salesforce lightning

migration

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Salesforce Lightning: the future is now!

Salesforce is investing heavily in their latest modern user interface dubbed "Lightning". More than just a visual update to the now tired looking Classic interface, Salesforce is developing many new features that are only available in Lightning including:

  • In-line List View editing

  • Create and send email templates from Contact and Lead List Views

  • Kanban view for List Views

  • Component-based record page views that are visually appealing and highly customizable for maximum productivity

  • Much improved Global Search functionality

  • Create custom Favorite records lists

  • And much more!

We can make the switch to Lightning a no-brainer! We understand that many organizations have grown accustomed to the Classic interface and are reluctant to switch to an unfamiliar UI, but we believe we can make a compelling case that will make everyone excited to make the switch! Our Lightning migration package includes:

  • Lightning readiness assessment. Not all functionality has been migrated to Lightning, so we will see if any of your users might be unable to make the switch

  • Create a custom Lightning Home Page. We will set up a custom page with a dashboard and other productivity tools to make your teams first look of the day at Salesforce a productive one.

  • We have evaluated many free Lightning components and can suggest and install ones that will improve your team's productivity

  • Lightning record page cleanup. The default record pages for Lightning are not a good fit for everyone, so we will discuss what information you want to see first when opening a record and create a focused, custom experience for your users

  • Lightning user training. To maximize user adoption, a brief 30 minute introduction to all the new productivity features will generate enthusiasm to switch to the new interface

Request a Free Salesforce

Lightning Migration Consultation

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Our CloudAdvisor Professional Services for Salesforce program ensures that your Salesforce investment returns maximum value to your organization from as little as

$249 per month