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Salesforce Lightning Migration: The Time is Now By touchpoint | Dec 20, 2017

Salesforce Lightning Migration: The Time is Now

It was 2015 when Salesforce unveiled Lightning, a platform-wide upgrade that laid the groundwork for many of its most exciting new features, including its Einstein A.I.

Now, two years later, it’s becoming apparent that Lightning is not only a better option for many Salesforce users, but it may soon be the only one.

That’s according to Jesse Scardina at TechTarget.com, who reports from this year’s Dreamforce 2017 summit that while Salesforce continues to hint at its shifting focus toward Lightning, many organizations are still hesitant to make the migration.

“Everything Forward Will be Lightning”

At this year’s Dreamforce, Lightning migration was an extremely popular topic. Two separate sessions devoted to Lightning migration reached full capacity on Dreamforce’s opening day. In a different, Service Cloud-focused session, Salesforce Senior Vice President of Product Management for Service Cloud Jon Aniano warned the assembled crowd, “Some features aren’t possible in Salesforce Classic.”

Alan Lepofsky, principal analyst at Constellation Research, explained, “At the end of the day, Salesforce won’t be doing anything on the old style anymore. If a customer is hesitant to move to Lightning, I don’t want to imply that Salesforce is pushing customers along, but everything forward will be Lightning.”

This lack of new features for Salesforce Classic, and the threat of dwindling customer support moving forward, is a big reason why smart organizations are making Lightning migration a top strategic priority. Identifying trusted partners to assist with these migrations remains critical to success.

Easing the Transition to Lightning

One major impediment keeping longtime users from migrating to Lightning is new training. Most businesses can’t afford the lost productivity and downtime of training their entire workforce on a new Salesforce user interface. As a result, many are delaying their migration.

Scardina offers companies valuable advice. First, he suggests executing a “stealth deployment,” partnering with an advisor to build out your ideal Lightning instance but not turning it on. “Test and re-test everything,” Scardina says. Once you’re certain everything works, flip the switch and enjoy having already worked out your headaches pre-launch.

Secondly, Scardina suggests training employees on the fly. With Lightning’s intuitive interface, many users are able to quickly figure out the differences through practice. “By giving your workforce enough time and freedom to explore Lightning, users can mostly train themselves,” he says. This can help minimize lost productivity.

Enlisting a trusted partner can also help tailor your Lightning instance so that it is as familiar, user-friendly, and purpose-built as possible for your employees.

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Salesforce Lightning is here, and the future is now. Migration is coming, and by thinking critically about it now, you can be better prepared for tomorrow.

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