With the introduction of Lightning Experience (LEX) in Dreamforce 2015, Salesforce brought a new, modern user interface with a focus on visual elements to display more information with interactive cues. Since then, Salesforce has been gradually migrating Classic functionalities to LEX and also adding new features.
The change is in more than the way data is visually displayed – LEX brings with it innovative functionalities and new capabilities, leaving outmoded features behind in the Classic era.
Switching to Lightning
Switching to Lightning is today a hot topic, not only because of certain difficulties in converting old implementations to new formats, but also the possibilities it presents in business efficiencies, proven operational gains and financial outcomes. Hence, Lightning transition requires a good evaluation of the current processes and use cases, and how they can be achieved in the new environment in an efficient and timely manner.
How We Execute
As a Lightning Accredited Consulting Partner, Kofana invest heavily in the Lightning Experience. Whether a new implementations, migration, configuration or development project, our experience ensures a 100% compliant environment.
Every organisation’s use of Salesforce is unique, at Kofana we strive to understand both, what your business and stakeholders need from Salesforce. We conduct a 2-hour meeting with your admin to grasp the functionalities used, as well as any customisations or developments made in your Salesforce org.
We continue our work off-site where we
* execute the Readiness Check and Visualforce Check to indentify all functionalities non-compliant with LEX * go through the metadata and APEX code to understand the complexity of the customisations done.
We prepare a final report, listing all migration details, with transition details from phased-out functionalities to their successors in LEX.
What you will gain
Prioritise Quick Wins
A unified strategy about what you need to go through to achieve a successful transition. We aim to prioritise quick wins while laying the foundation to achieve longer term goals through the Salesforce vision.
Enhanced Reports & Dashboards
An understanding of the new and planned features that come with LEX – such as Salesforce Einstein, Lightning Console Apps, enhanced Reports and Dashboards, etc. – and how you can make use of these in your org.
Summary & Duration
Kofana provides the Lightning Transition Roadmap through a comprehensive 4-day service; delivering your organisation with a full list of actions to reach the “next-level” in Salesforce UI and functionality, and the proven ROI that comes with it.