What is Salesforce Lightning Experience? Is Your Organization Ready for Salesforce Lightning Experience
- September 29, 2020
- 8 minutes
The Salesforce platform has become an essential need for every business in order to boost productivity, enhance the user experience, and optimize operations. The CRM platform is continuously advancing and updating its features to provide more success to businesses. Lightning experience is the latest Salesforce interface that most business organizations are opting for in recent times.
What is exactly the Salesforce Lightning Experience?
Lightning Experience is the modern, and new user interface using Salesforce. The latest Salesforce version proves to be effective in bringing about transformation in the way how your organization interacts. It is not only faster but also offers enhanced functionality as well as modern appearance to your Salesforce platform. Salesforce Lightning Experience integrates the Lightning components, Lightning Design System (LDS), and Lightning app builder for the efficient creation of the modern enterprise solutions.
Built with a focus on the sales-centric mindset, it enables your sales representatives to work naturally on a regular basis. It not only makes the data organization and analysis easier for your salespeople but also helps in improving the overall productivity of your organization. With the Salesforce Lightning Development, your organization can easily get an intelligent as well as an intuitive user interface.
Is your Organization Ready for Lightning Experience?
After knowing all the features and benefits of the Salesforce Lightning Experience, you will definitely want to make a switch to the intelligent user interface. However, making the transition is not easy. Knowing the preparedness of your organization is essential to ensure a smooth transition to the Salesforce Lightning Experience. Migrating to Lightning Experience before your organization is actually prepared can lead to a number of risks like slow performance speed, errors, and incompatibility. Improper planning can significantly affect business units, departments, teams, processes, as well as multiple users. In order to avoid all such issues, it is important to have a readiness check plan before transitioning to the Salesforce Lightning Experience.
Here is all you need to do to make your organization ready for Lightning Experience.
● Analyze and Uncover
The very first step in getting your organization for migrating to Salesforce Lightning Experience is analyzing and uncovering the vital aspects. A detailed analysis of all the functionalities, as well as features that are enabled in your existing Salesforce platform in relation to Lightning compatibility, is important. Through a readiness assessment, you can gain better insights about the readiness of your organization for the new user interface and the unique requirements for its implementation. The assessment will review all the Buttons, Custom Fields, Objects, and others to evaluate the potential customizations that may conflict with Salesforce Lightning Experience. With the assessment, understanding and addressing the potential conflicts becomes easy.
The next step in the assessment of the readiness of your organization for the Lightning Experience transition is conducting an audit. Here, your organization needs to determine all the critical items as well as key considerations that are important for a successful migration. The absence of these items can result in significant performance issues. On the other hand, finding out these elements can help in enhancing the overall performance as well as the productivity of your organization.
● Preparation of a Guide
Next, you need to prepare an effective guide. The guide must include a detailed document of all the essential elements that your Salesforce organization will require for facilitating a smooth transition to the Salesforce Lightning Experience. The guide serves as a foundation for undergoing an effective transition and availing helpful guidance for more investigation in the next step.
● Talk to the Stakeholders
In order to gain a better idea of how your organization makes use of the Salesforce, it is ideal to talk to your key stakeholders. This can help you in getting an idea about the way to gain more value and avoid all the potential adoption issues. Interviewing the stakeholders will provide you with knowledge about the features of Salesforce Classic that are not available on Lightning, the features of Lightning that can help in appealing users, and much more. They can also provide you with valuable information about how your organization makes use of automation, including triggers and workflows. All such information will not only provide you with a better report but will also help in enhancing the productivity of your organization.
The next thing to do is make a calculation of the estimated time, resources, as well as budget that are required for transitioning to Salesforce Lightning Experience. Without having an estimate, working on the transition project can be very challenging and may not deliver the desired outcomes. In order to ensure a successful as well as painless transition to Lightning Experience for your organization, it is important to well informed estimate of the vital factors.
● Build a Roadmap
Now that you have the assessment report and estimated time, resources, and budget, it is time to build a Salesforce roadmap for a successful transition. A roadmap can help in the effective adoption of the new Lightning features like App Builder, Design System, and Lightning Components. Moreover, a number of organizations opt for additional improvements while moving to Lightning Experience. The roadmap will enable all such organizations to check whether they require the addition of any customized products or integrations for improving their reporting. With the newer options, you can avail of enhanced functionality as well as maintenance for your organization.
Apart from all these elements of the Salesforce Lightning Experience assessment, you also need to customize your dashboards and analytics. This will enable your organization to take maximum advantage of the new reporting capabilities. Detailed and accurate assessment of organizational readiness is the key to effective execution and rollout of Lightning Experience. After completing all the necessary steps for effective Lightning readiness, you need to deliver user training in order to introduce the new functionality and features to them. With a successful transition to Salesforce Lightning Experience, you are sure to get plenty of benefits for your organization. With Lightning Experience, you can easily enhance your user experience and increase your organizational performance the best.
If you are thinking about migrating your business from Salesforce classic to Salesforce lightning then Contact us. At GetOnCRM Solutions, Our team of highly experienced Salesforce Lightning Experts can help you to customize and build beautiful apps and future for your platform on your unique business needs.