Key Takeaways

Salesforce Lightning has been around for a while now but the noise towards Salesforce Lightning migration picked up quite quickly after its release a few years back. And after the winter 20 release, Salesforce is now turning on lightning experience for all organizations that do not have it enabled already.

Although there are plenty of reasons to make the switch from Classic to Salesforce Lightning, it is not as easy as flipping a switch. For many organizations, it is a painstaking process that requires a lot of research, planning, and testing which gives them an excuse to avoid this migration or wait until they’re forced to do it. If your organization is facing similar issues then this webinar is going to be your helping hand in the Salesforce Classic to Lightning migration as it will enlighten you with all the challenges, solutions, information, and tips you need to make the migration successful.

Salesforce understands that making a sudden shift to a newer experience is not possible in just one night so according to Kelly Walker, the Lightning Adoption Consultant at Salesforce, “Classic will still be accessible with no end of life date yet but may not be indefinitely and more companies will start to see Lightning Experience and have to switch back manually.”

Companies are reluctant to make the shift and prefer to stay in Classic due to challenges like the risk of disruption in sales process continuity, employees’ resistance to change, identifying and resolving technical issues, etc. But there are a lot of advantages that come along with the Lightning Experience that are much bigger than these challenges and can help you make your life easier. Let us shed some light on these benefits.

Why do you need to switch to Salesforce Lightning?

Few of the many benefits of Salesforce Lightning include –

• All the innovation is happening in the lightning experience
• It has a better UI and UX
• The license fee is the same as Classic
• Security Gets More Prominence

The Salesforce Lightning Migration Plan

So here are a few things to incorporate in your Salesforce Classic to Lightning migration plan in order to come out successful –

• Define organizational goals, diverse expectations, and objectives
• Map processes, check compatibility and adjust customizations
• Designing the path to Salesforce Lightning Experience Migration and Adoption, that includes
  • Planning and defining success metrics
  • Segmenting user base
  • The rollout in a controlled environment
  • Empowering users to adopt

The key to Salesforce Lightning migration lies with the end-user adoption at scale and non-intrusive enablement is critical to driving Salesforce Lightning user adoption. Non-intrusive enablement implies providing users with on-demand learning that does not disrupt daily tasks, enabling learning in the flow of work, giving continuous support with minimum delay, providing step-by-step guidance to execute different tasks, and automating repetitive tasks.

How Whatfix helps with Salesforce Adoption & Migration 

Whatfix Digital Adoption Platform helps organizations in their migration to any CRM platform (like Salesforce) that an organization wishes to adopt. Organizations often struggle with user adoption to these new platforms since most of them are complicated and have a lot of features to use. Whatfix Digital Adoption Solutions helps organizations with on-demand task-based training, learning in the flow of work, and contextual support that accelerates user adoption. It can be used to create and deliver contextual and interactive content based on a specific role. All these features provided by Whatfix improves ongoing learning and training process, reduces the number of support queries, brings down the total cost of an application, and increases user adoption.

So these were some of the key takeaways from the webinar. In case you missed our webinar or want a more extensive understanding of how Whatfix accelerates Salesforce adoption, you can simply register for our on-demand webinar recording here.