November 10, 2023   Category : Salesforce User Guide

In this fast-evolving business world, adaptability and efficiency are key. Salesforce Lightning, a modern user interface designed to streamline your CRM processes, is your gateway to achieving exactly that. If you’re still operating within Salesforce Classic, it’s high time to consider the transition to Lightning.

In this blog, we will guide you through the process of migrating your app from Classic to Lightning in Salesforce, ensuring a smooth transition for your organization.

Step 1: Lightning Readiness Check

Before embarking on your migration journey, it’s imperative to perform a comprehensive Lightning Readiness Check. This initial step involves evaluating your organization’s current use of Salesforce Classic and identifying any customizations that need to be migrated. Furthermore, it ensures that your users are prepared for the impending change.

The Readiness Check serves several critical purposes:

• Identifying Code Issues : It helps in identifying possible code issues, both direct and indirect code dependencies.
• Risk Assessment: Provides insight into the most high-risk components during migration.
• Feature Exploration : This allows you to explore features your organization currently relies on in Classic, which may not be available in Lightning.
• Integration Assessment : Determines any potential interruptions to important integrations and APIs.

Step 2: Migration to Sandbox and Testing:

Once you’ve assessed your organization’s readiness for Lightning, the next step is to migrate it to a sandbox environment. This sandbox environment provides a safe space to test and experiment with new setups, apps or modifications without impacting your production environment.

Salesforce Lightning sandbox testing is a pivotal stage in the migration process. It ensures the proper functioning of applications, features, customizations and integrations. Testing is especially crucial for features not covered by the Lightning Experience Readiness Check.

During this phase, you might find that some Classic features need to be replaced with Lightning counterparts. Rigorous user acceptability and functional testing are vital to analyze the impact of each change and identify any necessary workarounds.

Step 3: Deploy to Production:

Once your testing in the sandbox is complete, it’s time to deploy all the changes to your production environment. This allows your end users to leverage the enhanced capabilities of Salesforce Lightning.

Benefits of Salesforce Lightning Over Classic:

Making the switch to Salesforce Lightning comes with a host of benefits that can revolutionize your CRM experience, like;

• Sales Automation: Salesforce Lightning streamlines your sales pipeline, helping you respond promptly to unforeseen challenges.
• Quick App Development: The intuitive interface allows you to integrate built-in Salesforce components and customize your CRM effortlessly.
• Information Privacy: Components in Salesforce Lightning cannot interact with each other, eliminating the potential for malicious activity.
• Einstein AI Integration: Gain insights into customer behaviour and personalize your services with the power of AI. Access comprehensive analytics reports to inform your customer research.
• Enhanced User Experience: Lightning offers improved text patterns, graphics, and icons, enhancing the overall user experience. The updated dashboard provides a checklist for customers, employees and partners.
• Higher Quality Leads: Einstein AI comprehends your requirements and tracks leads, their sales choices, behaviour and interactions, delivering higher quality leads.
• 3rd Party Integration: Seamlessly integrate third-party components from any source, expanding your CRM capabilities.

On a concluding note, migrating your app from Classic to Lightning in Salesforce is a transformative process that promises increased efficiency, enhanced user experience and access to cutting-edge AI technology.

By following the steps outlined above and leveraging the benefits of Salesforce Lightning, your organization can stay competitive and ahead of the curve in the dynamic world of CRM.