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Classic to Lightning Salesforce Conversion - Step 1 - test data and dashboards


I love lightning.  The look and feel, the quickly searchable setup page, the dashboard components... My mom, however, is not convinced.  She holds onto her legacy page layouts with the same intensity in which I held her hand when faced with a huge goat that wanted to nibble my fingers.  These next few posts are dedicated to you mom.  It is time to let go...it is time to say hello to lightning.

Mom has not shared her production Salesforce password, however, I do have a developer org that was generated from production.  How?  She was tired on Friday night because my baby brother was sick all evening and left her laptop open.  I snuck into her office and added myself as a user before her session timed out. 

The first step:
Create a good set of test records so that I can make the sandbox look just like production.  How? *shameless plug*  There was a backup Salesforce record set on Mom's computer that she uses for demos.  I used CopyStorm/Restore and picked records-  100 random accounts plus all of their opportunities, contacts, assets, account relationships, etc.  I also picked up a few campaigns and products.  CopyStorm/Restore pushed the records plus relationships to Salesforce- The whole process took 5 minutes total. 


Yes, I did run the lightning readiness report. In case you are thinking that this report should be step 2...The problem - a report with potential "issues" will not convince Mom that lightning is the future.  She has to see lightning.  Dashboards are very important to her team, so I started by making them look awesome.  The classic dashboards had too many gauge components.  Why?  One of her favorite types of reports is an "exception" report where the report should return zero reports.  An example: Opportunities with an expired close date.  (I'll use data loader for Trailhead, but rarely for a "real project" because it takes too long to manually create record relationships.) 

I went beyond merely formatting the components.  For each chart, I asked myself "Does this really belong?" - reformatting and renaming components in order to create a more concise dashboard.

Next up: Visualforce then Page Layouts and Home Pages

If you are thinking about creating some exception reports - Here are my favorites:
(Mom has a whole dashboard dedicated to them.  The dashboard should always be blank, so it is a quick reference for potential data issues.)

  • Opportunities without a next scheduled activity (aka the Sales Wall of Shame)
  • Opportunities with an expired close date
  • Opportunities with near term close dates that have not been invoiced
  • Stale leads - no contact for 6 or more months
  • Leads that have not been contacted 



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