How to Migrate to Salesforce Lightning Successfully in 4 steps? - PowerPoint PPT Presentation

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How to Migrate to Salesforce Lightning Successfully in 4 steps?

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Salesforce Lightning- The blazing new version of Salesforce that had taken the entire world by storm.Why? – PowerPoint PPT presentation

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Title: How to Migrate to Salesforce Lightning Successfully in 4 steps?


1
How 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
2
Begin 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
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