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Cover image for What is the Optimal Method for Switching to Salesforce Lightning?
Chris Taylor
Chris Taylor

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What is the Optimal Method for Switching to Salesforce Lightning?

Salesforce has maintained its leadership position by providing exceptional and valued customer experience (CX) for more than ten years. In 2015, Salesforce unveiled Salesforce Lightning, a cutting-edge platform with a user-friendly interface (UI) that introduces new capabilities, boosts user productivity, and speeds up deployments.

The world's infatuation with the new Salesforce edition, dubbed "Lightning Experience," is primarily due to its completely redesigned user interface. Oracle Lightning. An intuitive and personalized user interface helps people work more productively and establish strong bonds with their customers.

Salesforce has maintained its leadership by releasing the Salesforce Lightning Development Company experience. This clever and appealing user interface enables a sales professional to sell more effectively and quickly while giving clients greater efficiency.

Optimal Method for Switching to Salesforce Lightning

The Salesforce Lightning Migration Services Platform offers users access to fantastic new features while maximizing productivity and enabling improved decision-making based on your data. It has a revamped user interface.

You now know a little about Lightning and wonder if it's right for you. Where do you begin, you inquire? Here are some of our most good advice for switching to Salesforce Lightning:

1. Consider the Trailhead modules for Salesforce Lightning

So take it from the pros: Salesforce's kind employees have provided you with all their best migration advice and strategies for Lightning! This Salesforce Lightning Application Development path won't take you more than a day, but it'll prepare you to understand everything there is to know about Lightningβ€”most significantly, what you should do next!

2. Which functionalities in the updated Salesforce Lightning release are not supported?

Do your homework! Remember that you can quickly and easily switch between the new Lightning App Development interface and the Classic interface, so you don't necessarily need to wait until everything is available to make the switch. Although more and more features are being added with each new release, it is essential to understand which features are not currently supported in the Lightning interface. Remember that if you don't, you can miss out on some cool new features that are only accessible in Lightning!

3. Using Salesforce Lightning Experience, preview your organization

You can preview Lightning Experience in your own Salesforce org. You'll be able to see your Lightning customizations as a result. With the help of the Salesforce Lightning Development ServicesExperience Migration Assistant found in the Setup menu, your Salesforce administrator can turn this on for you.

4. Plan the launch of Salesforce Lightning.

You'll find this one simple, thanks to Salesforce! You can conduct your gap analysis using a pre-made enablement pack and determine whether the timing is appropriate for you. A gap analysis form, a rollout checklist, a project schedule, a test plan, and other items are included in the pack. The download link can be found here, and scrolling down to the section under "Deliver an Executive Summary."

We advise beginning with a pilot that only a few users participate in. Any suggestions from the pilot can be used to improve the success of your go-live. Please get to know this small group of people by learning what they enjoy doing and what can be more difficult. The "what went well" pieces might be incorporated into a training and communication plan. You may fix the "what could be better" issues before going live across the entire firm.

5. Training and Interaction

So simple to overlook but crucial to your migration's success. Have you let your users know what's to come? Have you made it obvious why you are switching to Lightning and what advantages there will be for users? Have you scheduled any training sessions to assist your users in adjusting to the new user interface?

Your communication strategy should be designed in collaboration with your project stakeholders, and regular updates should be sent throughout the organization to ensure buy-in. Get people fired about the advantages they will experience to boost buy-in and hasten adoption after go-live. Your training program should include face-to-face assistance so users can seek help if they encounter problems.

Depending on the number of users, degree of competence, and geographical dispersion, a hybrid approach that includes eLearning or trailhead courses, super user support, instructor-led training, and floor-walking may be the ideal option. You can prepare more thoroughly for how you might approach them by planning to read our upcoming blogs, where we will delve more into some of these topics. Then what? Prepare yourself by learning and making plans, and if you have any concerns, contact Salesforce Lightning Consultant at AwsQuality.

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