The Lightning platform was redefined by Salesforce with a sales-and-service-focused approach in order to help teams operate more efficiently. Now, it comes with Lightning Experience, AppExchange Ecosystem, Lightning Design System, and Lightning Frame to increase scalability in your business. If you have been using Salesforce for a long time, you have undoubtedly heard about Lightning Buzz and want to switch from your classic platform to this advanced-level platform. Your search is over! You’ve found the correct spot. We’ll help you make the transfer to Lightning as seamless as possible, and we’ll cover all the key things you need to consider while performing the transition.
Transition To Salesforce Lightning Experience: Key Things To Contemplate
Estimate Return On Investment Before Making Transitioning To Lightning
While we are all aware of the benefits Salesforce Lightning offers, it is advisable to have a fair estimate of the cost, efficiency, profitability, and most importantly, your savings to protect you from any unforeseen risks. This will help you analyze the business benefits of moving your organization to the Lightning platform and will direct you in the right direction.
You can also collaborate with impacted teams and users to identify the flaws in your organizational process. When analyzing effect, you may use a variety of methods, such as giving a numerical value to each gap or charting the gaps on a chart.
Analyze The Effectiveness Of Lightning Experience In Your Business
One of the most important aspects to consider before making the transition to the Lightning Experience is to analyze how well the current implementation of your Lightning Experience works. This analysis helps you to know what modifications you will need to make in order to be successful in your endeavors. This you can achieve by using the Lightning Experience Readiness Check, which helps you find out where your company actually is in terms of readiness.
After completing the readiness check, you will receive a readiness report that shows how to change your implementation for the better and whether or not you will benefit from it. Also, you can use employee or customer satisfaction as a metric for measuring success. Think about using the AppExchange survey tool to collect feedback, or use a simple Chatter poll for a quick survey to find out the satisfaction level of your employees.
Strategize Your Lightning Experience Deployment
Pull together your Readiness Report and other information when the assessment process is complete to create a plan for deploying Lightning Experience to users. The project’s scope and schedule must be discussed. A strategy for transferring users to the new interface should be developed, as well as a plan to prepare them for the upcoming shift is recommended.
Being the best Lightning consulting and development partner, Ksolves strongly suggests developing your plans first before making the switch to the new Lightning platform so to better prepare your team for the forthcoming shift. But creating a transition strategy isn’t easy because it depends on a number of factors such as the process complexity within your organization, the size of your user base, and your company’s objectives, which Ksolves understands very well. Ksolves can help you in the successful implementation of the Lightning platform, keeping in mind all the necessary parameters.
Create A Project Schedule & Wisely Choose Your Launch Day
Your launch date should be chosen carefully! It will be a good idea to schedule a time that is well-matched with the employees concerned. It is best to avoid major holidays and establish availability in advance with your stakeholders. You can check your current Salesforce roadmap to see if there are any projects that may clash with your deployment dates. Work with your leadership to address these types of barriers, including other internal challenges within the organization, that may hinder your Salesforce Lightning implementation process.
The time it takes to roll out Lightning Experience to all of your users might range from a few weeks to a few months. Managing the milestones and activities in your plan is essential, even if it is a small project. Use a tool you already enjoy or look for an app on the AppExchange. That’s how you can streamline your business processes effectively.
To Sum It Up
Rolling out a project is a lot like launching a new endeavor. To make it a flawless and awesome experience, you’ll need to plan a few things out, before switching to the Salesforce Lightning platform. You can estimate ROI, analyze the effectiveness of Lightning experience in your business, and much more. You need to decide whether to run a pilot project first or to straight away start with a big transformation. For your exceptional Lightning experience transition, you can take the support of a trusted third party like Ksolves which will take care of all your needs and objectives. Engaging a Salesforce Lightning specialist or consultant on an early and regular basis is sure to help you successfully implement the Salesforce Lightning platform and cover all the essentials.
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