Preparing Your Business for a Salesforce Lightning Migration
January 5, 2026 • Migration • CodeSierra Team
Introduction
Migrating to Salesforce Lightning Experience offers numerous benefits, including a modern user interface and enhanced productivity features. Proper preparation is key to a smooth migration.
1. Assess Readiness
Run the Salesforce Lightning Readiness Check to identify any potential issues or gaps in your current configuration. This report provides recommendations for a successful transition.
2. Plan Your Strategy
Develop a clear migration strategy that outlines the timeline, resources, and training required. Decide whether to migrate all users at once or in phases.
3. Engage Stakeholders
Involve key stakeholders early in the process to gain buy-in and gather feedback. Their input will help ensure the new system meets the needs of all users.
4. Train Your Users
Provide comprehensive training to help users adopt the new interface and features. Offer resources such as guides, webinars, and hands-on sessions.
Conclusion
With careful planning and execution, your business can seamlessly transition to Salesforce Lightning and unlock the full potential of the platform.