Lightning is an advanced and exciting technology from Salesforce that can transform the processes of businesses. But many organizations make Salesforce lightning Migration to Classic to be a tedious process that needs a huge amount of analysis, preparation, testing, and execution. This makes many firms avoid the migration process until they’re forced to do it. However, Salesforce lightning Migration will not be painful when you have an accurate approach to make the shift a smooth experience.
What is Salesforce Lightning?
Lightning is an advanced open-source framework from Salesforce that includes several exciting and useful features. Classic requires prominence on the reaction of the desktop or mobile application, but Lightning is unique that provides the latest prospects for developers. The key advantages include:
- The use and implementation are simple, letting developers automate the process and workflows without needing to spend loads of time in coding.
- The advanced GUI interface, drag and drop functionalities with reusable components will be handy in the development process.
Developers will have the option to design the connection of the objects in the data model.
This leads to below business advantages:
- Quicker time to market with quicker application development.
- Enhanced growth of customer revenue
- Significant increase in sales productivity
Advantages of shifting to Lightning from Classic:
Simple to use with an Improved visual experience:
Lightening has a new appearance that is simple to use with smooth and easy navigation and several other user-friendly features. Reports have shown that users have experienced a significant boost in sales conversions with improved customer feedback. The complete visual experience and usability of the Lightning version have been upgraded with detailed data and structure. The drag and drop features prove to be game-changing for the users.
The advent of Einstein, the cutting-edge AI tool is the futuristic technology in CRM. It analysis your information outlines the regular behaviors and gives smart recommendations according to precise business approaches. This advanced AI integration in Lightning offers a revolutionary advantage for users.
Effect on Various Components is accomplished:
Components like UI, third-party app exchange apps, various business processes, programs, and many others will have a big influence. All the included components are outlined properly and managed effectively and differently from the classic model that makes Salesforce Lightning migration an engaging task. With no requirement to import data, rearrange customized fields or plan for security models, there will be no or very minimal possibility for any security breaks and minimal coding requirements.
Composer windows and custom branding: These two elements are introduced in Salesforce Lightning. Composer windows will negate the requirement of juggling between different browsers for sales and field agents to perform multiple actions. Custom branding guarantees unique branding within the CRM interface to engage their audience.
The mobile-first feature allows the sales team to continue their task of entering important information even if there is connectivity loss with the aid of a mobile app from any place and time. As the connectivity returns, the data from mobile is automatically matched on the web.
Steel brick CPQ integration: Various key actions like quotes, suggestions, agreements, rapid access to sales information for sales agents, are enabled by Salesforce acquisition of Steel brick.
Service cloud integration will make a smart way for field agents with the right access to dashboards, accurate information, case histories, and customer profiles.
How do I migrate Salesforce Classic to Salesforce Lightning?
1. Research:
• Deep dive into the needs of your company with existing gaps analysis.
• Perform analysis of the Lightening by below steps:
• Select the name above in the top-right header
• Chose Switch to Lightning Experience, in the dropdown.
• Once you perform the analysis, you can easily switch back to return to the Classic experience by similar steps.
• Know the readiness for Lightning Experience.
• Discuss with an expert Salesforce consultant.
2. Planning:
If you have analyzed the process well and found that changes will have an impact on every team and individual inside your organization, you must start by preparing a smooth base for an easy and seamless transition. This is achieved by comprehensive research of the current Salesforce environment, building a migration strategy with a clear outline of motives, with an also definitive plan for training.
• Research on the existing environment
• Build a descriptive migration strategy
• Develop a plan for accurate training
3. Migration:
The migration begins after you create a clear outline for the below crucial aspects:
• List all the tasks that need to be accomplished.
• Time required for the tasks to be completed
• People involved with accomplishing the mentioned work.
The majority of organizations will emphasize all the related tasks that are done right before the migration which involves the outlining of roadmaps. This step is crucial for every firm and is completely reliant on its migration strategy.
The migration from Salesforce Classic to Salesforce Lightning will not be a tedious and tricky experience if you follow an accurate approach in analysis research, planning, and migration steps.
If your team is still confused about the migration of Classic to Lightning or you are feeling it as a complex task to be accomplished, don’t be stressed! Associate with expert and talented Salesforce consultants who can guide you through all the stages of the shift from Salesforce Classic to Salesforce Lightning.
Final thoughts:
Expert Salesforce consultants like Adapt Id can successfully guide you in migrating to the new Lightning Experience. Our team has been updated will all the knowledge that helps us to implement any kind of Salesforce solution you will require in the journey of Lightning migration. We have accomplished many such successful ventures in converting existing Visualforce Pages into Lightning Components. The team can ease the transition and minimize the cost of development thanks to our exclusive Lightning libraries and proven approaches. We are a full-service Salesforce consulting firm intended to upgrade with small to enterprise-level firms. The team knows that every business has individual challenges, motives, and target audience and we will help you to reach all your goals.
