Salesforce has clearly defined Lightning as the path forward.
For businesses that have invested heavily in Salesforce, the move from Classic to Lightning can be daunting… and frankly, a bit scary. It’s clear that all of the new features on the Salesforce Platform are being developed for Lightning, and as each new release passes, the need to migrate your organization to Lightning remains ever present.
But moving to Lightning is not quite as simple as flipping the proverbial switch. Straightforward and near out-of-the-box organizations have a number of factors that need to be considered when switching to Lightning, and the number of considerations increases with heavily customized (Classic) organizations.
In order to keep — and hopefully dramatically increase — end-user and executive engagement, you need to create alignment and plan your migration thoughtfully. So, what are the first three critical steps you should take to facilitate a successful move to Lightning?
Download our guide to find out!