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.
Intuitive User Interface
Flexible, dynamic UI geared towards productivity
Visible Sales Path
Keep tabs on key stages of lead & opportunity progress
Customizable Pre-made Components
Customize homepages components in the Lightning App Builder
Kanban Views
View progress of opportunities by swimlanes
1Goal
Setting
All expectations, bottlenecks detailed
2Deliberations & Prioritization
Functionalities and feasibility discussed
Risk assessment & mitigation.
Critical milestones, finer details hashed out.
3Lightning
Readiness
Lightning Readiness checks run
Sanity checks for structural, deep-seated inconveniences that may compromise migration.
4Sandbox
Testing
Critical feedback for new functions checked
5Goal
Verification
Touch-base with Stakeholders, Assess Progress
6Roll out
& Documentation
Power-users point test adoption. Final Systems Documented.
7Training
& Launch
The organization gets Lightning Trained, Systems are launched
Salesforce Cloud Lightning is a component-based framework for Salesforce app development that simplifies development processes for business users without programming experience.
Salesforce Lightning supports a new and improved interface, whereas Salesforce Classic presents the previously tried-and-trusted Salesforce formula. Lightning also supports improved workplace page layouts, activity timelines, and better productivity.
Salesforce Lightning even comes with enhanced security features. It comes with LockerService for data security that’s missing in Salesforce Classic. Also, Salesforce Lightning provides users with upgraded reporting features with Einstein Analytics reporting, which Classic does not support.
Migration to Salesforce Lightning can be carried out in various stages. You can follow these steps to conduct Salesforce Lightning migration.
Get buy-in for Salesforce Classic to Lightning Migration.
Conduct the readiness check to see if you are set to move to Lightning.
Generate the Salesforce Optimizer report to identify where you need to improve.
Conduct a test run for Lightning Experience using Lightning Migration Assistant.
Set the goals you need to achieve.
Roll out the Lightning Experience.
You can follow these steps, or you can even take the assistance of the Salesforce data migration service for a smooth transition.