To ensure a smooth transition from Salesforce Classic to Lightning, I developed a comprehensive training program with eLearning, virtual seminars, and hands-on practice. Collaborating with change advocates, the strategy resulted in a seamless transition, showcasing effective change management.
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SITUATION
Our organization needed to transition from Salesforce Classic to Salesforce Lightning. Implementing a full-scale rollout was challenging without the chance to pilot the program with the actual users.
TASK
The goal was to ensure that every team member, both in-office and remote, could easily adapt to the new Lightning workflow. I was part of a cross-functional team responsible for creating and delivering a training program to prepare users for the transition.
ACTION
We created a detailed training program that combined eLearning, virtual seminars, hands-on practice, and office hours. Change champions among the support agents played a key role in presenting the training to their peers over three weeks.
I developed the eLearning content for the new Lightning interface, while my colleague worked on a handbook and training strategy. Support agents conducted virtual training sessions and facilitated hands-on practice sessions.
RESULTS
The training program, featuring a mix of eLearning, virtual seminars, and hands-on practice, was highly effective. The involvement of change champions was crucial, leading to a trouble-free transition to Salesforce Lightning. This successful implementation highlighted the effectiveness of well-planned training and strong team collaboration in managing complex software transitions.
