Everything You Should Consider While Going For Salesforce Lightning Migration

Salesforce Lightning stands out as a premier offering from Salesforce, delivering a powerful user interface framework designed to enhance user experience and functionality. Salesforce Lightning migration seamlessly adapts to different devices due to its responsive design, helping teams to get better access to data while improving efficiency.

Migrating to Lightning brings numerous benefits, including reduced development times, an enhanced user interface and many customization features. These are just a few reasons why businesses are considering moving from Classic to Lightning. This move requires careful planning, such as migrating data from Classic, adjusting setups, and reviewing existing systems.

The most compelling reason to make the switch is the opportunity to fully leverage Salesforce’s latest innovations. Sticking with Salesforce Classic means you’ll keep paying for these advancements through ongoing license fees without actually experiencing the benefits.

So, in this blog, we’ll disclose things you should know about lightning migration, from benefits to challenges that you might face. 

Why Should You Consider Salesforce Lightning Migration?

Gone are those days when you had to work with the traditional interface of Salesforce Classic and face difficulty of the inadequate navigation and features, resulting in lack of efficiency. 

With Salesforce Lightning, users can uncover a whole new level of productivity and efficiency with all the upgrade features and UI. Let’s have a look at different points that make Salesforce Lightning migration a must for businesses. 

1. Better User Interface

Lightning provides a modern, user-friendly interface that is not only more advanced than Classic but also more flexible and dynamic. Its enhanced design allows for seamless transitions between desktop and mobile devices, making it easier to work across platforms.

2. Work with Lightning App Builder

The Lightning App Builder makes it simple to customize pages by rearranging components, dragging, dropping, and adjusting settings effortlessly. It enables users to customize the components of Lightning according to their specific needs, ensuring the interface is optimized to achieve maximum efficiency. This means customization is key to achieve the full potential of Salesforce. 

3. Access Einstein Analytics 

Einstein Analytics is a powerful AI-driven tool that provides users with clear insights into their Salesforce environment. It simplifies sales and marketing forecasting, offering advanced analytics to help teams make more informed decisions with ease.

4. Enable Sales Path

The Sales Path outlines the key stages a lead or opportunity will progress through, highlighting the essential actions at each phase. By implementing sales paths, your sales team can seamlessly follow and adopt your company’s sales processes. These paths serve as a guide, helping sales reps stay focused on crucial tasks, leading to faster deal closures.

Challenges You Might Face During Salesforce Lightning Migration

It’s no more a secret that migrating to Salesforce Lightning can be a great upgrade for businesses, enabling them to utilize Salesforce to the maximum potential, achieving enhanced productivity and efficiency. 

But it is not that easy to migrate and there are chances of several challenges you might face, especially when you don’t take help from reliable Salesforce Lightning migration services and have experts to guide you. Here are some of these challenges that you need to overcome for successful migration.

1. Incorrect Timing

One of the key challenges during Salesforce Lightning adoption is poor timing. While Lightning is a more advanced version of Salesforce CRM, rushing into the migration without a strategic approach can be problematic. If you don’t assess the optimal timing, there will be chances of project delays. These delays would ultimately negatively impact client relationships and your reputation. To avoid this, ensure you’re fully prepared and have a clear understanding of the timeline before embarking on the Salesforce Lightning migration.

2. Lack of Right Strategy

Lack of a solid strategy poses a significant challenge during the Salesforce Lightning transition. It can disrupt team performance, impact ongoing projects, hinder Salesforce functionality, and lead to a prolonged migration process. Proper planning is essential to avoid these setbacks.

3. Lack of Team Readiness

Another challenge arises when team members are unfamiliar with Salesforce Lightning, affecting their ability to perform tasks efficiently. This lack of knowledge can disrupt daily operations, causing teams to fall behind. To avoid this, it’s crucial to conduct targeted training sessions before adopting the new CRM, ensuring that each team member understands the specific Lightning features they will need to use in their role.

4. Performance Issues

Although businesses are adopting Salesforce Lightning migration in the USA to enhance productivity, post-migration, performance issues can arise. These may include difficulties with navigation, slow loading times, scalability challenges, and more. To prevent such problems, it’s essential to conduct a Salesforce org health assessment prior to migration. This helps identify potential roadblocks or workflow disruptions, ensuring a smoother transition to Lightning.

Upgrade Business with Salesforce Lightning Migration

Migrating to Salesforce Lightning offers substantial benefits for organizations, including boosted productivity across various sectors, improved adoption and collaboration between teams, increased IT efficiency, and significant cost savings. The process is much smoother with the guidance of an experienced Salesforce provider. Contact us and get the right experts to achieve successful migration.