How to migrate classic to lightning in salesforce


How to Migrate Salesforce Classic to Lightning?– Steps to Migration

  • Step 1: Salesforce Classic to Lightning Migration Buy-In. First, you must obtain buy-in not only from management but…
  • Step 2: Lightning Experience Readiness Check. The Readiness Exam Salesforce Report analyses your organization and how it…
  • Step 3: Optimizer Report. Once you understand how the…


Table of Contents

What does a Salesforce classic to lightning migration look like?

There are four distinct phases of any Salesforce Classic to Lightning migration process: discovery, planning, training, and optimisation. One of the great things about Salesforce is that it allows you to customize it to your company’s precise CRM needs. But that also means that no two Salesforce Classic to Lightning migrations will look the same.

Is it time to up your game with Salesforce Lightning?

It’s time to up your game. First, it’s essential to know that a lot – but not everything – of what you’ve heard about migrating to Salesforce Lightning is true. You don’t have to recreate customizations or import your data, and the Lightning user interface will likely yield impressive ROIs.

Does it make sense to migrate from classic to lightning?

However, it’s also true that the transition from the Classic UI to Lightning can be an absolute headache. You might be wondering if it makes sense to migrate at all. Classic’s reportedly going to be around for quite a while yet.

What is Salesforce Lightning path?

Path: Salesforce Lightning guides users through sales processes by providing advice and resources specific to each stage of an opportunity. This includes surfacing information about following up with new leads, moving records through the sales funnel, and closing deals.


How do I switch from classic to lightning in Salesforce?

Change the UI from Lightning Experience to Salesforce ClassicClick your Avatar in the top right-hand side of the screen.Click Switch to Salesforce Classic.

What is lightning migration in Salesforce?

The actual migration is a straightforward task. The Lightning Migration Assistant guides the user through the process of installing Lightning components. The Lightning Experience Transition Change Management Hub provides step-by-step instructions and best practices to manage the transition of the org.

Is Salesforce lightning better than classic?

Salesforce Lightning offers more functionality than Salesforce Classic, making it better overall. Lighting’s biggest benefits include a components library and app builder to support more customizability, as well as support for third-party apps.

Is Salesforce getting rid of Classic?

All Salesforce Classic users will be automatically moved to Lightning experience on January 7, 2020. You will still be able to switch back to Classic, but it is a signal for all companies to hurry up with Salesforce Lightning migration.

Do Lightning Web components work in classic?

Classic Lightning Components, now commonly denominated as Aura Components, will continue working and being supported by Salesforce. This is, you don’t have to rewrite your Aura Components to be Lightning Web Components.

What are the benefits of Salesforce lightning?

Top 7 Salesforce Lightning Migration Business BenefitsSales Automation. … Fast App Development. … Einstein AI Integration Like Never Before. … Third-Party Integrations. … High-Quality Leads. … Information Privacy. … Uplift User Experience To Greater Heights.

Does Salesforce lightning cost more?

The costs for Service Cloud are the same as for the Sales Cloud. Essentials is $25 per user, per month, Lightning Professional starts at $75 per user, per month, Lightning Enterprise costs $150 per user, per month, and Lightning Unlimited starts at $300 per user, per month.

Can a user be enabled both in Salesforce Classic and Salesforce lightning?

Users added after Lightning Experience is turned on Lightning Experience-enabled users can continue accessing Salesforce Classic! These users automatically get the Switcher, which allows them to switch between the new and classic interfaces, as needed.

Why is Salesforce lightning so slow?

Slow load times can result from devices that don’t meet Salesforce minimum technical requirements. Also, plug-ins, extensions, and excessive tabs can consume processing power and memory, degrading performance. The way your Salesforce org is configured can lead to slow performance.

When did Salesforce stop supporting classic?

What is the change and when is it planned to happen? The Setup Assistant for Salesforce Classic, a wizard which helps admins complete basic configuration and import data into Salesforce, will retire on August 18, 2016.

Is Salesforce lightning mandatory?

While Salesforce is not forcing customers to switch to Lightning, it’s important to note that the future of the Salesforce user experience and platform is Salesforce Lightning.

How do I stop people from switching to classic Salesforce?

To remove their ability to switch to Salesforce Classic:In Salesforce Lightning, go to Setup.On the Quick Find box, enter lightning then click on Lightning Experience Transition Assistant.On the Optimize Phase, click on Go to Steps link.Click on Turn Off Salesforce Classic for Your Org to expand it.More items…

What is Salesforce lightning experience?

Lightning Experience is a modern user interface that helps your sales reps sell faster and your service reps support customers more productively. Lightning Experience includes many new features and entirely redesigned pages, but not every Salesforce feature is supported in Lightning Experience.

Is Salesforce lightning mandatory?

While Salesforce is not forcing customers to switch to Lightning, it’s important to note that the future of the Salesforce user experience and platform is Salesforce Lightning.

How do I enable lightning for a user in Salesforce?

Enabling Lightning Access on Profile Level for Custom ProfilesClick on Setup.In Administer, expand Manage Users.Click on Profiles >Select the Profile name.Click on System Permission.Enable Lightning Experience User checkbox.Save.

How do you upgrade to lightning?

From the Home tab in Setup, enter App in the Quick Find box, then select App Manager.Find the Classic app that you want to upgrade in the apps list. … Click. … Review the app properties and update them if necessary. … Click Upgrade.

What is readiness check in Salesforce?

The Readiness Check Salesforce Report evaluates your org and how it currently uses Salesforce Classic to help determine what will be impacted for your teams when you migrate. It can estimate how much effort it will take to switch over, highlight potential code issues, and identify features you are currently using that will no longer be available . You’ll also need to perform your own gap analysis in addition to having clear alternatives in place for those features and functionalities not supported in Lightning.

Why is segmenting important in moving?

Segmenting allows you to begin your move sooner, support smaller numbers of people with each shift, and focus on smaller lists of business and technical requirements at a time. Segmenting also allows you to learn as you go, working out kinks in the process.

Does Lightning training require starting from scratch?

While Lightning training doesn’t require starting from scratch, lack of preparedness can reinforce fears and user resistance. Panaya ForeSight can be the easiest way to avoid challenges and streamline adoption, providing:

Can you take the Lightning Experience for a test run?

You can take the Lightning Experience for a test run using the Lightning Migration Assistant. The assistant can guide you through the process of initiating Lightning for your company, and give you a preview of how your org will operate in Lightning without turning it on for all of your users.

1. Evaluate With Lightning Experience Readiness Report

The first step during Lightning migration is to evaluate your Salesforce Org. Understand how Classic is used and how the upgrade will impact users. Drill down on the specifics of which Classic features are essential and which Lightning features will improvise them.

2. Perform a Test Drive with the Migration Assistant

Before the actual migration, test Lightning. Pick a Salesforce superuser or a group of users and ask them to complete all their tasks using the Lightning Experience for a day or two. Ask them to rely on the Lightning Migration Assistant to conduct the test run. It is a handy tool as it guides users through the process of implementation.

3. Rollout of the Salesforce Lightning Migration

Keep the final rollout of Lightning straightforward by using the Migration Assistant again. Let it guide you through the process of installing each component. Utilize the instructions provided by the Transition Change Management Hub to make the shift.

Making the business case

That preamble brings us to an important topic for System Administrators – how do you make the business case to leadership that the time is right to migrate to Lightning? The crux of the argument has to be that if you remain on Classic, you’ll be paying for (in the form of recurring license costs) innovation that Salesforce delivers three times a year, but your company won’t be receiving any of the benefits.

Start studying!

One of the biggest roadblocks of migrating to Lightning is not the cost (i.e. time, resources, business disruption) but the lack of knowledge on Lightning by the System Administrator. If you have been turning a blind eye to Lightning the last two years you’ve got a lot of catching up to do.

Want to learn more?

Come hear me speak at Dreamforce this year as I present “Planning Your Migration to the Lightning Experience – Four Steps to Success” (Admin Track) or download our eBook on Migrating from Classic to Lightning. Additionally, grab some hands-on experience configuring Lightning by tackling the Lightning Experience Specialist Super Badge on Trailhead.

Planning and safeguards

As with any migration, you need effective planning. It is not a case of switching from one interface to the other. It does take careful planning.

What is affected during the migration?

It is important to understand what might be affected during the migration and what won’t.

Potential migration challenges and how to avoid them

Throughout the course of helping many customers migrate to Salesforce Lightning, there are challenges that continue to arise. We will share these here, so you can prepare for a successful migration.

Why Lightning?

There are quite a few major benefits of Lightning that will drive value, including:

How can you get started?

To prepare your company for this migration, AllCloud has launched the Lightning Migration Assessment (LMA) service for Salesforce users. The assessment is available now to all Salesforce Classic customers that want to leverage the full breadth of the new Salesforce platform.

What is Lightning Knowledge?

Lightning Knowledge is one of the major Lightning Experience changes that actually results in a data architecture change. We’ll get into the details in a moment, but the main thing to keep in mind is that Lightning Knowledge now functions more like normal Salesforce Objects (awesome!)

Can you use Lightning Knowledge in Classic?

Knowledge changes in the Lightning Experience. As a result, Lightning Knowledge isn’t accessible via Classic. If you still have users that aren’t in Lightning yet then they will lose access to Knowledge articles. If you need help getting your team into Lightning so you can use Lightning Knowledge, Internet Creations can help you get started.


Leave a Comment