3. Do Any of These Worlds Look Familiar?
What Causes Low Salesforce Adoption?
4. Step 1: Migrate to Lightning Now
Haven’t migrated to lightning yet?
Use this Trail
https://trailhead.salesforce.com/en/content/lear
n/trails/lex_admin_migration
Join the Lightning Now Group on
the Trailblazer Community!
• What are you waiting for?
5. Step 2: Understand Your User Base!
Understand Critical
Business Process &
Data Points
• Are those data points front
and center?
• Are they displayed at the
right point in time?
• Are they easy to find on both
desktop and mobile?
Form A Core Team!
• Make it diverse
• Get feedback fast and often
• Fail Fast = Succeeding Faster
Identify Your Users
• What do they use Salesforce
for?
• Who are your biggest
advocates and naysayers?
6. Step 3: Sign Up For the New Mobile App Pilot!
Pilot Includes:
• New Mobile App
• LEX on Mobile Pilot
• http://bit.ly/NewSFDCMobileApp
The Best Pilot Ever and It’s Free!
7. Step 4: Clean Your Org & Dump That Junk!
Run Salesforce Optimizer
• Free tool provided by Salesforce
• Generates a PDF of what you’re
using and what you’re not
• Will help you identify items for
clean up/purge
• https://trailhead.salesforce.com/c
ontent/learn/modules/salesforce-
optimizer
8. App Builder allows us to place features where we need them!
• Ensuring that pages flow in the right way on desktop and mobile is key to
adoption
• When users are able to find and do what they need to do quickly they will
WANT to use Salesforce.
#AwesomeAdmins Are UX Designers!
Step 5: Get Familiar with App Builder!
10. Let’s Look at the Same Account Page on
the New Mobile App
Customized with App Builder!
DEMO
11. • Manage One Page for Everything!
• Component Visibility Driven
• Device Driven
• Record Driven
• Or Both!
Why Lightning App Builder is Key to Adoption
12. Let’s Look at the Lightning App Builder
Page for Accounts
DEMO
13. • Next Steps for Improving Adoption
• Migrate to Lightning –
https://trailhead.salesforce.com/en/content/learn/trails/lex_admin_
migration
• Sign up for Mobile Pilot –
• http://bit.ly/NewSFDCMobileApp
Recap
14. • Next Steps for Improving Adoption
• Identify Users, Understand Your Business, and Form a Core Team
• Define What your Users Need to see When
• Get Familiar with Lightning App Builder -
https://trailhead.salesforce.com/en/content/learn/modules/lightning_a
pp_builder
Recap