You can easily navigate to the Salesforce Lightning Migration Assistant Migration Assistant is a utility by Apple Inc. that transfers data, user accounts, computer settings and apps from one Macintosh computer to another computer, or from a full drive backup. As of OS X Lion and later, it can also migrate contacts, calendars, and email accounts and oth…Migration Assistant
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How to migrate from Salesforce classic to lightning?
You don’t want to find yourself in a difficult position when Salesforce eventually decides to phase out Classic. There are four distinct phases of any Salesforce Classic to Lightning migration process: discovery, planning, training, and optimisation.
What is the Salesforce lightning experience transition change management hub?
The Lightning Experience Transition Change Management Hub provides step-by-step instructions and best practices on how to manage your org’s transition. Implementing the Salesforce Lightning Experience should be spearheaded by an adoption team that runs end-user testing for each group.
What is Salesforce Lightning path?
Path: Salesforce Lightning guides users through sales processes by providing advice and resources specific to each stage of an opportunity. This includes surfacing information about following up with new leads, moving records through the sales funnel, and closing deals.
What can I do with the Salesforce Lightning app?
Add and Customize Tabs on Lightning Pages Using the Lightning App... Track Certain Data Privacy Preferences for Leads and Contacts... Formulas: How Do I ... ? Can I use the same domain name for my Salesforce Sites and my... What Can I Do with External Services?
What is readiness check in Salesforce?
The Readiness Check Salesforce Report evaluates your org and how it currently uses Salesforce Classic to help determine what will be impacted for your teams when you migrate. It can estimate how much effort it will take to switch over, highlight potential code issues, and identify features you are currently using that will no longer be available . You’ll also need to perform your own gap analysis in addition to having clear alternatives in place for those features and functionalities not supported in Lightning.
Does Lightning training require starting from scratch?
While Lightning training doesn’t require starting from scratch, lack of preparedness can reinforce fears and user resistance. Panaya ForeSight can be the easiest way to avoid challenges and streamline adoption, providing:
Can you take the Lightning Experience for a test run?
You can take the Lightning Experience for a test run using the Lightning Migration Assistant. The assistant can guide you through the process of initiating Lightning for your company, and give you a preview of how your org will operate in Lightning without turning it on for all of your users.
What to do after setting up Salesforce Lightning?
This includes testing workflows, processes, configurations, data, performance, and more. Allow teams to conduct their own user acceptance testing by inviting them to dig in and try to break things. It’s important to encourage everyone to adopt a fail-fast mindset during this process. After all — the sooner issues and bugs are discovered, the sooner they can be resolved.
What is optimization in Salesforce?
Optimization is the process of making something as fully perfect, functional, or effective as possible. While perfection isn’t the end goal, you do want to continue to improve Salesforce Lightning so it reaches a state where everyone using it is as productive and satisfied as they can possibly be.
Making the business case
That preamble brings us to an important topic for System Administrators – how do you make the business case to leadership that the time is right to migrate to Lightning? The crux of the argument has to be that if you remain on Classic, you’ll be paying for (in the form of recurring license costs) innovation that Salesforce delivers three times a year, but your company won’t be receiving any of the benefits.
Start studying!
One of the biggest roadblocks of migrating to Lightning is not the cost (i.e. time, resources, business disruption) but the lack of knowledge on Lightning by the System Administrator. If you have been turning a blind eye to Lightning the last two years you’ve got a lot of catching up to do.
Want to learn more?
Come hear me speak at Dreamforce this year as I present “Planning Your Migration to the Lightning Experience – Four Steps to Success” (Admin Track) or download our eBook on Migrating from Classic to Lightning. Additionally, grab some hands-on experience configuring Lightning by tackling the Lightning Experience Specialist Super Badge on Trailhead.
Why migrate Salesforce Classic to Lightning?
Why Is Salesforce Migration From Classic To Lightning Required? 1 Maintaining and supporting the classic version can prove to be costlier than planned and may also lead to ineffective output 2 With industry standards, rules and regulations continuously on a change drive, it is difficult to ensure that the old systems remain in sync 3 Latest advancements in technology may not support the classic system and hence prove to be a roadblock 4 Business process efficacy may reduce with older versions not able to cope 5 Security aspects and privacy levels may get compromised with classic versions 6 Software migration is sure to offer enhanced efficiency, agility, performance and cost-effectiveness 7 The go-to-market time will be fastened with business processes getting more efficient and productive 8 Migrating to a higher and better version will ensure elevated levels of customer satisfaction and loyalty
Why is software migration important?
Software migration is sure to offer enhanced efficiency, agility, performance and cost-effectiveness. The go-to-market time will be fastened with business processes getting more efficient and productive. Migrating to a higher and better version will ensure elevated levels of customer satisfaction and loyalty.
Is Lightning still coming up?
Lightning takes a little longer time in showcasing changes and hence will take some more time in showcasing any change done. Since Lightning is still coming up, there are certain features that may be missing, and users may have to wait.
Is Salesforce Lightning easy to use?
The only thing that needs to be taken care of, is, it isn’t as easy as a mere switch. There is much more to it.
What is Lightning Knowledge?
Lightning Knowledge is one of the major Lightning Experience changes that actually results in a data architecture change. We’ll get into the details in a moment, but the main thing to keep in mind is that Lightning Knowledge now functions more like normal Salesforce Objects (awesome!)
Can you use Lightning Knowledge in Classic?
Knowledge changes in the Lightning Experience. As a result, Lightning Knowledge isn’t accessible via Classic. If you still have users that aren’t in Lightning yet then they will lose access to Knowledge articles. If you need help getting your team into Lightning so you can use Lightning Knowledge, Internet Creations can help you get started.
Making The Business Case
- That preamble brings us to an important topic for System Administrators – how do you make the business case to leadership that the time is right to migrate to Lightning? The crux of the argument has to be that if you remain on Classic, you’ll be paying for (in the form of recurring license costs) innovation that Salesforce delivers three times a ye...
So What’s Involved?
- As a System Administrator you may not be that familiar with Lightning, so let me give you some high-level guidance for what’s involved when moving to Lightning Experience: What is not impacted: 1. Data (Still there!) 2. Business logic (Workflow Rules, Process Builders, Validation Rules, etc. – still there!) 3. Security (Role Hierarchy, OWDs, etc. – still there!) What is impacted: 1…
Start Studying!
- One of the biggest roadblocks of migrating to Lightning is not the cost (i.e. time, resources, business disruption) but the lack of knowledge on Lightning by the System Administrator. If you have been turning a blind eye to Lightning the last two years you’ve got a lot of catching up to do. As of Winter ’18, there are 3,621 pages of Release Notes packed with Lightning innovation and d…
Want to Learn More?
- Come hear me speak at Dreamforce this year as I present “Planning Your Migration to the Lightning Experience – Four Steps to Success” (Admin Track) or download our eBook onMigrating from Classic to Lightning. Additionally, grab some hands-on experience configuring Lightning by tackling theLightning Experience Specialist Super Badgeon Trailhead.