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Salesforce
Lightning Migration

Have a heavy customized Classic Org?

Serve hassle-free Opt-in and Opt-out option to your Leads and Contacts, Enhance user experience with your brand

Don’t limit your Org. Make the switch to
Salesforce Lightning

already, and get

Visualizations that matter

Clearer & easy-to-process insights, relevant representations, and decision-making

Adoption for teams

Enhancements for highly-specific processes that need easier tools for teams

Faster Entries the platform

Navigate & manage sales and service better with fast data entries through Quick Actions

Synchronization to reduce turnaround

Transfer data & reflect changes across all accounts. Reduce navigation & busywork.

What you stand to gain by switching to

Salesforce Lightning

Intuitive User Interface

Flexible, dynamic UI geared towards productivity

Cross-devices support

over all screen sizes.

Visible Sales Path

Keep tabs on key stages of lead & opportunity progress

Give back time for value-addition

through more fulfilling, high-value tasks.

Customizable Pre-made Components

Customize homepages components in the Lightning App Builder

Drag-and-drop even rich-text capabilities into components

for increased efficiency over any page.

Kanban Views

View progress of opportunities by swimlanes

Identify next steps and create tasks from within the view

for faster, purpose-driven task-creation.

Your move to

Lightning

with 360 Degree Cloud, in stages

1
Goal Setting

All expectations, bottlenecks detailed

Business desirables enumerated.

2
Deliberations & Prioritization

Functionalities and feasibility discussed

Roadmaps for development teams.
Risk assessment & mitigation.
Critical milestones, finer details hashed out.

3
Lightning Readiness

Lightning Readiness checks run

Unforeseen issues identified.
Sanity checks for structural, deep-seated inconveniences that may compromise migration.

4
Sandbox Testing

Critical feedback for new functions checked

Changes to parts of the system isolated, tested & rolled-back to avoid affecting active usage.

5
Goal Verification

Touch-base with Stakeholders, Assess Progress

Assimilate feedback, reorient efforts Ensure the outlined goals are achieved.

6
Roll out & Documentation

Power-users point test adoption. Final Systems Documented.

Any potential efficiency issues checked without affecting regular users. Final Workflows & Processes documented.

7
Training & Launch

The organization gets Lightning Trained, Systems are launched

All users get acclimatized to Lightning’s features & changes. System goes live.