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Why move from Salesforce Classic to Lightning? Should you rush?

30 Apr

Why should you care about Lightning?

It’s been four years since Salesforce Lightning’s launch, and you haven’t made the choice yet? You might be thinking that Classic is working too well for us, why do we have to make a move? This switch would affect employee performance – you are right; it’s going to transform employee performance for good.

Before digging into Lightning, let’s understand what makes Salesforce employee’s sweetheart?

Why is Salesforce the #1 CRM platform in the world?

Salesforce has over 1,50,000 customers and approximately 3.75 million users worldwide. What makes it so popular? My well-thought reason is that Salesforce has revolutionized customer relationship not only by its products but also by the way it listens to its customers.

The company has been continually researching and listening to customer feedback and understood that today’s modern user is looking for better user experience. Hence, Salesforce made its most significant jump in the UX and launched Salesforce Lightning Experience around 2015.

Salesforce Lightning is not just about user experience; it’s a way to make your sales team more productive. Sales managers don’t want their team to spend time learning new software, struggling to find quicker ways to do tasks, spend time on more clicks and be on the field selling.

Lightning is precisely meant for that. It’s an epitome of speed; it helps the sales teams to sell faster, work more productively, and make better decisions. In Salesforce’s words, ‘Lightning gave a facelift to our products.’ It is a whole new way of doing Salesforce.

What makes the Lightning a ‘cool’ experience?

According to Salesforce, the Lightning Experience was built on the four design principles – clarity, efficiency, consistency, and beauty. While building this innovative view of the future, every user experience was taken into consideration – admins, developers, and executives.

As claimed by Salesforce, Lightning saves up to 10 hours per employee per week. And why not! This intuitive and intelligent interface allows sales and service teams to learn within no time and work productively.

There are so many things about Lightning that give a cool experience to the users. The User Interface is easy to navigate through and is very user-friendly. Salespeople don’t have to dig through the CRM but gain intelligence about their key accounts through their Home page.

Kanban is a visual treat for the users to review the status of the records and objects. The simple drag-and-drop option is easy allows the team to be productive. And did you know that you can be ‘alerted’ when an action is needed on a key deal?

Einstein supercharges the productivity of sales, service, and marketing folks with AI, predictions, recommendations, and automation. The Lightning Framework allows developers to use the pre-built log of codes to create new components quickly, admins can drag-and-drop those components reusing them on any page.

The Lightning ecosystem includes hundreds of Lightning ready apps and components on the AppExchange, which saves time and cost for your business.

Make your choice -Lightning experience or Salesforce Classic

If you understand what’s available in the new interface, you will be able the make the right decision for your business. The below list sheds light on the features of Salesforce Lightning Vs. Classic. Go through it to make your decision of Classic to Lightning migration.

List of features-comparison between Salesforce Classic and Lightning

Salesforce Data
Feature Lightning Experience Salesforce Classic
Sales data for:    
Accounts, Campaigns, Contacts,Contracts,Leads,
Opportunities,Orders,Person Accounts, Price Books,Products,Quotes
   
Calendar, Events, Tasks    
Service data for:    
Assets, Basic Cases, Lightning Knowledge, Work Orders    
Custom objects    
Chatter feeds, groups, and people    
Salesforce Files    
Other Sales and Service objects    
Home
Feature Lightning Experience Salesforce Classic
Performance chart    
Assistant, News, Key deals    
Tasks    
Events&Calendar    
Feed and publisher    
Items to approve    
Customizable dashboards& home page components    
Accounts and Contacts
Feature Lightning Experience Salesforce Classic
News,Path, Activity timeline    
Contacts to Multiple Accounts    
Account Logos,Automated Account Fields, Notes    
“Reference” page layout    
Related lists    
Integrated email and templates    
Twitter highlights    
Person accounts, Account teams    
Account & Contact hierarchy    
Find and merge duplicate accounts and contacts    
Matching and duplicate rules for business accounts, person accounts, and contacts    
Opportunities and Leads
Feature Lightning Experience Salesforce Classic
Workspace page layout    
Activity timeline, Path, Notes    
Visual view of opportunities (Kanban)    
Integrated email and templates    
Opportunity teams and splits    
Similar opportunities    
Big deal alerts    
Leads
Feature Lightning Experience Salesforce Classic
Workspace page layout&Activity timeline    
Path, News, Notes    
Change lead owner to a queue    
Integrated email and templates    
Lead conversion customization via the API    
Find and merge duplicate leads    
Matching and duplicate rules for leads    
Kanban View
Feature Lightning Experience Salesforce Classic
Charts    
Drag and drop    
Intelligent Alerts    
Type-ahead list view search    
Sharing settings1    
     
Collaborative Forecasts
Feature Lightning Experience Salesforce Classic
Forecasting on:    
The opportunity Amount field    
Opportunity&Overlay splits    
Custom opportunity fields    
Product families    
Revenue and quantity forecasts    
Product and schedule date forecasts (for the opportunity revenue and quantity forecast types)    
Territory forecasts    
Forecast sharing    
Manager and owner adjustments    
Cumulative forecast rollups    
Support for multiple currencies    
Quotas    
Forecast hierarchy    
Choose the product families to forecast on and the order they appear in (from Setup, if the product family forecasts feature is selected)    
Forecasts grid organized first by period, product family, and then user to show product family forecast totals    
Forecasts grid expansion remains the same during each session    
Timestamp showing refresh time and date    
All-zero rows hidden for all forecast types    
Adjust your own product family forecasts    
Opportunity split details in the opportunities list    
Adjustable column width    
Quota attainment information    
Jump to the forecasts of users you have access to view    
Forecasts setup    
Campaigns    
Campaign member status charts    
Import campaign members    
Add individual campaign members    
Campaign member status updates via import    
Clone campaign members    
Add and manage campaign members from a list view    
Add campaign members from reports    
Salesforce Einstein
Feature Lightning Experience Salesforce Classic
Analytics    
Einstein Discovery    
Chatter    
Einstein Recommendations    
Community    
Einstein Related Articles    
Einstein Feed Search    
Development    
Einstein Language    
Einstein Vision    
Sales    
Einstein Activity Capture    
Einstein Lead Scoring    
Einstein Opportunity Scoring    
Einstein Forecasting    
Einstein Opportunity Insights    
Einstein Account Insights    
Einstein Automated Contacts    
Service    
Einstein Bots    
Customer Service
Feature Lightning Experience Salesforce Classic
Assets    
Case Assignment Rules, Comments, Feed Filters, Teams    
Console1    
Einstein Bots    
Entitlements2    
Field Service Lightning    
Knowledge3    
Lightning Flow for Service    
Live Agent    
LiveMessage    
Macros    
Milestones—Case& Object    
Omni-Channel    
Open CTI    
Products    
Quick Text    
Service Contracts    
Service Setup Flows for:    
Communities :Email-to-Case, Facebook and Twitter, Help Center, Knowledge, Live Agent, LiveMessage, Omni-Channel    
Snap-ins for Web4    
Social Customer Service    
Solutions    
SOS    
Reports
Feature Lightning Experience Salesforce Classic
Enhanced report charts    
Hide totals and subgroups from report view    
Interactive filters when viewing reports    
Report Builder    
Currency selector in the Report Builder    
Product standard filter for the Opportunities with Contact Roles and Products report type in the Report Builder    
Select a campaign option on the Show Me filter for Campaign report types in the Report Builder    
Bucket fields    
Custom summary formulas    
Matrix, Summary, Tabular report formats    
Stacked summaries in the Matrix report format    
Column (non-stacked) summaries in the Matrix report format    
Role hierarchy filters    
Create report folders and subfolders1    
Joined reports    
Pie charts    
Schedule report refreshes2    
Follow reports    
Report notifications    
Export reports    
Viewing of historical tracking reports    
Creating and editing of historical tracking reports    
Conditional formatting3    
Favorites    
     
Dashboards
Feature Lightning Experience Salesforce Classic
Display more than 3 columns    
Dashboard Builder    
Flexible layouts    
Themes and palettes    
Create dashboard folders and subfolders1    
View filtered dashboards    
View dynamic dashboards    
Schedule dashboard refreshes1    
Post dashboard components to feeds    
Follow dashboards    
Visualforce components    
Favorites    
List Views    
Charts    
Create filters on the fly    
Search for a list view    
Find data with the list view search bar    
Pin your favorite list view as your default list    
View records visually (Kanban)    
Create and edit lists    
Sortable columns    
Resizable columns    
Sharing Settings1    
Filter logic    
Inline editing    
Other Features and Products
Feature Lightning Experience Salesforce Classic
Custom org brand images and colors    
Custom branding of Salesforce apps    
Personalized Navigation Bar    
Favorites    
Activities-related composer windows    
Create and edit records    
Inline editing record detail fields    
Inline editing in lists    
Customizable Forecasting    
Enterprise Territory Management    
Original Territory Management1    
Salesforce Communities2    
Partner Portals    
Work.com    
Data.com
Data.com Prospector: Search for companies and import them as accounts Accessed via the Get More Accounts button on the Accounts list view. You can filter on the following fields: 

Annual Revenue
Company or Website
Country or Territory
Location Type
State
To filter on other fields, use a web tab.
See Get More Accounts Using Data.com in Lightning Experience.

Accessed via the Data.com tab or Search Global Ultimate DUNS button on D&B Company records.
Data.com Prospector: Search for contacts and import them as contacts Users can search for a contact when it’s related to an existing account. On the account detail page, click the Get More Contacts button, and use the search box and filters. 

To search for other contacts, use a web tab.

See Prospect for Key Contacts in Your Accounts Using Lightning Experience.

Accessed via the Data.com tab or Get Contacts button on accounts. 

See Prospect for Key Contacts in Your Accounts Using Salesforce Classic.

Data.com Prospector: Search for contacts and import them as leads Web tab required. Accessed via the Data.com tab.
Data.com Prospector: Export companies or contacts to a .csv file Web tab required. Accessed via the Data.com tab.
Data.com Prospector: See key company insights on accounts Accessed via the Get More Insights button on accounts. 

See Prospecting Insights in Lightning Experience.

Accessed via the Prospecting Insights button on accounts.
Data.com Prospector: See key company insights on opportunities Accessed via the Get More Insights button on opportunities. 

See Prospecting Insights in Lightning Experience.

Not available.
Data.com Prospector: Prospect for accounts within the same corporate hierarchy On accounts and opportunities, accessed via the Get More Insights button (Data.com Insights component) or via the Company Hierarchy component. 

See Prospecting Insights in Lightning Experience.

Accessed via the Company Hierarchy button on accounts.
Data.com Clean: Administrative settings Not available. Use Salesforce Classic to administer Clean jobs and configure Clean settings. Administer Clean jobs, and configure Clean settings.
Data.com Clean: Clean accounts with company data Bulk cleaning: Clean jobs for accounts. 

Manual cleaning: Available using the Company Info for Accounts data integration rule (Premium Clean required).

See Update Accounts and Leads with Key Company Information.

Bulk cleaning: Clean jobs for accounts. 

Manual cleaning: Clean button on accounts.

Data.com Clean: Clean contacts with contact data Bulk cleaning: Clean jobs for contacts. 

Manual cleaning: Available using Data.com Contact Clean, a free component from Salesforce Labs on AppExchange.

Bulk cleaning: Clean jobs for contacts. 

Manual cleaning: Clean button on contacts.

Data.com Clean: Clean leads with contact data Bulk cleaning: Clean jobs for leads. 

Manual cleaning: Not available.

Bulk cleaning: Clean jobs for leads. 

Manual cleaning: Clean button on leads.

Data.com Clean: Clean leads with company data Available using the Company Info for Leads data integration rule (Premium Clean required). 

See Update Accounts and Leads with Key Company Information.

Not available.
Data.com Clean: View and refresh D&B company records Accessible via a link on an account or lead. A Salesforce Classic tab opens. The tab doesn’t interrupt the user’s Lightning Experience session. Accessible via a link on accounts or leads and from the D&B Companies tab.
Source: https://help.salesforce.com/articleView?id=lex_aloha_comparison.htm&type=5

Conclusion:

Once you’ve decided to make the switch, you need to plan your rollout strategy across the organization – whether it would be phased rollout or org-wide rollout. Our mission at Solunus is to connect you with the Salesforce innovation and as a Salesforce partner, we will make your transition journey smooth and easy. Talk to one of our Lightning Experience Transition Experts.

About Solunus:

Solunus, a North-American based Salesforce Partner, prepares businesses for their next-generation customers. Established in 2014, we simplify Salesforce for you to build more meaningful customer relationships. We partner for a win-win arrangement with clear ROI that the client realizes by the end of the engagement. Our 350+ years of cumulative industry exposure and Salesforce experience underpin our position as the right Salesforce partner. We are a team of Salesforce Certified Professionals, CRM Architects, and certified Agile Scrum Masters with a passion for making a difference.

About the Author:

Lizia has over eight years of deep understanding of marketing in the software and technology space. She has professional writing experience – both in the start-up and SMB corporate context. Her specialities include content marketing, building, and establishing marketing and business development. Her work is widely published in industry blogs, as well as on the company publications.


Get in touch with us

Kirk Smith

Director, Business Development kirk.s@solunus.com