Migrating to Salesforce Lightning

Salesforce is a Software-as-a-Service Company that started the software for Customer Relationship Management initially. From there, they grew themselves and became the #1 platform for Customer Relationship Management. They now offer specialized services in sales and service automation, custom applications, marketing automation, analytics, and artificial intelligence. Salesforce Lightning is the next generation framework for business users who would like to grow their sale exponentially in the market. It is customized to take productivity to new heights. It is one of the best customer relationship management software that enables the organization to manage their sales, marketing, and business support. The benefits of using Lightning experience are increased sales revenue, increased visibility between departments, decreased operating costs, and streamlined business process.

Salesforce Classic is still there and giving outstanding results. But the reason for migrating to Salesforce Lightning is the speed. The features like no-code builders and pro-code tools can save 25% of the time for developers. It is designed to make the app faster, and quickly take the user business to the next level. Some of the reasons why you must migrate to Salesforce Lightning are:

Increased Profits

The Lightning Experience offers the user a fully optimized mobile experience with an upgraded user interface. The users can access their business from anywhere and maintain their store from any place. They can look into the deals and handle field service from their home.

Swift Speed

Lightning takes the user’s business to the next level. It removes unnecessary data from the large pool of information. It helps the sales reps to focus on specific jobs and keep them updated about their customers. The user can assemble their applications with drag and drop models. It saves time and increases efficiency.

Automated Marketing Campaigns

The marketing manager can get an idea regarding marketing campaigns. They can feed the data and design in Lightning. A simulated marketing campaign will be generated. Effective marketing is the key to the success of any business.  Salesforce Lightning expresses business ideas to the customer effectively.

Predictive Analytics

The sales team can feed real-time data and see their updated target. It gives real-time analysis of the goal of the sales rep. The real-time tracking helps them to push more effort if they fall behind the given target. It keeps the sales reps focused on their goals.

Integrated Email

The importance of email is well known to most of business users. Salesforce understands the value of email. To add more value to the customer service, Salesforce has brought many features of email after receiving feedback from its user’s community.  The user can generate emails from anywhere within Salesforce. They can efficiently utilize organization addresses. It also gives the option of using Gmail or Office 365.  The user can easily drag and drop email attachments. A whole new Email interface has been developed with better email integration, new email user interface.

Salesforce Lightning is designed with a minimal load time of the apps, to give faster analytics and increased productivity. There are numerous reasons for migrating from Salesforce Classic to Salesforce Lightning. We have already discussed most of them. Now, let’s understand how to shift from Salesforce Classic to Salesforce Lightning.

It is never easy to switch technology. It is a time-consuming process that needs months of research, planning, and testing. So if the organization is planning to switch over to Salesforce Lightning from Classic, they need to evaluate.

The organization needs to understand whether they should make a transition to Salesforce Lightning based on their evaluation instead of the hype. They should assess the needs of the organization, analyze the difference in features of Salesforce Classic and Lightning, conduct gap analysis, do a  test drive, make a report, and explain it to understand whether they have benefitted from the transitioning or not.

Want to Know More about Salesforce Lightning?

Assess the Organization needs

According to Forrester Research, less than 50% of the CRM project meets organizational needs. Before transitioning from Salesforce Classic, it is very critical to understand the needs of the organization. It is essential to conduct interviews, take feedback from the sales rep on the problem they are facing, difficulties they are having in achieving the project. Are they ready to learn new concepts? Are they continually performing and meeting the sales target. Are they are habituated of using Salesforce Classic and understand the importance of using it.

The reasons for doing all these analyses are to facilitate the transitioning from classic to lightning. If the employees are unable to work on the definitive version of Salesforce, they will find difficulty in moving to a lightning version of Salesforce. It is essential to understand the drawbacks of existing CRM before making any transition to Lightning. If the reasons for failure are behavioral performance, then any structural change is not going to give excellent results.

For those organizations which are growing and are ready to expand their business, Salesforce Lightning can be a practical solution to their problem. The organizations which have not used any CRM solutions earlier Salesforce Lightning will be a game-changer for them. The new CRM solutions will keep them focused and accountable. It will drive their energy in the right direction with efficiency.

Conducting Gap Analysis

Gap Analysis is one of the crucial steps for the organization. Gap Analysis helps the companies to understand what is lacking in the Salesforce Classic that is not helping them to gain desired results. It will also help to find out the details of the many other deficiencies within the organization.

The goal of gap analysis is to understand which features are utilized by the teams in the Classic version, which will not be available in the Lightning. It may be possible that the elements have been enhanced by adding new features. The purpose is to identify the impact of transitioning on the teams. It is essential to understand the features upgraded in the Lightning version. It will not only facilitate smoother transitioning but also enhance their productivity after the transition is made.

  The above figure indicated that there are many features that are not present in the Salesforce Classic version that have been made in Salesforce Lightning.  The team may not be familiar with the use of these tools. They need to explain their importance and uses.

Take a test drive on Lightning

After getting positive results from Gap Analysis, it is essential to run a test drive of Lightning within the organization. The test drive will further facilitate the transitioning process. The company should run a month’s task on Lightning experience. They should brief about the change and give a one-week orientation for the Lightning. The team working on the same should provide their feedbacks and report to the management. The performance should be analyzed. One-to-one panel discussions should be done with team leads. Their views should be taken into consideration.

The feedback from employees from the different teams will help management to make better decisions and facilitate proper transitioning.

These are the steps to move from Salesforce Classic to Salesforce Lightning Experience.

1. Click on the name in the top right-hand corner, as shown in the figure.
2. After clicking on it, choose switch to Lightning Experience.

The user can return to the Salesforce classic using the following steps.

1. Select the avatar in the top right hand corner.
2. From the drop-down menu choose Switch to Salesforce Classic.

Check Lightning Experience Readiness

Once the migration is done from Salesforce Classic to Salesforce Lightning, it is essential to run Salesforce Lightning Experience Readiness Check. The tools help to scan features and customizations to generate a personalized report. The customized report gives a clear view of whether the organization is ready to make the transition from Salesforce Classic to Lightning. The report mentions one of these statements.

The Good Stuff

Need Some Attention

Not Quite Ready

These simple statements are enough to understand what the organization should do. If it mentions The Good Stuff, it merely means the organization is ready, and they are suitable for transitioning. If it mentions needs some attention, then the company should take remedial measures to facilitate the transitioning. Even if it mentions “Not Quite Ready,” then the organization should not worry as it will point out the deficiencies in the system. It may be possible that during gap analysis, those deficiencies would not have been pointed out or not visible. Once the remedial measures have been taken, the company can rerun the test.  The salesforce recommends that the company should test after every three months as they are continuously updating tools and strategies.

The companies can do the following steps to check the Lightning Experience Readiness Check:

1. They have to login into salesforce.org
2. After that Go to the setup page
3. Within the search bar, select Lightning Experience.
4. There is a section which mentions “Evaluate if a Lightning Experience is Right for the Org.”
5. After that Look for subsection “Check your Lightning Experience Readiness.”
6. Check Evaluate
7. The report will be sent once the evaluation is completed.

There are other crucial things that the organization needs to keep in mind while making the transition.

Take the help of Salesforce Consultant

It is always advisable to take advice from experts while making any significant changes within the organization. An expert will guide the step-by-step process and facilitate the transition smoother.  It will prevent chaos and prevent any bad word of mouth within the organization. It may be possible that during transitioning, some employees may face difficulties in their work, their performance may go down for a while, and they may panic. But expert support will give them the confidence to seek their help and move forward.

Training for the Employees

Proper practice is essential for making any significant changes within the organization. A dynamic change can make even the company’s top performer hit rock bottom, which may impact company productivity, profit. The incidence may make people reluctant to change and feel adverse about management. So a proper strategy should be chalked out to give appropriate training to the employees. The questions and answers sessions should be encouraged during the training. Every employee doubt should be explained and steps should be taken to understand the flaws of it. Proper feedback and resolutions of queries will create a positive environment and will increase the enthusiasm of the employees.

Go through our Salesforce Developer Interview Questions to crack the Interviews.

Find the Salesforce tribe

The most important thing for any change is to find out the super users of that software. The change will affect them the most. The productivity of the company will depend upon the adjustment of these teams. The more they are friendlier and adjusted to the usage of the Salesforce Lightning; the better is for the company. Identify which one of them was really excited about making a move to Lightning experience whereas which one of them was upset about the move. Try to learn from them what makes them excited about the change and what makes the other upset. Discuss all the pros and cons of their perspective.

Tell the value of transitioning to Salesforce Lightning

Once the evaluation is done, and the organization identified the benefits of transitioning to Salesforce Lightning. The essential part of the organization is to take everyone on board. The management has to take the confidence of the employees and tell them the benefits of switching over the Lightning. Their doubts should be clarified through proper counseling sessions.

You may also like to read Quick guide on Pardot for Salesforce Admins.

Conclusion

Salesforce Lightning can be a game-changer for the organization.  It will boost the confidence of the sales rep. They will achieve the target within deadlines. Salesforce Lightning will increase productivity, optimize operations, and build the app more quickly. It will take the business faster to the customer. The organization should go through the proper evaluation and gap analysis before transitioning to Salesforce Lightning. Conduct a thorough review of the organization.

I hope that by now you have had an overview of Salesforce. Before you enroll in ZaranTech’s certification course on Salesforce lightning training do check out this introduction video.