Salesforce Traditional was the first interface for Salesforce customers till 2016. However, when in comparison with different CRM contenders, Salesforce Traditional began to be perceived as fairly an outdated platform to a point. Then the corporate rolled out a brand new and improved interface in Salesforce Lightning. With the Lightning Expertise, the mindsets of Salesforce customers have modified in favor of the Salesforce model because the world’s no. 1 CRM platform. It has a refreshed UI that focuses on displaying the data extra visually as a substitute of counting on numbers. In comparison with Traditional, the Lightning growth platform even permits non-technical customers to create personalized apps simply, with out requiring programming data. Due to such glossy, quicker, and extra complete UI-based simple usability, and common releases with new options and enhancements, Salesforce Lightning has change into the go-to CRM for companies.
Whereas Salesforce Traditional continues to be accessible to be used and plenty of large enterprises depend on it for day-to-day operations, it has change into considerably out of date now. Moreover, with restricted functionality and lack of updates of Traditional, extra customers are anticipated emigrate to Lightning within the coming years.
Since Salesforce Lightning is far quicker, presents extra customization options, and is extra simply navigable than Traditional, a switchover to Lightning is usually a nice resolution going ahead for your online business in 2023. Nonetheless, For a lot of organizations like yours, migrating to Lightning is usually a painstaking course of do you have to select to take action. You’ll need to spend money on the precise sources and should have a sustainable plan in place that’s carried out in a phased method.
With a strong and test-focused migration technique, one can guarantee a clean and seamless transition course of. Having helped a number of Salesforce customers of their migration journey from Traditional and third-party CRMs to Lightning, as a Salesforce Gold accomplice, we have now provide you with this weblog the place we have now listed main migration challenges that would creep in as your transition to Salesforce Lightning.
Do not forget to take a look at: Share Visualforce Pages Between Classic and Lightning Experience | Salesforce Trailhead
Let’s focus on them one after the other:
1. Sophisticated Customization
Salesforce is a extremely adaptable CRM and could be personalized as per the necessity. Nonetheless, a extremely personalized Salesforce Traditional could make the migration a bit tougher as you turn to the Lightning platform.
In case your Salesforce is overly personalized, you need to emphasize documenting all of the adjustments made in Traditional. The following step needs to be to search out corresponding options in Lightning. If you happen to don’t know easy methods to take care of the complexities of Traditional don’t worry bringing a Salesforce Lighting Assist accomplice on board.
2. Substandard System Efficiency
Salesforce Traditional to Lightning Migration is usually encountered with efficiency points. We have now seen the efficiency ranges of customers drop down because of unfamiliarity with the adjustments, new options of Lightning, navigation difficulties, and plenty of different causes.
Earlier than you migrate, think about availing of a Salesforce audit from a Salesforce Lightning Migration companies supplier. Many Salesforce Lightning Assist companions like Damco supply a free evaluation that may assist groups discover out doable productiveness and system health-related points with minimal funding.
3. Bombarding UI With Options
The huge options and capabilities of Salesforce Lightning could be overwhelming for lots of companies. Groups discover it arduous to resolve which capabilities they want and which of them they don’t. Many firms have gone overboard with customizations bombarding their UI with the least crucial options.
The easiest way to reduce disruptions triggered because of practical overloading is to assessment every customization. You need to retain solely these customizations that may improve your course of and CRM functioning.
4. Choose a Appropriate Time for Migration
Even if you wish to swap to Salesforce Lightning, you shouldn’t rush it. It’s essential to resolve the best-fit time to execute the transition retaining due consideration of ongoing tasks, challenge delays, and any dangers related to the method.
Ensure you select such timing when your online business will expertise little or no influence and make sure the profitable execution of ongoing tasks. Choosing weekends or a specific time every day can be a good time for migration when enterprise exercise is minimal. Nonetheless, when you do that, your Salesforce Lightning Assist accomplice should disable entry to in-house customers for that exact period.
5. Prospects of Implementation Delay
The Salesforce Lightning Migration challenges don’t finish with the migration course of. After you’ve got accomplished migration, you must persistently make efforts in bettering person expertise on the brand new CRM. As Lightning presents a variety of options, its implementation can take a very long time.
Choosing a phased-wise implementation will help you overcome implementation delays. Prioritizing options and rolling them for chosen customers at first will help you forestall repetitive enhancements which take adequate time and trigger implementation delays.
Take a look at one other superb weblog by Alok right here: Managed Services: The Go-to Model for Salesforce Users
6. Lack of Consumer Readiness
Workforce members needs to be prepared for the adjustments post-migration and in the event that they aren’t, enterprise operations get affected and productiveness can stoop to an all-time low degree.
To mitigate this problem, companies have to have a readiness examine earlier than adopting Salesforce Lightning. Offering customers with coaching and upskilling classes to allow them to achieve data and perspective on easy methods to use new options and adjustments from Traditional to their benefit can assist in making group members prepared a lot quicker than common.
Prepared For Switchover to Salesforce Lightning Platform?
Migration from Salesforce Classic to Lightning (or third-party CRM to Lightning) could be filled with challenges together with excessive implementation time. Choosing a phase-wise rollout is a perfect strategy to beat these challenges successfully. Subsequently, a couple of challenges shouldn’t fear you about exploring the varied advantages of Salesforce Lightning. Having a strategic plan executed by skilled Salesforce Lightning Assist will help you overcome real-time challenges guaranteeing a seamless and time-bound migration.
At Damco, we have now assisted quite a few corporations transition from Salesforce Traditional and third-party CRMs to Lightning and can be glad that can assist you have a glitch-free migration expertise. Learn how we helped a producing firm customise Salesforce to boost accomplice operations effectivity by 40%.