The game-changing Lightning Experience by Salesforce was launched in the year 2015. It provides a range of advantages such as lightning-fast page loads and brand new features that boost user experience. With enhanced productivity, collaboration, and adoption, Salesforce Lightning implementation helps businesses streamline their operations and get rid of technical debt.
Is your organization still utilizing Salesforce Classic? If yes, then it is high time you up your game. Know that when it comes to Salesforce Lightning migration, you don’t have to import your data or recreate customizations. You can easily access all of your Salesforce data and leverage customization for layouts, applications, and reports. Making the switch from Classic to Lightning will help you yield better ROI and upgrade your overall user experience.
Enhancing The Classic User Experience with Salesforce Lightning
Here are some important ways in which Salesforce Lightning helps improve user experience:
Modern Interface
The most noticeable effect of migrating to Salesforce Lightning is the revolutionary user interface. Compared to its Classic version, Salesforce Lightning offers users an interface that is intuitive, sleek in design, and more user-friendly. This interface uses the principles of contemporary design and makes it simpler for users to navigate and carry out the tasks effectively.
Customizable Pages and Dashboards
With the help of Salesforce Lightning, users get the ability to personalize their pages and dashboards. They can customize their workspace to their particular business requirements, and arrange information and components in a manner that improves their workflow. This type of customization is aesthetically pleasing and also improves usability by empowering users to concentrate on functions and data that are the most relevant to them.
Mobile-First Approach
Mobility is something that cannot be ignored in the competitive business world of today. Salesforce Lightning helps improve mobile experience and guarantees that users get a high-quality experience on all devices. Users avail a responsive and consistent interface on smartphones, tablets, and desktops, promoting productivity on the go.
Custom Apps with Lightning App Builder
With the help of the Lightning App Builder, users can build custom apps without requiring any extensive knowledge of coding. This feature makes way for the fast development and deployment of customized solutions, assisting businesses in addressing particular needs in an efficient manner. You can create and modify applications with Lightning Experience and get access to tools aligned with your needs.
Improved Productivity with Salesforce Lightning Migration
Migrating to Salesforce Lightning from Classic offers the following benefits of productivity:
Enhancements in Workflow
Salesforce Lightning migration introduces multiple improvements in workflow and automation abilities. The powerful automation features of the platform such as Lightning Flow and Process Builder allow users in automating complex business processes easily. By minimizing the requirement for human intervention, these functionalities and tools help businesses in streamlining their processes and free up their crucial time that can be devoted to high-priority tasks.
Improved Collaboration Among Team Members
Lightning Experience makes way for better collaboration. Functionalities like Chatter which are integrated into the Lightning interface make way for collaboration and communication in real-time. Users can easily share files, updates, and insights more effectively, promoting a cooperative work environment that improves the overall productivity of team members.
Advanced Tools for Reporting and Analytics
Salesforce Lightning equips users with advanced tools for reporting and analytics that offer in-depth insights into the performance of a business. Compared to its Classic counterpart, the Lightning Report Builder is more flexible and robust, empowering users to build detailed reports easily. Improved options of data visualization make it easier for users to interpret data and promote well-informed decision-making.
Third-Party Applications
Salesforce AppExchange equips users with a range of third-party apps that can be easily integrated with Salesforce Lightning. These applications improve the capabilities of the platforms and provide users with tools that can improve certain aspects of their workflow. Lightning AppExchange offers resources such as customer care solutions and marketing automation that assist businesses in boosting their productivity.
Avoiding Lightning Migration Challenges
Salesforce Lightning implementation offers a range of benefits, but it also comes with a learning graph. When you invest in proper training programs, you make way for a seamless transition to help users make the most of Salesforce Lightning. Here are some common challenges faced by users in Lightning migration and the solutions for the same:
Customization
Users of Salesforce CRM platform appreciate its customizable and adaptable nature. And though that serves well in Salesforce Classic, multiple customizations can make migration challenging. To reduce this challenge, begin by documenting all the customizations that are presently in use in the Classic version. After that, review Salesforce Lightning to discover the pertinent solutions so that it becomes easier to set those up in Lightning when migration takes place.
Overloading
Once you start exploring the capabilities of Lightning, the sheer number and quantity of features that you can customize can become daunting. This makes it tough for you to decide which functions you require and which ones you do not. Certain companies tend to go overboard with customizations which results in user interface fatigue. The most effective means to minimize any disruption is to review the available customizations and decide if that is what you require. Only select the ones that will improve the processes you’re utilizing.
Health of Performance
Before Salesforce Lightning migration, you might have to put up with issues with declining performance. Let’s take an instance where your reports are not responding and your page takes longer to load. These can affect user experience, resulting in even more problems. To diminish this challenge, it is important to do a health assessment of your Salesforce org. This helps you in identifying issues that require fixing. These will then be addressed before the process of migration and you won’t have to face any issues post-migration.
Conclusion
Salesforce Lightning migration presents businesses with an excellent opportunity to improve productivity and user experience. The intuitive interface of Salesforce Lightning combined with its powerful capabilities of automation and customization, revolutionizes the way in which users interact with the platform. Though the process of migration can introduce certain challenges, effective planning, training, and support can guarantee fruitful transition. Salesforce Lightning implementation with the help of organizations like Damco Solutions can help businesses in unlocking new levels of innovation and efficiency and drive their business towards success.
