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Per the Salesforce release for 2017, a number of features have been added to the Salesforce Lightning Platform. Enterprises that are using Salesforce Classic can check the update if they are planning to migrate from Salesforce Classic to Salesforce Lightning. For future operations, users of Salesforce Classic may find it difficult to migrate from Classic to Lightning, especially if they are using customized apps.  However, it is important to understand that eventually the Lightning interface will be in full-force and Classic will be retired.

Why You Should Migrate To Lightning Experience?

There are two main reasons to plan to migrate from classic to lightning.

First, in the future, Salesforce has no plan to update its classic version. This means Salesforce Classic can expect no improvement or technological advancements, and its capabilities will remain limited. All of the new advancements will take place only in Salesforce Lightning. Salesforce Lightning will be the future cloud CRM of Salesforce.

Secondly, a number of users are extremely enthusiastic about Lightning as it promises to provide a smarter platform.  The Lightning platform provides faster development, better performance, and greater flexibility. These Lightning features make it more appropriate for organizations and easier to customize. Also, the mobility feature of Lightning apps (through which the CRM can be accessed from both desktop and mobile) is becoming very popular.

Lightning Experience Features

Companies, which have adopted Salesforce Classic, should check on whether they’re ready for migration or not. To do this, Salesforce has launched the “Lightning Readiness” tool for the early adopters of Salesforce.

The Lightning Readiness tool is available in the Lightning Experience Launcher setup. Note: this tool won’t find everything that needs to be changed in order to customize the Salesforce apps and setup.

Upon first reviewing your readiness list, you may think that it is a difficult and time-consuming process.  Meet with your technical expert to understand in exact detail whether or not it is best for you to migrate to Lightning Experience at this time.  Even small changes in existing code or email templates can make the migration process easier and less time consuming.  You can take the help of any third party Salesforce Lightning migration service provider.  Their certified technical experts can also provide you with a completely customized and appropriate solution.

Migrate Step-by-Step

Once you will become sure about migration, then you will see that it would be surely worth to move from Classic to Lightning from a number of aspects. Give yourself a few months to roll out Lightning Experience and get used to the new platform. You can execute this roll out as a pilot for only a few team members prior to committing to a full launch.

From the setup panel, you can choose which team members receive access to work within Lightning Experience. Ask these team members to provide feedback to find any issue or problems that may occur. A few of the features, which are not present in Lightning, may create some hassles.

To migrate from Classic to Lightning you must also use the in-house resources. The developers understand how they should use the UI and utilize it to the maximum. Salesforce has issued a number of Lightning releases and webinars through which developers can find help and learn about the capabilities of Salesforce Lightning. The webinars demonstrate the features of Lightning.

If you want to force an adoption of this future product, you can skip this step and switch to Lightning directly. Hire an experienced Salesforce Lightning consultant to implement Lightning components, and provide guidance on issues, changes, and training that may be required.

Salesforce Spring Release

The spring release of Salesforce has a few of the useful features for various departments of any organization.

For example:

  • You can bookmark the records, lists, reports, chatter groups, and dashboards for quick access
  • You can customize the utility bar that is present on every page
  • LEX has been renamed as Path
  • Lightning console is present for customization
  • The dashboard has been enhanced and equipped with many new features

Apart from the above listed features, Lightning has a number of other features as well, which can be demonstrated by the sales representatives.

There are a few drawbacks to the Salesforce Lightening release – for example, the language barrier. It does not support multi language, and Classic users cannot migrate the Articles all at once or delete any unused file or record. You cannot even transfer your existing files, so it may be a barrier for the Salesforce Classic users.


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