Overcome these Challenges for a Seamless Transition to Salesforce Lightning

• August 25, 2021
• Jaya Ghosh

Maintaining customer relationships has become the cornerstone of every business undertaking. Today, forward-looking organizations leverage robust and cloud-based CRM (Customer Relationship Management) systems like Salesforce to manage their customer relationships while streamlining their business processes. What sets this robust CRM apart from the rest of the pack are the multiple features, functionalities, components, and the new user interface, i.e., Salesforce Lightning that can help you build experiences to make users more productive.

The new Salesforce Lightning experience developed by Salesforce has a modern interface that is built on the Salesforce mobile technology. The new interface is more responsive across devices, promises faster navigation, and is more intuitive than Salesforce classic. Apart from this, the new back-end design system that offers a streamlined developer experience along with a growing library of innovative features makes the upgrade to Salesforce Lightning a must-have. However, it is important to be conscious that migration is not without hitches and can be tricky. It’s prudent to connect with one of the best Salesforce partners to enjoy seamless migration. Listed below are some of the challenges that usually creep up during migration to the Lightning platform: Complications in Customization: Though Salesforce is known for its adaptability, making a shift from a customized Salesforce Classic platform to the Lightning platform can be challenging. This can be overcome by documenting all the customizations that have been done in classic completely. Following this, an appropriate solution in Lightning should be figured out and set them up for hassle-free migration. Declining Performance: Performance issues usually crop up post-migration. For instance, longer page loading time, etc., may lead to navigation difficulties, impacting user experience. Therefore, it is important to assess Salesforce org health and find areas that are causing barriers to the workflow. It is also essential to evaluate the quality of data before migration. Overload of Functions: Salesforce Lightning offers a wide array of customizable features. However, choosing the right and required function can be difficult with such an assortment of choices available as companies might go out of the way with the customization tool. This causes more disruption than enhancement. It is important to browse through every available customization and choose the necessary ones to improve processes and keep them running smoothly to overcome this challenge. Wrong Timing: It isn’t a prudent decision to rush into adopting Salesforce Lightning just because; it is a new and improved user interface. Migration should only be done when the time is right, as starting the migration at the wrong time leads to backlogs occurring as projects get delayed. Delays in Implementation: Once the migration is complete, few users might find it challenging to use the new system properly. To get everyone on board, it is important to ensure phase-wise rollout with only a few users using the platform during the cushioning period. Lack of Readiness from the Team: It is important to check your team’s readiness before migrating to the new platform. It is crucial to provide them with proper training depending on the function they would be using while using the Lightning interface. Quick Wrap-up: The journey of transitioning from Salesforce classic to the innovative Lightning platform might not be easy. However, this should not discourage you from enjoying all the benefits that Salesforce Lightning has to offer. With proper planning, the transition can be ensured more seamlessly. To ensure smoother and successful migration from Classic to Lightning, you must consider partnering with a reliable Salesforce consultant.