Expand the Horizon of Your Sales Team – Migrate from Salesforce Classic to Lightning

March 17, 2021

For a long period, the UI and functionality of Salesforce has been more or less consistent. However, owing to increased diversification and digitization of businesses, the CRM giant launched a new set of technologies under the umbrella of Salesforce Lightning in 2014.

Essentially, these technologies were launched to improve the business user experience and make custom Salesforce application development easier. And since the launch, organizations have been persuaded to make the switch from Salesforce Classic to Lightning.

If you are still uncertain about migrating from Salesforce Classic to Lightning, have a look at some of the key advantages of making the shift. However, before getting to Salesforce Lightning vs. Classic, let us brush through the basics of Salesforce Lightning.

What is Salesforce Lightning?

Salesforce Lightning is an amalgamation of different technologies that leverage the use of Salesforce and the development of robust Salesforce applications. It was launched to leverage the functionality of Salesforce and make it more accessible for non-technical users.

Salesforce Lightning comprises many advanced technologies, including:

  • Lightning Experience – A new and improved UI for Salesforce users with simple drag-and-drop tools.
  • Lightning Framework – A JavaScript framework for developers to create business-specific single-page applications.
  • Lightning Design System – A CSS framework and component library for developers to build apps within the Lightning environment.
  • Einstein Analytics – An AI component for predicting customer behavior, undertaking sales forecasts, and carrying out valuable business analytics.

Salesforce Lightning aims at helping every Salesforce professional to optimize the use of the platform. It helps the Salesforce Admins to create no-code applications using the Lightning Framework. It helps developers to build industry-specific apps and reusing codes across different components without affecting the basic customizations.

Such a scalable framework also makes it easy for developers to undertake effective third-party integrations. For example, if you want to get your Salesforce org integrated with a data visualization platform like Tableau, Lightning Developer Services help you carry out this seamless integration.

Now, let’s get into the realm of exploring Salesforce Lightning vs. Classic.

How Is Salesforce Lightning Different From Salesforce Classic?

As mentioned earlier, Salesforce Lightning can be referred to as an enhanced and more user-friendly version of Salesforce Classic. We can consider the following parameters for understanding the key differences between the two technologies:

Overall User Experience

A major difference between Salesforce Lightning and Salesforce Classic lies in their respective user interfaces. Lightning Experience provides users with a more integrated and seamless interface with simple drag-and-drop functionality. This makes navigating through the platform easier and more effective.

Advanced Reporting

Unlike Salesforce Classic, Salesforce Lightning provides users with Einstein Analytics reporting for creating detailed and highly customizable reports. With an automated dashboard and its own dynamic database, Salesforce Lightning updates valuable data every hour to keep the users informed of the near real-time changes by providing refreshed data at all times.

Also, the AI component makes sense of the customer database and uses advanced formula calculation to provide valuable business analytics to the management.

Platform Security

Salesforce Lightning provides enhanced platform and data security to the users as compared to Salesforce Classic. When it comes to managing user permissions, the Lightning platform does not allow the users to change their assurance levels while a session is active. The user will need to log out of the platform and sign in again to work with a different assurance level.

Also, the feature of Locker Service isolates different Lightning components in their own namespace for making them interact with each other. This ensures that your Salesforce instance is free from malicious data.

Lead Generation and Management

While the feature of lead generation is available in both Salesforce Classic and Lightning alike, the latter allows users to manage their leads better. Sales reps can use the Activity Timeline feature in Lightning mode to get specific details about every lead generated on a centralized platform, including details of every meeting, email, task, or call made to the prospects.

This allows your sales reps to score and nurture the leads better, resulting in increased conversions.

Advantages of Switching To Salesforce Lightning

Here are some of the major advantages of making the much-needed switch from Salesforce Classic to Lightning:

Improved Sales Processes

By switching to Salesforce Lightning, you can empower your sales reps to carry out personalized and automated sales processes much more effectively. The new platform is loaded with many new features that help you streamline your sales processes.

Sales Path displays every opportunity available in the sales pipeline and recommends suitable actions at every step until the deal is closed. The new Kanban View allows your sales reps to manage different leads and opportunities using simple drag-and-drop tools. Also, Salesforce Lightning registers all the changes in real-time to ensure that the entire team is always on the same page.

Machine Learning and Predictive Analysis

Salesforce Einstein functions on the principles of advanced machine learning, predictive analysis, and natural language processing, helping users avail of some of the best Salesforce consulting services provided by an automated platform.

As you work on Salesforce Lightning, Einstein learns from the database you hold, the leads you capture, the deals you close, and every other activity that matters to your business. This allows the AI component to provide you with context-based assistance in generating and nurturing high-quality leads and opportunities.

Faster App Development

The Lightning App Builder allows you to build powerful apps and customize them to suit your specific business needs. Instead of hiring a developer for custom Salesforce application development, the Lightning platform allows users to create apps in a few minutes, simply by selecting specific components from the component library.

Increased Work Flexibility

Today, professionals across the board look for flexibility in the work they do and the location from where they work. Salesforce Lightning allows your team to have seamless mobile customization of the platform. This allows them to check their accounts and follow up with the leads from anywhere and at any time. All they would need are their credentials and an internet connection.

Being Future-proof

Looking at the rate at which organizations are adapting to virtual workspaces and automating business processes, it is safe to say that Salesforce Lighting is here to stay and is definitely the thing of the future.

Making the switch from Classic to Lightning now will give your Salesforce users access to a dynamic and intuitive set of features not available in Classic. Also, it will bring them at par or ahead of the competition with access to the game-changing tools and services that your competition is leveraging using Lightning.

Want Help in Switching to Salesforce Lightning?

If you are willing to expand your Salesforce experience and switch to Salesforce Lightning, Fission Labs’ team of Salesforce experts can help you make the shift in a sustainable manner.

Our Salesforce experts will understand the specific objectives you are willing to attain, the tools you are willing to implement, and the areas you want to focus on before helping you take the big step. Also, we will take care of the much-needed user adoption, ensuring that all your team members make the most of Salesforce Lightning and give you the desired traction.

Contact us to book a free consultation session with our Salesforce experts.

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