Great LEXpectations: a Grantmaker’s Lightning Success Story

Is your organization still using Salesforce Classic? There are some valid reasons nonprofits delay the migration of their Salesforce Classic to the Lightning Experience (LEX). If your organization struggles with technical debt, lacks internal capacity to manage the effort, or questions the features and benefits of Lighting, you are not alone! The William Penn Foundation switched to Lightning a few months ago and the impact has been transformative.

Join Samantha Shain, Database Administrator at William Penn Foundation, and Pamela Fitch, Account Executive at Exponent Partners to learn how the Foundation navigated their organizations’ migration from Salesforce Classic to Lightning. Samatha will describe how the LEX migration process was less overwhelming and more creative than she had imagined and explain why she is glad the organization made the switch when they did.

This 45-minute webinar on Thursday, May 21st at 11am PT / 2pm ET will include time for Q&A discussion and will help you explore:

• Building stakeholder engagement
• Decisions that set the stage for LEX success
• Elements for the best user adoption plan ever
• Celebrating wins and more!

Take the first step on your Lightning journey and register for the webinar today.

Speakers

Samantha Shain
Database Administrator @William Penn Foundation
Samantha is passionate about leveraging database technology for broad social impact. Since joining the William Penn Foundation, she has supported the grants management team to streamline the grantee reporting experience; implement a new grant budget feature; transition to Lightning Experience; and design a new approach to email and contact management. She is an active leader in the Open Source Commons program (Salesforce.org) and the Amplify community. She holds 3 Salesforce certifications and one Conga Composer certification. Outside of work, she can often be found with an embroidery needle or wooden spoon in hand. Follow along with her database and social justice mission at her personal blog, www.TheDataAreAlright.blog.

Pamela Fitch
Account Executive @Exponent Partners
Pamela brings together deep experience in philanthropy and technology, spanning nearly 20 years, as Exponent Partners’ account manager for the Philanthropy practice. Pamela’s previous roles have combined skills in technology strategy, leadership, strategic program development, and sales consulting. Most recently, she served as Business Development Consultant for Fluxx Labs and Regional Sales Director of MicroEdge, remaining with the latter company for over 12 years. She has also worked for multiple foundations, serving as executive director of Dell Computer Foundation as well as program officer for Prudential Foundation. Pamela earned a BA from the University of Pennsylvania.