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

Creating a Project Timeline

The Salesforce experts at Tech Talent believe in taking the strategic and productive route to get Salesforce implemented within your organisation.


We will start by helping you create a complete project timeline for Salesforce implementation.


Always make sure that you are ready to devote a good amount of time to set up the CRM platform in your company. We will ensure that the project timeline does not overlap with any other important project going on within your organisation.


Also, we ensure that the manpower we need for the implementation is available during the course of the timeline.


Once all the resources to be allocated are defined, our experts will provide you with a detailed project timeline with the following key milestones:


⦁ Alpha
⦁ Beta
⦁ Pilot Testing
⦁ Kick off
⦁ Business Process Mapping


We will add these and all other relevant events and milestones to be achieved over a specific period of time. Before starting with your Salesforce implementation process, you can rest assured that you will be thorough with the manner in which it will finally be launched in your organisation.


All the activities hereafter will be conducted according to the project timeline.

Defining Goals & Metrics

Once the project timeline is created, we will help you in defining all the important goals and metrics that would help you get a clear direction in which we will be heading.

Here, the major objectives discussed with you will play an important role. We will quantify the goals you want to attain to make it easier for you to measure your ROI once Salesforce implementation is carried out.

Our team helps you define all relevant key performance indicators (KPIs) that you want to focus on, helping you focus on the takeaways you are expecting once Salesforce is implemented.

Although different businesses have different requirements and priorities, here are some of the most common KPIs our clients want to focus on:

⦁ Follow-up contact rate
⦁ Lead response time
⦁ Average contract value
⦁ Average sales cycle length
⦁ Contract rate of outbound calls
⦁ Number of outbound calls
⦁ Lead conversion rate
⦁ Sales activity (revenue generated)
⦁ Number of demos
⦁ Lead-to-opportunity ratio
⦁ Opportunity-to-win ratio
⦁ Amount of inbound leads

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.

Consultation for Salesforce Lightning

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. 

Planing Your Salesforce Lightning Migration

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:

Enhanced User Experience

Salesforce Lightning offers a modern, intuitive user interface that significantly improves user adoption and productivity. Its streamlined navigation and customizable dashboards provide users with faster, more efficient access to critical data.

Improved Performance and Flexibility

With Lightning, you experience a faster, more responsive CRM platform. Its improved architecture allows for quicker page loads, enhancing overall system performance.

Advanced Analytics and Reporting

Lightning's powerful analytics tools provide deeper insights into your data. The platform's enhanced reporting capabilities allow you to create more dynamic and visually engaging reports, offering better decision-making support.

Increased Customization and Innovation

Salesforce Lightning opens the door to greater customization and innovation. With Lightning Components, you can build or install reusable components that enhance the functionality of your CRM, tailoring it more closely to your business needs.

Seamless Integration and Mobile Optimization

Lightning provides better integration with other systems and is designed for a mobile-first world. This ensures that your team can access critical business information anytime, anywhere, boosting overall productivity.

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.

Book a free Consultation

Get in touch today to unlock the full potential of Salesforce for your business. Our experts are ready to guide you and provide tailored consultancy services.