Title: How to Migrate to Salesforce Lightning Successfully in 4 steps?
1How to Migrate to Salesforce Lightning
Successfully in 4 steps? Salesforce Lightning-
The blazing new version of Salesforce that had
taken the entire world by storm. Why? Because of
it's easy to use interface coupled with the speed
of doing tasks that it enhanced. Let us see how
you can achieve a smooth transition in Salesforce
from Classic to Lightning. The blog covers the
following topics-
Four Step Formula for a Smooth Lightning
Transition
Lightning Transition Best- Practices
Lightning Transition Best- Practices
Define Goals for Transition Map Out
Workflows Run a Lightning Readiness Check Test
Your Goal Roll Out Lightning to Power Users
Documentation
Define Goals for Transition
2Begin with a reasonable list of objectives for
the Lightning migration. By laying out
objectives and directing a high-level analysis,
you'll set yourself up with a superior
comprehension of how your framework would develop
with the redesign. Map Out Workflows Lay out
all current and new procedures and examining them
by every team that will be influenced by it. Do
this before moving onto making arrangements for
improvement. If a group communicates dithering or
worry with how things will function in Lightning
framework, then this is the ideal opportunity to
talk about that. Run a Lightning Readiness
Check It is suggested that you run a Lightning
Readiness check. It can help you to pick on
potential unanticipated bugs or organization
inconsistencies that you may have missed during
the planning. Test Your Goal Cross check with
the majority of your key partners to guarantee
the new Lightning highlights you've arranged and
assembled will achieve the objectives you have
delineated in stage one. Roll Out Lightning to
Power Users Begin with all progressions to Power
Users only. This separates major unexpected
issues in a Lightning movement and guarantees the
usefulness lines up with what every user group
actually needs. Documentation You need to
guarantee that you have a reference list
documented securely to guarantee the new
usefulness discharge goes through easily. Four
Step Formula for a Smooth Lightning Transition
3- Preview with Migration Assistant for a good
Lightning test drive
1
- Gap Analysis to examine the technical aspects
2
- Adoption Team run end-user testing
3
- Close all gaps, implement all features
4
- Introduce Lightning and Training
- Utilize your documentation above to prepare all
clients on the new Lightning usefulness before
implementing the progressions in the whole
association. - Preview with Migration Assistant for a good
Lightning test drive. - Salesforce gives an out-of-the-box Migration
Assistant that adds all articles and information
to Lightning. It gives you a well-ordered guide
on the best way to initiate Lightning Experience
for your association and your clients is a
totally innocuous task and all you need is five
minutes to enact all procedure computerization,
for example, work process, sharing principles,
record types, page designs, and information. You
can discover Migration Assistant in the Setup.
Salesforce Migration Assistant allows you to make
a Preview of Lightning Experience. That implies
Lightning Experience isn't yet accessible for you
or your association. Consider it like a decent
test drive where you can check "out of the box"
Salesforce usefulness and plan for the following
stage before complete actuation. - Gap Analysis to examine the technical aspects
- Run a Gap Analysis and look at the specialized
angles. You gave it a shot, and it looks
incredible up until this point, however sadly,
there are a few gaps between Salesforce Classic
and Lightning Experience. This is your
opportunity to discover what was missed in the
program change process, for example, missing
default Visualforce pages, custom catches with
Javascript setting and a list tab.
Notwithstanding when they are there, they look
to some degree antiquated. In future discharges,
they will cover gaps, yet until further notice,
you can utilize this asset to look at what isn't
yet done. Contingent upon the extent of your
undertaking or whole association, Gap Analysis
can take from a multi-week to two
4- months. No stresses, however. There dependably
exists a workaround, and you simply need to
discover it. - Adoption Team run end-user testing
- Make an Adoption Team and run end-client testing.
Pick a decent cross segment of clients in your
organization, e.g., clients from different
divisions, accomplices, deals reps, designers,
and so forth., to evaluate the framework
highlights. The clients ought to have some
genuine encounter with Lightning so they can
enable you to recognize missing pieces and traps
in the changed over custom or standard
applications. This is where ease of use and
cutting- edge analysis come together. - Close all gaps, implement all features
- It's an ideal opportunity to close all holes
between the two releases of Salesforce as
indicated by your needs, and afterwards execute
all the new incredible highlights that Lightning
offers App Builder, Kanban List View, Sales and
Service Console, new Dashboards and considerably
more. This progression likewise requires a
capable advancement group and joint effort with
business to make sense of which pages can be
changed over to Lightning segments, and which
can be pushed to the following discharge. Slowly
you will embrace all Lightning highlights that
help your organization be progressively
beneficial, close arrangements and cases
quicker, and execute modern advancement
arrangements in the new stage. - Conclusion
- This is it. All these small tips and steps will
help you sail through the ship of the Salesforce
Lightning Transition. All you have to do is to be
careful. You can hire a Salesforce Consultant or
Consulting company like JanBask- IT Solutions and
Salesforce consulting to help you with your
Salesforce transition. - Reference-https//yourstory.com/mystory/how-to-mi
grate-to-salesforce-lightning- successfull