STEP BY STEP PROCESS FOR SUCCESSFUL SALESFORCE LIGHTNING MIGRATION

Publish date:

• 23rd August, 2023

The 21st century is seeing a fast-moving business landscape that requires crucial adoption and embracing innovation. The move from Salesforce Classic to Lightning Experience is not merely changing an interface; it's a move to embrace productivity and efficiency. As a premier Salesforce consulting partner, Codleo Consulting is happy to share the step-by-step journey that leads to a Salesforce Lightning migration.

Step 1: Review Current Setup

Start with a detailed examination of the current Salesforce Classic setup. Pinpoint customisations, workflows, and processes that should be migrated or reimagined in Lightning.

Step 2: Prepare a Migration Strategy

Curating a personalised strategy for the Salesforce Lightning migration that meets a business’s custom requirements. List the migration objectives, schedules, and key performance metrics. Identifying the stakeholders from various departments to ensure everyone is involved that have a stake in the migration.

Step 3: Clean Up and Optimise

Best time to clean up your Salesforce org is during the Salesforce Lightning migration exercise. Do away with unwanted fields, objects, or data. Optimise processes so that they match with Lightning's capabilities & best practices.

Step 4: Train Your Team

Get the team geared for the transition of Salesforce Lightning migration. Engaging and hands-on training to users is the best way to ensure adoption. Take feedback and incorporate them into the strategy.

Step 5: Personalise Lightning

Use Lightning's personalisation capabilities to customise the interface to the firm’s unique requirements. Design unique Lightning components, pages, and dashboards that improve user experience & productivity.

Step 6: Test Rigorously

Testing in detail of the Lightning setup before going live. Highlight & fix any problems or discrepancies that surface during the migration process. User acceptance testing leads to a better transition.

Step 7: Deploy the Migration

Thanks to a flawless strategy, execute the migration. Observe the process minutely to address information integrity, workflow continuity, and the least number of disruptions.

Step 8: Post-Migration Support

The Salesforce Lightning migration is not the end of the project. Ensuring support / managed services comes next. This is provided by the Salesforce partner like Codleo.

Step 9: Observe and Enhance

A continuous observation of the Lightning setup happens next. Obtain feedback from the employees and undertake improvements to improve its impact.

Why Codleo Consulting for Salesforce Lightning migration?

• Expertise: As experienced Salesforce consulting partners, we have the expertise to manage the complexes of Salesforce Lightning migration.

• Customised Solutions: No cookie-cutter approach. Each client is unique and so are our solutions.

• Established Track Record: We have a rich history of Salesforce lightning migration projects that speak for themselves.

• Comprehensive Support: We provide the best support services in the market for which we are renowned. This ensures the continuity of care and services that businesses deserve.

Begin the happy journey to Salesforce Lightning migration with Codleo Consulting as your reliable Salesforce partner.  Reimagine the operations, improve the user experience, and obtain endless opportunities.

Also Read: 6 ADVANTAGES OF MIGRATING TO SALESFORCE LIGHTNING

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About the Author

Vineet Rana

Vineet Rana is the digital marketing manager in the #Awesome team at Codleo. He is passionate about all things branding, and his mission is to get amazing content out to everyone as much as possible. When He is not online, he loves cooking, lifting weights, and hiking in the Himalayas with his friends.