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  • Writer's picturePiyusha Pilania

5 Things to Consider When Switching From Salesforce Classic to Lightning

Are you still using Salesforce Classic? If yes, don't hold your breath for anything "new and exciting" to arrive anytime soon. The best method to ensure that you get the best resources accessible from the Salesforce UI is to migrate to Lightning.

Salesforce Lightning had been introduced years ago, filled with robust capabilities you can take advantage of. It can boost productivity, help you sell more quickly and effectively, and make more informed decisions. However, you may be wondering how you will proceed with the move and what to expect. Here are some things to keep in mind as you make the switch.

  • Identify Your Needs

The first step of potentially switching to Lightning is to determine whether Salesforce Classic is serving your organization's needs. Has your salesforce benefitted from managed services? Are you enjoying more efficient productivity levels? The essential thing to address is if your company and its employees are resistant to change.

If everything points to an upgrade, there might still be time before you begin your move. On the other hand, Classic isn't receiving any improvements or add-ons, and what you have now is probably all you'll ever receive. That, in and of itself, can be a persuasive reason to contemplate a transition.

  • Check On the Features

Suppose your CRM fails to meet your growing needs, complicates your workflows and processes, and affects your day-to-day critical operations. In that case, it is time to collect all the adequate information you need for a gap analysis of Classic and Lightning. Figure out what features of Classic your organization needs and the new features from Lightning that will change your teams, systems, and processes function.

It’s wise to compare features and determine if there are any Lightning features that Classic does not support. Verify also if your organization can continue to up its sales game without these new features. Furthermore, identify how much your organizational goals will evolve over the years and if Classic will match the evolving needs.

  • Test Your Hypothesis

If your business might benefit from Lightning after conducting any analysis, it is time to test pilot the Lightning UI. Conduct a comparison study with two or more groups of users, give them a taste of what the software is like, and determine if it will work its magic for your company or not based on these combined calculations. You may also accomplish this by having salesforce training and placing a specific user or group on Lightning for a few days and then compiling their thoughts/feedback for analysis. Next, put a new group through Lightning's paces and assess their reactions.

  • Tick the Lightning Experience Readiness Check

You may then proceed to the Lightning Experience Readiness Check If your test drive results in a good outcome. It is a simple method to determine if your company is ready or almost ready to use a new platform. The Readiness Check tool can provide an essential and easy-to-understand readiness assessment. Moreover, it also gives the users an immediate sense of their concerns using the new UI.

If it determines that your company is not prepared for the Lightning Experience, it suggests appropriate actions to address the problems. You may start working on fixing the issues right away. Once resolved, you can rerun the assessment to see whether you're ready to take on the Lightning Experience.

  • Pull Your Team Together

Sometimes, people hate it when pushed into the unfamiliar territory after using a well-loved and well-accepted UI. It creates degrees of confusion and discomfort. When this happens, it may be a significant barrier to change. To address this, you must plan for the transition. Bring together a powerful team of Lightning users to give your migration effort a boost.

Leverage their test-period experience and good outcomes in conjunction with the Lightning Readiness Report. That will help create a compelling argument for transfer. Demonstrate and try to make your team understand what this framework can accomplish to sell your case. Expand your army of power users until you have everyone on board. Meanwhile, continue to educate, teach, and provide assistance since it can be difficult to embrace change, anticipate obstacles, and build a feeling of familiarity and comfort with something new.

Final Thoughts

With new Salesforce users being automatically upgraded to Lightning, it is safe to assume that those who have moved and those joining will have access to the finest resources available via the Salesforce UI. Prepare a comprehensive documentation guide that instructs users on utilizing different Lightning features in conjunction with organizational objectives. Conduct efficient salesforce training so they will be guided through the transition. Those are essentials for a seamless move from Classic to Lightning. As you move forward and when your team is comfortable with the Lightning Experience, press "Launch," and you'll be ready to go!

Should you need more guidance in making this move for your business, you can always contact us at Appheinz! We can conduct practical salesforce training to help you and your team remain on track despite the switch! Visit our website for more information or reach out to us at


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