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Migrating from Salesforce Classic to Lightning

Migrating from Salesforce Classic to Lightning

November 7, 2018 | Salesforce


In 2015, Salesforce Lightning was released at Dreamforce in front of the Salesforce community. Not all Salesforce users were sold on the new Salesforce Lightning platform because they found there to be some gaps when transitioning from Salesforce Classic. However, change is necessary for better business processes and more advanced capabilities. Therefore, more businesses started migrating from Salesforce Classic to Salesforce Lightning.

Now, in 2018, making the transition from Salesforce Classic to Salesforce Lightning is becoming the norm. In fact, salesforce.com states, “Classic is dead. If you stay on Classic, soon, if not today, you’ll be looking over the fence at your neighbor’s yard green with envy as new Lightning Experience features keep rolling in, release after release.” Moving away from Classic is the best decision you can make for your company because if you stay you are losing out on the opportunity to advance the way your company uses customer relationship management (CRM).

What is Different About Salesforce Lightning:

While some of the Salesforce Classic features will remain consistent when you change over to Salesforce Lightning, you will find that the look and feel of the platform is a little different than Salesforce Classic. Lightning will display up to 25 tabs, 3-column layouts, Paths and Components. There is also a drag and drop function that does not require using any code. The updated interface will still be extremely user-friendly in the way that Classic is, but you will be able to enhance the way you use Salesforce.

Additionally, Salesforce users will have access to the Einstein Analytics feature. Einstein Analytics pulls an entire database from Salesforce and automatically updates it every hour. These databases can be drilled down further and more information can be derived from them. Einstein Analytics allows you to make updates directly on the dashboard and export your graphs as images. This platform has a more modern and sleek look than Classic, making data analysis easier to understand.

A few other benefits to making the switch to Lightning include: a more secure platform, support of all custom metadata, and the ability to make updates without the need for code.

Is your company ready to migrate from Salesforce Classic to Salesforce Lightning?

In order to find out if your company is ready to migrate over to Lightning from Classic, you should run a Lightning Experience Readiness Report. Your results will be delivered back to you and in just a few minutes you will know if your company is ready to take this step. To find out more about how to run this report, click here.

Cloudsquare, a Salesforce partner with offices in New York and Los Angeles, can help your company make a flawless transition when your company is ready to make the change.

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2018-11-08T10:07:54+00:00