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Salesforce Lightning Migration – Tips & Tricks

If you are still undecided on migrating to Salesforce Lightning, you are in the right place. For the past over two decades, Salesforce has revolutionized the customer service to be the world’s #1 CRM. From 2014 with the next-gen open-source platform, Lightning, Salesforce confirms its dominance.

Salesforce Lightning migration, though not rocket science, needs particular expertise. Since it broadens developers’ opportunities, a lot of companies want to migrate to Lightning from Classic. But as many think it is not a mystery to migrate but only has a few challenges as in all revolutions that include.

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Challenges of migrating from Salesforce Classic version to Lightning

Apart from increasing productivity and profitability, migrating to Lightning from Classic has many benefits. As per the 2017 Adoption Survey, Lightning users confirmed a 41% increase in productivity & conversion rates, 40% increase in collaboration & 21% in win rate along with 23% fast time to close. Hence to know the challenges for migration is vital that include:

  • The enormous challenge is to train the users for the Lightning UI from the Classic UI, which may take some time as they will be skeptical about the learning curve and the changes.
  • Since it takes a long time to showcase the changes of migrating to Lightning with its hundreds of features, it isn’t easy to show immediate results.
  • With Salesforce continuing to amaze with innovation, there were 700 features during launch, and many adding for the Lightning version to make it difficult for users to use them properly.
  • Many have the confusion about Classic’s customizations that need migration to Lightning and the out-of-the-box features.
  • Without a thorough analysis, migrating may have performance issues as the users cannot adhere to API usage limits.
  • With over 850 features, the users will find to use the right feature as per their company need, and overloading the features may reduce the efficiency to have a significant impact on UX.

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The tips & trick for Salesforce Lightning migration

Having listed out the challenges of Salesforce Lightning migration, it is time to know the tips and tricks to overcome them, to make them as opportunities to increase productivity and fast time to market. Some tips and tricks include.

  • Have a coherent plan before migration to identify essential resources, communicate with all to decide on right users for the new Lightning UI and prepare them well for using it
  • Start with a pilot project to test waters for correcting them and roll out the lightning experience in phases for all to be comfortable with the learning curve and get refined on the go.
  • Do not recreate Classic customizations or import data. as the migration to Lightning UI will upgrade the entire experience to give excellent ROIs.
  • Conduct a gap analysis to compare all the features of the classic version that satisfied the organizational needs with that of the features offered by Lightning to use only the right features
  • Conduct a thorough Salesforce Org health assessment for investigating and analyzing all the issues to identify unused components and bottlenecks to rectify for better performance
  • Adapt a grounds-up-approach with Persona and Design-Thinking-led method to identify the migration affects to help articulate the business goals by setting up required resources to manage the transition

The above tips and tricks will surely clear all your lightning migration doubts to have the best lightning experience overcoming the challenges to make them as opportunities.

Call us now for more details for the successful Lightning journey to add more features and use them properly to get all the benefits to improve productivity to bring the products fast to the market.

TO CLOSE MORE DEALS FASTER

Are you migrating to Lightning ? Learn how we have successfully migrated our customers into lighting at the lowest of the cost with no loss of functionality. Click here to have a consultant contact you.

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