Why Migrate from Salesforce Classic to Lightning and its Challenges?



January 5, 2023

Salesforce Classic

Are you still utilizing Salesforce Classic? Do you want to migrate from Salesforce Classic to Lightning? If so, then this is the right time. Salesforce Lightning is becoming increasingly popular in today’s market. Due to its various benefits, more and more businesses are migrating from Salesforce Classic to Salesforce Lightning. However, migrating from Salesforce Classic to Lightning is a challenging process where professionals can only help you. It is good to hire a professional Salesforce consultant company like Ksolves to ensure a smooth migration process.
In this blog, we talk about the benefits of Salesforce Lightning over Classic and its key challenges during migration.

Why should you migrate from Salesforce Classic to Salesforce Lightning?

If your company has not upgraded to Salesforce Lightning, then you are missing an interactive user interface and an outstanding library with exclusive features. The Salesforce Lightning has a responsive interface that was designed by using Salesforce’s mobile application technology and efficiently works on different devices. Apart from this, the features like Kanban View, customizable dashboards, etc. provide faster navigation and enhance the intuitive user experience.
Salesforce Classic to Salesforce Lightning

The benefits of Salesforce Lightning adoption are not only limited to boosting end-user experience. It also offers outstanding back-end design systems and components that allow developers to customize the Salesforce framework with low-code frameworks. Additionally, Salesforce Lightning is also committed to providing the following benefits.

  • Quick Search

Salesforce Lightning provides recommendations on the basis of recent and matching records on various objects, as well as boosting the finding process for individual data points.

  • Additional Salesforce Einstein functions

Salesforce Lightning has extended Einstein features that are set for various sales functions by incorporating Artificial Intelligence. With this employees will get better account insights and real-time access to customers’ data. It will make it easy to manage the data on the basis of event activity and provide the opportunity to get insights for predicting deal closures.

  • Activity Timeline

With Salesforce Lightning, you can experience the amazing benefit of immediate access to the task list for each lead, account, opportunity, and contact. The timeline offers you complete information regarding upcoming meetings, open tasks, recent accomplishments, and more.

  • Boost security

The new version of Lightning components gives more priority to security. These components reduce the chances of security breaches and need less coding. LockerServices is one of the security features that separates the Lightning components to make no communication with each other and prevent malicious attacks. The user permissions are managed by higher authority access that needs separate sign-in for it.

Key challenges of migrating to Salesforce Lightning

Businesses are migrating from Salesforce Classic to Salesforce Lightning because of its outstanding features and functionalities. But migrating from Salesforce Classic to Lightning comes with various challenges. Here are some key challenges that you may face while migrating from Salesforce Classic to Lightning: –

  • Wrong Timing

The incorrect timing is one of the major issues that arise during the Salesforce Lightning adoption. No doubt, Lightning is an advanced version of Salesforce CRM, but that doesn’t mean you should go for it without the right approach. If you start migrating without deciding the correct time and without proper planning, businesses may face delays in their ongoing projects. This can have a negative impact on your clients and hamper the business’ reputation. So, before you execute the Salesforce Lightning Migration, make sure you are prepared for it and clear about how long it will take.

  • Customization Complications

Salesforce offers exceptional flexibility options to meet the unique needs of various businesses. Many companies are using a highly customized version of Salesforce Classic that includes a lot of things, including custom objects, a custom homepage, etc. The high range of customizations creates a lot of complications during the migration process. This will ultimately lead to various challenges such as feature redundancy, performance, etc.

  • Absence of the right strategy

The absence of a well-prepared strategy also creates a big challenge during the Salesforce Lightning transition. It not only affects your team members’ performance, projects, and Salesforce functionality but also consumes more time for migration.

  • Impact Performance Health

Businesses are mainly adopting Salesforce Lightning to boost their productivity level. But, post-migration of Salesforce Lightning, can leads to certain performance issues to the business. The performance issues include such as complications in navigation, high loading time, scalability issues and more. Before the migration, it is critical to perform a Salesforce org. health assessment to identify areas that cause roadblocks or other glitches in the workflow.

  • Inadequate team readiness

This is another challenge because some team members don’t know how to use the lightning, which impacts their work. It can adversely impact on the daily operation of the business and your team members start to fall back. Before adopting the new CRM, it is important to conduct training sessions for the teams based on the functionality they need to use while using Lightning.

Wrapping Up

Apart from the above-mentioned challenges of Salesforce Lightning migration, there are many other challenges that companies face during the migration process. But, by using the right migration approach, it becomes easy to overcome such potential challenges. A few challenges can’t discourage the company from adopting the Lightning platform because it is equipped with outstanding features and benefits for any business.
If you also want to migrate from Salesforce Classic to Lightning but don’t have the professional expertise, then connect with our Ksolves experts to make the process smooth and successful for your business. At Ksolves, we are backed by a highly experienced team of Salesforce Lightning Experts who can help you in every step and ensure that you will get its complete benefits for your business.

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Swati Gairola

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