Upgrading to Salesforce Lightning is less stressful than it might appear, and Salesforce Classic-to-Lightning migration does not need to be a hassle at all. With the right approach, 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 Classic to Lightning Migration
This improved and modernized user-friendly interface is not only about looks, but 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 vice versa.
Sales Path identifies 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
The reports underwent a 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
The Lightning App Builder is perfect for customizing Lightning pages, reconfiguring them, dragging, dropping, and having fun with the configurations. 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 Lightning to meet their unique needs. The customization of the interface is critical to making the system truly efficient.
Easily manage opportunities with the new Kanban view. Kanban allows for viewing up to four fields as well as comfortably dragging the information to the next stages. Swiftly create and distribute tasks or events without leaving the current view.
Salesforce Einstein is a new artificial intelligence product that makes it easier to make forecasts in sales and marketing.
Lightning Migration Stages
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
We build a clear guide for the development team and reduce risks in the critical nuts and bolts of the transition.
Run a Lightning Readiness Check
We run the Lightning Readiness check, as it allows us to identify any bugs or issues we did not foresee along with any organizational inconveniences that can compromise the migration from Classic to Lightning.
Tests in Sandbox
We use Sandboxes to isolate and test changes without affecting users. Our team checks new functions and receives critical feedback from users before launch.
At each step of the way, we provide full stakeholder support ensuring comfortable Salesforce Lightning migration, the adoption of its key features, and the accomplishment of all goals. This ensures that we do not stray from our path and keep our eyes on the prize.
Roll Out Lightning to Power Users
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. We can see where the issue appears, what caused it to appear, and how to deal with it in the most efficient manner.
We collect the feedback from the power users who underwent migration from Classic to Lightning and update the functionality according to their feedback.
Write Detailed Documentation
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 Lightning to meet their organizational goals.
Introduce Lightning and Training
We train all users on the new Lightning functionality before rolling out changes to the entire organization. Power users can also give trainings to the rest of the users, teaching them to properly implement Lightning and find the data they might need during the work process.
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.
Why invest in
Salesforce Lightning Migration?
- Better visual reporting
Lightning can help fix 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 that executives can quickly go through is the key to a successful sale because most decision-makers spend a lot 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 both time and money. Moreover, it makes the dashboard look professional.
- Better Adoption with Salesforce Lightning
If your objective is to gather some highly specific user requirements to include in your roster, using the Lightning to reintroduce Salesforce to 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 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 the 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 benefits.
Our CasesAll cases
Salesforce App Development For GDPR and CCPA Compliance
The enthusiastic team from Braveheartdata will ensure company compliance with GDPR, CCPA, and other data protection laws.
The enthusiastic team from Braveheartdata will ensure company compliance with GDPR, CCPA, and ot ...
Service Cloud and Pardot Implementation For Educational Company
Moncel has been a leading provider of online training in the hospitality and food services industry since 2012.
Moncel has been a leading provider of online training in the hospitality and food services indus ...
Service Cloud Implementation for Publishing Company
Being obsessed with reading, Booknook helps authors disseminate their works by publishing their works online and crafting those books in formats that support all e-readers.
Being obsessed with reading, Booknook helps authors disseminate their works by publishing their ...
Sales Cloud Implementation for Air Cargo Company
DeltaWorldCharter is providing cargo and private jet charter services all over the world helping clients to find peace of mind by taking care of travel planning and being available for 24/7 consulting.
DeltaWorldCharter is providing cargo and private jet charter services all over the world helping ...
Salesforce Nonprofit Implementation For Education Company
The Academy for Teachers connects educators to improve their professional skills, share knowledge and pass on experience.
The Academy for Teachers connects educators to improve their professional skills, share knowledg ...
Sales Cloud Implementation For Technology Company
Founded by leaders connected by the same goal of helping businesses to grow, Transcend provides high-quality consulting services to open new opportunities.
Founded by leaders connected by the same goal of helping businesses to grow, Transcend provides ...
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Sales Cloud Implementation For Mortgage Company
As an expert in the mortgage field, QMI offers people who are new to loan procedures to facilitate this process by saving clients’ time and effort while closing real estate deals.
As an expert in the mortgage field, QMI offers people who are new to loan procedures to facilita ...
Sales Cloud Implementation For Marketing Company
SYNC Sponsorship is a local agency that focuses on marketing services applicable solely for the sponsorship sphere, taking into account all of its peculiarities.
SYNC Sponsorship is a local agency that focuses on marketing services applicable solely for the ...
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CRM Implementation for Real Estate Company
The Workplace Company is a fast-growing occupier-focused real estate consultancy based in central London, acting for all types of occupiers seeking office space in London.
The Workplace Company is a fast-growing occupier-focused real estate consultancy based in centra ...
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CRM Implementation For Farming Startup
Infarm is an urban farming services company that develops farming tech for grocery stores, restaurants, and local distribution centers. The company provides urban communities with fresh, nutritious products.
Infarm is an urban farming services company that develops farming tech for grocery stores, resta ...
CRM And Inventory Solution For Automotive Industry
Payne Auto Group is a Dodge, Jeep, Ram, Chrysler, Chevrolet, Buick, GMC, Ford, Volkswagen, FIAT & Alfa Romeo dealer with dealerships across the Rio Grande Valley.
Payne Auto Group is a Dodge, Jeep, Ram, Chrysler, Chevrolet, Buick, GMC, Ford, Volkswagen, FIAT ...