June 28, 2017

Lightning Experience Assessment

Salesforce has been making significant enhancements to Lightning Experience (LEX) in each of the recent releases and has continually introduced new features that aren’t available to organizations still using Salesforce Classic. When considering a Lightning Experience migration, it is important to understand the benefits, features and key considerations of LEX and to build a strategic roll-out plan for your organization.

With a Lightning Experience Assessment, GearsCRM will review your existing Salesforce instance and current processes to determine which areas (if any) will need to be modified for the Lightning Experience.

The assessment will include:

  • Review of existing customization including Apex code, 3rd party applications and automation to assess for Lightning readiness and recommendations for remediation as necessary
  • Process mapping and identification of key Lightning Experience features that will be most impactful on your existing processes
  • A customized Lightning migration plan for your organization’s implementation, including a detailed gap analysis documenting any features not yet available in LEX
  • Best practices for change management, measuring results and driving adoption
Find out how Gears CRM can take your Salesforce to the next level:
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