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Classic To Lightning Migration: 5 Crucial Considerations For A Smooth Transition

Organizations must adapt to a constantly changing digital world to stay competitive and provide outstanding customer experiences.

A standard change many companies are making is the switch from Salesforce Classic to Lightning, a more contemporary and user-friendly interface. Although there are many advantages to this shift, there are drawbacks as well that need cautious preparation and implementation. This post discusses five essential things to consider before starting a Classic to Lightning migration.

Key Takeaways

  • Moving from Salesforce Classic to Lightning is a big change that requires careful planning and preparation to avoid problems and disruptions to your business.
  • Before starting the switch, it's important to fully review your current Salesforce setup, customizations, and integrations to understand how the change will impact things.
  • User training is a key part of a successful migration. People may be hesitant about the new Lightning interface at first, so good training programs are needed to help them adjust and see the benefits.
  • Automated testing tools like Opkey can make the transition smoother by allowing you to easily create and maintain tests across your Salesforce apps, even as things change.
  • With proper planning, execution and being ready to handle any issues that come up, organizations can successfully move from Salesforce Classic to Lightning and gain the advantages of the more modern interface.

1. Comprehensive Assessment and Planning

Companies must comprehensively evaluate a current system, modifications, and integrations before starting a conversion process. In addition to the technical issues, this assessment should consider any potential effects the shift may have on business processes and user workflows. Ignoring this critical phase can result in unanticipated issues, hold-ups, and possible operations disruptions. Involving stakeholders from other departments, such as IT, business units, and end users, can aid in locating possible obstacles and formulating mitigation plans.

2. User Training and Change Management

For end users, the switch from Classic to Lightning signifies a big adjustment, so proper change management is essential to the migration process. Individuals used to the Classic interface can first be reluctant or uneasy about the new Lightning experience. Organizations should prioritize thorough user training programs that acquaint people with the new interface and emphasize its advantages to lessen these difficulties. Allowing users enough time to adjust and continuing to provide help will facilitate a more seamless transition and increase user acceptance.

3. Data Migration and Integrity

Since data is an organization's lifeblood, it is crucial to protect its integrity when migrating. Complete data mapping, validation, and cleansing must be done to find and fix any flaws or inconsistencies that might be present in the Classic environment. Creating solid data migration plans is also crucial to reduce the possibility of data loss or corruption during the transfer. Enforcing stringent testing protocols and utilizing automated technologies can facilitate data migration while preserving data integrity and quality.

4. Customization and Integration Compatibility

Many companies have put a lot of work into integrating with other systems or modifying their Classic environments to satisfy specific business needs. It is imperative to guarantee the compatibility and functionality of these customizations and integrations during the Lightning conversion. Maintaining business continuity and preventing interruptions to crucial processes requires conducting thorough compatibility assessments, making the required modifications, or looking for other solutions.

5. Performance and Scalability Considerations

Switching to Lightning offers a chance to improve scalability and system performance optimization. Evaluating the migration's possible effects on system resources, such as memory, processor speed, and network bandwidth, is crucial. Inadequate attention to performance and scalability issues can lead to slower load times, a less-than-ideal user experience, and decreased system responsiveness. Testing load, putting caching measures into place, and refining data retrieval methods can all assist in minimizing possible performance bottlenecks and guarantee a fluid and responsive Lightning experience.


The Classic to Lightning migration process calls for meticulous preparation, skillful execution, and a dedication to anticipating and resolving issues before they arise. As businesses migrate from Salesforce Classic to Lightning, automated testing with Opkey ensures a smooth transition. Opkey's no-code test automation simplifies building and maintaining robust test suites across Salesforce applications. With Opkey's AI-assisted self-healing capabilities, tests heal automatically when applications change, eliminating flaky tests. With Opkey's comprehensive test management, migration becomes a smooth process, as it rigorously validates Lightning applications through thousands of real-world test scenarios. The companies can accelerate migration and go live faster while reducing testing effort and costs with Opkey's intelligent test automation.

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