Why and How to Migrate from Salesforce Classic to Lightning Version – A Complete Guide

For more than 20 years Salesforce is helping companies and businesses from different industry verticals and making their operations easy and rapid. It keeps innovating and bringing new features. In this series of innovations, Salesforce came up with its lightning version. 

Salesforce introduced Lighting versions to introduce new features, faster deployments, greater productivity, and seamless transition between desktop and mobile environments.

And we must say that the lightning version has indeed proved itself to be a game-changer and it has dramatically helped businesses in increasing productivity. Companies that have adopted Salesforce lightning migration services accept that the platform has undoubtedly come up with multiple benefits and has helped them execute day to day tasks.

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Why Migrate from Salesforce Classic to Salesforce Lightning?

In this post today, we will help you understand why a business should migrate from Salesforce Classic to Salesforce lightning version. Before you hire lightning app development services, make sure you go through these points below.

 

Sooner or Later Salesforce Will Stop Supporting the Classic Version

We all know the advent of new technology implicitly brings the downfall of the old ones. The same will happen to Salesforce also. 

As of now Salesforce users can still use the classic version but let’s accept the fact, sooner or later we cannot keep using the old interface.

Back then, when Salesforce introduced the lightning version, it was promoted as a whole new Salesforce, a whole new way to sell.

In the present time, the cloud CRM Company is actively promoting their lightning version and inducing users to switch from classic to the new platform. Until now, it’s not a compulsory migration users can anytime switch back to the classic version of CRM.

As of now, there’s nothing official from Salesforce on when they will stop using the Classic version, but off-course, we cannot take a risk, and it’s better we start our migration sooner.

 

Custom Homepage

The new Salesforce lightning version helps users leverage the custom homepage feature. A user can customize the homepage as per their requirements.

The major benefit of the customizable homepage is that users can see the pending task easily and take required follow-ups. It also facilitates the process of lead management and lead assignment. 

Custom homepage features enable the team to identify the customer who is facing problems or facing challenges.

Indeed, with a customizable homepage option, Salesforce has made the business process and team efficient and productive.

 

Lack of Innovation on Classic

Another reason why there’s a need for Salesforce migration from classic to lightning is the lack of innovation, which users face in the older version.

After Salesforce lighting migration services, you can enjoy many new updates and features. The cloud-computing company keeps improving and introducing new features in the lightning version.

However, for the classic version, Salesforce has announced that they will not add any more new enhancements to it. It means that if you are still using the classic Salesforce, you are investing a huge amount of money in the outdated products and you are also missing a lot of exciting features and improvements in the new version.

 

Smart Views & More Column Dashboards

The users of the Salesforce lightning version can greatly enjoy the smart analytics feature. Through smart analytics, Salesforce can remember the most commonly accessed views by the users. It will help them to focus only on the essential aspects.

All the data and required information are dynamically displayed in a more organized manner. Users will get a more detailed and amazing visual impact than the classic version.

If we talk about the dashboards, users will get to experience major changes in them as well. Earlier with the classic version, users only had three columns but, with the lightning, they can now work with a four-column dashboard, which is more convenient and easy to use.

The animated components in the new lightning version will help users to make data-driven decisions in a time-effective manner. Hire Salesforce lightning consulting services and learn more on the dynamic dashboards by Salesforce lightning.

 

Improves Team Productivity

The Salesforce dashboard is dynamic, and it offers users multiple things to view and analyze, such as open and close sales, amounts of sales with their closing dates, and many more. All the data can be accessed easily with better visual & user experience.

According to the report by Forrester Consulting, businesses that have migrated to the Lightning version have experienced multiple benefits:

    • Sales productivity increased, worth $1.59 million.
    • Savings in app development resources were worth $1.24 million.
    • Power-user productivity benefits us $366 thousand.
    • The top-line ROI benefit was 341%
    • Improved collaboration among team members.
    • Improved process efficiency
    • Better business results
  • Innovation and access to new features and capabilities

 

How To Migrate from Salesforce Classic to Lightning?

 

Step 1 – Need Assessment

Way before you start the actual migration process, make sure you have answers to all these questions. These questions will help you plan your migration journey ahead.

  • Are your sales and marketing teams facing challenges with workflow and processes?
  • Are the marketing and sales of your business at a satisfactory level as per the benchmarks & metrics of the industry?
  • Are you facing a productivity crisis?
  • Is the workflow complexity bothering the sales and marketing team?
  • Are you frequently receiving negative feedback from the employees?

 

Step 2 – Perform Gap Analysis

Understand where you are lacking with the classic version and how shifting to the Lightning version will help you bridge the gap.

Try to analyze the features that will come with the lightning version, will they be financially worth to your business and would they solve the current challenges that you are facing?

You can also go for the Lightning Experience Readiness Check. It is basically a Salesforce report, which tells you how an org is utilizing the Salesforce Classic. It consists of straightforward labels like the good stuff, needs some attention, which users are ready, etc. These bifurcations will make the action easy and interesting.

 

Step 3 – Execute Salesforce Migration from Classic to Lightning

Here are the critical steps to consider while performing a migration from Salesforce Classic to Salesforce lightning – 

  • Get buy-in from management and the daily users of the solution.
  • Execute the lightning experience readiness check.
  • Use Salesforce to optimize and identify the areas where you can simplify or improve based on the usage.
  • Take the help of the Lightning Migration Assistant guide.
  • Make sure you set the KPIs and measure the pre-transition factors so that you can set post-transition benefits and ROI.
  • If you have a small business then direct roll-out will be great. But for the large scale organization gradual rollout will be the best plan.
  • Make sure there is proper user training. It will help users to get acquainted with the new version of Salesforce Lightning and improve the user adoption rate.

 

Conclusion

The advent of Salesforce Lightning is a boon for modern businesses. It is an amazing and advanced tool that helps businesses in improving the company’s customer relationship management.

Hire an experienced Salesforce development company that can effectively migrate your system from classic to the lightning environment. The certified Salesforce developers and consultants will help you leverage the technology to its fullest.

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Related Article – What is Salesforce Lightning? How to Migrate from Classic To Salesforce Lightning?

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