Real-Time Migration from Salesforce Classic to Lightning

Salesforce Lightning Experience is a new version of the Salesforce CRM platform. After the arrival of salesforce lightning in the market, companies are focusing on integrating the updated version. With the release of salesforce, lightning organizations got a great opportunity to enhance their productivity.

Salesforce Lightning Features

Salesforce Lightning Features
  • Lightning Experience

    The new lightning version comes up with a modern user experience for better interaction with the organization through features such as objects, dashboards, and reports

  • Lightning Design System

    Based on salesforce lightning principles and design languages the lightning system provides several resources for developers and designers to create user interfaces.

  • Lightning Component Framework

    This Framework offers tools and extensions which allow the development of reusable components and helps in building single-page apps.

  • Kanban View

    The new version helps the sales reps to efficiently manage business opportunities. Kanban board displays the picture of all works or in other words, Kanban view gives the users summary of all records.

  • Path & Guidance

    This tool helps the users to track opportunity records and visualize the goals to increase productivity.

  • Lightning App Builder

    Users can create custom pages for the lightning experience and salesforce mobile app with this drag-and-drop tool.

  • Lightning Components

    Without programming skills, the developer can use lightning components to build custom applications.

Need for Upgradation of Salesforce Lightning

The need to migrate from the Salesforce Classic version to the new Lightning version is so strong that organizations avoiding the upgrade will not be able to take advantage of the new user interface and unique features. Data visualizations and customizable dashboards for reports provide faster navigation and a better user experience. Salesforce Lightning has a set of components that provide developers and designers with a low-code framework for customization. The new release also includes innovative features like Instant Search, new Salesforce Einstein features, Activity Timeline, Trails, and more.

When migrating from salesforce classic to lightning, there is a lot to think about. Here mentioned three important considerations.

  • Before initiating the migration process make sure the org and its users are ready to move from the classic version to lightning because users can’t access lightning knowledge from the classic.
  • Migrating helps in transferring classic knowledge to lightning knowledge. However, there required some manual work. Depending on customizations within the organization, this manual effort may be required to a greater or lesser extent. Admins should always make sure all the items are correctly mapped after migration.
  • While migrating, always reach out to salesforce support for the enablement of a migration assistant for the organization and train the users on how to use the lightning platform.

Major steps in upgrading Classic to Lightning

Here are some major steps for upgrading the salesforce classic to lightning.

  • Evaluation

    While upgrading the CRM, the first step is to have a quick review of all the workers in the team, the business processes involved, and CRM settings. Also, there should be a check of the customizations you are working on, whether it will adapt to the lightning environment or not.

  • Planning

    This step of migration addresses the crucial results. The most important thing to consider is that there is an idea of when the upgrade will finish and how it will pan out in the end. Proper training modules for the employees should be planned. Finally, a plan for evaluating the success of the upgrade is equally necessary.

  • Testing

    Analyzing the customizations is one of the important steps to be done before launching salesforce lightning. Every organization prefers CRM customizations to meet the requirements of customers, employers, and as well as the organization. Thus, need to test all customizations are perfectly functioning after the migration from classic to lightning.

  • Launching

    Finally, it is time to launch the lightning experience. It is difficult to launch the salesforce lightning with the guidelines provided. So, the help of expert advice and customer support makes this process much easier.

  • Optimizing

    The final step in the migration involves the optimization of the salesforce usage to bring up all the benefits inside the lightning experience. Proper analysis and optimization of salesforce lightning make it more efficient