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Salesforce Lighting Migration: Plan for Success

In April 2018, I led the Salesforce Lightning Migration at Postmates. This is how I would do it over again if I could.

Define Goals The goals of a Lightning Migration are: Enable Lightning ExperienceConfigure Lightning ExperienceDocument all Salesforce processesCreate training and support materialsLightning Experience is adopted Easy enough right? Let's go though the plan to see how we accomplish each one. Enable Lightning Experience Just turn it on right? Well, kinda.
Although it may be controversial, I recommend turning it on and hiding the option from all users. This can be done by removing the Lightning Experience User permission from your custom profiles. 
And yes, turn it on in production
Why? You're going to turn it on anyway. Salesforce has declared this as the path forward, so you either turn it on now or wait until they flip the switch for you.
Plus, turning this on ahead of time will make deploying from a sandbox much easier. Trust me.
Goal #1 Enable Lightning Exp…
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Lightning Record Pages for Ultimate Productivity

Salesforce Lightning Experience provides so many configuration options that it's hard to know where to start. I'd like to share how I build Lightning Record Pages to help get you started.

I create Lightning Record Pages with 3 key concepts in mind:
Consistent designSpeedEverything they need is in one place Building a Lightning Record Page that delivers these concepts will enable your users to have ultimate productivity. Let's Take a Look: Account Lightning Record Page Contact Lightning Record Page Opportunity Lightning Record Page Notice Anything? They all look the same. I know, that's on purpose 🤓

Here are a few key similarities:

1. Activity and Chatter are in the same place

It's common to develop a "muscle memory" when doing repetitive tasks like logging calls or posting to Chatter.

⚡ Put components used for repetitive tasks in the same place. ⚡
2. Record Details load first
Salesforce does not recommend this because it hurts page load time. I used to load …

Why Users Switch Back to Classic

When rolling out Lightning Experience, people are constantly switching back to Classic. Even after the initial rollout it's common to see people switching back and forth.

The most common reasons someone switches back to Classic are:
Classic loads fasterTheir workflow is slower in LightningThey just don't want to switch to Lightning Overcoming these objections will be key to a successful rollout. Let's dive into each one in more detail. Classic Loads Faster It does. 😢
And when you hear someone complain about this, take their side.  Agree with them.  Make that ironic joke, "haha, yeah Classic is faster than Lightning". ⚡⚡⚡
Then overcome this by highlighting how their overall workflow is faster in Lightning.
The page takes longer to load because each page is made up of many components. Once it has loaded, someone can complete their task on a single page. Their Workflow is Slower in Lightning It probably is. At least until they get used to it. 👨‍💻👩‍💻
Similarly, i…

Modify Salesforce Data from the Command Line

When doing Salesforce data loads, how often are you putting the same value in an entire column? I find this happening when I need to:
Move all accounts from one user to anotherAssign a set of leads to a specific userSet a field to a specific value Let's use the example from my other post: Salesforce Data Loads from the Command Line - Move all accounts owned by one user to another user. Magic Let's break down each piece of this: soql This is an alias I set for sfdx force:data:soql:query --query. It saves me from having to type this out each time and let's me query from the command line by just typing soql and my query.

This is a popular StackExchange post that talks about how to set an alias.
cat This command outputs the contents of a file. It is common to use this command with other commands by piping the output into another command. In our example, we are piping the output into the cut command.
This post gives more examples of how to use the cat command. cut This is a comm…

Salesforce Data Loads from the Command Line

Whether it's creating, updating or deleting records, it seems like we're constantly being asked to do data loads. Trouble is, that this takes away from our core project tasks. There must be a faster way...

Use Case: Move all accounts owned by one user to another user.
Export Data from the Command Line The first step in loading data is to prepare the import file. Sometimes we are given a nicely formatted import file, but let's pretend you need to pull the data out of Salesforce first.
In our scenario, we need to export the accounts that need to be moved. To do this, we need to get the Id of the user who currently owns the accounts.

You'll notice that this command starts with soql instead of sfdx force:data:soql:query --query. That is because I have set soql as an alias for the sfdx query command. Check out my other post on SOQL from the Command Line for more details on this technique.
Now that we have the Id of the user who currently owns the accounts, let's get the…

How to Install the Salesforce Command Line Interface

Follow these instructions to install the Salesforce Command Line Interface (CLI):
Open the Salesforce CLI download pageDownload the package needed for your operating systemAuthenticate with an org by running these commands: Here's a video walk-through:

Joins in SOQL

If you are familiar with SQL, the biggest gotcha when writing SOQL is how joins are done. You'll see the term Sub-Query used instead of JOIN because of how queries are done on the Salesforce platform. You can still do joins; it's just done a little differently than you're used to.
Sub-Query (Outer Join)In SQL, a join is when rows are selected from multiple tables and joined together on common columns. Thinking about your tables like a Venn Diagram is a great analogy for this.

Let's say you want to query all Accounts and also include their related Opportunities.

This is an example of an Outer Join because it selects all Accounts and will include their related Opportunities via the sub-query. If an Account does not have an Opportunity, it will still be returned here.

An Outer Join is similar to selecting one whole circle in a Venn Diagram, including the area that overlaps with the other circle. Sub-Query (Inner Join)An inner join can seem a little more complex. This is …