6 ADVANTAGES OF MIGRATING TO SALESFORCE LIGHTNING

Publish date:

• 20th June, 2022

The endless debate among industry professionals, veterans, and users of various versions of Salesforce has been going on for a long. But one thing is sure with Salesforce putting all its might and power behind the Lightning version currently and in the future years, all companies will have to undertake Salesforce Lightning Migration today or tomorrow. To aid companies to make up their mind, we have compiled a list of advantages that accrue to a firm from migration.  Salesforce Lightning Migration in India is now a piece of cake. 

The 6 Advantages of Migrating to Salesforce Lightning are: 

• Innovations will now be with the Lightning version. Everyone/everything has its time and all good things come to an end. With Salesforce Inc. deciding not to put in any new features or innovations in the classic version that we all began our journey on, it’s time to move on. e. New Lightning functions & features are introduced every few months, and unfortunately, the classic version is no longer receiving them hence becoming obsolete. Hence this reason is enough for most companies to make up their mind to get the advantage of new features and functions. 

• Better UI. The Lightning UI is far better than Salesforce Classic. Created to sync with the cell phone interface, Lightning is meant to make the entire Salesforce experience smooth.  The lighting is replete with features that provide innovation and limberness for people using the software. Salesforce Lightning Migration in India with Codleo enables a better experience. 

• Sales Path and Kanban enhance the productivity of the sales team. The Sales Path enables Admins to mark the important steps a lead or opportunity needs to undertake. It also enables focusing on the crucial fields that require closure at every stage. This aids team members in filling in the blanks faster and sealing deals faster. Kanban enables you to smoothly handle records from the ListView. It lets you use the drag & drop feature to corral like records in one place & identify the records that require urgent attention. 

• Simpler Duplicate Account Management. Clean data is the keystone to the efficiency of a good CRM, processes, and productivity. In the lightning version, duplicate account management has been given a visual appeal. Users can add the Potential Duplicates component to a page via the Lightning App Builder. Identified Potential Duplicates can be merged quickly and easily, on various objects including accounts (person and business), contacts, and leads.  

• Qualitative reports and dashboards. The reports and dashboards are not only easy on the eye and visually appealing; they make for more qualitative reporting. Whether you are viewing on a cell phone desktop or laptop, the viewing delight is the same. Cleaner the look aids in de–cluttering the brain. Migration to Salesforce Lightning is undertaken by experienced partner companies like Codleo. 

• Dynamic forms. It’s a great feature that those who work and use Salesforce will love. Dynamic forms let Admin users place fields and sections as per their preference on the page layout. Page performance becomes better after fields/sections are loaded into accordion components, and visibility rules are actioned to show and hide fields & sections. 

Certainly, these six reasons are compelling for businesses currently using the Classic version to migrate to the powerful Lightning version. If you want to make sure your Salesforce works optimally and boosts productivity, connect with our Salesforce consulting partners for Migration to Salesforce Lightning services. We're just a call or email away, ready to assist you. Say hello to a more efficient and productive Salesforce.

Also Read: WHY SHOULD A BRAND INVEST IN SALESFORCE LIGHTNING?

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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.