With the advancements in technology, users are always looking for an enhanced UI experience with advanced features. This is the same even with Salesforce, where people are looking to experience the latest version, Lightening, at all projects. Businesses are looking to convert from Classic to Lightning Salesforce version to gain user satisfaction. While it may become a tedious process for some, teams understanding the insights will feel it as a smooth process. Following the right approach will ensure a seamless transition allowing fruitful final results with Salesforce Lightning.
Salesforce:
Salesforce is a cloud-based (CRM) customer relationship management platform that provides beneficial solutions intending to streamline the overall business process along with maximum customer satisfaction. Salesforce offers a comprehensive solution for each part of the business: sales, service, customer interaction, manufacturing, marketing, and any others. Till the release of the updated Lightning edition, Classic was the only version available for Salesforce users. The traditional Salesforce version, Classic, involved the approach where all the link clicks by the user lead to the loading of an HTML page from the server. For every minute interaction, the complete page will be loaded again in this mode.
The UI of the Salesforce Classic is obsolete for modern users and can be recognized with a straightforward experience. There is no exclusiveness in icons or graphics and added compactness in the design. Salesforce is only building new updates for the Lightning user interface. Salesforce has stopped the feature upgrading for Classic and is only pushing the Lightning version. With the advancements in technology, the business has moved from just using desktops to new devices like smartphones, tablets, and others. There has been a significant rise in the usage of smartphones in the modern era, which has a direct impact on businesses using Salesforce. Further, Salesforce Classic is not multiple screen size compatible, making it outdated for the modern era. The advanced Salesforce Lightning version is more robust, flexible, and lively than the classic version.
Migration from Classic to Lightning:
Study of the existing configurations:
Start with the comprehensive study of existing salesforce configurations, including the list of users with fixed roles. The list must also include every customization, integration element, and the complete amount of data values. It is key to have an analysis of every module of the system before the migration process. Migration of the Salesforce case object will be seamless if you can recognize and control the changes in every aspect.
Customizations:
Businesses always look for feasible customizations for spreading the features along with meeting the overall business process. But you have to make sure that the already present customizations must not be lost during migrations to Lightening. The customizations may range across any aspects like codes, fields, objects, tabs, and others. There should be complete research on the existing specifications to guarantee that no customization is missed during the transition process. By mapping the present changes with the Lightning framework, you will get a clear idea of the works that would be needed for employing the latest Lightening components.
Backup of data:
This is an important and mandatory step that plays a crucial role in executing a rollback plan. Backing up complete data is important for recovering the data in case of any data loss, corruption, etc., and any technical problems. All the records, along with case objects, files, and content, with all the customized settings, must be stored with the probable scenarios.
Analysis of the differences:
You have to analyze the differences in features and functionalities between Salesforce Classic and Lightning. Once this step is complete, there should be a comprehensive report of the next steps to be taken to complete the steps in a customizable way and which changes cannot be executed. Only after the module owners’ confirmations can you proceed with the migration.
Redesign of Customization:
When there is progress from Classic to Lightning, there should be some customizations that must be redesigned to suit the latest frameworks. This may cost more resources and budget, but with expert handling, you will get complete value for your work.
Migration process:
You can easily switch over to the Lightening experience, as you will be able to see the new UI. With some amount of training, your employees will be able to employ the new features and UI experience. With the businesses beginning to be using the latest UI, you can slowly start innovating the features to employ it for the best experience. You will have to stimulate the users to move their system into a Lightning experience by mentioning decreased Classic support from Salesforce. Users might need some time to cope with changes introduced after the Lightning migration.
Testing:
There should be detailed testing across the modules to ensure that all aspects are working as per the plan. This will show you if all the migrations have worked well and the changes have rolled over accurately. After the clearance is given from this step, then you can be sure of letting the users start using the new experience.
Usage:
You can start by allowing only a limited set of users to experience the new changes. You have to train your employees by giving them informative materials much before the process and assisting them after the actual migration. The limited set of users will provide their feedback and fulfillment range which forms crucial to taking any corrective action. Keep the focus on making the migration of classic case objects lightening for complete team members.
Final thoughts:
Intending to provide advanced and feature-rich service, Salesforce had launched the Lightening experience. For a successful migration, you have to associate with an advanced Salesforce consulting firm like Adaptid to scale from minor to huge enterprises. The team will craft exclusive strategies depending on the business challenges, user goals, etc., to reduce the overall costs thanks to their exclusive Lightning libraries and best practices.
