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Five Strategies to Drive a Successful Salesforce Lightning Transition

Perhaps your company is using Salesforce Classic for quite some time now. Then suddenly, you decide to make a switch to Salesforce Lightning. Some of the deciding factors for this large switch could be:

  • Better cloud-based features
  • More streamlined and upgraded user interface
  • Features that simplify tasks such as the Activity Timeline workspace

Salesforce Lightning is an overall amazing upgrade to the already amazing Salesforce Classic. If migrating your existing Salesforce Classic data to Lightning is imminent in your organization, you’d have to work doubly hard to encourage everyone to get on the same boat after learning the benefits of Lightning to your team.

Successfully Transition to Salesforce Lightning Today

Do you think it will be a tough task to transition to Salesforce Lightning? Not really, but don’t expect everything to be a smooth-sailing ride at all times.
Here are strategies to help you transition from Salesforce Classic to Lightning successfully:

1. Determine your business goals.

Your switch to Lightning must have been fueled by some strong business goal. Do you want to cut costs by working on a platform that can give you faster results for your work? Or perhaps you wanted to engage more team members by using a modern user interface coupled with artificial intelligence. In any case, define your goals and set objectives and possible outcomes from them.

2. List down the possible difficulties you’ll encounter in transition.

Looking at the bright side is great, but you must anticipate the hardships that could stand in the way during your Lightning transition. This is so you can come up with plans to address these challenges even before they happen to your team.

3. Get your team excited, not grumped out.

Announcing a data migration might be the last thing your team members want to hear. But before implementing your plans, engage them in intensive talks explaining why Lightning is important and how their jobs will lighten if they use this platform. Explain the pros as well as the cons of the system. Get them hyped about the transition to make compliance and retention easier for them once the transition proper starts.

4. Plan the rollout in an orderly phased way.

Don’t shock your team members by rolling out the changes quickly. Plan to transition to Lightning one tiny step at a time. This doesn’t mean you’ll have to take a long time frame to finish the switch. You can do this within a realistic timeframe, and you’ll also see better compliance when the rollout isn’t so sudden.

5. Seek the help of experts.

Don’t be afraid to team up with experienced people who can make the Lightning transition bearable for all of you. Hire one person to become a point person where you and your team members can direct technical questions and seek help regarding Lightning.

Summing It Up

Switching from Classic to Salesforce Lightning is a good way to improve your business operations. But the roll-out and transition may seem like a difficult time. You can overcome this hurdle and come out successful by following the strategies mentioned above.

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