Salesforce Classic to Lightning

1. A Detailed Guide on Salesforce Classic to Lightning Migration Salesforce Lightning Salesforce Classic

2. What is Salesforce Classic? It has an old design: Tiny graphics and icons that aren't displayed in high resolution and textual elements that do not look good on modern monitors. It is difficult to perceive information quickly and navigate Salesforce. Salesforce Classic is mainly used by long-time users who aren't ready to switch to a modern interface. New users struggle to navigate the Classic UI and succeed with Salesforce implementation. 2 www.hexaviewtech.com

3. What is Salesforce Lightning? The customer server architecture is ideal for use with the Salesforce mobile app and Salesforce Lightning Experience, as well as for speeding up application development and implementation. Using pre-made and specially fabricated Lightning pieces, users can build applications without writing code. The Lightning interface allows users to connect Salesforce to any external application by utilizing external objects and relationships. It has a lightning plan structure based on HTML5. 3 www.hexaviewtech.com

4. Why Migrate from Classic to Lightning? • Time and money saved Enhanced Efficiency Migration • A contemporary user interface • Personalization and Third-Party Integrations 4 www.hexaviewtech.com

5. How to Migrate from Classic to Lightning Classic to Lighting migration takes place in three phases. Discover Phase • Roll-out Phase Remark- Use of icons and infographics for different phase • Optimize Phase 5 www.hexaviewtech.com

6. Discover Phase Discover Salesforce Lightning: To begin, understand how lightning can help your business. Examine Lightning : Experience Advantages and Readiness: Create a business case for transitioning your organization. Assess your organization's readiness for the lightning experience by quantifying the savings, efficiencies, and business growth that can be realized. Prepare your rollout: Make a plan for implementing the Lightning experience, including strategies for moving users and preparing them for change. Coordinate with executives and stakeholders: Make your case and get everyone on the same page about your business and technical requirements, rollout strategy, and change management strategy. 6 www.hexaviewtech.com

7. Rollout Phase Prepare users for the Lightning Experience by informing and exciting them about the upcoming changes. Integrate the following Lightning Experience Elements: Configure Lightning Experience-exclusive features that boost productivity to help users succeed. Adjust existing customizations: While most of your organization's existing customizations work as-is in the Lightning experience, there are a few that may require some attention. Begin the Lightning Test: After configuring users for the Lighting Experience, activate the interface. 7 www.hexaviewtech.com

8. Optimize Phase Metrics of Success: Analyze how things are going after the rollout to ensure you are meeting your objectives, improving your business, and gaining traction with your users. Lightning Experience: Engage users with Lightning experience onboarding and assistance tools to help them abandon Salesforce Classic. Iterate on your deployment strategy: Maintain momentum by resolving high-priority issues and addressing new cases with Lightning Experience features. Turn off Salesforce classic for your organization: Finish the transition by removing all access to the classic interface. 7 www.hexaviewtech.com

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