Salesforce Lightning Migration
Benefits of Salesforce
Key Benefits of
Lightning Experience Migration
Modern User Interface
Lightning Experience offers a sleek and intuitive interface that enhances user adoption and productivity. Customizable layouts.
Enhanced Productivity
Features such as Kanban boards, customizable dashboards, and activity timelines empower users to work more efficiently and automate routine tasks.
Improved Collaboration
Facilitated through easy sharing of records, task collaboration, and communication within the platform, fostering a culture of teamwork and information sharing.
Advanced Analytics
Robust reporting and analytics capabilities with the Lightning Report Builder and Einstein Analytics integration enable users to derive valuable insights from their data and make data-driven decisions.
Mobile-First Design
Optimized for mobile devices, Lightning Experience allows users to access Salesforce on the go. The Salesforce mobile app delivers a rich and responsive experience, enabling users to stay connected and productive wherever they are.
Challenges in Lightning Migration
Overcoming Challenges in
Lightning Migration
Business Process Mapping Workshop
The Aphidas team will collaborate with the client's project sponsors to gather and map all baseline process requirements regarding Salesforce Automation. This ensures a comprehensive understanding of the client's needs and sets the foundation for a successful implementation.
Business Process Mapping Workshop
The Aphidas team will collaborate with the client's project sponsors to gather and map all baseline process requirements regarding Salesforce Automation. This ensures a comprehensive understanding of the client's needs and sets the foundation for a successful implementation.
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Our Lightning Migration Process
Whether you're securing your future, or managing debt, Aphidas advisors are your trusted partners.
01
Assessment
We conduct a thorough evaluation of your Salesforce implementation to understand the scope and impact of the Lightning migration. This helps identify potential challenges, customizations, and integrations that may require attention during the migration process.
02
Planning and Strategy
Based on the assessment, we work closely with your team to develop a comprehensive migration plan. We define project milestones, prioritize customizations, and outline a strategy to ensure a smooth transition.
03
Configuration and Customization
We leverage our expertise in Lightning development to configure and customize Lightning Experience according to your unique requirements, ensuring seamless migration of custom objects, workflows, and integrations.
04
Training and Adoption
User adoption is critical to the success of any migration. We provide training and change management support to help your users transition smoothly to Lightning Experience, empowering them with the knowledge and skills needed to leverage the new features.
05
Testing and Go-Live
We rigorously test the migrated environment to ensure that all functionalities are working as intended. Once testing is complete, we assist in planning and executing the go-live process, minimizing disruptions to your business operations.
Transforming Business Through
Salesforce Lightning
Salesforce Lightning provides a modern, user-friendly interface that simplifies navigation and boosts productivity. With customizable dashboards and components, users can access critical information quickly and efficiently.
Lightning Experience is optimized for speed and performance, reducing load times and streamlining workflows.
Lightning Experience includes advanced features such as Lightning Components, App Builder, and Process Builder, allowing for custom applications and automation of complex business processes.
The responsive design ensures that your team can access Salesforce on any device, from desktops to smartphones, providing flexibility and accessibility.
Continuous enhancements and updates ensure that your business remains up-to-date with the latest innovations and improvements.
Question And Answers
General FAQs About
Salesforce Lightning Migration
Salesforce Lightning Migration is the process of upgrading from Salesforce Classic to the Lightning Experience. It involves transitioning your data, workflows, reports, and customizations into a more modern interface that offers improved speed, better user experience, and access to newer Salesforce features not available in Classic.
Migrating to Lightning ensures you benefit from the latest Salesforce tools, including AI features, better mobile performance, and enhanced UI. Classic no longer receives major updates, so staying on it limits your system's potential. Lightning also supports faster processes, smarter automation, and better long-term scalability for your CRM.
Salesforce refers to the complete CRM platform, while Salesforce Lightning is the next-generation user interface within it. Lightning offers a faster, more dynamic experience with drag-and-drop builders, advanced reporting, and better customization options. It replaces the outdated Classic interface with a modern, mobile-friendly design and improved functionality.
Salesforce provides built-in tools like the Lightning Experience Transition Assistant and Configuration Converter. These tools help admins analyze readiness, convert JavaScript buttons, and prepare metadata for the new experience. They streamline planning, testing, and deployment, making the switch from Classic to Lightning more structured and efficient.
A Lightning migration can take anywhere from a few weeks to several months. The timeline depends on data volume, existing customizations, and the number of users. Proper planning, sandbox testing, and phased rollout can significantly reduce risks and ensure a smooth and timely migration process.
Costs vary based on project scope. Expenses may include consultant fees, user training, development for reconfiguring custom features, and potential upgrades for third-party apps. Preparing a detailed scope of work early in the process helps you avoid unexpected costs and ensures your budget aligns with migration goals.
Many Classic features are available in Lightning, but some have been redesigned or replaced. Others may need reconfiguration to function properly. It’s essential to run a readiness check and test all existing functionality to ensure a smooth transition without losing critical business operations or customizations.
A typical migration plan includes readiness assessment, sandbox testing, configuration updates, user training, and go-live deployment. Each phase ensures that data, customizations, and workflows align with Lightning’s structure. Continuous feedback and phased rollouts help identify issues early and make the transition more manageable.
Common issues include unsupported custom code, app incompatibilities, and user resistance. Businesses may also face difficulties with reporting formats or UI training. A successful migration depends on upfront assessment, engaging users early, and testing thoroughly before going live with the Lightning Experience.
Yes, certain integrations or third-party apps may need updates for full Lightning compatibility. Some Classic-compatible solutions don’t work properly in the new environment. During migration, it's critical to test all external tools, ensure APIs are current, and confirm apps are Lightning-ready in sandbox environments.
Why Choose Aphidas for Your Migration Needs?
Our team of certified Salesforce experts brings extensive experience and a client-centric approach to every project. We are committed to delivering high-quality, customized solutions that drive business success. With a proven track record of successful Salesforce migrations, Aphidas is your trusted partner for a seamless transition to Lightning Experience.
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