Complete Guide for Salesforce Classic to Lightning Migration

Those companies trying to improve their Salesforce experience must first migrate from Salesforce Classic to Lightning . Leveraging current capabilities, enhanced speed, and a more user-friendly interface, Salesforce Classic to Lightning migration lets you evaluate your present Salesforce configuration, applying Salesforce’s readiness tools to enable Lightning for your company, and making sure that customizations and integrations match the new interface exactly. From preparation to post-migration actions, this book will accompany you through the whole process to guarantee a seamless and effective change.

Why Migrate to Salesforce Lightning?

Enhanced User Interface

The Lightning interface presents a more contemporary and personalized experience. Less clicks allow visitors to acquire essential information and browse more quickly thanks to the easy design.

Better Performance

Faster and more dependability than Salesforce Classic, Salesforce Lightning has enhanced performance. The platform gives improved search tools and faster load times.

New Features and Automation

Migrating to Salesforce Lightning opens a number of fresh capabilities like better reporting tools, process builder, and Lightning elements. These capabilities can greatly improve output and company procedures.

Steps to Migrate from Salesforce Classic to Lightning

1. Assess Your Current Salesforce Classic Environment

Before starting the migration, it’s important to assess your current Salesforce Classic environment. List customizations, items, and outside apps that must be checked and maybe changed to be Lightning compatible.

2. Run the Lightning Experience Readiness Check

One free tool Salesforce provides is the Lightning Presentation Readiness Check. Before moving to Lightning, this utility assesses your Salesforce Classic configuration and provides a thorough report on areas requiring work. It points out problems like incompatible programs, features, and customizations.

3. Set Up a Sandbox for Testing

Set up a sandbox environment where you can test the migration process before moving your whole organization. This lets you address any possible problems without compromising your live space..

4. Train Your Team

The transfer procedure depends critically on teaching your staff on the Salesforce Lightning interface. To guarantee a seamless transfer, be sure everyone is comfortable with the new features, navigation, and tools in Lightning.

5. Enable Lightning Experience

Salesforce Lightning can be turned on for your company once your surroundings are ready and your staff is trained. Depending on your inclination, this stage lets your users start utilizing the new interface either all at once or in stages.

6. Migrate Customizations and Apps

Make sure Salesforce Lightning correctly imports all of your customizations—that is, fields, objects, and processes. Review any outside apps as well to be sure Lightning compatible.

7. Monitor and Adjust After Migration

Once you move to Salesforce Lightning, keep an eye on the system to make sure everything is running as it should. Accept user comments and use expertise to guide required changes.

Best Practices for a Smooth Migration

Prioritize High-Impact Users First

Salesforce regularly sends updates to the Lightning Experience, thus it’s crucial to keep informed about fresh features and enhancements that can let your team operate more efficiently.

Stay on Top of Updates

Salesforce sends changes to the Lightning Experience all the time, so it’s important to know about any new features or improvements that can help your team work better.

Involve Key Stakeholders Early

Get input from key stakeholders early in the process to understand their needs and ensure that the new system addresses their requirements.

Challenges You Might Face During the Migration

Compatibility Issues with Customization

Customizations made in Salesforce Classic might not fit Salesforce Lightning. Review and maybe change these adjustments to guarantee fit.

User Opposition to Transformational Change

Those used to Salesforce Classic might object to change. Giving appropriate instruction and continuous assistance will help to reduce this problem.

Time and Money Management

Especially for bigger companies, migrating to Salesforce Lightning calls for effort and money. Before going live, be sure you give testing, training, and problem fixing ample time. 

Companies trying to improve their Salesforce experience would be wise to migrate from Salesforce Classic to Lightning. Although the process might be difficult, following correct procedures and best practices guarantees a seamless change. To maximize your new Salesforce Lightning system, keep in mind upfront planning, team training, and close system monitoring following migration.