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Salesforce® Lightning Migration

BOOST YOUR BUSINESS WITH SALESFORCE LIGHTNING

How migration can be an issue for Salesforce® community?

The issue of Salesforce Classic to Lightning Migration has divided the user community for some time but the debate leans heavily on the side of Salesforce Lightning Migration. This is because the Lightning interface is modern, efficient, and smart. The look and feel experienced by the users are consistent across every device – desktop, tablet, and mobile. The User Interface (UI) upgrade alone is superior enough compared to Salesforce Classic reporting, plus with Salesforce Lightning Migration users can use Einstein (Wave) Analytics reporting.

Lightning migration done right

How Codleo Can Help - The Approach for maximum lightning ROI

We make your Salesforce Classic to Lightning migration simpler, quicker, and more economical. While UI upgrade is an important attraction of the Salesforce Lightning Migration, Lightning enables businesses to be more customer-centric thanks to enhanced processes and so on. Salesforce Classic to Lightning Migration with a focus on improving the Salesforce application includes redefining the end-user experience via a user-centric approach. Our proprietary approach, accelerators, frameworks, and the team of certified experts help accelerate the move with minimal risk and maximum ROI.

Codleo can make your transition to the Lightning Platform smoother, faster, and more economical. Lightning can be more than just an update of the Classic, or a fancy UI upgrade. While UI is a big part, Lightning allows the improvement and facilitation of different types of processes that can make organizations more customer-centric. Migrating to modernize the Salesforce application involves re-imagining the end-user experience through a user-centric approach. Our proprietary approach, accelerators, frameworks, and a team of certified experts help accelerate the move with minimal risk and maximum ROI.

We have successfully helped businesses across the country migrate to the present & future of Salesforce – The lightning version. Isn't it time you also took advantage of our excellent services that are extremely pocket-friendly and use the best practices at all times?

Get in touch with us today to ensure that your company still benefits from the various features and tools of Salesforce CRM with a swift & carefully crafted migration. It’s the right time to do it and with Codleo as your partner, success is assured.

Benefits of the Salesforce® Lightning Version

  • There are as many as 2000 features that are available with the lightning version which is missing on the classic version. This should be more than enough reason to move over. Imagine all the features you or your business etc are losing out on.
  • The lightning version has increased the productivity of each person, and each team which leads to a win-win for the company. The benefits of using this version include enhanced collaboration between team members/teams, innovation, access to better features, saving of time, improved processes, and streamlining of work, and overall results for the business are better.
  • Saving costs can be achieved through the lightning version as it is cheaper for custom development and app support. To begin with, Salesforce improved customization options, therefore, eliminating the need to hire a Salesforce developer.
  • The lightning version is more innovation-friendly as compared to the Classic version. Hence, it’s time to consider Migration to salesforce lightning as early as possible.
salesforce lightning migration

We ensure the following features with our lightning migration services

  • Outline Goals with Transition Plan
  • GAP Analysis / Readiness Assessment
  • Ease-of-use design
  • Apps built like never before
  • Lightning Aura/Web Components to extend capabilities

Videos

Salesforce® Lightning Migration Videos

salesforce lightning migration
Build a Dashboard (Lightning Experience)
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Lightning Experience: Take it for a Spin

Latest News

Latest and greatest posts

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Vertical Solutions

Salesforce® Industry Vertical Solutions

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HEALTHCARE
HEALTHCARE
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RETAIL
RETAIL
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MANUFACTURING
MANUFACTURING
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EDUCATION
EDUCATION
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PROFESSIONAL SERVICES
PROFESSIONAL SERVICES
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FINANCIAL SERVICES
FINANCIAL SERVICES
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NON PROFIT
NON PROFIT
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MEDIA
MEDIA
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Salesforce® Products

Salesforce Product We Support

Products

Products On Salesforce®

Logo of projecleo
Project Management Application on Salesforce® Platform

The solution of team, skills, techniques, planning, and execution to achieve all of the project goals

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Vendor Management Application powered by Salesforce®

Look after the flow of goods from manufacturers to the warehouse bin to the sales order

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Recruitment & HR solutions application
by Codleo

Robotize the hiring team to track applications and manage talent with cutting-edge proprietary technology

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Daily Travel & Expense Management
Solutions

Gear up for employee-initiated expenses remotely with fully automated suite to save time & effort

Feedback from our clients

"I wanted to take a moment to express my sincere gratitude and appreciation for the exceptional work your team has done as our Salesforce partner. Your team's ability to understand our business needs and deliver beyond our expectations has been truly remarkable. Not only have you consistently provided us with the necessary support and solutions for complex integrations with Salesforce, but your team has also gone the extra mile by providing valuable suggestions to improve our overall experience. Your team's extensive experience and efficient style of working have put us at ease and allowed us to set high expectations that you consistently surpass. Your dedication to ensuring our success is evident in every interaction we have with your team. We highly recommend Codleo for any organization seeking a partner for complex integrations with Salesforce. Your team's professionalism, expertise, and commitment to excellence are unmatched. Thank you again for your outstanding work and support. "

Financial Services

"Codleo have the great resources on salesforce. We utilized there services from migrating classic to Lightning. We have lot of customization built on Java Script. There extensive knowledge and inputs made the migration smooth and easy."

Financial Services

"My experience with Codleo has been nothing short of exceptional. From the outset, their commitment to delivering high-quality results has been evident in every interaction. Their expertise, professionalism, and attention to detail have consistently surpassed my expectations. The Codleo team especially Vineet and Ayushi has demonstrated a keen understanding of our unique needs and challenges, providing tailored solutions that have proven to be both innovative and effective. Their proactive communication and collaborative approach have fostered a seamless working relationship, creating a positive and productive environment. I wholeheartedly recommend Codleo to prospective clients seeking a reliable, skilled, and dedicated collaborator who consistently goes above and beyond to deliver outstanding outcomes."

High Tech

"Excellent project management skills, with highly talented project team, who have sufficient experience in comprehending complex requirements and applying the Salesforce solution to resolve them."

Financial Services

"Codleo was very engaged and drove required action necessary to define requirements and gather feedback throughout the project. They were patient with our need for adjusting requirements and troubleshooting issues that arose during our UAT."

Engineering, Construction, & Real Estate

"Team Codleo has been supportive with changes and new adaptations. They provide adequate guidance and solutions. The team is always responsive and available for all queries. Akash, Aman, Gaurav and Mohit make a brilliant team to work with. Look forward to more projects with them!!"

Healthcare & Life Sciences

"Working with Codleo has been an absolute pleasure. Their team of skilled professionals is not only knowledgeable in their field but also dedicated to providing top-notch service and support. They took the time to understand our unique needs and developed a tailored solution that exceeded our expectations. I can recommend Codleo highly enough for any business seeking innovative software solutions and exceptional customer care."

Travel, Transportation, and Hospitality

"Great customer experience for small businesses!!! The team is very experienced and hands-on in onboarded a small business like ours onto Salesforce. They adapted almost every requirement and even suggested improvements in implementing processes that shall better the current functioning of our organisation."

High Tech

"It's been good working with the team. They are very cooperative & understanding. They ensure the development done is inline with the requirements submitted. The Project Manager, Rohit Gupta takes the ownership of the tasks & gets the job done."

Engineering, Construction, & Real Estate

"Our experience is good working with the Codleo teams. They understand your requirements and deliver within a timeline. I appreciate the teams."

Healthcare & Life Sciences

"Everyone in the team is knowledgeable and helpful. They go above and beyond to make sure that we are well versed with the software use."

Healthcare & Life Sciences

"Working with Codleo has been an absolute pleasure. Their team of skilled professionals is not only knowledgeable in their field but also dedicated to providing top-notch service and support. They took the time to understand our unique needs and developed a tailored solution that exceeded our expectations. I can recommend Codleo highly enough for any business seeking innovative software solutions and exceptional customer care."

Hospitality Industry

"Team Codleo has been supportive with changes and new adaptations. They provide adequate guidance and solutions. The team is always responsive and available for all queries. Akash and Gaurav make a brilliant team to work with. Look forward to more projects with them!!"

CMO, Healthcare & Life Sciences Industry

"Codleo was very engaged and drove required action necessary to define requirements and gather feedback throughout the project. They were patient with our need for adjusting requirements and troubleshooting issues that arose during our UAT."

Real Estate Industry

"My experience with Codleo has been nothing short of exceptional. From the outset, their commitment to delivering high-quality results has been evident in every interaction. Their expertise, professionalism, and attention to detail have consistently surpassed my expectations. The Codleo team especially Vineet and Ayushi has demonstrated a keen understanding of our unique needs and challenges, providing tailored solutions that have proven to be both innovative and effective. Their proactive communication and collaborative approach have fostered a seamless working relationship, creating a positive and productive environment. I wholeheartedly recommend Codleo to prospective clients seeking a reliable, skilled, and dedicated collaborator who consistently goes above and beyond to deliver outstanding outcomes."

High Tech Industry

"Codleo team is quite young, however, very enthusiastic about their deliverables. It was very easy to deal with them as their project management communication process is not bureaucratic. They are upfront on what is doable and what is not, and they do put effort to research around solutions before they communicate. So overall very satisfactory work they did for us."

CMO, FinTech Industry

"Codleo has marked a very good footprint in the Ed-tech Companies. During the lockdown, we faced a lot of disruptions because of the complicated system, where all the data was siloed and we were unable to get complete information on any student or school, on a single page. No single sign was there from where one could see data in an integrated manner. With the help of Salesforce CRM and Codleo who implemented it with a better solution, we can now work & track everything from the single sign-on and can internally collaborate to crack any deal."

Marketing Lead, Educational Institute

"We have been very pleased with our relationship with Codleo. The team is very knowledgeable and efficient . We are in a different time zone, but their team is always available if any help is required by us. They have beautifully implemented our system and we are happy to partner with Codleo in the future as well."

CEO, Healthcare Company

"We have been engaged with Codleo from the past one year. They helped us to design & implement top notch end to end solutions on top of Salesforce. We had issues with our earlier CRM. Data was in silos and the team was unable to update. Codleo has a competent technical team who have innovative ideas to provide solutions industry-wise. Codleo designed our structure in such a way that the whole team is now on a single platform and can collaborate with each other without wasting time."

Project Manager, Professional Services

"We have been working with Codleo for over 3 years now and continue to be very pleased with our relationship. The team is very knowledgeable and extremely helpful. We are in different time zones and still Codleo is always very accommodating to our needs and request. They are very efficient in implementing our needs and expressing our vision. We are happy to partner with Codleo in the future as well."

Lisa, Director (BD), Caliber Autism

LET'S MEET

Mob: +91 93118 16065

India Office Address

603 D-Mall Netaji Subhash Place, Delhi 110034 IND

Logix Cyber Park, Tower D, 9th & C-28 & 29, C Block, Sector 62,Noida, Gautam Buddh Nagar, Uttar Pradesh 201301

US Office Addresses

16192 Coastal Highway Lewes, Delaware 19958 USA

539 W. Commerce St Suite 6079, Dallas, TX 75208 USA

consult@codleo.com

FAQ

Frequently Asked Questions

Lightning is the next-gen Salesforce platform designed to take business efficiency & productivity to the next level. It comes with a modern, quicker, and intelligent user interface (UI).

Migration from Salesforce Classic to Lightning is best performed by an experienced Salesforce partner specializing in it. They come with the experience and knowledge to ensure a seamless move.

There are many tools included in the Lightning version. Some of the leading ones are – Lightning App Builder, Lightning Process Builder, Lightning Connect, and Salesforce1.

Yes, Visualforce pages work in Lightning Experience, many without any revisions

Go to Marketing Setup and open the Setup Assistant. Ensure that Pardot is enabled. From Salesforce Setup, in the Quick Find box, enter “Connected”, and then click on Manage Connected Apps. Click Manage Profiles or Manage Permission Sets to allocate the connected app to users who want to use the Pardot Lightning app

There are many benefits that accrue thanks to Salesforce Lightning. They include:

  • Access to advanced user interface
  • Redesigned dashboards and reports
  • Kanban view
  • Access to Salesforce Einstein
  • Access to Lightning Web Components

Salesforce has designed the LEX UI. It provides the viewers with a holistic 360° view of their workflow and speedy data access. Important data can be placed in the front with simple personalized configuration while other data is easily accessed by a few clicks.

Lightning allows users to design new types of pages such as App Pages, Home Pages, and Record Pages etc while the Classic version just offers one basic type of page.

You can activate the Lightning Experience by clicking your name in the upper-right corner of your account and selecting “Switch to Lightning Experience.” Salesforce Administrators in your company have the power to configure, enable, or disable access to Lightning Experience for the entire organization or for a group of users.

Yes, you may continue using Salesforce Classic or easily switch over to Salesforce Classic from Lightning Experience. The easy return to Salesforce Classic is achieved by clicking your profile picture and selecting “Switch to Salesforce Classic.”

Salesforce Lightning Migration is best carried out by employing the services of an experienced Salesforce Lightning Migration company. They analyze your existing org and prepare a roadmap that is ideal for the business. The Salesforce Lightning Migration rollout is carried out accordingly with minimal fuss and disruption.

Salesforce Inc is investing heavily into making Lightning the preferred choice of org. Thus, many new features and functionalities are only available in the Lightning version, which is more agile, robust, and up-to-date. With Salesforce leaning heavily on it, companies that want to extract maximum benefit from Salesforce will have to opt for Salesforce Lightning Migration, sooner than later. The company gets a big boost with Salesforce Lightning Migration.

Yes, without a doubt. For Salesforce Lightning Migration today, call us now.

The Lightning Experience Configuration Converter enables companies to prep their org for Lightning Experience by organizing or automating common transition tasks. For more on how Salesforce Lightning Migration happens, get in touch.