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How Codleo can help you in successful Lightning Migration


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“Ring in the new and ring out the old” – the old English adage. 

If you or your company is still using the classic version of the Salesforce CRM, then this blog and the quote above are definitely for you. The biggest talking point in the salesforce community is migration from the salesforce classic version to the lightning version of salesforce. The new interface is modern, efficient, and smart. All Salesforce users have a consistent experience across every device – desktop, tablet, and mobile. the User Interface (UI) upgrade alone is superior enough compared to Salesforce Classic reporting, Lightning gives users access to Einstein (Wave) Analytics reporting. 

One must face the reality that a business cannot keep using an old interface forever. In the coming months, Salesforce will stop supporting Salesforce Classic. As it is being a Classic user, you are not apprised of new updates and features. Salesforce publicly announced that they wouldn’t add any enhancements to Salesforce Lightning. It means you shell out big moolah for outdated products and you do lose out on many productivity features and improvements.

Codleo can make your transition to the Lightning Platform smoother, faster and economical. Lightning can be more than just an update of the Classic, or a fancy UI upgrade. While UI is a big part, Lightning allows the improvement and facilitation of different types of processes that can make organizations more customer centric. Migrating with the aim to modernize the Salesforce application involves re-imagining the end-user experience through a user-centric approach. Our proprietary approach, accelerators, frameworks, and a team of certified experts help accelerate the move with minimal risk and maximum ROI.

We ensure the following features with our lightning migration services:

  • Outline Goals with Transition Plan 

  • GAP Analysis / Readiness Assessment 

  • Ease-of-use design 

  • Apps built like never before 

  • Lightning Aura/Web Components to extend capabilities

Codleo also does the following: 

  • Prepare a communication plan to train users so they’re prepared to do their tasks in lightning experience. 

  • Keep track of user adoption rates. 

  • Monitor and analyse success metrics in terms of follow ups, Conversion, and opportunities. 

  • Learn lessons in the journey to iterate change management processes for the next roll-out phase 

We have successfully helped businesses across the country migrate to the present & future of Salesforce – The lightning version. Isn't it time you also took advantage of our excellent services that are extremely pocket friendly and uses the best practices at all times. 

Get in touch with us today to ensure that your company still benefits from the various features and tools of Salesforce CRM with a swift & carefully crafted migration.  It’s the right time to do it and with Codleo as your partner, success is assured. 

About the Author

Anand Sharma

Anand is a Salesforce Evangelist, joined the Salesforce ecosystem in 2014 helping customers to be successful with Salesforce, and joined Codleo to share the goodness with even more developers all around the world. He is based in New Delhi, with his wife, and he tries to escape summers every chance he gets.

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