Seamless migration from salesforce classic to lightning: Enhancing productivity & efficiency
Our client is a leading tile and stone supplier, sourcing high-quality materials globally and catering to homeowners, designers, and architects across the USA. They specialize in providing customized solutions for residential and commercial projects.
The client wanted a seamless migration from Salesforce Classic to Lightning to overcome limitations in customization, UI/UX, and storage. Their outdated system was hindering productivity and sales tracking, making it difficult to manage a growing customer base. Additionally, they faced storage issues due to the accumulation of notes and attachments, impacting efficiency.
We executed a structured migration in two phases: first transitioning the UI/UX, followed by data migration and system enhancements. Our team ensured a smooth shift without disruptions, built custom Lightning components, and introduced automated storage management. We also provided comprehensive training, empowering users to leverage Salesforce Lightning effectively.
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Difficulty in tracking leads and sales due to limited features in Classic.
Scalability issues as Classic’s static framework restricted business growth.
Security concerns, as Classic relied on a single-layer defense against threats.
Storage limitations caused inefficiencies in managing notes and attachments.
- 1
Conducted a deep scan of the Salesforce Classic org to determine which components could be migrated.
Migrated hard-coded URLs, Visualforce (VF) pages, and page layouts to Lightning, while developing new Lightning components for unsupported features.
2- 3
Migrated workflows and process builders to Lightning Flows, converting non-supported JavaScript buttons into Lightning components.
Implemented Lightning’s multi-layered security to safeguard business data.
4- 5
Developed a recurring archiving process, systematically removing or archiving old notes and attachments to free up space.
- 35% increase in user adoption, thanks to a modern, intuitive UI.
- 40% improvement in operational efficiency, with Lightning’s faster data processing.
- 25% reduction in storage usage, achieved through automated archiving.
- Automation of repetitive tasks, freeing up valuable resources.
- Better lead and sales tracking, using Lightning’s Kanban views and enhanced dashboards.
