Upgrade Your CRM: Salesforce Classic To Lightning

Hello, folks, are you planning to move to salesforce lighting? As salesforce lighting arrives in the market most businesses want to leverage the benefits of its astonishing features to enhance their organizational capabilities and establish better coordination with their customers. Moreover, if you are running a business then the salesforce classic lighting features cannot be overlooked.

Yes, as a business owner or entrepreneur you may know why you need to migrate salesforce classic to lightning if not it's fine to let's start with its advantages after that we move on to the process and exact steps of its lightning update.

Why Switch With Salesforce Lightning?

So, before delivering the advantage of salesforce lighting. I Want to shed light on the fact that you can still use the classic version in your business effectively but switching to lighting has irrespective features for small, medium, and large businesses and already attracts many ventures so, let's examine its new features.

High Security

The salesforce lighting has a far better security level than its old classic version. The feature name Lockeservice divides the lighting components for mutual interaction. In addition, the permission works differently in the salesforce lighting. The version does not ask to upgrade the assurance level until you sign in or sign out again.

Einstein Analytics

The lighting version has Einstein and AI-enabled components that were not in classic. So, what can it do? It segregates the platform that gives analytics of customer, prospects, and lead as per the data so, you can make accurate decisions for your next step.

Right Direction

The salesforce lightning platform provides the right path in direction of the sales funnels to be more clear, the lighting platform assists at every level of sales to lead generation. Moreover, its data-driven suggestion works around individual leads with generation prompt results.

So, after considering why to switch salesforce lighting it's time to look at how to migrate from classic app to lighting app. There are 5 major steps we need to follow to opt for a lighting upgrade so, let's dive into it.

How To Reform Salesforce Classic To Lightning?

Evaluate

In the evaluation process, you need to go through business processes, workers, and CRM settings and also acknowledge your team who can easily adapt or shift to lighting. On the other hand, you need to check out the current business process that the company is working on. Plan of action that is required in salesforce lightning.

The important step is to check out the customization that you are working on. It can accept a lighting environment or not. If you are resistant to trouble then first solve them.

Plan

The next step after the evaluation it's time for planning. So, the information that you gather in the evaluation process will be helpful in the planning process. Before implementing a plan of action you need to filter the components that are going to be a part of salesforce lighting, In this stage addressing the result is important. In addition, you also have an idea of how much time upgrading will take and how to plan out in the end.

On the contrary you need to plan a training session for employees. You also consider every step for better possible results. After all, a plan for evaluating the success of upgrading lighting is equally necessary.

Test

It's time to test the lighting experience. So, before launching it's important to test the process. To me more precisely you need to check, analyze the customization that meets the requirements of stakeholders, employees, and customers. The reason that you need to check all customization is to perfectly function.

The customization you need to check:
Hard-coded links
Javascript buttons
Visualforce Pages

Launch

So, after the above steps, we can launch salesforce lighting and get benefits of its features in our business. As you get the guideline it may not be helpful if you are not from a technical background don't worry it's you can also take the help of salesforce consulting services that provide you the best service and solves your hesitation regarding the new upgrade of salesforce lighting.

Optimize

Yes, optimization is a time-consuming process. It will take your time for proper analysis and optimization but after all, it settles. Undoubtedly salesforce lighting has many wide arrays of benefits you can use as much you can in your development of business.

In nutshell

As aforementioned steps are necessary to implement the salesforce lighting. You also above look at the advantages of lighting and planning to implement that great. It gives unbelievable benefits after switching salesforce classic to lightning so, it's time to grasp the changes and leverage the benefits of lighting. In addition, if you are not from a technical background then you can also take the help of salesforce consulting services to leverage the benefits promptly and accurately.

Additional information: If you want to know the significance of salesforce consulting services for your business goal read one of the interesting blog to understands the importance of salesforce consulting.