Lightning Migration for Salesforce

Scloudts > Lightning Migration for Salesforce

Why Lightning?

A modern, productivity-boosting user experience designed to help sales and service representatives close deals and support customers lightning fast. Lightning provides sales executives with personalized alerts and an interactive assistant to keep sales reps focused on what’s important. Lightning helps service reps support customers by bringing cases knowledge, and support tools together to create an efficient and problem-solving environment.

Salesforce won’t support Classic forever and the end of the classic is nearer and quickly approaching. Most new features are only available in Lightning. Salesforce AppExchange providers are following suit with enhancements and new releases made only to Salesforce Lightning.

Lightning components are responsive and can be used across mobile and desktops. This enables companies to improve user adoption and enables sales representatives to focus more on opportunities. Millennials in line with their behavior are more likely to adopt Salesforce because lightning is mobile-friendly enabling companies to hire young talents.

Forrester reports that there is a return of 341% by migrating to lightning. Though this figure appears biased and could invoke a sarcastic response, T-mobile on the migration from classic to lightning has confirmed that the number of clicks a sales rep makes on the user interface to reach the pricing quote has reduced from 104 to 8. Hence, the T-mobile experience underpins the Forrester report.

Lightning would help businesses utilize and implement Artificial Intelligence (Einstein), Einstein Bots, and Automatic Data Entry features of Salesforce. Automatic data entry ensures that the salesforce has complete data in the system. Einstein Analytics would utilize the complete data and provide businesses with insight and ensure accurate results. Einstein bots would help to increase the customer experience by providing an accurate response to service requests. As many stakeholders believe, lightning is not just a UI change it is the future of CRM.

Benefits and rewards

We care for our clients’ business as our business. We think and act like business partners, not academic advisors. We share our clients’ aspirations, work to understand their reality, and align our incentives with their objectives — so they know we’re in this together.

Personal impact, mentoring, and teamwork are just a few of share our clients’ aspirations, work to understand their reality, and align our incentives with their objectives — so they know we’re in this together.

SMBs will also hugely benefit from the lightning migration by a huge reduction in development time and faster to market capability of lightning.

The ‘Goal’ lightning component helps sales reps track and monitor their performance. The ‘Path’ feature of lightning guides your sales team through the sales process and increases the process efficiency. Paths also tend to reduce the onboarding and user adoption costs thus improving process efficiency.

The Kanban wall of lightning assists executives to have a quick look and moving opportunities and cases to the next level without having to navigate to the records. Management can execute reports based on the lists thus enabling instant, efficient and accurate decisions. Users can now navigate to favorite records, recently viewed records, and recently viewed lists, with fewer clicks rather than multiple clicks as in the classic interface.

The ability to add records to favorite lists is easy and allows the users to navigate to the records. This ensures better navigational efficiency and reduces the number of clicks by the reps.

Why Scloud?

We have built a team of experts working only on lightning migration projects. This ensures the team is well experienced, efficient, and delivers an increased return on investment (ROI). This is unlike consultants who have little or no experience with lightning migration and are gaining expertise at their client’s expense.

All clients have unique processes for their businesses. SCloud consultants’ vast experiences across different industries ensure an efficient understanding of the client’s processes.

SCloud prefers a framework approach rather than a scattergun approach. Based on vast experience SCloud prefers the following and

  1. Ideate
  2. Identify
  3. Implement
  4. Ignite

Based on the current journey of each client, the client may start at different stages.

A high-level investigation would ensure an understanding of the current system and how the system would evolve with an upgrade. During the ideate stage, several processes can be looked at from the perspective of ‘Do we really need to do that’. User training and Go-Live are discussed during this phase.

Upgrades that could potentially not work and alternate solutions for the same would be determined.

The migration is implemented in Sandbox and training is provided to users.

This is the final Go-Live of lightning migration. This can be done Phase-wise or Big-Bang Ignition

(Go Live).


Case Studies