How to migrate from salesforce classic to lightning


  1. Salesforce C lassic to Lightning Migration Buy-In First, you have to get buy-in, not just from management but from daily users. …
  2. Lightning Experience Readiness Check The Readiness Check Salesforce Report evaluates your org and how it currently uses Salesforce Classic to help determine what will be impacted for your …
  3. Optimizer Report Once you have a clear idea of how the transition from Salesforce Classic to Lightning can be expected to affect your org, and you are aware …
  4. Migration Assistant

To use the Transition Assistant, go to Setup in Salesforce Classic, and click Get Started in the Lightning Experience Transition Assistant tile at the top of the menu. Select Discover Phase >>> Evaluate Lightning Experience Benefits and Readiness >>> Preview (next to “Preview Lightning Experience.”)

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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.

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.

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.

What is the advantage of Salesforce Lightning?

One of the major Salesforce Lightning advantages is that it is a component-based platform. In other words, you can simply integrate the components already built by the Salesforce partners and use them in your application. The best part is that you merely need to drag and drop the components to use them.

Why do people migrate from lightning to Classic?

Making the switch from Classic to Lightning significantly upgrades the experience for most users. Migration offers business users several advantages. Lightning improves insights and visibility. Einstein, Salesforce’s artificial intelligence product, makes sales and marketing forecasts easier.

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 old is Salesforce lightning?

While Launched in 2014, the Lightning Experience has been slowly inching its way in to the Salesforce spotlight. At first launch, the Lightning Experience seemed to be slow and inefficient.

What are the steps of Salesforce Lightning migration?

You need to set timelines, outline responsibilities, identify key milestones, and create a rollout plan.

What are the phases of Salesforce Classic to Lightning?

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.

Why is Salesforce Lightning so popular?

Salesforce Lightning promises faster navigation and a more intuitive user experience thanks to features like a Kanban view, native data visualizations for reporting, and customizable dashboards.

What are the new features in Salesforce?

In addition to a new UI and streamlined developer experience, Salesforce has committed to updating Lightning with more innovative features compared to Classic, including the following: 1 Instant Search: Salesforce Lightning provides suggested search results from recent and matching records across objects, speeding up the process of finding individual data points regardless of where the user is searching from. 2 New Salesforce Einstein functions: Salesforce Lightning expands the Einstein feature set, adding artificial intelligence (AI) to a number of sales functions. A few exclusive Einstein features include Account Insights for giving employees real-time access to customer data; Automated Contacts for streamlining data entry based on event activity; and Opportunity Insights for predicting which deals are most likely to reach closed-won. 3 Activity Timeline: Salesforce Lightning provides instant access to a task list for each opportunity, lead, account, and contact. This timeline includes insight into open tasks, planned meetings, recent accomplishments, and more. 4 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 to make employees comfortable without Salesforce?

The most effective way to make employees comfortable without Salesforce Classic is to offer on-demand Lightning training with a DAP like Whatfix. We believe on-demand training in the flow of work —a mix of micro and macro learning—is the best way to address challenges during Salesforce Lightning adoption.

What is Salesforce Lightning?

Instant Search: Salesforce Lightning provides suggested search results from recent and matching records across objects, speeding up the process of finding individual data points regardless of where the user is searching from.

How many updates does Salesforce have per year?

The second challenge is the fact that Salesforce continues to supply a never-ending stream of new features for employees to learn. With as many as three updates per year, Salesforce releases new features at such a rapid pace that continuous training is essentially required.

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.

What is Salesforce Lightning Experience?

Salesforce Lightning Experience enables a better, fast, intuitive, and enhanced user interface. It is built with the combination of Lightning components, Lightning app builder, and Lightning Design System. It is the next-generation enterprise application that is aimed to not only make the life of end-users easy but also that of developers, architects, and admins.

Where is Lightning switch in Salesforce?

The option to switch from Classic to Lightning is located in the header and under the user’s profile menu. Learn more about the Salesforce Switcher.

What are the challenges of switching to Lightning Experience?

One of the biggest challenges in switching to the Lightning Experience is how to best train and onboard your users. Salesforce includes some onscreen guidance, but in most cases, it’s not enough to get users familiar with the new platform. That’s where you can use the power of a Digital Adoption Platform like Apty.

How to get value out of switching to Lightning?

To get the value out of switching to Lightning, you’ll need to monitor and analyze your Salesforce usage. This is another area where Apty’s adoption features can help. After making the switch to Lightning, many companies fail to identify where users are struggling.

Will Salesforce stop supporting Classic?

Also, between the January 2020 update that turned on Lightning Experience for all organizations and ceasing development of new features for Classic, it’s not unreasonable to assume that eventually, Salesforce could stop supporting Classic or force organizations to migrate.

Is Salesforce Lightning 2021?

That was the situation in January 2020,fast forward to 2021 Salesforce Lightning is covering the gaps that it had in comparison to the classic version. Moreover, with recent spring and upcoming summer updates, it will have several features that will make it irresistible.

Can you share records in Salesforce?

Manual Sharing: The much-awaited Manual Sharing feature is here. Earlier sharing and managing records were only possible through Salesforce classic but with the new update, you can do the same within the Salesforce Lightning platform. You can also manage with whom the record is shared.

Assess organizational needs

Did you know that almost half of all CRM projects fail? According to Forrester Research, “under 50% of CRM projects fully meet expectations.”

Conduct a gap analysis

Understanding which features in Salesforce Classic are essential to the success of your organization will help you conduct a gap analysis. This exercise allows you to identify any features in Classic that are or are not supported in Lightning.

Take Lightning for a test drive

If the gap analysis reveals that it’s worth migrating your organization to Salesforce Lightning, then try it out! You wouldn’t purchase a new car before taking it for a test drive, so why wouldn’t you do the same with software?

Check Lightning Experience Readiness

If it’s looking more and more like a migration from Classic to Lightning is the answer, then it’s probably time to run the Lightning Experience Readiness Check. This tool scans features and customizations to generate a personalized report that shows how ready your organization is to migrate to Salesforce Lightning.

Sell the value of change

Once you’ve identified that Salesforce Lightning meets — or perhaps, exceeds! — the needs of your organization, now comes the difficult part: getting everyone on board to make the switch.

Talk to a Salesforce consultant

If you’ve done all of the above and you’re still not sure if migrating to Salesforce Lightning makes sense, then don’t be afraid to ask an expert! At Galvin, our team of Salesforce consultants can help you determine if Salesforce Lightning is right for your organization. We’re happy to answer any questions as well.

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Advantages of Salesforce lightning

Countless companies have used salesforce Classic throughout the years, and still do to this day. So, why change a winning team?

Three main steps with regards to the migration from the Salesforce Classic to Salesforce Lightning

1. Discovery process – First, you must become familiar with Salesforce Lightning, from a platform ecosystem perspective through to the user experience it offers. Ask yourself: What benefits justify the move to Lightning?
Focus on what the value is, in terms that are specific only to your organisation.

Are there disadvantages?

Salesforce Classic is an excellent interface, but it is not an evolving one. If you decide to stay with Classic, you will not benefit from additional features and functions – it’s the present and the future.

From our perspective

VASS offers optimised processes using our acquired knowledge in migration, ensuring the process is completed quickly and correctly, take full advantage of Salesforce Lightning to monitor and improve business performance.

How many tabs does the lightning experience have?

User Interface (Lightning Experience has up to 25 tabs, 3-column layouts, Paths, Components, etc. – time to reimagine working in Salesforce!)

When did Lightning Experience debut?

Let’s rewind the tape for a moment and review the progress made to date. Back in 2015 Lightning Experience made its public debut on the main stage of Dreamforce to the awe of the crowds – Sales Path, Kanban Board, oh my! Shortly thereafter the Admin Community got their hands on the release notes and live environments, and like the barnyard collective in George Orwell’s Animal Farm bleating “four legs good, two legs bad,” the community quickly turned their noses up citing the functionality gap to Classic.

Is lighting a Salesforce reimplementation?

If you’ve taken a moment to absorb the information above you should be realizing that migrating to Lighting, when done right, is essentially a reimplementation of Salesforce. You don’t have to import your data, recreate your custom fields, or set up your security model, however everything else you need to revisit with a fresh lens.

Why is Salesforce using mobile?

Sales representatives are now using mobile to research potential customers, get the details of nearby customer offices, socially connect with customers, and much more. This is one of the fundamental reasons why Salesforce synced the desktop Lightning Experience with mobile Salesforce1.

What is the Lightning Experience?

Lightning Experience is a new generation productive user interface designed to help your sales team to close more deals and sell quicker and smarter. And, similarly, it also enables your support team to close cases faster using various tools and Lightning Components. The Lightning Experience user interface looks like the following screenshot:

Is Lightning Experience available in Salesforce?

Currently, all features from Salesforce Classic are not available in Lightning Experience. But, this need not be a roadblock for you. Winter’18 release will give you hundreds of reasons to switch to Lightning Experience. Some of the key features that are now available in Winter’18 Lightning Experience include – Territory Management, Collaborative Forecasts, Report folder sharing, Sharing your calendar with co-workers, Case Milestones, Service Contracts, Lightning Report Builder (beta), etc.

Does Salesforce have Lightning Experience?

Salesforce is not only adding new features to Lightning Experience (for example, Kanban View and Report Builder (beta), etc., but, it is also putting effort to migrate features from the Classic interface to Lightning Experience (For example, Collaborative Forecasts, Enterprise Territory Management, and, Add a Case Comment from a Related List, etc).

Is Lightning Experience better than Salesforce Classic?

The Lightning interface provides a more natural user experience than the familiar Salesforce Classic. It may take some time for users to adjust to the Lightning Experience. But, the advantages of Lightning Experience makes the adjustment worthwhile. Lightning Experience user Interface is faster, quicker to customize, and easier to maintain.

Is Salesforce Classic available in Lightning Experience?

Currently, all features from Salesforce Classic are not available in Lightning Experience. But, this need not be a roadblock for you. Winter’18 release will give you hundreds of reasons to switch to Lightning Experience. Some of the key features that are now available in Winter’18 Lightning Experience include – Territory Management, …

Is Lightning Experience undergoing rapid development?

The decision of whether to migrate to Lightning Experience or not will depend on the current functionalities enabled in your customer’s Salesforce organization. Before going ahead, make sure to understand your customer’s current implementation so you can get an idea about all out-of-the-box functionalities they are currently using; and, also about the customizations within the customer’s organization. Lightning Experience is undergoing rapid development. As a result, many of the current limitations will be addressed and covered in the next few releases.

What is Salesforce Knowledge?

Salesforce Knowledge gives you the ability to build out a comprehensive Knowledge Base (KB) inside of Salesforce – a collection of articles with relevant information about your products and services, to encourage a self-service model for your customers to solve their own queries. Lightning Knowledge is simply Salesforce Knowledge in the Salesforce Lightning Experience.

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!)

What happens when you migrate knowledge articles?

When you migrate knowledge articles, the Migration Assistant will automatically create new Record Types with names that match the original Article Type names. This is good news if your Knowledge structure isn’t changing with the migration. But this is a major “gotcha!” if you’re planning to reorganize your record types in Lightning Knowledge. Make sure your Classic Knowledge Article Types mirror your desired Record Type format for Lightning Knowledge.

Can you use Lightning Knowledge Migration Assistant in Salesforce?

The Lightning Knowledge Migration Assistant is enabled by default in sandboxes, so you should have no trouble testing it there. However, you have to ask Salesforce to enable it in Production. This may seem simple, but Salesforce will actually ask you a series of questions that you need to be prepared to answer. We’ve also seen some delays in the past with certain questions stalling projects. Waiting too long to ask Salesforce to enable the tool can cause project timeline issues, so it’s best to prepare in advance!

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.

Can you run migration in a sandbox?

Run through the migration in a sandbox. Full sandboxes are best so you get an accurate dry run of the migration.

Can you use a filter in Lightning Knowledge?

One final Lightning Knowledge quirk that could surprise you during implementation is that lookup filters are not supported for lookups to Lightning Knowledge. If you have a lookup field pointing to Knowledge, you can put a filter in place but the filter will only error upon save and not actually filter the results being shown, creating a poor user experience. There’s not really a great workaround for this and is just something to keep in mind if you ever have a requirement to filter lookups to Knowledge articles.


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