Are you ready for Salesforce Lightning?
If you’re reading this blog, you’re probably a Salesforce customer. That means you likely received an email from Salesforce earlier in the year informing you that the Lightning Experience will be activated in all Salesforce orgs starting this October. Now, this doesn’t mean you’ll be kicked off Classic, but it should be a sign of which way the wind is blowing.
You’ll be able to switch back, but should you?
The debate is over
Nearly a year and a half ago, we explored the benefits of moving from Salesforce Classic to the Lightning Experience. At the time, Lightning had begun to blow past initial limitations. Only a few features required workaround solutions. Now, there’s not really a case to be made for Classic.
New Salesforce releases overwhelmingly favour the Lightning Experience, with fewer and fewer features coming to Classic. Though Salesforce has yet to announce an end-of-life date for Classic, organizations should look to get proactive and avoid waiting until the last minute to make the transition. Only a rare handful of organizations with integral functionality unavailable in Lightning should wait any longer. For everyone else, now is the time to get ahead.
“Making the transition from Classic to Lightning can be a daunting task for customers who are heavily invested in the Classic UI,” says Greg Owen, Platform Architecture SME at Traction on Demand. “What customers will ultimately have here is speed. And if we ask ourselves, what’s the currency of business today? It is speed. By making the transition to Lightning, they’re going to be able to develop faster, they’ll have a more scalable architecture and they’re going to be more closely aligned with where Salesforce is, thereby getting more value out of Salesforce within their organization.”
No need to panic
While you’ll want to start planning your transition to Lightning soon, you should take all the time you need to ensure your business is set up for success post-migration. Reading through Salesforce’s transition guide is a great first step to take.
Once you have an idea of what a Lightning migration entails, you’ll want to get a bit more personal. Think about your own org and what sorts of considerations you’ll need to make. Which features are integral to your business and will need to be migrated over first? Which of your users leverage which types of features? Do you have custom elements in your org?
“What customers will ultimately have here is speed. And if we ask ourselves, what’s the currency of business today? It is speed.”
“From the ten thousand foot view, it’s actually very basic,” says Greg. “But once customers dig a bit deeper, they may see an opportunity to simplify their processes and improve the overall experience for their end users.”
You’ll have some help with your analysis courtesy of the Salesforce Lightning Readiness Check. This nifty little standalone app will help you sort through the considerations you need to make before migrating to Lightning. Once you’ve got your results, it’s time to start outlining a plan of attack. Bring your results to one of our Lightning adoption experts and they’ll help you think through your migration strategy during a free consultation session.