5 Important Steps For Salesforce Classic to Lightning Migration

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:

1.  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.

2. 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.

3. 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.

4. 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.

5. 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.

How to Carry Out Salesforce Classic to Lightning Migration?

Salesforce enabled the Lightning Experience in January 2020 for all customers. Although one can still use Classic, the platform does not support upgrades for it. So if you are still leveraging Salesforce Classic, it is time you start planning for Lightning migration. 

The Lightning Experience is a feature-rich platform that offers various new and improved functionalities compared to the Classic version. Additionally, its low-code development features allow teams to redesign pages, develop apps and customize with minimal coding efforts.

While Salesforce Lightning Migration is beneficial for organizations, it requires careful planning and consideration to migrate properly.

Here is a step-by-step guide that will help you carry out a seamless migration to Lightning.

1. Begin With Assessment

Before availing of Salesforce Lightning Support, a business should evaluate the workflows/processes, update needs, and the productivity level of users. If everything is fine then you still have time, however, if you feel that the lack of updates may derail your growth plans, then it is the right time to start thinking of migration.

2. Do a Gap Analysis

A gap analysis is done to figure out the features you need in Classic. Are those available in Lightning and how will it impact your organization’s goals? Since organizational goals evolve over the years, one should see if the Classic will be able to match those evolving needs or not. 

3. Test and Repeat

If the gap analysis tells you that your organization would do well on Lightning, then consider testing the Lightning UI. For this, firms can put a user or a group for a few days on Lightning Experience and collect their feedback for better analysis. Similarly, put another group and do a comparative study to figure out the scope of work.

4. Do a Readiness Check

Once your users have an experience of the platform and there are positive signs to Salesforce Lightning Migration, it is time to do a Lightning Experience Readiness Check. The Readiness Check tool provides a readiness report giving users a quick idea of whether they are ready for migration or not. 

5. Hire a Migration Expert

Once your power users have shared their insights on Lightning Experience, it is time to get leadership on board and plan for resource allocation. If you do not already have a migration expert, avail of the services of a Salesforce Lightning Services provider who will fill the gaps between classic and Lightning and implement the features. 

6. Roll Out

Once the gaps have been filled by a migration expert, consider educating users about Lightning features. Once the users are confident with Lightning Experience, roll out by pressing launch. Also, don’t forget to have a consultant alongside for assistance for migration.

Bottomline

Salesforce Classic to Lightning Migration requires careful considerations and must be planned in phases. With proper planning, step-by-step procedure, and an expert consultant alongside, one can have a successful and easy migration to Lightning. 

Need assistance in migration? Connect with us virtually!

Top Reasons to Migrate to Salesforce Lightning Experience

Often we are asked by businesses whether they should switch from Classic to Lightning or not. While Salesforce Classic offers a simple UI, easy navigation and various useful features, Salesforce Lightning boasts of new features, advanced tools, and easy customization options.

The Lightning Experience is a modern interface that makes it easy to redesign pages, change workflow and build processes in less time and with much ease. Moreover, the Lightning App Builder enables easy creation of mobile applications using drag and drop options. 

As Salesforce is not adding any new updates to the Classic version, it may be the right time to switch to Lightning.

Following are some reasons to consider Salesforce Lightning Migration: 

1. New Selling Features

Salesforce Lightning Migration enables organizations to access new tools and features that help in simplifying workflows and improving lead management. Thus users are able to make quick decisions and be more productive than before. For instance, the Sales Path feature allows users to follow a structured protocol and since the process is automated, it's much easier to follow the protocol.

Another feature, Kanban View makes it easy to visualize and monitor records through graphical representation and drag and drop tools. Moreover, the AI Einstein tool enables companies to get smarter and become more predictive about customers. It automatically identifies the next best sales opportunity from the data and creates personalized journeys for customers keeping them engaged throughout acquisition.

2. Lightning Voice

The Lightning Voice feature is another feature that makes the migration decision worthwhile.  It enables users to reach out to customers by calling their phone numbers within Salesforce. With Salesforce Lightning Support, reps are able to take notes, view call records, find answers to customer queries, and all that without having to switch to any other application. 

Additionally, the Lightning Voice feature comes with automatic call logging features and helps in reducing the otherwise necessary data entry activities. Users can now send voicemails, auto-generated answers and more thus enhancing the productivity of employees.

3. New User Interface 

When compared to Salesforce Classic, the Lightning user interface is much more flexible and contains easy navigation, interactive elements and much more customization options. Also, the dynamic UI of Lighting makes it easier to transition from one screen to another with minimum logged time. 

Some features that enhance the user experience of Lightning include easy report creation, public/private folder settings, live tracking of employee’s work activity, and multiple dashboard creation options.

4. Lightning App Builder

The Lightning App Builder is a point and clicks tool that enables the creation of custom pages for applications. This allows businesses to create apps for particular tasks such as expenditure applications to enter expenses and monitor expenses on a weekly/monthly basis.

Additionally, the Lightning App Builder allows easy integration of custom components and third-party components from AppExchange applications thus enhancing the capabilities of the Salesforce. Thus the simplified app development with Lighting App Builder makes it another reason to migrate to Lightning Experience.

Bottomline

The Lightning platform contains built-in tools that simplify app development and enable businesses to improve their customer interactions and lead monitoring. If you are a business that has not yet adopted Salesforce, then Salesforce Lightning is the choice to go with considering its new features, interactive UI, and easy app development capabilities. However, if you are still on Classic, then Lightning may be an option you should consider in the near future.

5 Reasons to Migrate to Salesforce Lightning

For many years, Salesforce has been pretty consistent with its layout and functionalities and has played a pivotal role in business management. However, with the launch of Salesforce Lightning followed by subsequent updates, more and more organizations are now considering Salesforce Lightning Migration as a necessary move to improve their business productivity.

Salesforce Lightning comes with a wide range of features to assist businesses in Sales, Marketing, Customer Service, and Administration functions, along with flexible customization, app integration and cloud support abilities.

Its interactive tabs, pre-built framework, smart data analytics, and other components allow customers to launch their products faster while streamlining various business processes and thereby making the switch from Salesforce Classic a necessary move.

Based on years of Salesforce experience, here are our 5 reasons why businesses must consider migrating to the Lightning platform:
 
1. Automation in Sales:
With Salesforce Lightning Migration, companies can automate their sales in a much-organized manner compared to the standard Classic platform, adding to the efficiency of the sales team. The Sales Path feature allows teams to see all the opportunities in the sales pipeline enabling sales representatives to make accurate decisions faster. The sales path lays down a structure and protocol that sales reps should follow to execute each opportunity in a fast and effective manner.
Another feature that streamlines the sales process is Kanban View which is a drag and drop feature that enables visualization in the sales process. It allows sales reps to use cards where they can mention the progress of each lead/order and later move it to different stages of the pipeline.

2. Salesforce Einstein
Salesforce Einstein is an Artificial Intelligence layer in Salesforce Lightning that facilitates deep learning, machine learning, predictive analysis, and natural language processing capabilities in the existing workflows.

With Salesforce Lightning Support, teams can leverage deep insights into customer’s behavior and purchase records. The predictive analytics capabilities of Salesforce Einstein van be used by sales and marketing teams to close deals much faster as it aids in predicting campaign outcomes with a greater margin of accuracy.

3. New User Interface
The modern layout available in Salesforce Lightning is much more dynamic and flexible than the standard Classic layout. With its seamless UI, teams can decrease the toggle time between screens allowing employees to be more time-efficient and perform activities in a few clicks. Moreover, users can perform seamless transitions between mobile and desktop applications using its mobile-friendly platform.

4. Lightning App Builder
The Lightning app builder allows users to customize pages with ease. The drag and drop capabilities in the app builder can be leveraged to customize pages including the dashboard. For this, teams can choose from the list of more than 300 reusable components that can be adjusted based on the company’s needs.

5. Lightning Voice
Another new feature that has added to the convenience and productivity of teams is the Lightning Voice feature. It connects businesses with their customers faster than ever due to its capability to enable voice calls within the Sales cloud. This enables teams to receive calls from desktop or mobile devices while taking notes and logging these calls in real-time. Similarly, teams can resolve user queries in a quick manner while improving the conversion ratio for Sales queries.

Wrapping Up
Salesforce Lightning comes with a vast number of features allowing teams to realize their full potential. Opting for the Salesforce Lightning Migration from the existing Salesforce Classic platform will ensure a higher conversion rate, faster redress to user queries, and improved efficiency of team members.

To know more about Salesforce Lightning Migration, feel free to visit our website and contact our Salesforce Lightning Support staff.