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Alok-KAlok Khandelwal| Salesforce

If you are still a Salesforce Classic user, migration to Salesforce Lightning would be one of your priority. Aside from all the new features and functions that Lightning offers, there are also constant rollouts from Salesforce that the new version has to its advantage, that Classic lacks. Having said that, it is important to be aware that the migration is not without its hiccups. Will all the various aspects and tools available in both versions, a migration can be tricky.

Careful planning and having a few safeguards in place can make the process much smoother. The key is to understand what could go wrong and when so that your organization can be prepared in advance for any circumstance. Here we discuss six challenges that we have seen commonly creep up during the migration to Lightning, but more importantly, we tell you how to deal with each one.

On the course to Lightning

6 Challenges

  1. 1. Customization complications

    One of the Salesforce CRM’s strong points is its adaptability. However, a highly customized Salesforce Classic might make the migration a little more challenging than otherwise.

    The problem can be countered by first fully documenting all the customizations that have been made in Classic. The next step would be to find the corresponding solutions in Lightning and set those up for an easier migration process.

  2. 2. Declining performance health

    Post migration, issues that affect performance could crop up. For example, pages could take longer to load and be less responsive. These problems could lead to further issues like navigation difficulties impacting the user experience.

    Prior to the migration, it is important to do a Salesforce org health assessment and find areas that are causing roadblocks or other obstructions to the workflow. Data quality also needs to be analyzed and improved before the migration.

  3. 3. Functions overload

    Salesforce Lightning is great in its variety and quantity of customizable features. However, this assortment of choices makes it difficult to choose which functions are actually required and which ones are not. In many cases, companies might go overboard with the customization tool, causing more disruption than improvement.

    The solution is to go through all the available customizations and carefully choose only those which are absolutely necessary to enhance processes and keep them running smoothly.

  4. 4. Wrong timing

    Just because Lightning is available and is the new and improved Salesforce CRM, there is no need to rush into adopting it. If the timing is wrong for a company to start the migration it could be faced with a situation where work gets backed up because no one is sure what is going on and projects could get delayed.

    Wrong Timing

    Before starting the migration, it is important to be conscious of your timing. Make sure that you are not in the midst of a major project that would suffer if the migration commences. Be very clear about how long the migration will take, which could be between a few months to a year and a half. Choose a time when it will have the minimum impact.

  5. 5. Implementation delays

    Once the migration to Salesforce Lightning is complete, some new users might find the system quite overwhelming and not be able to start using it right away.

    A phase-wise rollout with only a few key users utilizing the platform at first can help during the buffering period to get everyone on board gradually.

  6. 6. Teams lacking readiness

    And of course, some team members could simply not know how to work with Lightning and start falling back with their work because of that.

    Do a readiness check before adopting the new CRM and have training sessions for the teams based on functions they will require most when using Lightning.

    A few hiccups should not discourage you from enjoying all the benefits that Salesforce Lightning has to offer. With a bit of planning, the process can transpire more seamlessly. If you need help with a smoother migration from Classic to Lightning, do get in touch with us to schedule a free consultation. At Damco we have helped numerous clients have a glitch-free transition to Lightning, and we can help you too.

About the Author

Alok Khandelwal VP - Salesforce Practice linked-in icon

Alok heads the Global Salesforce Practice at Damco and drives our Consulting, Implementation and Product development programs. He is a CRM and Technology Consulting leader with over 15 years of rich experience in conceptualizing, designing and rollout of various enterprise-scale products and solutions. He has successfully initiated and driven Salesforce partner programs and technology teams at various tiers as the practice head across organizations to bring in the desired value proposition in the Salesforce ecosystem. He has proven ability to rapidly understand customer requirements and convert them into highly effective technology-based business solutions.