By Cheryl Feldman

1. Increase Adoption by Building Lightning Pages
For Desktop & Mobile
@CherFeldman
Cheryl Feldman, Salesforce MVP

2. About Me

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!

9. Let’s Look at an Account Page on Desktop
DEMO

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