Salesforce Classic To Lightning Migration: Making The Change

Salesforce Classic has been the go-to user interface for the popular CRM platform for over a decade, but the emergence of Salesforce Lightning migration has significantly upgraded the user experience.

Salesforce Lightning migration offers enhanced features, faster performance, and a more intuitive interface, making it a clear choice for many organizations looking to streamline their operations.

According to the 2017 Lightning Adoption Survey, Salesforce customers were already using Lightning or planning to make the switch with a positive response.

• Productivity Increases by 41%
• Conversion rates get a hike of 41%
• The collaboration rate increased by 40%
• 23% faster time to close
• Win rates jump by 21%

This blog will explore the benefits of changing from Salesforce Classic to Lightning migration and how to navigate the migration process successfully.

Why Migrate From Salesforce Classic To Lightning?

For many years, Salesforce Classic has been a popular choice for organizations looking to manage customer relationships and streamline their operations. However, the emergence of Salesforce Lightning has significantly improved user experience and functionality. Therefore, moving from Salesforce Classic to Lightning migration is essential for organizations that want to take full advantage of the platform's capabilities and stay competitive in today's fast-paced business environment.

Key Benefits

• Modern User Interface - It provides a sleek, intuitive experience to improve productivity and user engagement.
• Improved Navigation - It also offers Improved Navigation, making it easier for users to quickly find the information they need. In addition, the interface provides a global search feature, allowing users to search for data across all objects within the platform.
• Enhanced Mobile Support -Lightning is built with mobile in mind, providing a responsive design that adapts to any device, which is increasingly important as more people work remotely and on the go.
• Advanced Features - Another significant advantage of moving from salesforce classic to lightning migration is the advanced features that it offers. For example, Kanban views allow users to visualize data more intuitively, while customizable dashboards provide greater flexibility and insight.
• Advanced Reporting - Lightning also offers advanced reporting capabilities, enabling organizations to gain deeper insights into their operations and make more informed decisions.
• Streamlining the workflow - Salesforce Lightning migration can provide a more streamlined workflow and better team collaboration. In addition, organizations can create custom apps and interfaces tailored to their specific needs with features like Lightning App Builder and Lightning Components. As a result, it can lead to improved productivity, better decision-making, and more efficient use of resources.

Overall, migrating from Salesforce Classic to Lightning migration is an essential step for organizations that want to stay ahead of the curve and leverage the full power of the Salesforce platform. With its modern interface, improved navigation, advanced features, and enhanced mobile support, It provides organizations with the tools and capabilities to succeed in today's competitive business landscape.

Top Reasons For Migrating Classic To Lightning

Salesforce to End Support for Salesforce Classic Shortly

Salesforce Classic is a legacy platform that has been in use for over a decade. Salesforce has announced that it will end support for Salesforce Classic soon, and all users will have to migrate to Salesforce Lightning. It encourages customers to transition to Lightning quickly to avoid disrupting business operations.

You Don't Improve on the Traditional

Salesforce Lightning migration is a more modern and advanced platform compared to Salesforce Classic.

It offers a more intuitive user interface, increased productivity, and streamlined workflows. In addition, Lightning provides users with enhanced features, such as customizable dashboards, mobile optimization, and advanced analytics, unavailable in Salesforce Classic. However, sticking to the traditional platform may limit your ability to adapt to changing business needs, customer demands, and industry trends.

Increasing Team Output (3x – 25 x)

Salesforce Lightning migration enhances features and capabilities and can help boost team productivity and efficiency. For example, the platform provides a more intuitive and user-friendly interface that requires less training for users, allowing them to focus more on their work.

Salesforce Lightning Migration also offers automation tools, such as Lightning Process Builder and Lightning Flow, that can automate repetitive tasks and free up valuable time for more strategic activities. By transitioning to Lightning, teams can increase their output by 3x to 25x, depending on their specific needs and use cases.

Reduce Costs on Custom Development

Salesforce Classic requires a lot of custom development to achieve specific business goals, which can be costly and time-consuming. Salesforce Lightning migration offers out-of-the-box features and customization options that reduce the need for custom development, saving time and money.

Lightning also has a more modern and flexible architecture, allowing for easier customization and salesforce integration with other systems.

Switching to Salesforce Lightning Requires at Least Six Weeks

Transitioning from Salesforce Classic to Lightning migration can be significant and requires careful planning and execution. It typically takes at least six weeks from salesforce classic to Lightning migration, and this timeline can vary depending on the size and complexity of your organization.

You must evaluate your existing processes, data, and customizations and ensure they are compatible with Salesforce Lightning Migration. You must also train your users on the new platform and provide support during and after the transition.

Avoid Waiting Until Every Salesforce Consultant is Busy

As more organizations migrate to Salesforce Lightning, the demand for Salesforce consultants who can help with the transition will increase. Unfortunately, only after the last minute migrating to Lightning may result in longer wait times for available consultants, which can cause delays and disruptions to your business operations.

By planning and executing the transition to Lightning earlier, you can avoid the rush and ensure a smooth and timely migration.

Take The Right Approach With Rely Services

In conclusion, Salesforce Lightning is a more modern and advanced platform than Salesforce Classic, offering enhanced features and capabilities that can help boost team productivity and efficiency while reducing costs on custom development. However, Salesforce classic to lightning migration requires careful planning and execution, and it's crucial to seek assistance from Salesforce Consulting to provide you through the process.

At Rely Services, we have a team of certified Salesforce consultants who can help you transition smoothly to Lightning while maximizing your ROI. So be sure to take the advantage of Salesforce Lightning Migration.

Contact us today to take the right approach and ensure a successful transition.