Salesforce Lightning Rollout Series

A comprehensive 3-part guide to successfully migrating from Salesforce Classic to Lightning

I am currently working on my third roll-out of Lightning and so am sharing some of my learnings to help ensure yours goes smoothly. Everything I speak about below are things that have worked for me, however, that doesn't mean it is the only way to do it. As with most things Salesforce, there are multiple ways of doing things, these are the way I found to be successful.

Part 1: Discovery Phase

How To Persuade Your Business To Let Lightning Strike

Before starting the Salesforce migration from Classic to Lightning, you need buy-in from all levels of the business. This guide can provide ideas on how to achieve that.

Part 2: Implementation Phase

Running the Migration Project

This guide can provide you with the information you need to successfully complete the steps needed to migrate from Salesforce Classic to Lightning.

Part 3: Post-Migration Phase

We've Migrated to Lightning, Now What?

This guide walks you through the steps you can take after migration to ensure that it is adopted by users successfully.