Salesforce announced Lightning Experience as its default UI last year. Since then, more businesses are looking to migrate to Lightning Experience compared to previous years. The decision to migrate is also necessary since Classic no longer supports new upgrades meaning you cannot extend capability in Classic by much.
Lightning is popular among businesses due to various reasons. Firstly, you can use low-code development capability to develop custom apps and layouts much faster. Secondly, you have access to Lightning only features like news, key deals, and performance charts on the homepage which are not available in Classic.
To achieve a seamless Salesforce Lightning Migration, firms should follow the right practices and considerations. Below are a few of them for your understanding:
Begin With Assessment
Before availing of Salesforce Lightning Services, teams should do a self-analysis about their migration needs. You can assess workflow, processes, data structure, and integration requirements after discussing with all stakeholders.
Do a Gap Analysis
Gap analysis is done to find out which features you need in the Classic version. If there are a few functionalities that are not available for Classic but you can find them in Lightning, mark them and discuss with your Salesforce partner if it would be right to migrate because of that.
Have a Comparative Study
You should not rush while implementing Lightning, rather test Lightning UI first with some of your users. Those users will use Lightning for a few days and give you feedback. Based on their feedback, you can devise the scope for migration.
Get a Readiness Check
Once you have identified the scope for migration, consider doing a Readiness Check. The readiness check tool gives you an idea of what needs to be done for migration and whether your system is ready for migration or not.
Roll Out Lightning Experience
After the data is migrated from Classic to Lightning and configuration is done, consider educating users about new enhancements in Lightning. Once users are fully confident about those features, you can consider full-scale adoption.
Bottomline
Salesforce Lightning Migration is crucial for most Classic users especially those who want to extend the capabilities of their system. While Classic is still used by thousands of organizations globally, over the next few years, you will see most of them transition to Lightning. We hope the above step-by-step considerations will help you to have an easy and risk-free migration.
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