Migrating from Salesforce Classic to Lightning Experience

Abstract

The migration from Salesforce Classic to Lightning Experience (LX) is a paradigm shift in managing customer relations and sales behavior of organizations. Although it promises to enhance the user experience, productivity, and integration with modern features such as artificial intelligence (AI), migrating to LX has been a feared ordeal for organizations. Previous research from 2015 to 2024 touched upon various dimensions of this migration, such as adoption rates, technical issues, cost factors, and post-migration benefits. Yet, the gap in the studies for an in-depth, complete understanding of organizational implications with respect to scalability, security gains, and return on investment in the long term is clearly absent. Moreover, while most of the studies investigate technical and functional dimensions, a smaller number of studies have gone into cultural and organizational issues constraining smooth acceptance, such as resistance to the change and demand for effective training programs. This paper attempts to fill the current gap by combining findings from a wide range of studies conducted over the last decade, thereby providing an overall analysis of the pros and cons of moving to Lightning Experience. The study centers on strategic planning, the need for proper training, and the importance of executive sponsorship in making migrations smooth. The study also explores the possibilities of emerging technologies like artificial intelligence and automation, which, in combination with Lightning Experience, can infuse operational changes in organizations sustainably. Through the identification of these often overlooked variables, this study presents a critical guide for organizations looking to leverage their Salesforce environments to the fullest and achieve maximum efficiency when moving to Lightning Experience.