Salesforce Lightning Migration – The Ultimate Guide

Salesforce has been donning the market of CRM for more than two decades. Having been lauded as arguably the best CRM software for businesses, it has maintained its monopoly well in the market. rnHowever, Salesforce introduced its new baby into the market in 2015, a simpler and automated version named Lightning. With the ever-evolving needs of the market, it is advisable for any business enterprise to undergo Salesforce Lightning migration. Why Should You Migrate To Lightning? One of the primary reasons for you to migrate to Lightning is its advanced user interface. With highly automated features, Lightning would do the majority of your basic work for you, giving you direct results to analyse. It also has an AI component incorporated (Lightning Einstein) that scans through your data and predicts the way your customers are likely to behave. This new Salesforce version also boasts the feature of Salesforce Field Service Lightning, which helps you take on a personalised approach to your customers. The service tracks all the customer data you possess and helps you approach them with faster and more customised delivery. This ultimately makes your customers feel special, thereby adding to your loyal customer base. Key Steps For Lightning Migration As every business organisation is unique, you can never have a universal Salesforce Lightning Migration Guide. However, here are a few fundamentals you should keep in mind that would apply to varied businesses: 1.Discovery Before opting for Salesforce Lightning Migration, it is important to ask a few questions to yourself in order to discover the new service. Ask yourself if Lightning has the same features that your salesforce used in the older version. It is important to not disrupt the smooth functioning of your team. Also, ask questions regarding the benefits it would provide regarding the improvement of your ROI, what features you would miss out on by not opting for the migration and whether the opportunity cost behind the same is worth it. 2.Planning This is the most important phase in migration. Here, you need to chart out an elaborate plan, along with goals to be accomplished, deadlines to be met, incentives to be given (if any) and responsibilities to be delegated. Be sure what your focus areas would be and what plan of action you’re going to undergo once the migration is completed. You can’t simply think of migration and start with the up-gradation in a jiffy. 3.Training Not everyone in your team would be comfortable with using the new interface right away. Devote enough time in training your personnel in using the software in the best way possible, teaching them how to use certain features they’re not familiar with. Also, make sure your team is able to work in sync with the Salesforce Service Cloud after migration, as it would ultimately affect your customer relations. Make provisions for extensive user adoption, ensuring every single team member knows Lightning like the back of their hands! 4.Optimisation Just like a trained sniper is of no use until he shows his skills, trained salesforce is of no use unless they make the best use of their skills on the concerned platform. Make sure your team goes through a gradual transition from classic to Lightning. Encourage them to use automated services and artificial intelligence in a way that is beneficial to the firm as well as the customers they’re serving. rnThat is all you need to do in order to make a paradigm shift of migrating to Salesforce Lightning, but make sure you take baby steps instead of taking long strides for your own good!