Considering a Switch to Lightning Experience?
February 28, 2018

Considering a Switch to Lightning Experience?

If not, you should. Here’s why!

Lightning Experience is a sleek, modern interface that helps your business operate faster and smarter. It includes entirely redesigned pages as well as many new features, such as

  • A customizable homepage with balanced page layout that can improve user experience by presenting information and work needed right from login on a well-tailored user interface.
  • Enlarged dashboards allowing you to design dashboards with more than three columns for greater accessibility to information.
  • Smart, dynamic view featuring improved analytics and retention of the views that are most commonly accessed by you, and many others.

However, the decision whether or not to switch to Lightning Experience may depend on your existing apps.  For example, what if you have an app that works well in Salesforce Classic? Should you switch to Lightning Experience from Visualforce page? Is it worth to try out Visualforce in Lightning Experience? The answer will depend on whether or not the app is built on custom Visualforce pages. If so, you have already invested time and effort to Visualforce development and customized what you need, and may not wish to go down that path again to change everything.

Another issue relates to your use of standard pages, e.g., contacts, accounts, etc.  If your team continue using them, you can easily switch to Lightning Experience without much effort.

Either way, end-users will need to spend some time becoming accustomed to the new user interfaces of the web application, and that can cause a temporary lag behind in productivity.  To see how the new UI might look and feel before enabling Lightning Experience, simply try a preview through the Lightning Experience Migration Assistant.

On the other hand, if you need to create a new mobile app from scratch in a matter of minutes, Lightning Experience is for you. Salesforce1 Lightning allows you to code and customize employee and customer-facing applications for a variety of devices — even wearables — swiftly and easily via a “drag and drop” interface.  

Wondering how to switch to Lightning Experience in Salesforce? It’s easy with CoreValue. Learn how

Switch to Salesforce Lightning. Success story 1

How we transferred the multi-package management system from VisualForce to Lightning in 3 weeks.

Development Tools and Technologies: VisualForce, Lightning, Apex, Triggers, Lightning Components, CSS, Javascript, Lightning App Builder

Our Client, a leading Pharma and Clinical research company, approached us with a pressing need to transfer the existing CRM systems from Salesforce Classic UI to Lightning UI. And they needed it fast.

The Client’s Salesforce CRM solution consisted of various packages from different vendors and thus could not provide a desired operational level and view  for corporate and international business processes. The Client intended to introduce more visibility to both internal process, e.g., workforce, finance, clinical trials management, etc., and external processes, e.g., sales, marketing, etc.  Migrating from Visualforce to Salesforce Lightning was needed to manage all these functions within their supported CRM.

CHALLENGE

Within an extremely compact timeframe, the Client expected our team of Salesforce specialists to transfer all custom VisualForce pages to Lightning, as well as implement some new components in Lightning. Migrating Visualforce pages was expected to be performed within short deadlines. Since their Salesforce system consisted of numerous additional customized packages by various vendors, we needed to integrate all Salesforce data from financial, tracking, sales, communication and management systems, and then adapt and transfer them to Lightning afterwards. After the transition was completed, we were also required to perform thorough testing of every component by automated and manual QA, using more than 50 test cases.

SOLUTION

Here is how we met the challenge.

We replaced a part of VisualForce functionality with standard Lightning functionality.  This provided for better usability by both developers and users.  When analyzing every VisualForce page for transfer to Lightning, we applied the Salesforce Lightning Design System to VisualForce pages carrying heavyweight functionality in order to adapt them to the look and feel of system demands. The Salesforce Lightning Design System provides the ability to design and build device-agnostic apps for customer applications that look and feel like other Salesforce core characteristics. It eliminates the need to reverse engineer applications just to reflect the Salesforce style.

Afterwards, to give greater visibility and speed up operations, we transitioned the client away from Salesforce Customer Classic VisualForce to Salesforce Lightning so that they could better manage their customers, events, registrations, clinical trials, etc.

Using the Lightning framework, our Salesforce developers enabled reusability of each existing component with custom Lighting applications, Community, Salesforce1 (in case a component had an appropriate design) or VisualForce page. In this application, some VisualForce pages were also reused and wrapped in the Lightning component.  This maximized time efficiency for implementation, and helped to provide insights for clinical trial management, updates to complex reporting systems, and automated/regression testing, etc.

PROJECT OUTCOMES

Our Salesforce development team successfully converted the system to a consistent developer and end-user Salesforce Lightning solution. Utilizing key elements like enhanced dashboards, customized path, performance charts, and task prioritization, we built an actionable Salesforce Lightning solution that can speed up internal and external interoperability, as well as decision making within sales, clinical trials, operations, and general management.

Considering a Switch to Lightning Experience?

Connectivity with Salesforce Lightning. Success Story 2

How we provided smooth integration between Lightning and mobile native features.

Our client needed connectivity between Salesforce Lightning responsive pages and mobile native features, including contact lists and sales workflows to allow globally positioned sales representatives to manage their customers more efficiently.

Development Tools and Technologies: Lightning, Apex, HTML5, AJAX , Lightning Components, Lightning App Builder, Lightning pages.

SOLUTION

By using Salesforce Lightning, CoreValue’s Salesforce developers provided a responsive application that leverages the HTML 5/AJAX user experience provided by the Lightning Component framework. This was wrapped with a Native App and the native features connector to provide access to a phone/tablets contact list. The solution dramatically increased the effectiveness of sales representatives and Salesforce technology adoption by removing the necessity to manage contact lists directly in Salesforce.

PROJECT OUTCOMES

Reusable Lightning Components provide the ability to replicate key experiences from page to page without additional duplication overhead.  Lightning Components also provide a responsive user experience off the shelf, and also add the ability to leverage connectivity to native features.  This connectivity allows tight integration of apps with operating systems and hardware, e.g., access to contacts, mail, maps, search, and hardware elements including camera, microphone, etc.

SUMMARY

For the enterprise intending to reset their Salesforce platform implementation and introduce new functionalities with a modern look and feel, Salesforce Lightning can speed the process of adoption and customization so that your workforce can be as effective as possible. With all the pros and cons of Salesforce Lightning, it is the future that can significantly enhance internal interoperability and other actions and accelerate important decision making within sales, finance, operations, etc.

Ready to switch to Lightning?  Let us help you make the transition comfortable. Contact CoreValue

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