TOP PRACTICES FOR SALESFORCE LIGHTNING MIGRATION

 The switch to Salesforce Lighting must be made as soon as possible, preferably tomorrow. This is due to Salesforce Inc.'s decision to refrain from adding new features and functionality to the traditional edition. Therefore, in order for all firms using the classic version of the software to fully utilize this powerful capability, a migration is absolutely necessary. Businesses, as well as their migration partners like Codleo, must always follow best practices to ensure a smooth move. They are provided below for your convenience.

Codleo Consulting

The following are the top practices for Salesforce Lightning migration in India that should never be forgotten:

Clean data is a top pre - requisite. Codleo has consistently emphasized via its blog the value of clean & correct data in a company's control, especially in its CRM or other cloud solutions. Inaccurate, out-of-date, or irrelevant facts are a disaster waiting to happen. A business should examine and purge its data before switching from the classic to the lightning version. To get your data ready for migration, standardize addresses, delete old information, and combine duplicates. Salesforce Lightning Migration in India shouldn't be undertaken without clean data because failure is possible.

Visit your data in an intensive manner. Analyzing the data stored in your system is the second part of the journey. A team needs to review the information that is significant, useful, and relevant to the Salesforce Lightning Migration in India process after deleting all duplicates, erroneous, and out-of-date information. Reviewing it now is preferable to waiting until after switching to the Lightning version. It's crucial to make sure that just the information needed for business success is sent during the Salesforce Lightning conversion.

Be sure of business goals. Any business decisions must be founded on the objectives the organisation has set for itself. This is applicable to every part of company, including the implementation of various tech tools. Adoption of tech tools must be in line with those technologies' advantages, whether it's to improve current procedures or start a new adventure. Your company's size (small, medium, or large) will affect the migration to Salesforce Lightning, the way it will be done, and why you would do it.

Have defined goals for the Lightning version. This is significant since it facilitates the Salesforce Lightning Migration process in India and on a smaller scale. For the project to be carried out successfully, micro objectives are essential. Some important queries include: What are the company's top priorities in terms of solutions? What are the main lessons learned from the current systems?

Analyse the new software.  Using the Lightning version entails both adjustments and new best practices. Understanding how your current digital tools will integrate with the new salesforce version is crucial for success. Some of the existing tools might not function with the new version, while others would need to be used to guarantee a successful formula.

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