Key considerations and questions for a Lightning migration
Updated: Jul 1, 2020
So, you’ve probably received a few emails from Salesforce by now informing you that in October 2019, Salesforce will be discontinuing classic and rolling out lightning to all orgs. This causes panic for lots of companies, but don’t worry — there’s still time to prepare before the big day!
The exact date of this change will be the 12th October, and these are the questions you need to be asking yourself.
1. What edition of Salesforce are you using?
To most companies, this might seem kind of obvious, but there will be some people out there who aren’t sure what edition they’re on, and in which case won’t know if this transition will be affecting them or not. Salesforce started branding things Lightning back in 2015, and are super keen for everybody to use it.
To identify, go to the home page of your Salesforce org, and compare against these two screenshots to see what version you are on.
The one on the left is Lightning, whilst the one on the right is Classic.
2. What is Lightning Experience?
Lightning Experience is Salesforces updated interface to their old one called Classic. It’s a lot easier to navigate, and allows for a more streamlined and agile method of working.
Lightning Experience has a tonne of new benefits for end-user, but they sure didn’t forget about admins working in the back-end. There are now visual prompts such as paths and Kanban boards, the screens are easier to use with dynamic sections that only appear when required, which are mobile-friendly.
There are much more ways to control how records are displayed, and the ability to customise pages makes it look so much nicer!
3. Is it time to move?
The answer is yes. I wouldn’t wait ’til transition day has come, because your end-users will have a bit of a shock when they log in and their interface has completely changed. And by making the changes before Salesforce forces you to, you’ll have time to prepare and do it the way you want. Design the layouts and where everything sits, and also train your users to make sure there’s a smooth adoption from them.
4. How can you go about transitioning to Lightning?
For the very basics of transitioning, Salesforce has made Transition Assistance, which can be found in the setup of Classic on the left-hand side just below the search bar.
It’s fairly straightforward to follow, and when you press ‘Get Started’ and follow the prompts, you’ll be able to run a Readiness Report. This will allow you to see how ready for lightning you are, and what will need changing to allow things to not get broken when you make the switch. This can include stuff like Visualforce pages and custom buttons. If you’ve done lots of custom work in the past, having developers create custom areas inside your org, this will be essential for you to check to see what might stop working.
If you’re unsure about how to tackle the Lightning migration and are keen to prepare before the big day, let us know! We’ve helped loads of customers make the switch as smooth as possible.