slide 1: 5 Crucial
Considerations For
Salesforce Lightning
Migration
slide 2: Salesforce announced Lightning Experience as its default UI
last year. Since then more businesses are looking to migrate
to Lightning Experience compared to previous years. The
decision to migrate is also necessary since Classic no longer
supports new upgrades meaning you cannot extend
capability in Classic by much.
Lightning is popular among businesses due to various
reasons. Firstly you can use low-code development
capability to develop custom apps and layouts much faster.
Secondly you have access to Lightning only features like
news key deals and performance charts on the homepage
which are not available in Classic.
Introduction
slide 3: Begin With Assessment
Do a Gap Analysis
Have a Comparative Study
Get a Readiness Check
Roll Out Lightning Experience
Below are few practices to follow to achieve a
seamless Salesforce Lightning Migration:
slide 4: Begin With Assessment
Before availing of Salesforce Lightning Services teams should
do a self-analysis about their migration needs. You can assess
workflow processes data structure and integration
requirements after discussing with all stakeholders.
01
slide 5: Do a Gap Analysis
Gap analysis is done to find out which features you need in the
Classic version. If there are a few functionalities that are not
available for Classic but you can find them in Lightning mark
them and discuss with your Salesforce partner if it would be
right to migrate because of that.
02
slide 6: Have a Comparative Study
You should not rush while implementing Lightning rather test
Lightning UI first with some of your users. Those users will use
Lightning for a few days and give you feedback. Based on their
feedback you can devise the scope for migration.
03
slide 7: Get a Readiness Check
Once you have identified the scope for migration consider
doing a Readiness Check. The readiness check tool gives you
an idea of what needs to be done for migration and whether
your system is ready for migration or not.
04
slide 8: Roll Out Lightning Experience
After the data is migrated from Classic to Lightning and
configuration is done consider educating users about new
enhancements in Lightning. Once users are fully confident
about those features you can consider full-scale adoption.
05
slide 9: Thank You..
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