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Salesforce Lightning

Why Migrate From Salesforce Classic to Salesforce Lightning?

Why Switch from Salesforce Classic to Lightning? Salesforce is actively advancing the Lightning interface, and the reasons are compelling. The Lightning platform offers numerous advantages, including an improved user interface, quicker development times, and extensive customization options. With user-friendly features like drag-and-drop functionality, Lightning enhances the overall user experience (UX). Many companies are opting to migrate from Salesforce Classic to Salesforce Lightning to leverage these benefits and more. Salesforce Classic Salesforce Classic served as the primary interface until 2016, but today, it is considered outdated. Investing in Lightning Experience is driven by the desire to deliver a superior user experience, adopt features solving business challenges, enhance processes, and gain access to Lightning innovation and rapid app development technology. Given that Salesforce Lightning is faster, provides advanced customization features, and boasts easier navigation compared to Classic, transitioning to Lightning in 2023 can be a strategic decision for your business. Lightning also integrates Salesforce Einstein, offering reporting, analytics, and generative AI capabilities. Salesforce Lightning In contrast to Classic, the Lightning development platform enables non-technical users to effortlessly create customized apps without programming knowledge. Due to its sleek UI, faster performance, regular feature releases, and comprehensive usability, Salesforce Lightning has become the preferred CRM for businesses. Migration However, migrating from Salesforce Classic to Lightning, or any other CRM to Lightning, presents challenges, including high implementation time. Opting for a phased rollout is an effective approach to overcome these challenges. While challenges may arise, a strategic plan executed by experienced Salesforce Lightning Support can ensure a seamless and timely migration. If you’re ready to migrate to Salesforce Lightning, especially if your Salesforce is highly customized, it’s crucial to document all changes made in Classic and identify corresponding solutions in Lightning. If handling the complexities of Classic seems daunting, consider engaging a Salesforce Migration partner like Tectonic to conduct a full Salesforce audit before migrating to Salesforce Lightning, ensuring a smooth transition. Content updated December 2023. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce Lightning

Salesforce Lightning Apps and The Utility Bar

Ever considered having a static section in Salesforce for essential items like training links, flows, external links, visualforce pages, phone dialer, and more? Look no further – enter the Salesforce Lightning ‘Utility Bar.’ This insight provides a quick introduction to the utility bar, detailing how to set up and make the most of this handy tool. If you would like to incorporate the utility bar in your salesforce org, Tectonic can help. What Is a Salesforce Utility Bar? Think of the utility bar as a utility belt for Salesforce. These are items you want readily accessible at any point in Salesforce. Irrespective of the page you’re on, as long as you’re within the same app, you’ll encounter this “specialized Lightning page.” How to Set Up the Utility Bar? Setting up a utility bar is a straightforward process. Here are brief descriptions of the items which could be featured in your utility bar: Now armed with practical use cases and an understanding of the possibilities, jot down your ideas and start experimenting in a Salesforce sandbox. Have users test your proof of concept (POC) and iterate until it meets your requirements. If you are unsure where to start, contact Tectonic today. Keep in mind that the utility bar is configured per app, not per user. For unique user requests, consider creating a custom Visualforce page Sor screen flow. Additionally, note that the utility bar is exclusive to desktop use, with no mobile support as of now. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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