as easy as flipping a switch. It involves communicating with your end users, knowing what’s possible in the system, figuring out how to equip your end users to use the system, providing support after you go on Lightning. It’s a journey that you have to take with your end users, clients, and customers.” However, he says the result is worth it. “Yes, it’s daunting. We’re naturally afraid of things that look different and that we haven’t used. But at the end of the day it’s something that’s going to benefit your users,” says Umair. &nbsp; The first step is hardest. When it comes to learning Lightning, a lot of Salesforce admins don’t know where to start. Umair’s advice: “Just take one step forward and everything works itself out.” “In the beginning, you’re not going to know everything, but that’s the fun,” says Umair. For more insights, make sure to follow Umair llyas on Twitter (@UmairSF). &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;

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