Salesforce Classic to Lightning Migration
Migrating any critical software requires addressing the related complex challenges and preparing a clear roadmap for implementation.
As the work environment and resources of every company are unique, Salesforce Lightning migration needs a tailored approach to be followed.
Bringing such a change in the IT setup also requires necessary work on user adoption. A business must spend time preparing users with the skills and mindset needed to work with Salesforce Lightning features and enforce effective change management plans.
But all those efforts are worth it when you will be able to get hold of every new update and service right when they come out, along with achieving the productivity increase.
Salesforce Lightning Migration
Why Migrate to Salesforce Lightning
Salesforce Lightning offers a modern and intuitive interface, enhanced productivity features, and powerful customisation capabilities. With our Salesforce Lightning Migration services you can:
Optimise User Experience
Enhance Productivity
Unlock Advanced Analytics
Mobile-Ready Solutions
As your trusted Salesforce Consulting Partners, we will ensure that you are able to make the best use of the CRM platform according to your needs and get the best possible return on your investment.
Right from initial planning to final execution, we will assist you in getting Salesforce implemented to obtain the best possible results out of the platform. Our Salesforce implementation services include complete assistance in performing each of the functions discussed hereafter with utmost transparency and sticking to your core business requirements.
Project Timeline
Our Salesforce Implementation Process
Our Salesforce Implementation Process is streamlined for efficiency, focusing on customisation, seamless integration, and user training, ensuring a solution perfectly tailored to your business’s unique needs and goals.
1) Requirement Gathering:
Setup meetings to gather requirements and finalise scope.
2) Design:
Use best practices to design a scalable system.
3) Develop:
Setup the instance using decorative and custom coding.
4) Testing:
Perform unit testing, system testing and UAT with client.
5) Go Live and Training:
Make everything live and train the power users.
Embark on a transformative journey with our expert consultation for Salesforce Lightning. At TTC Group, we specialise in seamlessly transitioning your business from Classic to Lightning, ensuring a smooth, efficient migration tailored to your unique needs.
Our strategic approach encompasses thorough system analysis, customised migration planning, and dedicated support, unlocking a world of enhanced functionality, improved user experience, and operational efficiency for your business in the Salesforce ecosystem.
Salesforce Classic to Lightning Experience migration can yield tangible gains in productivity for organisations across industries, with increased adoption and collaboration between functions, achieving higher IT efficiency and cost savings. That is why Salesforce considers Lightning to be one of its best innovations, with which the user experience and platform have only gotten better over time. Impressive right?
If you are thinking about making a switch, talk to our Salesforce consultants, and we’ll help you plan and implement a safe migration process for your business.
Our Data Migration Process
Here we are going to walk you through the critical steps to get you through the Salesforce Classic to Lightning migration.
Salesforce Classic to Lightning Migration Buy-In
Start with getting buy-in, not just from management but also from daily users. You should focus on convincing both parties simultaneously, so you can tailor benefit analysis for the audience and customise it for different departments. You can highlight ROI for management and show increased productivity for users and make a case for Salesforce Lightning.
Lightning Experience Readiness Check
The report on Readiness Check helps to evaluate your org to determine what will be impacted when you plan Lightning migration Salesforce. It can help you estimate the effort it will take to switch over. It will also highlight potential code issues and identify features currently in use that will no longer be available. In addition to this, you need to perform a gap analysis to derive clear alternatives in place for those features that are not supported in Lightning Experience. To run the Lightning Experience Readiness Check, login to Salesforce, go to the setup page, and click Lightning Experience >>> Evaluate if Lightning Experience is Right for You >>> Check Your Lightning Experience Readiness >>> Evaluate.
Optimiser Report
When you know how this transition can affect your org and are aware of any potential issues, you can determine allocation. Salesforce Optimiser will help you identify areas you can improve, simplify, or eradicate, calculating them according to your usage before transition. It can help you remove unused custom profiles and inactive workflow rules. You can also evaluate your AppExchange apps to find out if they are Lightning-ready.
Migration Assistant
The Lightning Migration Assistant helps you to take a test run of using the Lightning Experience. It will guide you through the process of initiating the use of Lightning for your company. It will also provide you a preview of how your org will operate in Lightning without the need to turn it on for all users of the instance. This test run will be an ideal opportunity to try apps, and features and perform some experiments with customizations that the Lightning Experience Readiness Check did not evaluate. It can also help you identify features for which your teams may need help to perform the integration. To start with the Transition Assistant, go to Setup in Salesforce Classic, and click Get Started in the Lightning Experience Transition Assistant tile, given at the top of the menu. Then select Discover Phase >>> Evaluate Lightning Experience Benefits and Readiness >>> Preview
Set ROI Goals
The basic intention of any company implementing new software or upgrading it is to observe an improvement in the ROI. The same is in the case of migrating to Salesforce Lightning. Start with measuring current business processes in each department and create customer and employee surveys around common complaints to find out if it is possible to resolve them with this migration. You must set KPIs and measurements beforehand so you can show your success after the transition is completed.
The Rollout
A small, simple org can be moved to the new interface as a complete unit easily. However, if your org is complicated or large, you should consider going for a gradual rollout. You can refer to the Readiness report to identify groups that are ready to be moved first. The process of segmenting helps you plan a sooner move and maintain focus on smaller lists of technical requirements at a time. Segmenting helps to keep the learning process active, helping you to work out any issues in the process. This type of phased approach to a Lightning Experience rollout can be made easier with a roadmap that will act as a guide. Add details to the order you want to move groups in and set a go-live date for each group.
Management Strategy
It is always common to encounter user resistance and panic on some level after the migration process. You need to specify the affected user profiles, the scope of work, and timelines and then prepare each group for the shift in advance. Make sure you test key new Lightning features. You can consider going through The Lightning Experience Transition Change Management Hub, which provides step-by-step instructions and best practices for managing the transition of your org.
User Adoption
Migration to Lightning Experience should be spearheaded by an adoption team that will work on end-user testing. The team can gather data and metrics to act as proof to the rest of the team and will help in gaining further buy-in. The user adoption team responsible for user adoption can also highlight major pain points for which extra training will be required. The complete user adoption process helps to ensure there are no surprises when transitioning users to the new interface.
Benefits of Salesforce Lightning Services
Salesforce Lightning is more than just an updated interface; it's a robust platform designed to enhance productivity, data analysis, and customer engagement. Here are some of the key benefits that our Salesforce Lightning services offer:
FAQs: Salesforce Lightning Migration
What is Salesforce Classic to Lightning Migration, and how does TTC Group assist with it?
Salesforce Classic to Lightning Migration is the process of transitioning from the Salesforce Classic interface to the more modern, efficient Salesforce Lightning platform. At TTC Group, we provide comprehensive migration services, including assessment of your current setup, planning the migration, customising the Lightning experience to fit your needs, and providing post-migration support to ensure a smooth transition.
What are the benefits of migrating to Salesforce Lightning?
Migrating to Salesforce Lightning offers numerous benefits, including an improved user interface, enhanced customisation capabilities, better reporting tools, and increased overall productivity. Salesforce Lightning is designed to offer a more intuitive and responsive experience, helping businesses to work more efficiently and leverage new features that are not available in Classic.
What kind of Salesforce Lightning Consulting Services does TTC Group offer?
Our Salesforce Lightning Consulting Services encompass a full range of offerings, including strategic planning, system analysis, customisation of the Lightning interface, and training your team to utilise the new features effectively. Our consultants work closely with you to ensure that the migration aligns with your business goals and objectives.
Why choose TTC Group as your Salesforce Lightning Migration Services provider?
Choosing TTC Group for Salesforce Lightning Migration Services means partnering with a company that has extensive experience and a proven track record in successful migrations. We offer personalised service, a deep understanding of Salesforce technology, and a commitment to delivering solutions that meet your specific business needs and enhance your CRM capabilities.
How does TTC Group ensure a successful Salesforce Lightning Migration?
We ensure a successful Salesforce Lightning Migration by following a structured and tested methodology. This includes comprehensive planning, conducting detailed audits of your existing Salesforce setup, customising the migration process to fit your organisation's unique needs, providing training and support, and conducting thorough testing to ensure a smooth transition with minimal disruption to your business operations.
