Since the arrival of Salesforce Lightning in the market, businesses are sprinting to integrate the updated version. And rightfully so! When it comes to CRM tools, Salesforce is the only thing that pops into our minds. A platform that has mastered the art of understanding the market as well as the needs of the customers. With the release of Salesforce lightning, organizations have got the opportunity to enhance their productivity.
Salesforce Lightning diverges the capabilities of an organization to seek better management of their customers. Nothing against the Classic version, but an upgrade to Salesforce Lightning has its own advantages. Moreover, these advantages cannot be overlooked when you are running a business. When compared to classic, Salesforce lightning has very few limitations and includes a wider set of features. Salesforce classic to lightning migration is one of the upgrades an organization cannot afford to miss.
In this blog, you’ll get to know the exact steps on how to upgrade to Salesforce Lightning. Before we get into the act, let’s have a look at What is Salesforce lightning and why your organization requires this switch.
What is Salesforce Lightning?
Salesforce lightning is a framework for app development released by Salesforce.com. It is a component-based framework that is designed to simplify business processes for users who do not have any prior programming experience.
It comes with a convenient new design, productivity tools, and AI functionality. It includes functionalities like optimizing Salesforce pages, accelerating app development, and also performance. Users can also enable Salesforce b2b commerce lightning as it is the best solution for Salesforce customers. With lightning experience, b2b commerce has just got better.
Salesforce lightning includes a lightning component framework and many exciting tools to build easy and responsive applications for any device.
Features of Salesforce Lightning
Salesforce Lightning Experience is a new version of the Salesforce CRM platform. It comes with a modern user experience and optimized pages for managing sales and service processes. It also offers a new way of interacting within your organization through Salesforce features, such as standard and custom objects, dashboards and reports, and many others.
Lightning Design System
Lightning Design System offers several resources for developers and designers to create UIs based on the Salesforce Lightning principle, and design language. Design System lets you build Lightning pages and components, mobile apps accessing Salesforce, and standalone web apps served by Android, IOS, Heroku, and similar platforms.
Lightning Component Framework
Lightning Component Framework is a UI framework for building single-page apps. It includes tools and extensions that allow the development of reusable components. One such framework developed for dynamic web apps is aura Salesforce lightning.
It is a summary of all the records. Users can see any list as a kanban board and also view pictures of all your work. This helps sales reps efficiently manage business opportunities.
Path and Guidance
Simple tools to form a sales workflow, track opportunity records, and visualize the goals. Users can utilize lightning console apps, Salesforce lightning dialer integration, and integrated emails to increase productivity.
Lightning App Builder
A drag and drop tool to create custom pages for the Lightning Experience and Salesforce mobile app.
Lightning components accelerate development and app performance. Developers can combine them to build custom applications. It does not require programming skills.
Need For Salesforce Upgrade To Lightning?
You can still use the Salesforce Classic version for your business efficiently, as stated by Salesforce itself. However, why are businesses hustling around irrespective of all the toil they’ve to go through for this upgrade? Surely, there has to be something that’s attracting small, medium, as well as large businesses towards Salesforce Lightning. So, here are those aspects of Salesforce Lightning that will surely attract you, as well.
Things To Consider When Switching To Lightning Platform
- First and foremost, the security level of Salesforce Lightning is way better than the Classic version. An enhanced feature, the Locker service disperses the Lightning components separately for mutual interaction. On the other hand, the Lightning version won’t ask you to upgrade your assurance level unless you sign out and sign in again.
- The lightning platform introduces you to Einstein, the AI-enabled component, which was not a part of Classic. What does Einstein do? It’s a separate platform that provides you analytics of your customers, leads, and prospects, based on their data. Get ready for making quick and accurate decisions!
- Another great advantage of an upgrade to Salesforce lightning is the enhancement in the sales funnel. The Lightning platform will offer assistance at each step of the sale, from lead generation to purchasing. Additionally, the data-driven suggestions will be centered around individual leads, resulting in better results.
How To Upgrade Classic Apps To Lightning Apps?
The Lightning upgrade Salesforce has provided revolves around 5 major steps. Let’s Things To Consider When Switching To Lightning Platforms and learn all the steps followed for the upgrade.
Before planning the upgrade, you need to have a quick review of all your workers, Business processes, and CRM settings. Assess your team and acknowledge the members who can easily shift to Lightning. Apart from that, a quick look at the current Business processes your company is working on, is essential. What is required is a plan of action wondering about the current process in Salesforce Lightning.
Most importantly, have a thorough check of the customization you are working on, whether they will adopt the Lightning environment or not. In case, if you are confronted with issues, resolve them!
After the in-depth evaluation, it’s time to lay out a plan. Now, the information you’ve gained during the evaluation process will be handy in the planning process. Before penning down the plan of action, filter the components which are and which aren’t going to be a part of Salesforce Lightning. During this stage, addressing the end result is very crucial. You need to have an idea of when the upgrade will finish and how it will pan out in the end.
Apart from that, you need to plan out the training module for your employees. You need to cover every step possible for better results. Finally, a plan for evaluating the success of your upgrade to Lightning is equally necessary.
Before launching your Salesforce Lightning Experience, it’s crucial to test the process. If we have to sum up the testing process, it’s all about analyzing the customizations. Every company needs customizations in their CRM to meet the requirements of the customers, employees, stakeholders, as well as yourself. Therefore, you need to test that all the customizations are perfectly functional after the Salesforce upgrade to Lightning.
Finally, it’s time to launch your Salesforce lightning experience! Although you have guidelines to successfully launch Lightning in your business, they might not be helpful. Especially, if you are running a non-technical organization, it’s hard to get into the steps. Don’t worry, you’ve always got Ksolves a call away! Ksolves believes in providing high-class customized solutions to their customers. Most importantly, we’ll help you get through the launching process hassle-free and guide your employees for effective usage, at the same time.
Salesforce Lightning has an undeniably wide array of benefits. However, without the proper analysis and optimization, things might take time to settle. Therefore, the final step involves the optimization of the Salesforce usage to extract all the benefits hidden inside Salesforce Lightning. Again the process is time-consuming and people like you have much more important tasks. So, you can recall the astonishing Salesforce Development Services of Ksolves for this process, as well.
In The End
In order to implement a hassle-free upgrade to Salesforce Lightning, you need to follow all the necessary steps aforementioned. You can certainly not overlook the advantages of Salesforce Lightning despite the process being lengthy and time-taking. But, what’s the point of thinking about these issues when you have Ksolves by your side! The Salesforce Development Services of Ksolves will ensure that each and every process of Salesforce classic to lightning migration is perfectly implemented, with a special emphasis on customizations. Feel free to contact us at any instance!
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