Month: March 2019
Check your Salesforce Lightning Experience Readiness
Introduction
Salesforce has been moving organizations away from Classic for a while now. Currently, organizations are moving towards the Lightning Experience.
While Classic still works in many setups, it lacks newer features, updates, and workflows built primarily for Lightning. Because of this shift, many teams rely on salesforce consulting services to assess readiness, minimize migration risks, and ensure their existing Salesforce setup continues to support critical business processes during the transition.
As an organization, you can’t make the switch directly. Before making the move, it helps to understand how your existing Salesforce environment will behave in Lightning.
But how can you ensure the Salesforce environment will behave in Lightning?
This is where the Salesforce Lightning Readiness Check becomes useful. It highlights areas that may cause issues after migration, including unsupported features and customizations. It gives teams time to fix problems before users have already moved to Lightning.
This blog takes a closer look at Salesforce Lightning readiness. Let’s get started.
What Is Salesforce Lightning Experience Readiness?
Salesforce Lightning Experience readiness checks if a current Salesforce configuration can migrate from Classic to Lightning without any setbacks.
Some Classic features behave differently in Lightning, and certain custom components may not be supported at all. Without running a screening or test, teams may discover the problem once they start working in Lightning. This is why having clarity before starting a Salesforce Lightning migration is critical.
At a high level, Classic and Lightning are built differently. Classic follows an older interface and workflow model, while Lightning is designed around modern components, faster navigation, and newer Salesforce features. Because of this difference, moving to Lightning usually requires preparation, not just a toggle switch.
Need help preparing for Salesforce Lightning?
Talk to our Salesforce consultant.How to Check Your Salesforce Lightning Experience Readiness
The organizations using Salesforce – the platform is transforming the organizations from its classic to Light interface. Is your organization ready to transform with Salesforce? to check your organization’s Salesforce Lightning Experience readiness, the following are the recommended steps by Salesforce you can go through.
1. Run the Salesforce Lightning Experience Readiness Check
Get a step-by-step report on how to prepare your org.
2. Estimate level of effort
Check out the Level of Effort section to evaluate the time and effort needed for the Salesforce Lightning Experience.
3. Identify features and customizations
Make use of report:
- To check the features and customizations your org uses.
- To prepare your users for Lightning Experience.
Planning a move from Salesforce Classic to Lightning?
Get in touch with us now!What Does the Readiness Report Include?
Executive summary
This part is usually a short overview. It gives a general idea of where the Salesforce org stands before moving to Lightning and whether there are obvious problems.
Estimated level of effort
Here, the report gives a rough sense of how much work might be needed. This depends on how many custom features exist and how long Classic has been used.
User readiness score
Salesforce shows a score related to how users currently work. It’s based on usage and gives an indication, not a guarantee, of how users may respond to Lightning.
Feature compatibility issues
Some features don’t behave the same in Lightning. This section highlights those differences so teams aren’t surprised after the switch. Security-related changes, including framework updates, are often overlooked and should be reviewed alongside topics like Salesforce Lightning Locker to avoid access or component issues.
Recommended next steps
The report also lists what should be looked at next. These steps are not final instructions, but they help teams decide what to review first.
Limitations of Salesforce Lightning Readiness Check
Metadata-focused checks
The Lightning Readiness check is designed to examine metadata within the Salesforce organization. It checks the opted settings, features, setup, and information. However, since the check doesn’t achieve 100% effectiveness, some problems surface only after users switch to Lightning.
Custom UI limitations
The Salesforce Readiness Check is also constrained by the use of custom interfaces, such as Visualforce pages. The readiness tool doesn’t fully check the unique layouts, screens, and buttons on these websites. When users start using the system, these things frequently perform differently in Lightning after they have been moved.
Data complexity gaps
The readiness check does not analyze data in depth. It skips out on data size, object relationships, and other complex aspects of the workflow. The readiness check doesn’t tell you in advance if a few aspects will work post-migration. Additionally, it isn’t very efficient with large datasets.
User behavior is not assessed
User behavior is outside the scope of the readiness check. How users move through records, rely on shortcuts, or complete daily tasks often affects Lightning adoption more than technical settings, but this type of usage data isn’t measured by the tool.
Since Lightning also changes how users navigate records and complete daily tasks, understanding the interface shift between Salesforce Classic vs Salesforce Lightning can help teams anticipate adoption challenges beyond technical readiness.
Not sure if your Salesforce org is Lightning-ready?
Contact us NowWhy expert review is still recommended
Because the readiness check focuses on surface-level signals, an expert review adds needed context. It helps evaluate customizations, data usage, and real workflows, reducing the chances of issues appearing only after Lightning is already enabled.
User Training and Adoption Planning
The final step then is the User Training. Because the interface will be new for most of them, providing them a proper training will enable a smooth transition.
Conclusion
When teams slow down before transitioning from Salesforce Classic to Lightning, it typically works better. Checking if your systems are ready for the switch allows organizations to prepare in advance. It gives you the time to prepare custom elements before switching to Lightning. It also saves you from having to correct problems post-deployment.
Planning for readiness isn’t only about technology. It changes how users adjust, how smoothly work goes every day, and how much effort is required later. When Lightning is turned on, teams that review these areas early are likely to experience fewer shocks.
Planning a smooth Salesforce Classic to Lightning migration?
Talk to a Salesforce experts Now.Frequently Asked Question
Salesforce Lightning Experience readiness is a test that determines whether your system is ready to migrate from Classic to the Lightning experience. It gives a clear idea of whether you can migrate without any problems or workflow friction.
There isn’t a set time frame for moving to Salesforce Lightning. Some companies move more quickly than others. It largely depends on the level of flexibility and the consumer’s willingness to change.
Yes, Visualforce pages work with Lightning, but may require some changes. Some users feel confident with the basic settings, whereas others need updates to use it comfortably post-switch.
No, undergoing the Lightning Readiness Check alone isn’t enough. While the process is effective, it doesn’t analyze custom elements within a system. Therefore, it’s best to run a thorough audit manually.
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