Salesforce For Dummies, 7th Edition

Chapter 25

Ten Keys to a Successful Migration to Lightning

If your company’s instance of Salesforce is just a few years old and the Lightning Experience is enabled by default, congratulations! You have a fairly young instance of Salesforce, and hopefully the guidance we’ve given you in this book can ensure your Salesforce customizations use best practices that will scale for the future.

If you’re like the rest of us, you could be instead inheriting an older Salesforce instance, still in the Classic UI, with a lot of ambiguous fields and customizations that no one really recalls the reasons for why the customization was done in the first place.

You could just focus on using your awesome Salesforce (Classic) administration skills to improve the customization debt that has piled up, since there are so many helpful and also cool improvements you could apply. But wait … new features keep getting released and many times the enhancements don’t apply to your Classic UI. And your developers are also feeling a little constrained too because some technical improvements also require living in the Lightning Experience.

You really want to take advantage of the more modern interface, and the various enhancements that are available only in the Lightning Experience, but you know that your hordes of users have learned how to navigate around your particular instance and the technical resources always seem to be playing catch-up with day-to-day emergencies, let alone helping you with the transition. ...