How to Switch from Classic to Lightning Easily and Why you Need It? : Vimera

How to Switch from Classic to Lightning Easily and Why you Need It?
by: Vimera
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Salesforce Lightning offers a modern, streamlined interface that enhances user productivity and provides powerful customization capabilities. If you're still using Salesforce Classic, it's time to consider making the switch. In this article, we'll explore why transitioning to Lightning is essential and provide key steps for a smooth and painless migration.

Why Switch to Salesforce Lightning?

Prior to delving into customization and configuration, it's essential to grasp the advantages offered by Salesforce Lightning Experience. Let's delve deeper into the significant enhancements it brings:

1. Improved User Experience

Salesforce Lightning Experience offers a user-friendly interface with streamlined navigation and appealing visuals. It includes features such as personalized home pages, dynamic dashboards, and Kanban views, all of which contribute to an engaging user experience.

2. Productivity Boost

By leveraging Lightning components for custom pages and apps, utilizing the Path feature, relying on the intelligent Assistant, and harnessing the insights from Einstein Analytics, users can work smarter, streamline processes, and achieve better outcomes within Lightning Experience.

3. Mobile-First Design

Mobile-first design is a fundamental approach in application and interface development, particularly within the Salesforce ecosystem. It emphasizes starting the design process by considering mobile devices first.

dont miss out iconDon't forget to check out: Make Your CRM Future-Ready: Migrate from Salesforce Classic to Lightning

4. Enhanced Reporting and Dashboards

By bringing all your business data to a single location, you gain the ability to leverage Salesforce reports and dashboards. These tools provide valuable insights into your bottom line, guide resource allocation decisions, and offer a comprehensive view of your business performance.

5. Automation and Productivity Tools

Flow and Lightning App Builder streamline automation and customization tasks. Additionally, Lightning Components enables you to enhance functionality without the need for manual code writing.

Steps to Transition from Classic to Lightning

1. Assess Readiness: Understand your organization's current usage of Salesforce Classic, identify stakeholders, and determine the scope of migration.

2. Understand Lightning Experience: Familiarize yourself with Lightning Experience features, functionalities, and benefits compared to Salesforce Classic.

3. Prepare Data and Customizations: Evaluate Salesforce data quality, clean up inconsistencies, and review customizations for compatibility with Lightning Experience.

4. Identify Object Dependencies: Understand object relationships and prioritize migration based on dependencies.

5. Review Page Layouts and Components: Assess current layouts and components for adjustments needed in Lightning Experience.

6. Evaluate Customizations and Apps: Check compatibility of custom code, Visualforce pages, and AppExchange apps with Lightning Experience.

7. Enable Lightning Experience: Enable Lightning Experience for a pilot group to gather feedback before rolling it out to all users. Use the Transition Assistant to guide you through the process.

8. Test and Validate: Thoroughly test data, customizations, and configurations in Lightning Experience to ensure smooth functionality.

9. Train Users: Provide training and support resources to help users adapt to Lightning Experience.

10. Execute the Migration: Enable Lightning Experience for all users and closely monitor the migration process.

11. Monitor and Optimize: Continuously monitor user feedback, system performance, and adoption rates to optimize configurations and processes.

When transitioning from Lightning to Classic, it's crucial to pay careful attention to customization and configurations. Therefore, let's explore some setup recommendations.

dont miss out iconCheck out another amazing blog by Vimera here: Maximizing your Marketing Potential in 2024

Here are some key points of customization to keep in mind:

Users customization

  • User Roles and Profiles: Review user roles and profiles to match Lightning Experience needs. For instance, adjust permissions to align with Lightning's interface. You can modify a certain profile to allow access to Lightning-specific features like Path.
  • Feature Access and Settings: Ensure users have access to essential Lightning tools and adapt settings accordingly, e.g., configure Lightning App Builder to allow users to customize their dashboards.

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The post How to Switch from Classic to Lightning Easily and Why you Need It? appeared first on Forcetalks.

May 07, 2024 at 07:29PM
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