Easy SalesForce classic to Lightning migration steps

SalesForce classic to lightning migration steps

Before being able to offer your users to switch by themselves from  SalesForce Classic   to Lightning through the SalesForce interface, you must consider migrating from  SalesForce Classic   to Lightning.

Nowadays and since 2019,  SalesForce Lightning   is the standard version offered to all users, and the company is pushing all users to use Lightning, the latest version, by default on their  SalesForce platform   as soon as they  get a SalesForce license   which will soon only be available for Lightning version.

A  SalesForce Classic   to Lightning migration does not mean that any data will change, but only that the users will use another interface, and have some functionalities that will differ between the two versions.

SalesForce classic to Lightning migration challenges: training and interface change - data stays the same

Lightning Experience Readiness Check report

Start by ordering the Lightning Experience Readiness Check report, which is provided by SalesForce. This will help administrators and other project managers to decide whether they should migrate their SalesForce from classic to Lightning or not.

To get that report, go to setup > Lightning experience transition assistant > discover phase > evaluate Lightning experience and benefits > check readiness.

Then, select which service you want to check, and click on check readiness.

Key users selection and User training

Pretty much like any migration project, a  SalesForce Classic   to Lightning migration necessitates to start by selecting Key users within the company, meaning selecting a few expert users in the company that will delay their standard business activities to concentrate on testing the new software, and make sure that all functionalities are available.

At the same time, they will analyse gaps, meaning functionalities or processes that are not available anymore, and find workarounds.

They will also find new functionalities that were not offered before and that will now become standard business practice.

Finally, they will prepare transition plan and trainings, and give these information to all users when the real switch will happen.

After the migration, they will keep being subject matter experts on the new system and can be contacted whenever an issue arises with the system for the stream.

They will also find out the best time to do the transition, which is typically done during seasonal low business volume.

Communication is key to the success of a migration project, even if in that case, the only real change will be switching the interface from one version to another, normally without much distruption in business best practices.

Switching from classic to Lightning

Once the  SalesForce Classic   to Lightning migration steps have been performed within the company, the users will be able to use the switch to Lightning experience button, and therefore use the new version by themselves.

From the Lightning experience, then can go back to the classic interface by clicking on their avatar picture, the view profile button.

From there, a button Switch to  SalesForce Classic   will be displayed, and can take them back to the classic interface.

And again, back on the classic interface, the Switch to  SalesForce Lightning   experience button is hidden behind the username button on the top menu.

SalesForce switch to Lightning not available

If the SalesForce switch to Lightning not available it might be due to the fact that the administrators have not yet performed the  SalesForce Classic   to Lightning migration steps, meaning they haven't yet enable users, including yourself, to use the new Lightning experience.

SalesForce switch to Lightning not available: grant users permission for "Lightning Experience user"

If that is the case and some users have SalesForce switch to Lightning not available then in users profiles, a new permission set must be created for all users. There, the Lightning Experience user access right must be given to all users.

Administrators can also go to setup > search for > critical updates > update for Lightning.

After that, no user should again have SalesForce switch to Lightning not available and can switch to the new interface.

Frequently Asked Questions

What are the key challenges in migrating from Salesforce Classic to Lightning, and how can they be mitigated?

Key challenges include user adaptation, data migration integrity, and feature compatibility. Mitigation involves thorough planning, user training, and phased implementation.