I recommend going live when you have all major processes for one team migrated to Lightning. Don’t move a team to Lightning if they will constantly be switching back and forth. Some switching is okay, but too much and people will get discouraged.
The biggest takeaways you will see from getting your first team into Lightning are:
- The quality of your documentation
- Making an ally or an enemy
You’ll know pretty quickly how good your documentation is. When you launch, you’re bound to get a lot of questions. You should direct them to the documentation every time. Don’t waste your time answering the same question over and over. If you don’t have it documented, add it to the docs in a way that everyone can find the answer.
You will make many allies if people are starting to use Lightning and having a great experience with their new processes. This positive momentum is crucial for Lightning to roll out in other teams.
If the new processes are painful, you will need to listen to where the pain is coming from and address it ASAP. Iterating on painful processes needs to be your first priority after going live. If there is too much pain for too long, you will make enemies. People will switch back to Classic and it will be more difficult to get this team to adopt Lightning.
Once you have built (or re-built) everything needed for a team to go live, you have completed goals 2, 3 and 4 for that team. You should move on to goal #5 for this team, but continue on goals 2, 3 and 4 for other teams.
Goal #2 Configure Lightning Experience ✅
Goal #3 Document all Salesforce processes ✅
Goal #4 Create training and support materials ✅