CRM Case Study

Salesforce Classic to Lightning Migration

tenthplanet-crm-casestudy-vso-classic-to-lightning-conversion

Customer – VS0
Engagement Model – Project-based
Duration for Pilot Go-Live – 3 months

Business Need

  • All the latest features are available only in Lightning, and it is the future of Salesforce
  • Compatibility of the solution across multiple devices like Desktop, Mobile and Tablets
  • Having a dynamic UI for employees and customers
  • Single connected experience for every user
  • Build faster apps and connect with customers. It’s all about Speed!

TenthPlanet’s process and Implementation for Classic to Lightning Migration

  • Our team started with the ‘Lightning Readiness’ tool provided by Salesforce and came up with the “GAP Analysis” Report
  • Categorized the conversion elements appropriately for review and approval by the customer
  • Applied style sheet and SLDS for Visual force pages
  • Converted JS Buttons / URLs into lightning components and controller
  • Optimized flows for easy navigation
  • Worked with the customer in identifying Daily user workflows and planned the project in 3 major sprints, so every sprint will be tested by end-users
  • Identified the profiles for the Pilot group to ensure total coverage of testing
  • Verified the readiness of the third party packages
  • Prepared Training material for user adaption
  • Successfully switched to Lightning for Pilot users

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