Perform a Test Drive with the 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
Is it time to build your Salesforce classic to lightning migration plan?
In January 2020, Salesforce officially enabled the new Lightning Experience (LEX) for all customers. And while they aren’t retiring Salesforce Classic (yet), the CRM giant is only releasing new features only for LEX. That means one thing: It’s time to build your Salesforce Classic to Lightning migration plan.
What is Salesforce lightning and how does it work?
Salesforce Lightning, an open-source framework, was announced in 2014 as the next-generation version of the software solution, a leap ahead of Salesforce Classic. This resulted in a significant increase in the number of organizations upgrading from the previous version to the latest version, increasing productivity and profitability.
How do you Find Your Salesforce lightning user tribe?
One effective way to do this is to find your tribe. Identify Salesforce super users within your organization who clearly see the value that the Lightning Experience offers and invite them to your mission.
Does it make sense to migrate from classic to lightning?
However, it’s also true that the transition from the Classic UI to Lightning can be an absolute headache. You might be wondering if it makes sense to migrate at all. Classic’s reportedly going to be around for quite a while yet.
Is Salesforce getting rid of Classic?
All Salesforce Classic users will be automatically moved to Lightning experience on January 7, 2020. You will still be able to switch back to Classic, but it is a signal for all companies to hurry up with Salesforce Lightning migration.
How do I switch from classic to lightning in Salesforce IPAD?
One you have logged into your Salesforce instance, click the Share Button from the top right corner, then scroll to the right to find additional sharing options. Click “Request Desktop Site” for Safari to refresh the Salesforce page to display Lightning. The page will refresh and will show the Lightning interface.
How do you go from classic to Lightning?
Change the UI from Salesforce Classic to Lightning ExperienceClick your name.Click Switch to Lightning Experience.
How do I turn on Lightning mode in Salesforce?
Enabling Lightning in SalesforceLog into the Salesforce environment.From the Setup page, select Lightning Experience in the left-hand navigation bar. ... In the Lighting Experience window, select Turn It On.Move the toggle to the Enabled state.More items...•
Assess organizational needs
Did you know that almost half of all CRM projects fail? According to Forrester Research, “under 50% of CRM projects fully meet expectations.”
Conduct a gap analysis
Understanding which features in Salesforce Classic are essential to the success of your organization will help you conduct a gap analysis. This exercise allows you to identify any features in Classic that are or are not supported in Lightning.
Take Lightning for a test drive
If the gap analysis reveals that it’s worth migrating your organization to Salesforce Lightning, then try it out! You wouldn’t purchase a new car before taking it for a test drive, so why wouldn’t you do the same with software?
Check Lightning Experience Readiness
If it’s looking more and more like a migration from Classic to Lightning is the answer, then it’s probably time to run the Lightning Experience Readiness Check. This tool scans features and customizations to generate a personalized report that shows how ready your organization is to migrate to Salesforce Lightning.
Sell the value of change
Once you’ve identified that Salesforce Lightning meets — or perhaps, exceeds! — the needs of your organization, now comes the difficult part: getting everyone on board to make the switch.
Talk to a Salesforce consultant
If you’ve done all of the above and you’re still not sure if migrating to Salesforce Lightning makes sense, then don’t be afraid to ask an expert! At Galvin, our team of Salesforce consultants can help you determine if Salesforce Lightning is right for your organization. We’re happy to answer any questions as well.
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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.
1. Evaluate With Lightning Experience Readiness Report
The first step during Lightning migration is to evaluate your Salesforce Org. Understand how Classic is used and how the upgrade will impact users. Drill down on the specifics of which Classic features are essential and which Lightning features will improvise them.
2. Perform a Test Drive with the Migration Assistant
Before the actual migration, test Lightning. Pick a Salesforce superuser or a group of users and ask them to complete all their tasks using the Lightning Experience for a day or two. Ask them to rely on the Lightning Migration Assistant to conduct the test run. It is a handy tool as it guides users through the process of implementation.
3. Rollout of the Salesforce Lightning Migration
Keep the final rollout of Lightning straightforward by using the Migration Assistant again. Let it guide you through the process of installing each component. Utilize the instructions provided by the Transition Change Management Hub to make the shift.
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.
Planning and safeguards
As with any migration, you need effective planning. It is not a case of switching from one interface to the other. It does take careful planning.
What is affected during the migration?
It is important to understand what might be affected during the migration and what won’t.
Potential migration challenges and how to avoid them
Throughout the course of helping many customers migrate to Salesforce Lightning, there are challenges that continue to arise. We will share these here, so you can prepare for a successful migration.
