Salesforce Classic to Lightning Migration upgrades the experience for most users. Migration offers business users various advantages. Salesforce Lightning improves insights and visibility. Salesforce Classic allows the creation of reports based on different report types and templates focusing on products, opportunities, and capabilities. Salesforce Lightning is a component-based framework for Salesforce app development. Salesforce Lightning aims to simplify the Salesforce app development processes for business users who do not have any programming experience.
In this blog, CloudVandana will discuss significant challenges in Salesforce Classic to Lightning Migration.
Salesforce Classic used to be the primary interface for Salesforce users till 2016. But later on, it started to be perceived as quite outdated. So the CRM brand introduced a new and improved interface in Salesforce Lightning. Compared to Classic, the Lightning development platform allows non-technical users to create customized apps easily without any programming knowledge. With continuous development and updates, Salesforce Lightning has become the most popular solution worldwide.
Though Salesforce Classic is still available for users for day-to-day operations, with limited capability and a lack of updates, so, organizations that are still using this solution need to migrate to Lightning in the coming years.
As Salesforce Lightning is faster and has more customized features, migration to Lightning can be a good decision for enterprises. So they should have a proper plan for a seamless transition. Let’s discuss the challenges that organizations can face during the migration process so that they can be prepared for changes.
Major Challenges In Salesforce Classic To Lightning Migration
1. Complication In Customization
Salesforce, the #1 CRM solution, is highly adaptable and can be customized depending on the organization’s requirements. But a highly customized Salesforce Classic can make the migration process difficult. For overly customized CRM, organizations should consider documenting the changes to make the process easy.
2. Performance Issue
Sometimes the migration process deals with performance issues. The performance levels of users drop down due to limited knowledge of the changes, new features of Lightning, difficulties in navigation, and many more. So it is recommended to availing a Salesforce audit before the migration process.
3. Confusion In Selecting The Features
Most of the time, teams find it hard to decide which function they require and which one they do not. So, they get messed up with the least necessary features. The organization should retain only the customizations that can enhance the process and CRM functioning.
4. Lack Of Adaptability
Team members should be ready for the changes post-migration. Businesses should have a readiness check before the migration process. So businesses should provide training and upskilling sessions so the employees can gain knowledge and perspective on the use process and prepare team members for the post-migration phase.
5. Delays In The Implementation Process
After the completion of the migration process, organizations need to consistently make efforts to improve user experience on the new CRM. Salesforce LWC offers various new features, so the whole process can take a long time. A proper strategy and expertise can help to overcome implementation delays.
It is recommended not to be in a hurry while executing this migration process and consider ongoing projects, project delays, and risks associated with it.
You can avoid these challenges by contacting a reputed Salesforce Implementation Partner like CloudVandana to get the highest benefits of this platform. Schedule a call with us today and share your requirements. Call Now.
Digital Marketing Manager at Cloudvandana Solutions