Migration from Salesforce Classic to Lightning is almost always met with some level of user resistance and panic. Specify affected user profiles, the scope of work and timelines, and prepare each group for the shift in advance.
Full Answer
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.
Is it time to up your game with Salesforce Lightning?
It’s time to up your game. First, it’s essential to know that a lot – but not everything – of what you’ve heard about migrating to Salesforce Lightning is true. You don’t have to recreate customizations or import your data, and the Lightning user interface will likely yield impressive ROIs.
What can the Lightning Migration Assistant do for You?
The Lightning Migration Assistant can be used to test the Lightning Experience. The assistant can walk you through the migration process of launching Lightning for your company and show you how your organization will function in Lightning without enabling it for all of your users.
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.
How do you proceed with classic to lightning migration?
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.”)
Why is Salesforce Classic to lightning migration?
Making the switch from Classic to Lightning significantly upgrades the experience for most users. Migration offers business users several advantages. Lightning improves insights and visibility. Einstein, Salesforce's artificial intelligence product, makes sales and marketing forecasts easier.
What is the major difference between Salesforce Classic and 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 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.
Is Salesforce lightning mandatory?
While Salesforce is not forcing customers to switch to Lightning, it's important to note that the future of the Salesforce user experience and platform is Salesforce Lightning.
Do Lightning Web components work in classic?
You don't have to worry about that. Classic Lightning Components, now commonly denominated as Aura Components, will continue working and being supported by Salesforce. This is, you don't have to rewrite your Aura Components to be Lightning Web Components.
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.
What is the advantage of Salesforce lightning?
One of the major Salesforce Lightning advantages is that it is a component-based platform. In other words, you can simply integrate the components already built by the Salesforce partners and use them in your application. The best part is that you merely need to drag and drop the components to use them.
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.
How do I disable classic version in Salesforce?
In Salesforce Lightning, go to Setup. On the Quick Find box, enter lightning then click on Lightning Experience Transition Assistant. On the Optimize Phase, click on Go to Steps link. Click on Turn Off Salesforce Classic for Your Org to expand it.
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.
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.
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.
Why is segmenting important in moving?
Segmenting allows you to begin your move sooner, support smaller numbers of people with each shift, and focus on smaller lists of business and technical requirements at a time. Segmenting also allows you to learn as you go, working out kinks in the process.
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 are the steps of Salesforce Lightning migration?
You need to set timelines, outline responsibilities, identify key milestones, and create a rollout plan.
What are the phases of Salesforce Classic to Lightning?
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.
What are the new features in Salesforce?
In addition to a new UI and streamlined developer experience, Salesforce has committed to updating Lightning with more innovative features compared to Classic, including the following: 1 Instant Search: Salesforce Lightning provides suggested search results from recent and matching records across objects, speeding up the process of finding individual data points regardless of where the user is searching from. 2 New Salesforce Einstein functions: Salesforce Lightning expands the Einstein feature set, adding artificial intelligence (AI) to a number of sales functions. A few exclusive Einstein features include Account Insights for giving employees real-time access to customer data; Automated Contacts for streamlining data entry based on event activity; and Opportunity Insights for predicting which deals are most likely to reach closed-won. 3 Activity Timeline: Salesforce Lightning provides instant access to a task list for each opportunity, lead, account, and contact. This timeline includes insight into open tasks, planned meetings, recent accomplishments, and more. 4 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.
How to make employees comfortable without Salesforce?
The most effective way to make employees comfortable without Salesforce Classic is to offer on-demand Lightning training with a DAP like Whatfix. We believe on-demand training in the flow of work —a mix of micro and macro learning—is the best way to address challenges during Salesforce Lightning adoption.
What is the first step in migration planning?
The first step of migration planning is to set starts with SMART (Specific, Measurable, Achievable, Realistic, and Timely) transition and adoption goals. Depending on your business needs, your goals can range from improving productivity and reducing support ticket volume to improving data quality, increasing sales leads, boosting opportunities, and streamlining account creation.
Is Salesforce Lightning responsive?
Lightning has a modern interface that, because it was built on top of Salesforce’s mobile application technology, is more responsive across devices. Salesforce Lightning promises faster navigation and a more intuitive user experience thanks to features like a Kanban view, native data visualizations for reporting, and customizable dashboards. ...
Is Salesforce Classic retiring?
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. When Salesforce Lightning launched in October 2015, performance issues and general discomfort with the new user experience limited ...
Planning and Safeguards
What Is Affected During The Migration?
- It is important to understand what might be affected during the migration and what won’t. Let’s start with what is not affectedduring the migration: 1. Data 2. Business logic (Workflow Rules, Process Builders, Validation Rules, etc.) 3. Security (Role Hierarchy, OWDs, etc.) We still advise that you backup this information before the migration as be...
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. Challenge #1: Customisation As a user of the Salesforce CRM platform, you will have appreciated how adaptable and customisable it is. And while that has served you well in Salesfo…
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 …
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. –...
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.