Publish date:

20th June, 2022

Migrating from Salesforce Classic to Salesforce Lightning is more than just an upgrade—it’s a strategic move that can transform how your business operates.

Lightning offers a modern, intuitive interface, advanced analytics, automation, and a mobile-first experience, helping teams work faster and smarter.

As a trusted Salesforce Summit Partner, Codleo helps organizations plan and execute seamless migrations, ensuring businesses get the most value from Salesforce Lightning.

In this guide, we’ll cover the most frequently asked questions about Lightning and explain the benefits of migration in detail.

What is Salesforce Lightning?

If you've been using the older, "Classic" version for years, you can think of Salesforce Lightning UI as a complete modern overhaul of your workspace.

But what is Salesforce Lightning Experience exactly? It is a component-based framework designed to make your day-to-day work feel less like "data entry" and more like a streamlined journey.

Lightning provides:

Dynamic dashboards: Drag-and-drop tools that give real-time insights into your sales and service metrics.
Customizable pages: You can build the specific pages your team needs without writing a single line of code.
AI-powered insights: Einstein Analytics acts like a digital assistant, offering predictive insights to support more intelligent decisions.
Mobile-first experience: Everything is built to work perfectly on your phone, not just your desktop.

By adopting this modern interface through a Salesforce Lightning migration, you aren't just changing how the screen looks—you're changing how your business moves.

Why Migrate from Salesforce Classic to Lightning?

While the older version is still functional, staying on Salesforce Classic to Lightning is a bit like running a modern business on a flip phone. You miss out on the speed and intelligence that today’s market demands.

The need for greater productivity and a smoother user experience often drives a lightning migration project in Salesforce.

The modern UI reduces clicks, simplifies navigation, and helps your employees focus on what really matters: the customer.

Codleo works closely with you to plan your timeline so that the switch happens without the usual "Monday morning" downtime drama.

Benefits of Salesforce Lightning Migration

A Salesforce Lightning migration offers tangible business advantages that hit your bottom line. It’s about more than aesthetics. When your data is better organized, your team collaborates more naturally.

Whether it's through the improved Chatter feed or interactive dashboards, information flows faster. You get a future-proof platform that stays competitive because Salesforce puts 100% of its innovation into the Lightning experience.

Salesforce Lightning vs Salesforce Classic

Understanding the Salesforce Lightning vs. Salesforce Classic debate comes down to one thing: efficiency.

Interface: Classic is static; Lightning is dynamic and user-friendly.
Dashboards: Lightning dashboards are interactive and mobile-ready, unlike the older versions.
Reporting: You get AI-driven insights in Lightning that don't exist in Classic.
Customization: With drag-and-drop tools, you don't have to call a developer every time you want to move a button.

Salesforce Lightning vs Salesforce Classic Benefits

When we compare Salesforce Lightning vs Salesforce Classic, we also consider the developer experience.

The "Lightning Component Framework" allows developers to build custom apps much faster than the old Visualforce pages used in Classic.

It means when your business needs a new tool, your team can deliver it in half the time.

How to Migrate Salesforce Classic to Lightning

Moving from Salesforce Classic to Lightning isn't a "flip of a switch." A successful lightning migration requires a thoughtful approach:

Audit your Org: See what you’re currently using and what’s digital clutter.
Prepare the Data: Clean things up so you aren't moving old mistakes into a new home.
Pilot Test: Roll it out to a small group first to see how they handle the change.
Train and Go Live: Provide the resources your team needs to feel confident on Day

Salesforce Lightning Migration Best Practices

To truly win a Salesforce Lightning migration, you have to engage your stakeholders early. Don't let this be a "top-down" IT project.

When the people on the front lines feel included in the testing and feedback, they become your most prominent advocates for the new system. It makes the lightning migration to Salesforce think like a team win rather than a chore.

Is Salesforce Lightning Worth Migrating To?

The short answer is: absolutely. When you look at the Salesforce Lightning UI, the productivity gains alone usually pay for the migration in a matter of months.

Employees spend less time clicking and more time closing deals. With Codleo’s expertise, you can make this move with total confidence that you're getting a real ROI from your Salesforce Lightning migration.

Salesforce Lightning Dashboards and Reports Benefits

A Salesforce Lightning migration is a game-changer for your data nerds. You get real-time visibility and the ability to drag and drop report elements on the fly.

You don’t need to be a technical expert to see your KPIs; you need to know where to look in the modern Salesforce Lightning UI.

What New Features Are Available in Salesforce Lightning?

When you ask what the Salesforce Lightning experience is, the answer often lies in its features. From the Lightning App Builder to Einstein AI and Field Service optimization, the platform is built for the 2026 business world. It’s a tool that grows with you, not a system that holds you back.

Six Key Advantages of Migrating to Salesforce Lightning

If you're still on the fence about a lightning migration Salesforce project, here are the six heavy hitters:

Enhanced User Interface: A salesforce lightning ui that makes navigation feel natural.
Advanced Analytics: Interactive reports that help you make decisions based on facts, not hunches.
More innovative Automation: Automate your approvals and notifications to save everyone’s time.
Mobile Accessibility: If you’re not mobile-ready in 2026, you’re behind. Lightning fixes that.
Customizability: Tailor your pages to fit your specific business processes.
Future-Proofing: Ensure you have access to every new AI tool and integration Salesforce releases.

Why Choose Codleo for Your Salesforce Lightning Migration

As a certified Salesforce Summit Partner, Codleo isn't just here to do the technical work. We’re here to be your strategic partner.

We provide planning, training, and ongoing support to ensure your team loves the new system from the moment they log in.

Ready to see what the Lightning experience can do for your team? Contact Us now!

About the Author

Arun Sharma

Arun Sharma, the Chief Operating Officer (COO), focuses on business expansion, product development, and strategic growth. His skills include project and account management, where he improves operations and boosts efficiency. With a growth-driven approach, he leads innovation and ensures projects are completed successfully. His strategic insights have been key to achieving steady results and building long-term client relationships.