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Salesforce Lightning Migration Guide

By March 19, 2019 No Comments

Isn’t it time to stop using Salesforce Classic? It seems like everyone is dragging their heels to make the switch to Salesforce Lightning. Yet, Lightning is more than a reskin. It’s a transformation that fundamentally changes how Salesforce streamlines your business processes.

The Lightning experience is a complete overhaul of Salesforce that boasts information-rich workspaces that give your users better insights into the status of objects. It’s also very workflow-driven to increase productivity and reduce user error.

Why do I need to switch?

Starting in October 2019 with the 2020 winter release, Salesforce will begin to start activating the Lightning experience on a rolling release, meaning that your users will be automatically switched over to Lightning weekly. While they will be able to revert to Salesforce Classic, you should take a hard look at how migrating will affect and improve your business processes after the transition.

Because even if you delay migration for another year, there’s a significant opportunity cost for staying with Salesforce Classic. The Salesforce Lightning Experience Readiness Report, which we’ll jump into more detail in an upcoming section, will actually breakdown how much of an increase in win rate, lead volume, close time, and conversion rates you’ll receive based on your existing Salesforce instance. Based on some of the reports we’ve seen, that’s just leaving money on the table.

Further, all future updates to the Salesforce platform will only be delivered to Salesforce Lightning. That’s three key updates you’ll be missing out on per year if you don’t make the switch to Lightning, that will lead to more technical debt when switching in the future.

“Hey, are you moving from Salesforce IQ? Contact our team of specialists, and we’ll discuss the next steps.”

What are the benefits?

Salesforce Lightning is such a dramatic overhaul compared to Salesforce Classic that we couldn’t adequately break down all the changes in one guide. Here are some of our handpicked favorite features that were added in Salesforce Lightning:

  • Paths: Paths are customizable stages for use in the opportunity and lead workspaces. They allow you to request specific fields of information before allowing an object to progress to its next stage and lets you provide guidance and instructions for what your users need to do next in each of those stages. These paths ensure that your sales process is being followed throughout your pipeline.
  • Kanbans: Are an alternate view for objects that allows you to view each record organized by columns according to their relevant stages similar to a scrum board. This tool gives you a birds-eye view of how your various pipelines are functioning. You’re also able to click and drag and move the items between these columns to adjust where they are in your pipeline.
  • Lightning App Builder: Lightning offers a more robust app builder. You can make information-rich digital workspaces that give your platform users all the tools they need to succeed without the distractions. With standard components, custom components, and third-party components on AppExchange, you can create Lightning pages without having to write a single line of code.
  • Mobile Focus: With a consistent user interface and information across mobile and desktop platforms, it is easier than ever before to have seamless productivity on the go. With Lightning on desktop and Salesforce1 for mobile, you can have a consistent experience across any screen size. Salesforce has even shown that using the mobile version can lead to a 35% increase in productivity for Sales Reps.

Now that you’re familiar with what Salesforce Lightning is and why you should switch, let’s jump into how you should beginning planning your implementation.

Download the Salesforce Lightning Migration Guide

Chapter List