Salesforce Classic, the original user interface for Salesforce, has been replaced by Lightning Experience, which provides a more modern and streamlined user interface. The process of upgrading from Classic to Lightning Experience is known as Classic to Lightning Migration.
Lightning Experience, introduced by Salesforce in 2015 at Dreamforce, offers a more intuitive and efficient user experience with improved navigation and productivity features. It is optimized for mobile devices, making it easier to use Salesforce on-the-go. In addition, Lightning Experience provides more advanced features such as Kanban boards, Path, and Assistant, as well as enhanced reporting and analytics capabilities. Users can also customize and personalize their experience to suit their specific needs and preferences.
Benefits of Classic to Lightning Migration
- Improved User Interface and User Experience
- Better Performance and Faster Page Load Times
- Enhanced Mobile Experience
- Increased Productivity and Efficiency
- Improved Reporting and Analytics
- Greater Customization Capabilities
During the Classic to Lightning Migration process, associations and nonprofits may encounter several common challenges. One of these is related to customizations, where customizations made to the Salesforce Classic interface may not be compatible with Lightning Experience and may need to be updated or redesigned. Another challenge relates to data quality, where data quality issues may be discovered during the migration process and require resolution before migrating to Lightning Experience.
Finally, user adoption can be a challenge as users may be resistant to change and require additional training and support to become familiar with the new Lightning Experience interface. These challenges can be addressed with proper planning, testing, and support from a trusted Salesforce consulting company.
Systems Rewired, a Salesforce consulting company can assist with all aspects of the Classic to Lightning migration process. Here are some of the ways in which we can help:
- Planning and Preparation: We can help to assess the readiness of an organization for the migration, identify any potential roadblocks, and develop a comprehensive migration plan.
- Customization: We can help to evaluate any customizations made in the Salesforce Classic interface and determine how to update or redesign them for Lightning Experience.
- Data Migration: We can help to ensure that data is properly migrated and validated during the migration process.
- User Training and Adoption: We can help to develop and deliver user training programs and provide ongoing support to help users become familiar with the new Lightning Experience interface.
- Testing and Validation: We can conduct a thorough testing and validation of the migration process to identify and resolve any issues before rolling out the new interface to the entire organization.
- Ongoing Support: We can provide ongoing support and monitoring through a Salesforce managed services package to ensure a smooth transition and address any issues or concerns that may arise.
By working with Systems Rewired, associations and nonprofits can leverage the expertise of our certified Salesforce professionals to ensure a successful migration from Classic to Lightning Experience.