Seamless migration from salesforce classic to lightning: Enhancing productivity & efficiency
Challenges
1- Low user adoption due to an outdated interface.
2- Reduced productivity from poor UI/UX in Salesforce Classic.
3- Limited customization and features, restricting business growth.
4- Storage constraints for notes and attachments.
Solutions
1- Conducted a full audit of the Salesforce Classic org.
2- Migrated UI/UX and backend data in two structured phases.
3- Provided hands-on training and tutorials to ease adoption.
4- Implemented an automated storage management system.
Results
1- 35% increase in user adoption post-migration.
2- 40% boost in efficiency with Lightning’s faster processing.
3- 25% reduction in storage usage through smart archiving.
4- Enhanced lead tracking and sales management with new features.
Our client is a leading tile and stone supplier, sourcing high-quality materials globally and catering to homeowners, designers, and architects across the USA. They specialize in providing customized solutions for residential and commercial projects.
The client wanted a seamless migration from Salesforce Classic to Lightning to overcome limitations in customization, UI/UX, and storage. Their outdated system was hindering productivity and sales tracking, making it difficult to manage a growing customer base. Additionally, they faced storage issues due to the accumulation of notes and attachments, impacting efficiency.
We executed a structured migration in two phases: first transitioning the UI/UX, followed by data migration and system enhancements. Our team ensured a smooth shift without disruptions, built custom Lightning components, and introduced automated storage management. We also provided comprehensive training, empowering users to leverage Salesforce Lightning effectively.
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- Difficulty in tracking leads and sales due to limited features in Classic.
- Scalability issues as Classic’s static framework restricted business growth.
- Security concerns, as Classic relied on a single-layer defense against threats.
- Storage limitations caused inefficiencies in managing notes and attachments.
- Conducted a deep scan of the Salesforce Classic org to determine which components could be migrated.
- Migrated hard-coded URLs, Visualforce (VF) pages, and page layouts to Lightning, while developing new Lightning components for unsupported features.
- Migrated workflows and process builders to Lightning Flows, converting non-supported JavaScript buttons into Lightning components.
- Implemented Lightning’s multi-layered security to safeguard business data.
- Developed a recurring archiving process, systematically removing or archiving old notes and attachments to free up space.
35%
Increase in user adoption
thanks to a modern, intuitive UI.
40%
Improvement in operational efficiency
with Lightning’s faster data processing.
25%
Reduction in storage usage
achieved through automated archiving.
Automation of repetitive tasks
freeing up valuable resources.
Better lead and sales tracking
using Lightning’s Kanban views and enhanced dashboards.
