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TOP PRACTICES FOR SALESFORCE LIGHTNING MIGRATION

The move to the Salesforce Lighting version must happen tomorrow if not today. This is because Salesforce Inc has decided not to release new features & functions in the classic version. So, for all businesses using the classic version currently it is imperative to migrate to get the full benefit of the powerful tool. To ensure a successful migration, businesses, and their migration partners like Codleo must adhere to best practices at all times. We have listed them here for your information. The Top Practices for Salesforce Lightning Migration in India to be kept in mind always are: Clean data is a top pre – requisite. Codleo has stressed via its blog repeatedly the importance of clean & accurate data in the possession of a company, especially in its CRM or other cloud offerings. The presence of inaccurate, outdated, or irrelevant data is a recipe for disaster. It’s advisable for a company to review and clean its data before migrating from the classic to the lightning version. Standardise addresses, remove outdated information and merge duplicates to prepare your data for migration. Without clean data, Salesforce Lightning Migration in India should not be attempted as failure can be on the cards. Visit your data in an intensive manner. The 2nd step in the journey is to analyse the data parked in your system.  After removing all duplicates, inaccurate and outdated information, a team needs to review the information that is important, helpful, & relevant to the Salesforce Lightning Migration in India process. Better to review it now rather than after migrating to the Lightning version. It’s important to ensure that the only relevant and meaningful data for business success move over with the Salesforce Lightning migration. Be sure of business goals. It’s important to make any business decisions based on business goals that the company has established. This is applicable in all aspects of the business including onboarding of different tech tools. Adoption of tech tools whether to enhance existing processes or begin a new journey has to be in sync with tech tools and their benefits. Your scale of operations ( small, medium, or large ) is a determinant factor in the Salesforce Lightning migration, process, and the reason to move to the lightning version. Have defined goals for the Lightning version.  This is important as it helps in the Salesforce Lightning Migration in India process and on a micro level. Micro objectives are crucial to ensure that the project is executed smoothly. Some pertinent questions include:  What are the solutions that are required foremost by the company?  What are The big takeaways from the existing systems?
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SALESFORCE LIGHTNING MIGRATION GUIDE: WHY YOU SHOULD HURRY UP

“The Salesforce lightning version is like switching from a hot air balloon to a jet plane. There are no comparisons between the two” – Quote by Tushar Kaushik, IT developer with a private firm in Central Delhi. Salesforce had announced that by January 2020 all its users would be moved to the Lightning version, with the option of moving back to the classic version available as well.  Some of you would have done so, and some not. Below we have listed why it is in the favor of a  business of any nature to take the leap of faith. Happy reading! Here are the important reasons for all users to migrate to Salesforce Lightning right away: Salesforce classic will become redundant eventually. The lightning version was introduced way back in 2015 with the aim of getting everyone to eventually start using this new version, and let go of the classic version.  Though there is no official date when Salesforce will stop supporting the classic version, it is best to be prepared and make the switch sooner than later. Salesforce Lightning Migration is the way forward. The classic version is not innovation-friendly as compared to the lightning version.  With the classic version, you are not privy to any new updates and features.  As many as 2000 features that are available with the lightning version are missing on the classic version. This should be more than enough reason to move over. Imagine all the features you or your business etc are losing out on. The lightning version has increased the productivity of each person, and each team which leads to a win-win for the company. The benefits of using this version include enhanced collaboration between team members/teams, innovation, access to better features, saving of time, improved processes and streamlining of work, and overall results for the business are better. A survey conducted showed that over 50% of companies using Salesforce had switched over to the new version due to its many benefits such as improvement in processes. Do you want to be seen as a laggard? Salesforce Lightning Migration is your best solution.
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