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Upgrading to Salesforce Lightning is less stress than it might look like at first, and Salesforce Classic to Lightning migration does not need to cause any trouble. With the right approach to the process, the transition is a smooth and seamless experience. It is a three-part series process of successfully migrating to Salesforce Lighting, with transitioning from one phase to the next one at a time.

Salesforce Lightning
Benefits

New UI

New UI

This improved and modernized user-friendly interface is not only about looks, but it is also about improved flexibility and dynamics compared to the original. The enhanced UI also allows for the swift transition from desktop to mobile devices and backward.

Sales Path

Sales Path

Sales Path allows identifying the key stages that a Lead or Opportunity is to go through as well as highlight the most crucial steps at every stage. Entering information now takes much less time for sales reps, along with moving the deals to different stages.

Enhanced Reports, Charts, and Dashboards

Enhanced Reports, Charts, and Dashboards

The reports underwent redesign that not only modernized their outlook but also increased their functionality. Upgrade also touched dashboards increasing the number of columns and integrating an instant refresh feature.

Lightning App Builder

Lightning App Builder

The Lightning App Builder is perfect for customizing Lightning pages, reconfiguring them, dragging, dropping, and having fun with the configurations. The users can customize their Home Pages by choosing pre-made components that can be dropped. The Lightning Builder improves the users’ ability to customize the components of the Lightning to meet their unique needs. The customization of the interface is critical to making the system truly efficient.

Kanban View

Kanban View

Easily manage opportunities in the new Kanban view. Kanban allows for viewing up to four fields and it also comfortable for dragging the information to the next stages. Swiftly create and distribute tasks or events without needing to leave the current view.

Salesforce Einstein

Salesforce Einstein

Salesforce Einstein is a new artificial intelligence product that makes it easier to make forecasts in sales and marketing.

Our Certificates

Lightning Migration Stages

Define Goals

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We start with a clear list of goals for the Lightning migration. Creating a list of business goals and prioritizing them allows building a goal-driven transition process.

Discuss and Prioritize Functionality

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We build a clear guide for the development team and reduce risks and hiccups in the critical nuts and bolts of the transition.

Run a Lightning Readiness Check

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We run the Lightning Readiness check. It allows us to identify any bugs or issues we did not foresee as well as organizational inconveniences that can compromise the migration from Classic to Lightning.

Tests in Sandbox

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We use Sandboxes to isolate and test changes without affecting users. Our team checks new functionality and get critical feedback from users before launch.

Check Goals

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On each step of the way, we provide full stakeholder support ensuring comfortable Salesforce Lightning migration, adoption of its key features, and accomplishment of all goals. It ensures we do not stray away from our path and stay focused on the goal.

Roll Out Lightning to Power Users

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Each user account can roll out to the new functionality individually. That way, we can isolate and track any issues that might compromise the efficiency of the user groups. That way, we can see where the issue appears, what are the reasons for it to appear, and how to deal with it in the most efficient manner.
We collect and record the feedback from the Power Users who underwent migration from Classic to Lightning and update the functionality according to their feedback.

Write Detailed Documentation

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With the outlined workflows, processes, cases, and goals detailed in steps one and two, we create a comprehensive documentation guide. That way, other users, admins, and developers know how to implement the full potential of the Lightning to meet their organizational goals.

Introduce Lightning and Training

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We train all users on the new Lightning functionality before rolling out the changes as live to the entire organization. Power Users can also give training to the rest of the users, teaching them to properly implement the Lightning and find the data they might need during the work process.

Launch

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At this stage, your team is likely to be familiar with all the features and have access to the needed resources. This is when it is time to go live with the new Lightning system.

Our Clients

hub
infarm
transcend
exact data
ida
rec
payne
rxmarketing
saas management
london work space
safari reviews

Why invest in a
Salesforce Lightning Migration?

    • Better visual reporting

Lightning can help with fixing issues with the visual representation of the data. It gives a new and fresh outlook to a standard CRM without changing its core and having the business migrate to a new application. Constructing a visually appealing dashboard executive can quickly go through is the key to a successful sale because most decision-makers spend lots of time in Salesforce rather than in individual records. That is why the information needs to be easy to process, and the appealing visuals might help in saving time and money. More so, it makes the dashboard look professional.

    • Better Adoption with Salesforce Lightning

If your business objective is to gather some highly specific user requirements to include in your roster, using the Lightning to reintroduce Salesforce to the executives might be a good idea. The point is that by adopting better practices, you can enhance the performance of your executives, the report quality, and the all-around efficiency of the Salesforce. More so, it will also give a morale boost to your teams because it is always refreshing to work with great new tools.

    • Better data entry

For the sales representatives and managers who use phones to navigate and manage their sales, we have a transition feature that helps better enter the data. With Quick Actions feature of the Salesforce Lightning, the business can boost the speed of data entry for each particular user.

  • In case one of your business representatives needs to transfer the data quickly or has acquired it via calls and is to synchronize this information with their accounts throughout the platform, they can drastically reduce the time they waste around clicking, scrolling, and doing all of those moves that cause more stress than benefit.

Our Cases

All cases

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our Salesforce experts?

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