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3 Tools for Crafting Your Salesforce Lightning Migration Strategy

Still on Salesforce Classic? It’s OK. We understand.

According to Salesforce, Lightning is “a quantum leap forward in functionality, usability, and speed for every user including admins, developers, and executives.” Making the move to Lightning isn’t as easy as the flip of a switch, but it’s becoming more and more necessary with each Salesforce release. Sales Path, Assistant, Kanban, and Einstein Lead Scoring are a few of the features Classic users could be missing out on.

Don’t be left behind. Even if you’re not making the move tomorrow, start educating yourself so when the time is right, you will be able to lead your team through the conversation with knowledge and authority.

1. Educate Yourself About Salesforce Lightning

When there is any change in technology, there is an expected learning curve, apprehension from stakeholders, and the need to prove ROI. We discuss the best practices of Lightning, what it is exactly (and how to explain it), and how your business could be affected in the free guide about Salesforce Lightning Migrations Made Easy.

2. Complete a Salesforce Lightning Assessment

Understanding where you are at in your Lightning journey is key to knowing where to start. Speaking to a professional about what is the best path to take, how to roll this out to your employees, and reviewing technical considerations you might not have thought about are all keys to planning a successful rollout strategy. Learn more about Salesforce Lightning Assessments 

3. Craft Your Salesforce Lightning Experience Rollout Strategy

Now’s the time to make some moves! Don’t forget to visit the Lightning Experience Rollout Strategy Trailhead from Salesforce to incorporate their best tips when it’s time to go live with Salesforce Lightning and use this handy worksheet to ensure you don’t miss a step! Download your Lightning Experience Rollout Checklist below.

Download the Salesforce Lightning Experience Checklist

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Marisa Lather, Marketing Manager

Marisa Lather is the Employment Branding Marketing Manager at Perficient and is proudly dedicated to developing the Perficient culture. Known as @MarketerMarisa, she is a data-driven design thinker who specializes in creating aesthetic brand experiences that delight. With an inbound marketing specialization in multimedia content creation and engagement, she develops and executes omnichannel campaigns, blending online and offline worlds to create data-informed content and affinity-building experiences for brands. She is actively engaged in the national marketing community, blogs about modern business, personal development, marketing, and more at, and speaks at conferences around the country. Connect with Marisa on LinkedIn and follow @MarketerMarisa on Twitter, Instagram, Facebook, and Pinterest.

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