How to Migrate Salesforce Classic to Lightning? 8 Steps Checklist to Follow
Introduction
The transition from Salesforce Classic to Lightning is a significant step for any organisation using Salesforce CRM. This migration to Lightning brings a host of new features, enhanced efficiency, and a more intuitive user interface. However, the migration process can be complex, with several challenges to navigate. This article provides an 8-step checklist to ensure a smooth and successful Salesforce Classic to Lightning migration.
Understanding Salesforce Classic to Lightning Migration
The Need for Migration
Salesforce Lightning is the next generation of the Salesforce platform, offering improved functionality and a more user-friendly interface compared to Salesforce Classic. The migration is not just an upgrade; it’s a transformation that can enhance business processes and user experience.
Challenges of Migration
Migrating from Classic to Lightning can involve challenges such as user adoption, customisation compatibility, and data migration complexities. Proper planning and execution are crucial to address these challenges effectively.
8-Step Checklist for Salesforce Classic to Lightning Migration
Step 1: Evaluate and Plan
Start by evaluating your current Salesforce setup. Understand the customisations, integrations, and processes in place. Planning involves setting clear objectives, timelines, and identifying resources required for the migration.
Conducting a Readiness Check
Salesforce provides a Lightning Experience Readiness Check tool that helps assess how ready your organisation is for the migration.
Step 2: Define Migration Strategy
Develop a comprehensive strategy that outlines the migration process. This should include the scope of the migration, phases, stakeholder involvement, and risk management plans.
Involving Key Stakeholders
Ensure that all relevant stakeholders are involved in the migration process, including IT, sales, marketing, and customer service teams.
Step 3: Train Your Team
Training is crucial for user adoption. Ensure that your team is familiar with the features and functionalities of Salesforce Lightning.
Custom Training Programs
Consider developing custom training programs that address the specific needs of different user groups within your organisation.
Step 4: Data and Customisation Audit
Review and audit your existing data and customisations in Salesforce Classic. Determine what needs to be migrated or reconfigured for Lightning.
Compatibility Check
Check the compatibility of existing customisations with Lightning and plan for necessary adjustments or redevelopment.
Step 5: Implement a Pilot Migration
Before rolling out the migration across the organisation, conduct a pilot migration. This allows you to identify potential issues and make necessary adjustments.
Selecting a Pilot Group
Choose a representative group of users to participate in the pilot migration and provide feedback.
Step 6: Full Migration and Testing
Once the pilot phase is successful, proceed with the full migration. Thorough testing is crucial to ensure that all aspects of the Lightning platform function as expected.
Testing Protocols
Develop a robust testing protocol to check the functionality, performance, and user experience of the Lightning platform.
Step 7: Monitor and Gather Feedback
After the migration, continuously monitor the system and gather feedback from users. This feedback is invaluable for making adjustments and improving the system.
Continuous Improvement
Use the feedback to make ongoing improvements and resolve any issues that arise post-migration.
Step 8: Provide Ongoing Support
Offer ongoing support to users to address any challenges they face in using the new system. This support is crucial for successful user adoption.
Support Channels
Establish various support channels such as help desks, online resources, and training sessions.
Conclusion
Migrating from Salesforce Classic to Lightning can bring substantial benefits to an organisation, but it requires careful planning and execution. By following this 8-step checklist, businesses can navigate the complexities of the migration process and reap the full benefits of the Lightning platform.
How Tech Talent Consulting Can Help with Salesforce Classic to Lightning Migration Service
Tech Talent Consulting offers expert services in Salesforce Classic to Lightning migration, helping businesses seamlessly transition to the new platform. Our team of specialists provides comprehensive support, from planning and strategy development to execution, training, and post-migration support, ensuring a smooth and successful migration for your business.
FAQs
Why migrate from Salesforce Classic to Lightning?
Lightning offers a more modern interface, enhanced features, and greater efficiency compared to Classic, improving overall business processes and user experience.
What are the key challenges in migrating to Lightning?
Challenges include ensuring compatibility of customisations, managing data migration, and facilitating user adoption.
How long does the migration process take?
The duration of the migration process varies depending on the complexity of the existing Salesforce setup and the scope of the migration.
Is training necessary for the migration?
Yes, training is crucial to ensure that users are comfortable with and can fully utilise the new features and functionalities of the Salesforce Lightning platform.
