Are you still using Salesforce Classic? It seems like many users have been dragging their heels to make the switch to Salesforce Lightning. Yet, Lightning is more than a reskin. It’s a transformation that fundamentally changes how Salesforce streamlines your business processes.
The Lightning Experience is a complete overhaul of Salesforce, boasting information-rich workspaces that give your users better insights into the status of objects. It’s also highly workflow-driven to increase productivity and reduce user error.
Download the Salesforce Lightning Migration Guide PDF and get your free copy of this step-by-step guide to read at your convenience.
If you haven’t migrated already, we recommend switching ASAP. Salesforce began activating the Lightning Experience on a rolling basis with their 2020 winter release, launched in October 2019. While users can still revert back to Salesforce Classic, there are significant opportunity costs for staying with Salesforce Classic.
The Salesforce Lightning Experience Readiness Report — which we’ll discuss more in an upcoming section — breaks down your potential increase in win rate, lead volume, close time, and conversion rates based on your existing Salesforce instance.
Considering some of the reports we’ve seen here at LearningCurv, delaying your migration is just leaving money on the table.
Additionally, all future updates to the Salesforce platform will only be delivered to Salesforce Lightning. That’s 3 key updates per year you’ll miss out on if you don’t make the switch to Lightning, leading to more technical debt when switching in the future.
Salesforce Lightning is such a dramatic overhaul compared to Salesforce Classic that we can’t adequately break down all the changes in one guide. Here are some of our handpicked favorite features added with Salesforce Lightning:
Now that you’re familiar with what Salesforce Lightning is and why you should switch, let’s jump into preparing for your implementation.
Our guide walks you through the 3 main stages of Lightning migration: Discover, Roll Out, and Optimize.
We have helped thousands of companies onboard and implement Salesforce platforms with ease.