5 Crucial Considerations For Salesforce Lightning Migration

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(No Transcript)
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Introduction
Salesforce announced Lightning Experience as its
default UI last year. Since then, more businesses
are looking to migrate to Lightning Experience
compared to previous years. The decision to
migrate is also necessary since Classic no longer
supports new upgrades meaning you cannot extend
capability in Classic by much. Lightning is
popular among businesses due to various reasons.
Firstly, you can use low-code development
capability to develop custom apps and layouts
much faster. Secondly, you have access to
Lightning only features like news, key deals, and
performance charts on the homepage which are not
available in Classic.
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Below are few practices to follow to achieve a
seamless Salesforce Lightning Migration
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Begin With Assessment Do a Gap Analysis Have a
Comparative Study Get a Readiness Check Roll
Out Lightning Experience
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01
Begin With Assessment
Before availing of Salesforce Lightning Services,
teams should do a self-analysis about their
migration needs. You can assess workflow,
processes, data structure, and integration
requirements after discussing with all
stakeholders.
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02
Do a Gap Analysis
Gap analysis is done to find out which features
you need in the Classic version. If there are a
few functionalities that are not available for
Classic but you can find them in Lightning, mark
them and discuss with your Salesforce partner if
it would be right to migrate because of that.
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Have a Comparative Study
You should not rush while implementing Lightning,
rather test Lightning UI first with some of your
users. Those users will use Lightning for a few
days and give you feedback. Based on their
feedback, you can devise the scope for migration.
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Get a Readiness Check
Once you have identified the scope for migration,
consider doing a Readiness Check. The readiness
check tool gives you an idea of what needs to be
done for migration and whether your system is
ready for migration or not.
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Roll Out Lightning Experience
After the data is migrated from Classic to
Lightning and configuration is done, consider
educating users about new enhancements in
Lightning. Once users are fully confident about
those features, you can consider full-scale
adoption.
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