The move to the Salesforce Lighting version has to happen tomorrow if not today. This is because Salesforce Inc has decided not to release new features & functions in the classic version. So for all businesses using the classic version currently it is imperative to migrate to get the full benefit of the powerful tool. In order to ensure a successful migration, businesses and their migration partners like Codleo must adhere to best practices at all times. We have listed them here for your information.
The Top Practices for Salesforce Lightning Migration to be kept in mind always are:
- Clean data is a top pre – requisite. Codleo has stressed via its blog repeatedly the importance of clean & accurate data in the possession of a company, especially in its CRM or other cloud offerings. The presence of inaccurate, outdated, or irrelevant data is a recipe for disaster. It’s advisable for a company to review and clean its data before migrating from the classic to the lightning version. Standardise addresses, remove outdated information and merge duplicates to prepare your data for migration. Without clean data, Salesforce Lightning Migration in India should not be attempted as failure can be on the cards.
- Visit your data in an intensive manner. The 2nd step in the journey is to analyse the data parked in your system. After removing all duplicates, inaccurate and outdated information, a team needs to review the information that is important, helpful, & relevant to the Salesforce Lightning Migration process. Better to review it now rather than after migrating to the Lightning version. It’s important to ensure that the only relevant and meaningful data for business success move over with the migration to Salesforce Lightning,
- Be sure of business goals. It’s important to make any business decisions based on business goals that the company has established. This is applicable in all aspects of the business including onboarding of different tech tools. Adoption of tech tools whether to enhance existing processes or begin a new journey has to be in sync with tech tools and their benefits. Your scale of operations ( small, medium, or large ) is a determinant factor in the Migration to Salesforce Lightning, process, and the reason to move to the lightning version.
- Have defined goals for the Lightning version. This is important as it helps in the Salesforce Lightning Migration process and on a micro level. Micro objectives are crucial to ensure that the project is executed smoothly. Some pertinent questions include:
Q. The solutions that are required foremost by the company? Q. The big takeaways from the existing systems?
Analyse the new software. Using the Lightning version means new best practices as well as changes. Comprehension of how your existing digital tools will work / sync with the new salesforce version is important for it to succeed. With the new version, some of the current tools may not work and some may be needed to deploy to ensure a winning formula.
