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The First Step to Adopting Salesforce Lightning

Harness Lightning

The expression “lightning rod” is commonly used to indicate that a person, topic or thing attracts criticism. Contrary to this colloquial usage, Benjamin Franklin’s invention is not used to attract lightning, but to mitigate the damages of a lightning strike. Many houses use a system of rods and cables to divert the energy of a lightning strike to the ground, protecting the building from fire and structural damage. Seems pretty important, right? If your house wasn’t prepared for a lightning strike, you’d probably want to know what you needed to do to protect it.

These same standards apply to your Salesforce org. Salesforce Lightning is coming, and unlike lightning in the real world, you’re definitely going to want it in-house. The Lightning Experience (LEX) will deliver immediate and meaningful benefits to your business, but you also need to be sure your org is ready to make the transition (if you’re not sure why LEX is awesome, check out our head-to-head comparison of Classic vs. Lightning). With all new Salesforce features coming to Lightning, there is a sense of urgency to migrate from Classic, but it’s not as simple as flicking a switch. The difference between Classic and Lightning is substantial, and that means not all Classic functionality will translate into Lightning without modification.

This begs the question, which elements will work in Lightning and which won’t? Is your org already built to withstand it, or do you need to do some work?

The Salesforce Lightning Experience Readiness Assessment

Thankfully, Salesforce has a great self-serve test that can help organizations recognize roughly how much work they need to do before they’re ready to move over to Lightning. The Salesforce Lightning Experience Readiness Assessment is easy to run – with just a few clicks from the Setup menu – and will provide a Lightning Experience Readiness Report that highlights key functionality and configuration that requires attention.

According to Greg Owen, Lightning Adoption Expert and Solution Engineer at Traction, developing this initial estimation of how far away an organization is from Lightning Readiness is pivotal to the success of a migration.

“Every org is different, so it’s important to understand how each component will be impacted by moving to the Lightning Experience. The first step to maintaining and improving org functionality is gaining this understanding, and the place to start is the Salesforce Lightning Readiness Assessment.”

Planning the Migration

Any organization that runs the assessment should review their report with careful thought towards a few vital considerations. Abhishek Valaboju, another of Traction’s Lightning Adoption Experts, elaborates on the sort of questions businesses should be asking themselves.

“A thorough migration plan should take into account the different ways an organization is leveraging their Salesforce instance. What third-party applications and integrations exist within the org? How do their end-users interact with the platform? Which functionality is core functionality and which functionality can be migrated at a later date? How can Lightning be leveraged to improve business process and user adoption? These are questions that will help businesses build a plan from their Lightning Readiness Report, and advising on these strategic considerations is where Traction comes in.”

Don’t be caught unaware when Lightning hits your org! Take the Salesforce Lightning Readiness Assessment today and then get in touch with our Lightning Adoption Experts to walk through the results. We’ll help you develop a more in-depth picture of what it’s going to take to move your Salesforce instance over to Lightning.

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