Switch from Salesforce Classic to Lightning

Since 2015, Lightning has been the standard Salesforce interface. However, some organisations still use the original Salesforce Classic experience.

But is it worth the switch?

Lightning offers a modern and intuitive solution to improve user experience and efficiency. However, is it worthwhile to switch from Classic?

Benefits of Switching to Lightning

One of the most significant benefits of Lightning is its improved user interface. The new interface is designed to be more user-friendly and intuitive, making it easier for employees to navigate tasks and find the necessary information.

The Lightning platform also features more robust reporting and analytics capabilities, allowing businesses to gain deeper insights into their data and make more informed decisions. Additionally, Lightning provides more customisation options, aiding businesses to tailor the platform to their specific needs.

Challenges of Switching to Lightning

While the benefits of switching to Lightning are clear, there are some challenges that businesses may encounter when making the transition. One of the most significant challenges is ensuring all existing customisations, integrations, and workflows function correctly in the new platform.

Additionally, employees may need to undergo training to become familiar with the new interface, which could slow down productivity in the short term.

To Successfully transition from Salesforce Classic to Lightning businesses should adopt the following best practices.

Firstly, it’s essential to comprehensively assess the existing platform to identify customisations that need to be updated or rebuilt in Lightning. This will ensure the new platform is optimised for maximum performance and efficiency.

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Secondly, prioritise user training to enable employees to familiarise themselves with the new interface and functionality of the Lightning platform. This can be achieved by providing ample time for training and supporting employees with any necessary resources.

Lastly, work closely with our team of expert consultants at Art of Cloud to ensure a seamless and efficient transition. Our team of experts will provide guidance and support throughout the process to ensure a successful and stress-free transition to the new platform.

  1. User Interface: One of the most significant changes between Classic and Lightning is the user interface. Lightning offers a modern and sleek interface that is highly customisable and provides better functionality. The dashboard and home page can be customised to fit the user’s needs and provide a better user experience.

  2. Navigation: The navigation in Lightning is much more intuitive and easier to use. You can access any object, record or app using the navigation bar. The Lightning navigation bar also allows you to add shortcuts to frequently used objects, giving you quick access to the information required.

  3. Customisation: With Lightning, customisation is easier and more intuitive. You can customise the layout of pages and components, allowing you to tailor your experience to your specific needs. Lightning also provides a wide range of components that can be added to the home page, allowing you to see information at a glance.

  4. Mobile Optimisation: Salesforce Lightning is optimised for mobile use, providing a responsive and adaptive design that works across devices. The mobile app is easy to use and provides access to all your data and functionality.

  5. AppExchange: Lightning provides better access to AppExchange applications. AppExchange is Salesforce’s marketplace for third-party applications that can be used to enhance the functionality of your Salesforce instance. The new Lightning design of the AppExchange makes it easier to find, try and buy apps.

  6. Automation: Lightning provides better automation features, allowing you to automate processes and workflows. The Lightning Process Builder provides an easy-to-use drag-and-drop interface that allows you to create automated processes without the need for code.

  7. Reports and Dashboards: Lightning provides better reporting and dashboard features, including improved charts and graphs. Lightning Dashboards are highly customisable, allowing you to create personalised views of your data that are specific to your business needs.

Implementing the switch from Salesforce Classic to Salesforce Lightning can be a complex process. This is where Art of Cloud can help. Art of Cloud is a Salesforce consulting partner that can help organisations transition from Classic to Lightning and provide ongoing support to ensure success.

Art of Cloud starts by performing a health check of your current Salesforce instance, identifying potential issues that could impact your transition to Lightning. They can help you customise your Lightning interface to better suit your needs, ensuring you get the most out of the new interface.

If you’re ready to switch to Salesforce Lightning, it’s essential to work with a trusted partner like Art of Cloud. With their expertise and guidance, you can ensure a smooth transition and start reaping the benefits of the new interface as soon as possible. Don’t wait; contact Art of Cloud today to schedule a health check and take the first step towards making the switch to Salesforce Lightning.