A virtual CRM platform called Salesforce helps companies all around the globe identify their full potential and go above and beyond it. Salesforce offers numerous media and formats, including Salesforce Classic and Salesforce Lightning. This post focuses on Salesforce Lightning migration from Salesforce Classic.
What is Salesforce?
In the modern world, Salesforce has developed into a crucial necessity. Salesforce, Inc., an American supplier of cloud-based software, is located in San Francisco, California. It provides CRM software and technologies for marketing automation, sales, customer service, analytics, and application development.
Salesforce Classic was the CRM platform’s user interface before the Lightning release.
You can see right away that Salesforce Classic is not a current web UI when you first look at it. It is incredibly condensed and text-heavy, with little emphasis on icons and graphics. The existing graphics are frequently modest in size and not shown in high resolution.
In 2015, Lightning was made available to Salesforce users as a beta framework for creating user interfaces. By 2018, it had become a complete interface with extensive customization that could replace the original Salesforce software. All of Salesforce’s new features are currently created for the Lightning UI.
Salesforce Classic currently exists mainly in an “as is” state for those firms who cannot yet make the transfer. This might result from tailored user interfaces or workflows, or it might be challenging to implement a significant change for thousands of users of the Classic variety.
Before roughly 2018, it made sense for smaller companies to avoid using Lightning because its feature set wasn’t as developed as what was available through Classic. That’s becoming less true since most essential features have moved from Classic to Lightning.
Salesforce Classic to Lightning Migration
The migration itself is a simple process. When installing Lightning components, the user is guided by the Lightning Migration Assistant. The Lightning Experience Transition Change Management Hub offers detailed instructions and best practices to manage the organization’s transition.
However, there are some essential matters to take care of before making the final migration to Lightning.
Utilize the Lightning Experience Readiness Check
The Readiness Check Salesforce Report analyses your organization’s use of Salesforce Classic to ascertain how the migration will impact your teams. It can approximate the effort required to transition, indicate potential code problems, and list functionality you are presently using. Still, you won’t be able to use it in the future.
In addition to having direct substitutes for those capabilities and functionalities that Lightning does not provide, you’ll also need to manage your own gap analysis.
Log into Salesforce, go to the setup page, select Lightning Experience, then choose to Evaluate if Lightning Experience is Right for You, click on Check Your Lightning Experience Readiness, and finally, Evaluate under the search field.
Get the Optimizer Report
You can begin allocating resources once you clearly understand how the switch from Salesforce Classic to Lightning will impact your organization and are aware of potential problems.
Before transferring, utilize the Salesforce Optimizer to find areas you may streamline, enhance, or eliminate based on usage. You can eliminate inactive workflow rules and unnecessary custom profiles and assess your AppExchange apps to see whether or not they are Lightning-ready.
The Migration Assistant
Using the Lightning Migration Assistant, you can test out the Lightning Experience. The assistant can help you set up Lightning for your business and give you a sneak peek at how your organization will function in Lightning without turning it on for all of your users.
Use this test run as an opportunity to try out features, apps, and customizations that the Lightning Experience Readiness Check did not consider. You can use the Lightning Experience to find parts your teams might need assistance integrating.
Go to Setup in Salesforce Classic and click Get Started in the Lightning Experience Transition Assistant tile at the top of the menu to use the Transition Assistant. Next to “Preview Lightning Experience,” choose Discover Phase > Assess Lightning Experience Benefits and Readiness > Preview.
Pro Tips for Lightning Migration
Salesforce Classic to Lightning migration can have more than a few snags. Here are three critical tips to help you better deal with the transition.
A small, straightforward organization that expects only a few hiccups can be transferred entirely to the new interface. However, a gradual rollout is nearly always the best strategy if your firm is big or complicated. You can prioritize moving the group that is simplest to move first by determining which groups are ready using the information in your readiness report.
Use the Lightning Experience Transition Change Management Hub
The Lightning Experience Transition Change Management Hub offers best practices and step-by-step guidelines for managing the transition in your organization.
Users nearly universally experience some anxiety and resistance while switching from Salesforce Classic to Lightning. Define the user profiles that will be impacted, the project’s scope, and deadlines, and give each group ample time to get ready for the shift. Test some of the most critical new Lightning features (choose ones that provide immediate benefits to users to cement buy-in).
An adoption team that conducts end-user testing for each group should be in charge of leading the implementation of the Salesforce Lightning Experience. They can assist in gathering information and metrics that you can use as proof to convince the other team members and foster more buy-in.
The adoption team may also point out choke places that need additional instruction. You may avoid annoyance by ensuring no surprises when introducing people to the new interface.
Even though there is a challenging learning curve, transitioning to Lightning is probably a wise decision if your business has previously invested years or decades in Salesforce Classic. Salesforce Lightning is superior to Salesforce Classic because it provides more features. The main advantages of Lighting include compatibility with third-party apps, a components library, and an app builder to facilitate higher customizability.
If you need help migrating from Salesforce Classic to Salesforce Lighting, contact Adaptid today!