fbpx

Salesforce Best Practices

Step Three: Making The Switch Now that you’ve carefully done your research and planning, it’s time to make the big step towards actually migrating your users to Lightning. Before hitting the switch and going live, remember to review your contingency plan in case any issues come...

Step Two: Developing A Strategy Once you’ve done all of your research, it’s time to start planning your migration strategy. Keep in mind that any plan you make may be met with unexpected circumstances, so building some buffer and flexibility into your plan is key to...

Step One: Lightning Preparation and Research If you are considering making the switch from Salesforce Classic to Lightning, it is important to understand the work involved for a successful migration. There are many different ways to approach preparation and research, but we recommend: Running a Lightning...

Introducing…Salesforce Lightning On Tuesday, August 25, 2015, Salesforce announced the release of a visual and functional update to its platform called Salesforce Lightning. While the previous iterations of the CRM would remain available under the name Salesforce Classic, Lightning would continue to be updated and patched...