Are you ready to migrate from Salesforce Classic to the Lightning experience?

  • Parth Patel
Check out our 10 point best practices method to plan a smooth migration that will seem tailor made just for you.
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The demos and discussions about the new age of Salesforce Lightning have created a buzz everywhere. While this is not a must at the moment, it might be a good time to spend time getting accustomed to the new and amazing features that are currently available only in Lightning.

Highlight aims for transition

One of the biggest hurdles to a universal shift from Classic to Lightning is that some organizations are either not ready operationally or just don’t need the functionality enough to make the shift. However, rapid changes in consumer demands and the need to adapt for success is slowly changing that mindset.

One of the first steps would be to make a clear list of goals for the Lightning migration.

-What do you need Salesforce to do that Classic can’t offer?

-What do you want to accomplish?

Chart your workflows

Internal processes are often forgotten during and after a Lightning migration. It's critical to work with and train all teams involved. Failure to do this will result in moving backwards rather than ahead.

Every team member has their own favorite feature they can't do without. Leaving them out of the process would result in a poor adoption of the system and resistance to change. This would defeat the purpose of the migration.

Discuss and prioritize functionality and potential integrations

With the roadmap laid out, it's time to decide what you hope to achieve with Lightning. Working on a clearly outlined guideline for the develpoment team would avoid future risks to your critical processes. Start with the key Lightning functionality you’re pursuing first and then prioritize features from there. 

Run a Lightning readiness check

Plan for any unforeseen problems and make sure you have covered any incompatibilities you might have missed with the help of a Lightning Readiness check. This will help yout team build out a robust migration plan.

                                   

Work in a sandbox

With the plan in place, it's time to hit the sandbox running. Work with the sandbox to isolate and test any planned changes and eliminate any effects on other developers' work. It will also help you gauge how the new code would affect the target user.

Test your goals

Once you have tested it in the sandbox, recheck with all the key stakeholders that the new Lightning features you’ve prepared and built will meet their goals as outlined at the start. If not, this is a good time to stop and take stock and correct any omissions. This might take time off your critical go-live date, but failure to check your work now might result in further delays or even failure in accomplishing your goals in the long run.

Rewind and start again. You need to work out all the kinks at this stage before getting everyone on the new system. Correcting errors at a future stage could be next to impossible.

  • David Westberry
  • Salesforce Certified Architect
  • Six Consulting, Inc.
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Roll out to pilot users

All done? But hang on, it's not yet time to set the town crier to work. Before you launch, start with a test group of pilot users. With multiple individual users in the system, you can work out the kinks in the Lightning migration and ensure that the functionalities match each user group's requirements.

Detail, detail

The most important step is to document everything. You need to have a reference document that will outline how the functional read more

Roll out to pilot users

All done? But hang on, it's not yet time to set the town crier to work. Before you launch, start with a test group of pilot users. With multiple individual users in the system, you can work out the kinks in the Lightning migration and ensure that the functionalities match each user group's requirements.

Detail, detail

The most important step is to document everything. You need to have a reference document that will outline how the functionality will be released. It would be ideal to create a living document with all team members updating and adding to as needed.

Herald the arrival of Lightning and train

Pat yourself on a job well done so far and share the good news with everyone. It will be a walk in the park to train all users with the detailed reference document you have created. Although, do remember to conduct the training before making the changes live. Your pilot user group would be your strongest ally in getting the functionalities accepted.

We have Launch!

With everyone on board with the Lightning version, it's time to revitalize your team efforts and achieve your targets. The living document will ensure all future changes are tracked and you are ready with reference resources in the future.