Upgrade from Salesforce Classic to Lightning Experience
Modernize your Salesforce platform with Lightning Experience and Financial Services Cloud. Our proven migration process ensures smooth transition with enhanced productivity, modern UX, and AI-powered capabilities.
Why Migrate from Salesforce Classic to Lightning
Lightning Experience delivers modern capabilities, better UX, and AI innovations unavailable in Classic
Classic Retirement Coming
Salesforce will eventually retire Classic interface, making Lightning migration essential for continued support and updates
Missing Modern Features
Classic users miss out on Einstein AI, Dynamic Forms, Lightning Flow, and other innovations available only in Lightning
Poor Mobile Experience
Classic's mobile experience is limited compared to Lightning's mobile-optimized interface designed for modern devices
Reduced Productivity
Lightning's modern UX, component-based architecture, and AI features deliver significant productivity improvements
Our Lightning Migration Process
A proven 5-phase approach for smooth Salesforce Classic to Lightning transition
Lightning Readiness Assessment
Comprehensive audit of your Salesforce Classic org including custom code, Visualforce pages, third-party apps, and business processes. Use Salesforce readiness tools and custom analysis to identify compatibility issues, estimate migration effort, and create detailed remediation plan.
Lightning Configuration & Development
Configure Lightning Experience including page layouts, record pages, and app navigation. Convert or wrap Visualforce pages, update custom components to Lightning, and leverage new Lightning features like Dynamic Forms, Path, and Einstein. Optimize for mobile and modern UX.
Testing & User Acceptance
Conduct comprehensive testing in Lightning including functionality, performance, and integration validation. Run parallel testing allowing users to compare Classic and Lightning. Gather feedback, refine configuration, and ensure all business processes function correctly.
User Training & Change Management
Deliver role-based training highlighting Lightning improvements and workflow changes. Create Lightning-specific documentation, quick reference guides, and video tutorials. Implement change management strategy addressing user concerns and building adoption momentum.
Phased Rollout & Support
Execute phased Lightning rollout starting with pilot users, then expanding to full organization. Allow Classic access during transition period. Provide ongoing support, monitor adoption metrics, address issues promptly, and optimize configuration based on usage patterns.
Why Choose Vantage Point for Lightning Migration
Specialized expertise in Salesforce Classic to Lightning migrations for financial services
Zero Disruption
Phased rollout approach allows parallel Classic access during transition, minimizing business disruption
6-12 Week Timeline
Structured migration process delivers Lightning transition in 6-12 weeks with comprehensive testing
Comprehensive Training
Role-based training comparing Classic and Lightning workflows ensures confident, productive users
FSC Upgrade Option
Combine Lightning migration with Financial Services Cloud upgrade for maximum value and minimal disruption
Complete Lightning Migration & Modernization
We modernize every aspect of your Salesforce org for Lightning Experience
User Interface
- Lightning page layouts
- Record page optimization
- App Builder configuration
- Mobile optimization
Custom Code
- Visualforce assessment
- Lightning component migration
- Apex optimization
- Lightning Web Components
Automation
- Workflow to Flow migration
- Process Builder optimization
- Einstein AI integration
- Enhanced automation
Reports & Dashboards
- Lightning dashboard migration
- Einstein Analytics integration
- Mobile reporting
- Enhanced visualizations
Third-Party Apps
- AppExchange compatibility
- Integration updates
- API modernization
- Connector upgrades
Training & Adoption
- Role-based training
- Change management
- Documentation updates
- Ongoing support
Frequently Asked Questions
Common questions about migrating from Salesforce Classic to Lightning
How long does a Salesforce Classic to Lightning migration take?
Lightning migrations typically take 6-12 weeks depending on customization complexity. Timeline includes discovery and readiness assessment (2 weeks), Lightning configuration and component development (2-4 weeks), testing and user acceptance (2-3 weeks), and rollout with training (1-2 weeks). Highly customized orgs may require additional time.
Will our custom Visualforce pages work in Lightning?
Most Visualforce pages can be wrapped in Lightning components using Lightning Out or converted to Lightning Web Components. We audit all Visualforce pages during discovery, identify which need updates, and recommend modern alternatives. The goal is enhanced functionality while maintaining familiar workflows.
Do we need to upgrade to Financial Services Cloud?
While not required, migrating to FSC during Lightning transition is highly recommended. FSC provides industry-specific features like household account models, relationship groups, and financial planning tools. Combining both upgrades minimizes disruption and maximizes ROI.
What happens to our existing workflows and process builder flows?
Classic workflows can continue to function in Lightning, but we recommend migrating to Flow for enhanced capabilities. We analyze existing automation, identify improvement opportunities, and migrate to modern Flow Builder, often resulting in more efficient and maintainable processes.
Can users switch between Classic and Lightning during transition?
Yes. We typically implement a phased rollout allowing users to toggle between interfaces during the transition period. This enables gradual adoption, reduces change resistance, and allows time for training and adjustment before full Lightning commitment.
How do you handle Lightning readiness and compatibility issues?
We use Salesforce Lightning Experience Readiness Check and custom assessments to identify compatibility issues. This includes analyzing custom code, third-party apps, browser compatibility, and business processes. We create a remediation plan addressing all issues before migration.
Ready to Migrate to Lightning Experience?
Let's discuss your Lightning migration and create a comprehensive plan for modernizing your Salesforce platform