Salesforce Lightning Migration Challenges and Overcoming Them

Are you not getting the desired results from your third-party setup? Or, do you plan to migrate from the Classic version to the more advanced Salesforce Lightning Experience? If yes, then this is the right time to do so. But for most enterprises, migration to Salesforce Lightning can be a daunting task. And that’s where Salesforce migration services come into the picture. This blog highlights the benefits of Salesforce lightning over Classic and the challenges that come along with the migration process.

Salesforce Lightning is an intuitive component-based framework designed to deliver a seamless user experience as well as improve business productivity. Organizations, irrespective of the industries or verticals they are dealing in are leveraging CRM to expedite their digital transformation initiatives. And for all the right reasons, Lightning is becoming increasingly popular in today’s market.

More businesses are migrating to Salesforce Lightning due to the plethora of benefits that it offers. However, the transition process is a challenging one where onboarding migration experts is a smart way out to ensure a hassle-free and effortless migration.

Key Benefits of Migrating to Salesforce Lightning

If your organization has not upgraded to Salesforce Lightning, then you are missing an interactive user interface as well as an outstanding library that offers exclusive features. In other words, the Salesforce Lightning version has a responsive interface that was designed using Salesforce’s mobile application technology that works efficiently on different devices as well.

In addition to this, the features like customizable dashboards and Kanban View offer faster navigation and boost the intuitive user experience. The advantages of Salesforce Lightning adoption are not only limited to enhancing end-user experience—but also provide outstanding back-end design systems along with components, which enable developers to customize the Salesforce framework with low-code frameworks.

Here's a list of benefits that Salesforce Lightning Experience offers:

• Modern User Interface – It has a sleek, intuitive experience to boost business productivity along with user engagement.

• Improved Navigation & Quick Search – Lightning provides better navigation, making it easier for users to find the information they need quickly. Plus, the UI offers a global search feature, enabling users to search for data across all objects that are within the platform. It provides recommendations on the basis of recent as well as matching records on various objects; thereby, boosting the finding process for individual data points.

• Enhanced Mobile Support – As more people work remotely and, on the go, Lightning is built with keeping mobile in mind, providing a responsive design that adapts to any device.

• Advanced Features – Another significant advantage of moving from third-party setups or Salesforce Classic to Lightning Experience is the advanced features that it offers. For instance, customizable dashboards provide greater flexibility and insight while Kanban views help users visualize data more intuitively.

• Advanced Reporting – Lightning Experience offers advanced reporting capabilities, allowing organizations to gain in-depth insights into their operations and make more informed and data-driven decisions.

• Streamlined Workflows – Salesforce Lightning migration offers streamlined workflows and drives greater team collaboration and communication. Other than this, enterprises can create custom apps as well as interfaces according to their specific needs with features like Lightning Components and Lightning App Builder. This results in maximized productivity, better decision-making, and more strategic use of resources.

• Additional Salesforce Einstein Functions – Another considerable benefit of switching to Salesforce Lightning is that it has extended Einstein features that are set for various sales functions with the help of Artificial Intelligence. With this, employees can get better account insights as well as real-time access to customers’ data. This makes it easy to manage the data based on event activity and get insights for predicting deal closures.

• Activity Timeline – You can experience the amazing benefit of immediate access to the task list for each account, lead, opportunity, and contact with Salesforce Lightning adoption. The timeline provides you with complete information about the open tasks, upcoming meetings, recent accomplishments, and more.

• Boost Security – The new version of Salesforce Lightning Components prioritizes security. Such components minimize the chances of security breaches and need less coding. For example, ‘Locker Services’ is one of the security features which separates Salesforce Lightning components to make no communication with each other as well as prevent malicious attacks. Brownie point is that the user permissions are managed via higher authority access that requires a separate sign-in for it.

Key Challenges of Migrating to Salesforce Lightning

Enterprises are migrating from third-party setups and the Salesforce Classic version to a more advanced Lightning Experience because of its outstanding functionalities and features. However, the migration process comes with various challenges and tasks.

Listed below are some of the key challenges that you may face while migrating from third-party/Salesforce Classic to Lightning:

Wrong Timing

During the Salesforce Lightning adoption, incorrect timing is one of the major issues that arise. Even though Lightning is an advanced version of Salesforce CRM, this doesn’t mean that you should go for it without leveraging the right approach. If you start the transition without deciding the correct time and without proper planning, you might face delays in your ongoing business projects. This can not only create a negative impact on your clients but also hamper the business’ reputation. So, before you begin with the Salesforce Lightning Migration process, ensure that you are prepared for it and clear about how much time it will take.

Customization Complications

Salesforce solutions offer exceptional flexibility options and powerful features to meet the unique needs of various businesses. Many enterprises are using a highly customized version of the Salesforce Classic version that consists of a lot of things such as custom objects, a custom homepage, and so on. This high range of customizations possess a lot of complications during the migration process. This results in various challenges such as hindered performance, feature redundancy, etc.

Lack of the Right Strategy

The absence of a well-prepared strategy possesses a big challenge for enterprises during the Salesforce Lightning transition. This not only impacts your projects, team members’ performance, and Salesforce functionality but also takes more time for migration.

Impact Performance Health

Organizations are mainly adopting Salesforce Lightning Experience to boost their productivity level. However, post-migration of Salesforce Lightning can create certain performance issues for businesses. These might include complications in navigation, scalability issues, high loading time, and more. Additionally, it is critical to perform a Salesforce org. health assessment before the migration to identify areas that cause roadblocks or other glitches in the workflow.

Inadequate Team Readiness

This is another major challenge for organizations as some team members don’t know how to use Salesforce Lightning, which impacts their work. On the worst part, it can adversely impact the daily operation of an enterprise when the team members start to fall back. Besides, it is important to conduct training sessions for the teams before adopting the new CRM based on the functionality they need to use while using Lightning Components.

Winding Up

Apart from the above-mentioned challenges during the Salesforce Lightning migration process, there are various other challenges that enterprises face. But, by taking the right Lightning migration approach, it becomes easy to overcome such potential hurdles. After all, a few challenges can’t discourage an organization from adopting the Lightning platform as it is equipped with outstanding features and functionalities.