Salesforce Lightning Migration: Discover

By March 19, 2019 No Comments

When first developing your plan for your Lightning migration, you need to consider all the different factors that come into play beyond configuring the software:

  • Aligning business goals
  • The role of stakeholders
  • Training your company for the next platform
  • Justifying the switch to management

Milestones and Goals

Your Salesforce Lightning migration is handled in three main stages: Discover, Roll Out and Optimize. This chapter focuses on the discover side of this process.

In the discover stage, we’re trying to:

  • Learn as much as we can about Lightning
  • Identify key stakeholders & assemble a committee
  • Educate your company on how Lightning would improve their business processes
  • Understand the different features available
  • Perform a gap analysis on your current Salesforce instance with existing customers.

A Salesforce migration is more than just a software roll out. Because of how integral Salesforce can be to a company’s business process, it needs to involve people. You’ll have to include people throughout the whole process: stakeholders with authority to make decisions, your super users that will be able to assist the less technologically savvy through the transition, and ultimately your general users that will need education and training to use Lightning without being overwhelmed.

Identify and collaborate with stakeholders

Whether you’re the Salesforce Administrator, an IT manager, a sales VP, or even the CEO, you’ll want to involve key stakeholders throughout the process. Having an executive sponsor and stakeholders will help keep your implementation plan alive.

Your stakeholders should form what’s known as a steering committee that will guide your company through the Salesforce migration process. A steering committee for your lightning migration should have relevant stakeholders from various roles such as sales manager, sales operations, supers users, and Salesforce administrators. It’s also essential to have an executive sponsor helm that committee as they will have the authority to make decisions related to the company’s business processes.

If your company doesn’t have a Salesforce Administrator, we can participate in this process as your Salesforce Administrator with our outsourced Sales Cloud Administration Services.

Revisit Process

It’s easy to fall into the trap of wanting to build a new business process from scratch in Salesforce Lightning, but that presents a risk where you could potentially reduce your revenue as opposed to growing it. It makes more sense to adapt Lightning to your existing process and improve where you can.

Your stakeholders will be a great resource during this step because, as many of them will be users of your current implementation, they’re going to be asking critical questions that you just may not have considered.

Gap Analysis

There are some tools that Salesforce has produced for helping you breakdown how to handle the transition to Lightning. One of the most significant is the Lightning Experience Readiness Report. The readiness report is a generated PDF will break down not only how long it will take in person-hours to complete the migration but how much it should improve critical metrics in your sales pipeline, such as win/loss rate, lead conversion rates, and more. It will also give you explicit warnings about different features you have that will not work in Lightning, such as a list of JavaScript buttons that you have (a feature that doesn’t function in Lightning).

Now, while the readiness check does a great job of evaluating your Salesforce, it doesn’t necessarily cover all the relevant areas. To help with this Salesforce has produced an enablement pack for running a more in-depth gap analysis yourself. Alternatively, you can reach out to us, and we’ll consult with you and review your gaps and discuss your next steps.

Company Education & Demonstration

Now that you have some background information and a rough understanding of the scale of the project, you can meet with your stakeholders and educate them on the ways that Salesforce Lightning will improve the company’s bottom line and their data. It’s a great time to put on a demonstration of Lightning through a developer instance.

Remember that your stakeholders will need to be persuaded that this is a worthwhile investment, so take everything you’ve learned in this research phase and show them how the company will benefit from migrating to Lightning. The enablement pack we mentioned in the last section includes a presentation for pitching Lightning to your stakeholders.

If your company doesn’t have a Salesforce Administrator on staff, you may struggle with this migration. At EBQ, we offer outsourced Salesforce Administration solutions that will carry you through implementation and beyond.



Now that you’ve done the legwork let’s move onto the implementation plan for your Salesforce Lightning Experience Migration.

Download the Salesforce Lightning Migration Guide

Chapter List