Salesforce Classic is the first and older version of Salesforce. Salesforce Lightning is the most recent version, which includes advanced functionalities that aren't present in "Classic". Migrating from Salesforce Classic to Lightning comprises three phases:. Discover Phase: Learn the benefits, assess readiness, plan the rollout strategy, and align with stakeholders. Discover Salesforce Lightning: Begin by comprehending how lightning benefits your business.

1. Salesforce
Classic
Salesforce
Lightning
A Detailed Guide on
Salesforce Classic to
Lightning Migration

2. What is Salesforce Classic?
It has an old design: Tiny graphics and icons that aren't displayed in high
resolution and textual elements that do not look good on modern monitors.
It is difficult to perceive information quickly and navigate Salesforce.
Salesforce Classic is mainly used by long-time users who aren't ready to switch
to a modern interface.
New users struggle to navigate the Classic UI and succeed with Salesforce
implementation.
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3. What is Salesforce Lightning?
The customer server architecture is ideal for use with the Salesforce mobile
app and Salesforce Lightning Experience, as well as for speeding up
application development and implementation.
Using pre-made and specially fabricated Lightning pieces, users can build
applications without writing code.
The Lightning interface allows users to connect Salesforce to any external
application by utilizing external objects and relationships.
It has a lightning plan structure based on HTML5.
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4. Why Migrate from Classic to Lightning?
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Enhanced
Efficiency
A contemporary
user interface
Time and money
saved
Personalization and Third-
Party Integrations
Migration

5. How to Migrate from Classic to Lightning
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Remark- Use of icons and
infographics for different
phase
Discover
Phase
Roll-out
Phase
Optimize
Phase
Classic to Lighting migration takes place in
three phases.

6. Discover Phase
Discover Salesforce Lightning: To begin, understand how lightning can help your
business.
Examine Lightning : Experience Advantages and Readiness: Create a business
case for transitioning your organization. Assess your organization's readiness for
the lightning experience by quantifying the savings, efficiencies, and business
growth that can be realized.
Prepare your rollout: Make a plan for implementing the Lightning experience,
including strategies for moving users and preparing them for change.
Coordinate with executives and stakeholders: Make your case and get everyone
on the same page about your business and technical requirements, rollout
strategy, and change management strategy.
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7. Rollout Phase
Prepare users for the Lightning Experience by informing and exciting them about
the upcoming changes.
Integrate the following Lightning Experience Elements: Configure Lightning
Experience-exclusive features that boost productivity to help users succeed.
Adjust existing customizations: While most of your organization's existing
customizations work as-is in the Lightning experience, there are a few that may
require some attention.
Begin the Lightning Test: After configuring users for the Lighting Experience,
activate the interface.
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8. Optimize Phase
Metrics of Success: Analyze how things are going after the rollout to ensure you
are meeting your objectives, improving your business, and gaining traction with
your users.
Lightning Experience: Engage users with Lightning experience onboarding and
assistance tools to help them abandon Salesforce Classic.
Iterate on your deployment strategy: Maintain momentum by resolving high-
priority issues and addressing new cases with Lightning Experience features.
Turn off Salesforce classic for your organization: Finish the transition by removing
all access to the classic interface.
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9. Together we foster creativity,
innovation & an empowered
workplace
Transforming businesses using advanced technology
by providing excellence in project, process, & product
delivery and significantly impacting businesses &
society around the world.
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A Detailed Guide on Salesforce
Classic to Lightning Migration