Upgrading from Salesforce Classic to Salesforce Lightning is a revolutionary change that any business will consider significant when trying to enhance their CRM organization. It also helps organizations free up new features, work more efficiently, and let users enjoy a user-friendly interface. Whether you are prepared to move from  Classic to Lightning migration salesforce or looking at the possibilities this can enhance your CRM. Successful migration to a cloud environment is challenging but possible with the help of a company like 360 Degree Cloud that can make this process easy-paced, safe, and adapted to your business needs.

This article explains why migration should take place, how it happens, and how the change is beneficial with respect to CRM performance.

Why Move from Salesforce Classic to Lightning?

Classic to Lightning migration salesforce exposes a broad spectrum of features whose primary aim is to boost efficiency, improve usability, and enable your personnel.

Enhanced User Interface

Salesforce Lightning offers a new and better UI that increases usability and convenience. A cleaner layout lets people search for information more easily and it is much easier to navigate which helps teams to spend less time on dealing with the system.

For the last, the Office of Advanced Analytics and Reporting pulls statistics and reports to Twisty.

Dashboard and reporting-related features of Lightning have provided better insights to the businesses. Lightning offers personalized reports compared to Classic, which offers dynamic graphs and charts to work in real-time with much more efficient results.

Mobile Responsiveness

Lightning platform is flexible to enable access to the CRM from mobile phones at any time and from anywhere. It is especially useful for field teams and for people working remotely because they get a full-fledged CRM in their hands. Salesforce Lightning mobility enhances interactions and work engagement on all platforms.

Salesforce Classic to Lightning Migration Process – Key Steps

It is not just a change of the version of the application, it is a change in the application, which implies skills and strategy. Here’s a breakdown of the migration process to ensure a smooth and successful transformation:

Academic Assessment and Readiness Check

However, to avoid being caught in this nightmare, there are several mViewPAC preparedness checks that need to be performed prior to migration. That is the assessment of the existing structure, configurations, and requirements of the user. To do this, there are businesses such as 360 Degree Cloud that engage in a comprehensive analysis to identify changes which may be needed to make the product Lightning compliant.

Key Abandoned Steps of the Salesforce Classic to Lightning Migration Process

Switching from Classic to Lightning is not just a software upgrade exercise but a business process which needs to be migrated and done professionally. Here’s a breakdown of the migration process to ensure a smooth and successful transformation:

The Assessment and Readiness Check

An organization must answer certain questions before migration. Basically, it focuses on assessment of the current state of affairs, configurations and requirements. Many companies such as 360 Degree Cloud carry out a comprehensive check to establish changes that may be necessary to make before the system can be compatible with lightning.

The Lightning has a lot in its sleeve when it comes to making adjustments to accommodate your organization’s particularities. Here, the focus rests upon setting up the Lightning environment in coordination with present working methods; and either acquiring or implementing functionalities that would best suit operations. Finally, optimizations are made concerning customizations to fit in Lightning by leveraging its improved functionalities.

Data Migration and Testing

Business data integrity is very important in any migration processes that are performed. This stage is where data is classic to lightning migration salesforce and they are checked for quality. Constructive tests are done to see whether functionality problems are realized and whether data is well configured, whether the working pattern of the selected organization runs smoothly at the Lightning platform and whether all the users have stress-free navigation.

Huge Advantages of Moving to Salesforce Lightning from Salesforce Classic

Moving to Salesforce Lightning is a good chance to review and improve the processes of CRM. Here are some of the key benefits businesses experience after a successful migration:

Higher Efficiency with Lightning Components

Lightning provides a set of components that make complicated actions easier and provide a more efficient workflow. Its constituent components can be individualized, and making those modifications is as simple as drag and drop; further, the users have their unique dashboards in accordance with their responsibilities. This customization increases efficiency because employees can get to the data and tools required by the teams.

This in turn leads to better collaboration and communication.

Lightning has features which enable integrated communication across the organization making it easier to collaborate with different teams. There’s an increased ability of the users to monitor interactions, exchange data in real-time, and work on the tasks undertaken simultaneously, therefore creating a more linked work climate.

Future-Proofing Your CRM

Salesforce is consistently improving and broadening Lightning and distributing updates and features consistently. When you adopt Lightning, your own organization remains on par with the constantly evolving Salesforce, while your CRM system is also to scale up as your business evolves.

How 360 Degree Cloud help you to migrate Salesforce Classic to Salesforce Lightning?

To perform a successful migration salesforce of a Classic to Lightning, one has to possess technical knowledge about the migration process or Salesforce in general and about its capabilities to deliver desired functions 360 Degree Cloud provides unique migration services that aim to offer clear steps for every business that needs Classic to Lightning migration salesforce. Having previously worked with many different industries, 360 Degree Cloud ensures each migration process is unique, catering to the client’s need to optimize the full capabilities of the Lightning platform.

Their approach to migration includes:

Detailed Planning and Strategy: At 360 Degree Cloud, the client is first evaluated to come up with the right plan needed for the migration depending on your business needs.

Comprehensive Testing: This involves running checks in order to ascertain that all operations on the computer are as desired including custom application and data data flow.

Post-Migration Support: Their team has to stay active to guarantee users feel at ease with the new layout and have the tools to make full use of Lightning.

Salesforce Lightning is a great step forward for your CRM, as it extends many valuable features which make day-to-day work easier, faster, and more satisfying. From enhanced analysis capabilities, the ability to operate from mobile devices, the updated layout and the overall sleek look of Salesforce Lightning, your business can improve its positioning on the current market.

Ready to Transform Your CRM?

Introducing 360 Degree Cloud as your guide in your migration from Salesforce Classic to Lightning. Call their expert team today and learn how they can make the new Salesforce Lightning improve your CRM and grow your business!