Salesforce Lightning: In the Salesforce universe, a revolutionary transformation called Lightning burst onto the scene back in 2014, leaving its predecessor, Salesforce Classic, trailing far behind. Since then, Salesforce has turbocharged Lightning with a suite of robust tools and productivity-boosting features. In fact, all new subscribers are automatically onboarded to the Lightning platform, and it has been an electrifying journey ever since!
Transitioning from Classic to Lightning
It’s no surprise that Salesforce made the bold move to transition Classic users to the Lightning experience in 2020. But for those still attached to the Classic vibe, there’s no official end date for Classic, and existing users retain the freedom to revert to the familiar terrain.
Why Migrate to Lightning
Revving your engines and migrating to Salesforce Lightning can propel your business miles ahead of the competition. It’s not just about aesthetics; Lightning offers a plethora of advantages that will supercharge your business like never before, and engaging a Salesforce consulting company could be your smartest move in adapting to this new dimension!
Enlightening Insights: With the assistance of Einstein, Salesforce’s brilliant artificial intelligence product, tasks like sales and marketing forecasting become a breeze. The Sales Path feature serves as your reliable GPS, guiding you through the critical stages of leads and opportunities, offering indispensable insights at every turn.
Thrilling User Experience: Lightning’s new Kanban View provides users with a panoramic sight of four fields simultaneously, empowering them to create and manage tasks and events without losing sight of their current view.
Lightning-Fast App Development: Lightning’s App Builder is like a turbocharged engine for crafting custom apps and reconfiguring Lightning pages. Lightning’s component-based framework offers an array of tools, extensions, and pre-built reusable components, making customization a breeze.
A Future Illuminated by Lightning: With Salesforce’s unwavering commitment to Lightning’s advancement, the Classic platform is now a relic of the past. All future enhancements and groundbreaking features will be exclusive to Lightning. So, if you want to ride the wave of innovation and access the latest releases, making the switch to Lightning is the way to go.
If you’ve been cruising along with the trusty Classic UI, get ready for an exhilarating upgrade to the Lightning experience. While the transition may seem daunting, fret not! We’ve got you covered with a smooth roadmap that will have you accelerating toward success in no time.
Upgrading from Classic to Lightning in 5 Simple Steps
Step 1: Assess Your Needs
Evaluating whether Lightning is the perfect fit for your enterprise is essential. Ask yourself some pivotal questions:
Do your sales and marketing teams grapple with complex workflows and processes?
Is your sales performance meeting industry benchmarks, or could it use a boost?
Is your productivity not up to par?
Are there common pain points or complaints within your workflow?
Have customers expressed dissatisfaction or provided negative feedback?
If you’ve answered “yes” to any of these questions, Lightning is the path to take. Even if Classic currently meets your needs, don’t get too comfortable, as Classic is not future-proof.
Step 2: Perform a Gap Analysis
Identify the Classic features you’re currently using and figure out which Lightning features can supercharge your processes. Don’t forget to consider cost-effectiveness. While not every Lightning feature may be necessary immediately, some may be worth the investment in the long run. The Lightning Experience Readiness Check is a useful tool for this analysis, pointing out potential code issues, high-risk components, and features that might disappear in Lightning.
Step 3: Migration
The Lightning Migration Assistant will walk you through the process, making it a breeze. However, a successful migration involves more than just moving components. Ensure data integrity in the new setup and upgrade user permissions to take full advantage of Lightning’s security enhancements.
Step 4: Test
Thorough Salesforce testing is essential to ensure a smooth ride in Lightning. Use the Lightning Migration Assistant for guided user acceptance testing. Experiment with unique features, customize as needed, and fine-tune until you’re comfortably cruising in Lightning.
Step 5: Post-Migration Checks
Even after migration, it’s crucial to keep a watchful eye on the road. Continuously gather feedback from different user groups and refine the user interface based on their input. The Salesforce Optimizer report will help you identify areas for improvement, simplification, or upgrading apps to make the most of Lightning.
Managing Resistance to Salesforce Lightning Migration
The transition from Classic to Lightning might feel like uncharted waters, but we’ve charted a course to help you navigate the waves of user resistance and make this migration a breeze.
Secure Resources: Ensure you have all hands on deck, secure top management support, and obtain the necessary resources, including budget and expert assistance. A well-prepared crew is essential for smooth sailing.
Win Minds: Tailor your message to different groups, highlighting how Lightning will benefit them personally. For the C-suite, emphasize the return on investment. Showcase to top management how Lightning will boost productivity and lead to greater success. For frontline workers, emphasize the ease and power of Lightning’s features, making their work effortless.
Enlist Influencers: Identify those who can champion the change and have them assist in ironing out any hiccups. Their positive experiences during the testing phase will inspire others to come aboard.
Set Sail: Hoist the sails of success by prioritizing the roll-out of Lightning features that offer immediate benefits to users. When they witness positive results right away, resistance will fade, and support will grow. Quantifiable proof through KPI metrics will illustrate how Lightning can transform your voyage to greatness.
Guide and Support: Equip your crew with the knowledge they need to sail confidently in the new interface. Provide support and guidance until they find their new comfort zone.
Navigate Chokepoints: Let your adoption team highlight any chokepoints that need extra attention. Prepare your crew to tackle these challenges head-on, ensuring a seamless transition. Consider enlisting the assistance of an experienced Salesforce consulting partner in Chicago while making the change.
In Summary
Smooth sailing through the Salesforce Lightning migration is well within your grasp. With the support of an experienced Salesforce consultant, securing the necessary resources and gaining top management buy-in becomes a breeze. Prioritizing Lightning features with immediate benefits will boost user acceptance, making any resistance obsolete.