{"id":3142,"date":"2021-11-17T17:43:28","date_gmt":"2021-11-17T12:13:28","guid":{"rendered":"https:\/\/www.fexle.com\/blogs\/?p=3142"},"modified":"2022-10-14T12:26:29","modified_gmt":"2022-10-14T06:56:29","slug":"why-and-how-to-migrate-from-salesforce-classic-to-lightning-version-a-complete-guide","status":"publish","type":"post","link":"https:\/\/www.fexle.com\/blogs\/why-and-how-to-migrate-from-salesforce-classic-to-lightning-version-a-complete-guide\/","title":{"rendered":"Why and How to Migrate from Salesforce Classic to Lightning Version \u2013 A Complete Guide"},"content":{"rendered":"

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.\u00a0<\/span><\/p>\n

Salesforce introduced Lighting versions to introduce new features, faster deployments, greater productivity, and seamless transition between desktop and mobile environments.<\/span><\/p>\n

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.<\/span><\/p>\n

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Why Migrate from Salesforce Classic to Salesforce Lightning?<\/b><\/h3>\n

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<\/a> services, make sure you go through these points below.<\/span><\/p>\n

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Sooner or Later Salesforce Will Stop Supporting the Classic Version<\/b><\/h3>\n

We all know the advent of new technology implicitly brings the downfall of the old ones. The same will happen to Salesforce also.\u00a0<\/span><\/p>\n

As of now Salesforce users can still use the classic version but let\u2019s accept the fact, sooner or later we cannot keep using the old interface.<\/span><\/p>\n

Back then, when Salesforce introduced the lightning version, it was promoted as a whole new Salesforce, a whole new way to sell.<\/span><\/p>\n

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\u2019s not a compulsory migration users can anytime switch back to the classic version of CRM.<\/span><\/p>\n

As of now, there\u2019s nothing official from Salesforce on when they will stop using the Classic version, but off-course, we cannot take a risk, and it\u2019s better we start our migration sooner.<\/span><\/p>\n

 <\/p>\n

Custom Homepage<\/b><\/p>\n

The new Salesforce lightning version helps users leverage the custom homepage feature. A user can customize the homepage as per their requirements.<\/span><\/p>\n

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.\u00a0<\/span><\/p>\n

Custom homepage features enable the team to identify the customer who is facing problems or facing challenges.<\/span><\/p>\n

Indeed, with a customizable homepage option, Salesforce has made the business process and team efficient and productive.<\/span><\/p>\n

 <\/p>\n

Lack of Innovation on Classic<\/b><\/p>\n

Another reason why there\u2019s a need for Salesforce migration from classic to lightning is the lack of innovation, which users face in the older version.<\/span><\/p>\n

After Salesforce lighting migration services<\/a>, you can enjoy many new updates and features. The cloud-computing company keeps improving and introducing new features in the lightning version.<\/span><\/p>\n

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.<\/span><\/p>\n

 <\/p>\n

Smart Views & More Column Dashboards<\/b><\/p>\n

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.<\/span><\/p>\n

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.<\/span><\/p>\n

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.<\/span><\/p>\n

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.<\/span><\/p>\n

 <\/p>\n

Improves Team Productivity<\/b><\/p>\n

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.<\/span><\/p>\n

According to the report by\u00a0<\/span>Forrester Consulting<\/span><\/a>, businesses that have migrated to the Lightning version have experienced multiple benefits:<\/span><\/p>\n