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.
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 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
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
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.
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 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 and hiccups in the critical nuts and bolts of the transition.
Run a Lightning Readiness Check
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
We use Sandboxes to isolate and test changes without affecting users. Our team checks new functionality and get critical feedback from users before launch.
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
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
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
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.
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 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 CasesAll cases
Payne Auto Group
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 ...
The single place to store all the client's data required to cope with the company's fast pace. Sponsorship sales management. Custom Lead and Sales cycle. Tracking all the activity related to customers.
The single place to store all the client's data required to cope with the company's fast pace. S ...
Riyadh, Saudi Arabia
QMI provides lead qualification process automation, allowing to have a single place for lead progress management toward the deal closure.
QMI provides lead qualification process automation, allowing to have a single place for lead pro ...
Transcend helps other companies to start a business in Saudi Arabia. The company provides all the business and technology services you need to succeed in Saudi Arabia.
Transcend helps other companies to start a business in Saudi Arabia. The company provides all th ...
Riyadh, Saudi Arabia
Academy for Teachers
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 ...
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 by distributing smart vertical farms throughout the city, directly where people live and eat.
Infarm is an urban farming services company that develops farming tech for grocery stores, resta ...
The Workplace 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 ...
United Kingdom, London