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Migrating from Salesforce Classic to Lightning can unlock powerful new capabilities—but without a thoughtful approach, it can also cause serious setbacks. Salesforce Lightning offers a more intuitive UI, enhanced productivity features, and stronger integration potential, but migration mistakes can erode these benefits. At AiSynapTech, our Salesforce solutions team has guided businesses through countless transitions, helping them avoid costly errors. In this blog, we’ll explore the most common Salesforce Lightning migration pitfalls and how to sidestep them for a smoother, more successful journey.
Salesforce Lightning offers enhanced flexibility, but pre-existing customizations from Salesforce Classic don't always transfer seamlessly. Overlooking these differences can break critical processes. How to Avoid It: Before migration, conduct a full audit of your Salesforce software customizations. AiSynapTech’s Salesforce migration services include a Lightning Readiness Assessment to identify and resolve incompatibilities early.
A sleek new interface won't matter if your teams don’t know how to use it. Without proper training, adoption rates plummet, reducing ROI. How to Avoid It: Create a phased training plan tailored to different user roles. AiSynapTech helps design hands-on sessions and provides continuous support to ensure users are comfortable and confident in Lightning.
Lightning Experience demands more from browsers and devices. Ignoring performance can lead to sluggish load times and frustrated users. How to Avoid It: Optimize components, eliminate unnecessary Visualforce pages, and prioritize lightweight pages. Our Salesforce solutions team at AiSynapTech fine-tunes Lightning performance so your CRM runs at top speed.
Migration is not just a technical shift; it's a cultural one. Businesses that fail to communicate the value of the move often face resistance. How to Avoid It: Involve stakeholders early, highlight the benefits, and communicate clearly. AiSynapTech’s migration process includes a full change management strategy to promote user buy-in.
In today’s fast-paced financial landscape, advisors need more than spreadsheets and scattered data—they need intelligent tools that streamline operations and deepen client relationships.
Even small migration errors can result in missing or corrupted data, impacting operations.
Lightning offers powerful mobile experiences, but only if set up properly.
Without a plan for maintenance and optimization, problems often snowball post-migration.
Many companies migrate but continue working as if they’re still in Classic—missing out on productivity gains.
Digital transformation leads to stronger relationships and higher client satisfaction.
Component Redesign
Integration Gaps
UI/UX Consistency
Feature
Salesforce Classic
Salesforce Lightning
User Interface
Outdated, basic
Modern, dynamic
Mobile Access
Limited
Fully responsive
Customization Flexibility
Lower
High (with Lightning Components)
Reporting and Dashboards
Basic
Advanced, interactive
Productivity Tools
Minimal
Embedded AI and automation tools
Step 1: Conduct a Readiness Assessment
Identify current gaps, technical limitations, and opportunities. AiSynapTech’s team can deliver a detailed readiness report customized to your organization.
Step 2: Build a Phased Migration Plan
Rather than a “big bang” switch, migrate teams or departments in waves. This minimizes disruption and allows for course correction.
Step 3: Implement Training and Ongoing Support
Launch tailored training sessions before, during, and after migration to ensure adoption. Post-launch support is key for maximizing value.
Salesforce Lightning migration can propel your business forward—but only if you avoid the common pitfalls that derail so many projects. With the right strategy, guidance, and support from Salesforce solutions experts like AiSynapTech, you can maximize your investment and position your teams for long-term success.
