• Tejkaran Singh

Switching to Salesforce Lightning and Overcoming Challenges



Time is of the essence in a saturated business landscape, and getting ahead of the competition gives your company enough edge to thrive despite the dog-eat-dog nature in today’s market. Technology makes it easier to fill the gaps in your operations, and Salesforce Lightning is rising on the scene as the next best platform that supports your business’ sales initiatives.


Salesforce Classic users will know that migrating to Salesforce Lightning feels like a jump into the future with the newer interface environment offering ambient cross-device experience, easy integration, community portals to enhance customer service, and features designed to automate key functions in your business processes.


The Challenges Associated with Moving to Salesforce Lightning


Making the switch, however, is not as simple as it seems. Adopting a myriad of functions can serve as a bottleneck in your operations, particularly since migrating your system impacts your projects, team productivity, and overall Salesforce usability. However, knowing what challenges to expect should help you create a dedicated strategy to make your transition as smooth as possible.


1. Customization Options in Salesforce Classic to Lightning


Salesforce CRM doesn’t come short in offering customization tailored to meet unique business needs, but the high range of customization options can make the migration process trickier than ever. Jumping ship without a plan can lead to performance issues, but you can prevent overloading your system by identifying corresponding solutions in Salesforce Lightning.


2. Functions and Features Overload


Analyzing the impact of Lightning allows you to discover the key functions you need in Classic or Lightning, so you can let go of features that don’t fit your current needs. However, keep in mind that more is not always better, so prioritize the components you need to move to Lightning to optimize performance and prevent running into issues like feature redundancy.


3. Poor Performance Health


Salesforce Lightning offers the opportunity to boost your team’s productivity, but without giving your system a thorough health assessment, then all the features will clog your productivity. This results in low responsiveness, higher load time, and a harder-to-navigate interface; that’s why it’s important to assess your system first to identify performance bottlenecks that need fixing before migrating to Lightning.


4. Wrong Timing


It’s tempting to migrate to Salesforce Lightning at the last minute, but moving your system needs the right window of opportunity since rushing into the process will compromise your operations. Stripping away your team of a functional system can increase their work backlog, leading to project delays and other implementation complications. Seeing as the process can take a few months to a year, it’s important to set a schedule where you can migrate freely with little-to-no disruptions to your routine.


The Bottom Line: Steering Clear from the Bumps in the Road When Migrating to Salesforce Lightning


Business can boom if you have a system that supports faster and more efficient productivity; that’s why tools like Salesforce Lightning are sweeping professionals off their feet with their extensive features and multiple functions.


How Can Apphienz Help You?


We are a Salesforce consulting partner that provides clients with support in maintaining their Salesforce Instance and guides them in developing new applications through consultation and training. If you want to learn more about how we can help you, connect with us today and enhance your capabilities!