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Migrating to Salesforce Lightning is a powerful move for businesses seeking agility, enhanced user experiences, and robust Salesforce solutions. However, the real success of your Salesforce migration doesn’t end at go-live — it begins there. At AiSynapTech, we specialize in Salesforce Migration Services designed to deliver not just a seamless transition, but lasting success. Let’s explore the essential post-migration checklist to maximize your investment in Salesforce software.
Ensure that all workflows, processes, and integrations work as intended. Use a sandbox environment to run end-to-end user journeys.
Verify that no data was lost, corrupted, or misplaced during the migration. Pay attention to relationships, attachments, and custom fields.
Monitor system speed, load times, and responsiveness under real-world conditions. Lightning Experience is faster — but only if configured correctly.
Confirm that role hierarchies, permissions, and visibility settings are intact and match your business requirements.
Post-migration, gathering feedback isn’t optional — it’s essential to optimize Salesforce solutions based on real-world use.
Short, focused surveys can highlight immediate issues users are facing. Keep them simple and actionable.
Organize virtual town halls or departmental sessions where users can openly discuss their experiences.
Analyze support requests for patterns. Multiple tickets on the same issue point to areas needing urgent attention.
Create a small group of power users who advocate for Salesforce Lightning internally and relay feedback to leadership.
Transitioning to Lightning can feel like a cultural change. Strategic adoption efforts turn resistance into excitement.
Customized Training Programs
Regular Communication
Recognize and Reward Usage
Area to Monitor
What to Check
Action Steps
System Performance
Page load times, error rates
Optimize slow pages and fix errors
User Engagement
Login frequency, record updates
Identify low-engagement users and offer retraining
New Feature Utilization
Use of Lightning-exclusive features
Highlight and train users on underutilized features
Data Accuracy
Incomplete or outdated records
Set up alerts, enforce validation rules, and conduct audits
Step: 1 Set Clear Post-Migration Goals
Define what success looks like after go-live — increased productivity, faster sales cycles, better reporting, etc.
Step: 2 Partner with Salesforce Experts
Work with a trusted Salesforce migration partner like AiSynapTech to guide testing, feedback gathering, and adoption strategies.
Step:3 Commit to Continuous Improvement
Salesforce Lightning isn’t a one-time switch; it’s a platform for ongoing innovation. Keep iterating based on feedback and analytics.
A successful migration to Salesforce Lightning sets the stage, but continuous improvement defines the future.
