Salesforce Classic to Salesforce Lightning Experience

For a successful transition to the Salesforce Lightning Experience, let SkyVenn be your guide through the process.

Leverage the SkyVenn team to help your organization transition from Salesforce Classic to the Salesforce Lightning Experience. Through our collaborative and guided approach that combines technical knowhow, multi-industry experience and best practices, SkyVenn will help your users migrate successfully to the Lightning Experience.

We follow these 3 main phases during your Lightning Migration transition period:

(1) Lightning Experience Discovery:
SkyVenn will help you evaluate the key benefits of migrating to the Salesforce Lightning Experience and help you prioritize your business requirements and timelines for rollout. By performing a Change Management Impact Assessment, we’ll help you define your business and technical strategy approach through an iterative rollout schedule across your business units and stakeholder groups. SkyVenn will help you define the proper rollout strategy between an org-wide rollout, profile based rollout and/or permission sets rollout.

(2) Lightning Experience Rollout:
SkyVenn will setup features and functions for the Salesforce Lightning Experience and roll-out the new user interface to your departments based on your timelines and business requirements. We will train and empower your users so they are Lightning ready and optimized.

Lightning Experience configurations and enablement may include, but is not limited to the following items (to be scoped and prioritized during the Discovery phase):

  • Enhanced Report and Dashboard
  • Setup Lightning Paths (e.g. Accounts, Cases, Leads, Opportunities, etc.)
  • Setup Lightning Record Pages
  • Reconfigure apps through the Lightning App Builder
  • Activity Timelines and filters
  • Enable Einstein Activity Capture
  • Setup Lightning ready apps (e.g. Pardot Lightning App)
  • Review Kanban views
    Setup In-App Lightning Guidance prompts to drive end-user behaviour
  • Adjust existing customizations from Salesforce Classic to be Lightning ready:
  • Replace Actions and Buttons
  • Convert JavaScript buttons to Lightning-friendly alternatives
  • Prepare Visualforce pages for Lightning Experience
  • Identify hard-coded URLs for migration
  • Convert Attachments and Classic notes to Files and Enhanced Notes
  • Review Lightning Component options available from the AppExchange and make recommendations
  • Review installed 3rd party apps and make recommendations for migration

(3) Lightning Experience Optimize:
By gathering feedback from your end-users, SkyVenn will help you understand and prioritize future Salesforce enhancements. SkyVenn will also help you understand and interpret results from the Lightning Usage App. We recommend a 30-60-90 day post roll-out review schedule.

To discuss pricing and next steps, please contact us at sales@skyvenn.com or call us directly at (647) 799-3058.

 

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Years of Experience per Senior Salesforce Consultant

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Apps Developed on the AppExchange

The SkyVenn Value:

1. Certified Salesforce Summit/Platinum Partner
2. Certified Salesforce Managed Services Expert
3. Certified Salesforce Experience Cloud Expert
4. Minimum 7+ Years of Experience per Senior Salesforce Consultant
5. Multi-Cloud Salesforce Expertise
6. Point of Contact is a Consultant with Multiple Certifications
7. Agile Development Methodology
8. History of Customer Success (1,000+ Completed Projects)
9. All SkyVenn Resources are based in North America (i.e. no off-shore resources)
10. Led by Salesforce Alumni
“Our Salesforce instance is complex...SkyVenn has done a phenomenal job of asking the right questions...We certainly attribute the ability of our Salesforce instance to consistently keep up with our growing and scaling company to the ongoing assistance of SkyVenn. We couldn't do it without them! Highly recommend SkyVenn for all your Salesforce needs.”
Annalissa BrodersenSenior Business Operations Manager
“We’ve been working with SkyVenn for 3+ years and they’ve been amazing to work with. We’ve involved them in several projects including a CPQ implementation, Lightning Migration & 3rd Party Software integrations. We’ve worked with several Salesforce partners and our experience with SkyVenn has been a refreshing change.”
Kris O’BrienDirector of IT at iWave
"I've been working with the SkyVenn Team as our SI for 2+ years. I can't say enough about their quality of work, and attention to detail. Meticulous, professional, knowledgeable and have delivered top-notch results on a multitude of Salesforce, CPQ, and Pardot projects for us. Happy to recommend their work!"
Chris FougereSales Director at Innovasea Systems
"Moving into Salesforce was a bit of a new experience for our team - but - SkyVenn has been an integral partner in easing us into it. They are extremely talented - and we are excited about them helping us change our organization!"
Tony BitontiManager, Marketing and Creative Services at Sault College of Applied Arts and Technology
"We have been working with SkyVenn since 2019. They have assisted us with Pardot and Salesforce assisting us with escalations that we were unable to resolve on our own. The SkyVenn team are a very knowledgeable resource for me and the team. We frequently use them to verify and provide solutions for our challenges and ensure we are getting the most out of our Salesforce and Pardot investment - thank you SkyVenn"
Rohela EllahiMarketing Automation Manager at Livingston International
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