Why do you even need to migrate to Lightning?
What makes Lightning Experience so special?
How to go about the migration?
The business case:
The reimagined, modern and beautiful user experience from Salesforce to better support the business processes that resulted into an intuitive, intelligent interface that helps sales and service teams work more naturally and more productively. Let’s take a peek at some of the key features of the new interface so you can see how much your users benefit when you switch to Lightning Experience
What is it in Lightning for your business other than just flashing UI? The crux is that if you remain on Classic, you will keep paying for all the amazing and innovative features that Salesforce releases three times every year in the form of recurring license cost but your company would not be able to benefit from those. Features like guided sales processes to quickly close the deals, different features in the dashboards that could help the sales team to keep the opportunities up-to-date, performance charts, Assistant, Key Deals, News, Notes, Campaign Member Status Charts and this list goes on and on. You can read more about the comparison between Classic vs Lightning.
The road to migration from Classic to Lightning has following three major milestones:
- Learn about Salesforce Lightning: Dedicate some time to go through what Salesforce Lightning has to offer. Perform gap analysis by understanding which features in Salesforce Classic are essential to the success of your organization. This will help you to identify any features in Classic that are or are not supported in Lightning.
The goal of the gap analysis is to understand how each team within your organization utilizes features in Salesforce Classic so you can properly plan and prepare for the final rollout. By doing the research up front to fully understand the features and capabilities of both flavors of Salesforce, you can help teams not only make a seamless transition into the Lightning Experience, but also minimize the roadblocks that could negatively affect the productivity .
- Perform Lightning Assessment: If learning about Salesforce Lighting makes you imagine more about future state of your organization, then it’s probably the time to run the Lightning Experience Readiness Check. This tool scans features and customizations to generate a personalized report that shows how ready your organization is to migrate to Salesforce Lightning. Items are simply labeled as ‘The Good Stuff’, ‘Needs Some Attention’, or ‘Not Quite Ready’ to allow you to quickly understand what’s working or not working.
- Develop the Rollout Strategy: Now is the time to put it all into action. One of the best investments you can make in your Lightning Experience rollout is to have a clear plan. A plan helps you do things in the right order, identify key resources, communicate with everyone, and have a clear end date in mind. Depending on the size of your organization, you could be working with a Change Management department or have a project manager assigned to the rollout. Or perhaps you’re the one charged with organizing and executing the rollout from start to finish.
There are a lot of good resources provided by Salesforce to help you succeed in this journey.
Lightning Experience Enablement Pack: To help jump-start your move to Lightning Experience, Salesforce has provided an Enablement Pack that’s chock-full of rollout resources and customizable templates. Use these resources to prepare and deliver a successful Lightning Experience launch at your company. What’s included:
- Lightning Experience presentation deck, for introducing the new Salesforce interface to your execs, stakeholders, and teams.
- Customizable user training deck, for delivering in-person training to get your users excited about and prepared for the new interface.
- Sample email drip campaign, for raising awareness about the coming launch and promoting key features.
The pack also includes resources for planning your rollout, including a project schedule template and a rollout checklist to keep you focused and on track.
One more thing:
If you want to be sure that everyone in your organization is using Lightning after migration, try the Salesforce Adoption Dashboards to see all user login history and key feature adoption.
