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.
What does a Salesforce classic to lightning migration look like?
There are four distinct phases of any Salesforce Classic to Lightning migration process: discovery, planning, training, and optimisation. One of the great things about Salesforce is that it allows you to customize it to your company’s precise CRM needs. But that also means that no two Salesforce Classic to Lightning migrations will look the same.
How do I use transition assistant in Salesforce classic?
To use the Transition Assistant, go to Setup in Salesforce Classic, and click Get Started in the Lightning Experience Transition Assistant tile at the top of the menu. Select Discover Phase >>> Evaluate Lightning Experience Benefits and Readiness >>> Preview (next to “Preview Lightning Experience.”)
How do you make a case for Salesforce Lightning?
By highlighting ROI for management and increased productivity for users, you can make a case for Salesforce Lightning . 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.
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.
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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 is Salesforce lightning different from classic?
Enhanced reporting Another distinction between Salesforce Classic and Lightning is that Lightning has a greater integration with Einstein AI and the ability to use Einstein AI features like forecasting, opportunity insights, and automated contacts.
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...•
Why Salesforce Classic is better than Lightning?
Salesforce Lightning also offers a new and improved interface with additional features that make it easier and more engaging for users, whereas Salesforce Classic offers the original, albeit updated, interface that is lacking in some key areas. Generally speaking, Lightning just offers more.
Is Salesforce Lightning slower than classic?
It has been a long time since the Salesforce Lightning Experience has released, and it has proven itself to be more efficient than the Classic version of Salesforce. However, as a client-side base platform, the users are likely to face slow load speed issues while making the transition.
Why is Lightning experience a more productive user interface than Salesforce Classic?
Users Expect More from Business Applications Lightning Experience is designed for action. It lets you build experiences that help your users be more productive. Take a look at the examples below. The Lightning Experience opportunity workspace helps your sales reps work their deals faster and smarter.
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.
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
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.
Why Migrate from Salesforce Classic to Salesforce Lightning?
In this post today, we will help you understand why a business should migrate from Salesforce Classic to Salesforce lightning version. Before you hire lightning app development services, make sure you go through these points below.
Sooner or Later Salesforce Will Stop Supporting the Classic Version
We all know the advent of new technology implicitly brings the downfall of the old ones. The same will happen to Salesforce also.
How To Migrate from Salesforce Classic to Lightning?
Way before you start the actual migration process, make sure you have answers to all these questions. These questions will help you plan your migration journey ahead.
