Tag: Lightning platform

Salesforce Lightning

Making Shift from Salesforce Classic to Lightning – Must Needed Steps to Follow

Salesforce has rolled out its next-gen UI ‘Lightning‘ in 2014. The Lightning platform delivers reimagined user experience to enable fast & seamless app development. Enterprises have been swiftly shifting to Lightning in order to enhance workflow & productivity, which makes their jobs easier & more intuitive. The interface also allows automating various business processes along with seamless external application integration. 

More than just the UI, Lightning offers a gamut of defining features that streamline workflows and help the CRM users maximize their productivity. However, when it comes to moving into the new interface, a lot of Salesforce CRM using companies are still in some sort of chaos as there are some kind of risks involved. Moving an entire business is not always that easy as uninterrupted business continuity could be a concern. But, let’s accept it, Lightning is the future and you can’t run away from it for a long time. 

In order to make an easy Lightning migration, one can follow some steps. These will not only make the transition process smooth but also allow you to get the best out of it. Here is a typical Lightning migration framework.

There are three phases in Lightning migration. 

  1. Discovery
  2. Roll-out
  3. Optimize

Let’s have a sneak peek of each of these phases.

ALSO READ: What Makes Salesforce Lightning Special – Top 10 Lightning Features

Discovery phase

  • First, the organization is required to understand how Lightning can benefit their business. A detailed migration strategy needs to be prepared involving all the stakeholders & executives.
  • The discovery phase starts with the Org readiness analysis. Org readiness check can be done using a tool called Lightning Experience Readiness Check. This tool will produce a personalized readiness report that will show which of the users will benefit right away and how to adjust implementation for the Lightning Experience. 
  • This must be followed by a detailed evaluation of business priorities and technical strategy. The strategy must have a detailed roll-out plan including:
  1. Whether to move users in batch or all at once
  2. User training
  3. Measuring the success
  • At the end of the discovery phase, all the major stakeholders must align to make the case and get the green light. 

Roll out phase

  • Roll out phase is extremely crucial in the success of any Lightning migration project. 
  • The release development activities initiated during this stage including the implementation of Lightning features and adjusting the priority issues noted in the Org readiness report. 
  • Developers can implement new features that are only available in Lightning which will boost productivity. Along with this, existing features can be either customized or adjusted to work seamlessly in the new interface. 
  • During this phase, you need to prepare the users to practice Lightning UI with change management activities that will educate and inspire them. You can engage the end-users by allowing them to have a Lightning experience test drive and get their feedback. 
  • The launching of the Lightning Experience happens during this phase. The rollout is an iterative process, one has to repeat some of these steps until all users are moved to the new interface.

Optimization phase

  • Post transition, it’s time to measure success and optimize processes.
  • In the optimization phase, companies must measure whether they meet their goals or not, how to improve business leveraging Lightning features and deliver what users need. 
  • Change is always difficult to accept. In this phase, the stakeholders need to regularly interact with the users and keep on motivating them to use Lightning & come out of Classic. 
  • Iterate on the company’s rollout plan by fixing priority issues, refining the experience, and addressing new use cases.
  • And finally, turn off the Salesforce Classic.

The entire process might look a bit toilful. However, every company has to bring in the change. It is always good to consider leveraging a Consulting Partner. Whether you are using Lightning for a fresh Salesforce implementation or scaling up from Classic, our team of certified Lightning experts can manage the entire process in order to streamline the transition process without affecting your routine business processes and bottomline. Schedule a meeting with our experts now. 

Read this case study of a healthcare service provider to see how CEPTES helped them move from Classic to Lightning.

Lightning Platform, Salesforce

Salesforce Lightning Web Components: The new way to build Lightning Apps

In the latest Spring ’19 release, Salesforce has introduced the new Lightning Web Components (LWC) which is a new programming model for building Lightning components. This will make life easy for JavaScript developers to code on the Lightning Platform as Lightning Web Components are custom HTML elements built using HTML and modern JavaScript. By using this with other low-code tools, organizations can develop & deliver high-performing web experiences. This new programming model can seamlessly work and interoperate with the original Aura programming model in order to offer the highest performance. In a nutshell, the new Lightning Web Components can take the Salesforce development and modern JavaScript development to a whole new level.

Why Lightning Web Components are the future?

JavaScript has been one of the core technologies which is being widely used. As per an IDC report, there are 7.04 million developers worldwide using JavaScript. By introducing LWC, Salesforce aimed to empower companies to optimize their existing technical skill sets rather than seeking other platform specialists. Any JavaScript developer can work on Lightning Platform without much hassle using skills they are familiar with such as standards-based component authoring format, compiler, and rendering engine. LWC is highly developer friendly.

  • Lightning Web Components uses the modern web language and can use the most advanced JavaScript features like classes, modules, and imports. LWC was introduced for enhanced productivity.
  • With LWC, most of the code is natively executed in the browser instead of JavaScript abstractions. This leads to a faster component performance and better user experience.
  • As we already mentioned, LWC can work together with Aura Components. Once created, this can be leveraged by admins and other business users in a similar manner to build and customize apps with clicks, and not codes.

Why Salesforce introduced LWC?

The web stack today is shifting extremely fast. It is swiftly moving towards standardization. Salesforce’s core stack to build lightning components really needed an upgradation. The standardization of the new web core stack is highly intuitive and opens a door to new lightweight frameworks that leverage custom elements, templates, shadow DOM, decorators, modules, and other several other new language constructs available in ECMAScript 7 and beyond.

Their primary task is to offer a layer of specialized Salesforce services on the top of the core stack which is now ideal for intuitive app development. This includes;

Base Lightning Components, which is a set of over 70 UI components all built as custom elements.

Lightning Data Service, which offers declarative access to Salesforce data and metadata, data caching, and data synchronization.

User Interface API, the underlying service that makes Base Lightning Components and the Lightning Data Service metadata aware, leading to substantial productivity gains.

This also connects the Web Components programming model with the Salesforce metadata and services thus providing an unmatched level of performance and productivity.

And of course, the benefits that LWC’s offer are substantial.

  • Common component model
  • Common programming model
  • Transferable skills and easier-to-find / easier-to-ramp-up developers
  • Interoperable components
  • Better performance because core features are implemented natively in web engines instead of in JavaScript in framework abstractions

Aura Components – Are they going Away?

You might be thinking what went wrong with Aura components? Is it going away? The answer is No, the original Aura component is not going anywhere. Aura components which are based on the Aura framework can work with the latest Lightning Web Components on the same page. Basically, developers now have two options to develop lightning components. First, using the traditional Aura components, and Second, using the new Lightning Web Components.

Though you can still continue creating lightning components using Aura components, over the time you can consider migrating to Lightning Web Components, starting with the components that would benefit the most from the performance benefits of Lightning Web Components.

Aura components and Lightning web components can coexist and interoperate, and they share the same high-level services:

  • Aura components and Lightning web components can coexist on the same page
  • Aura components can include Lightning web components
  • Aura components and Lightning web components share the same base Lightning components. Base Lightning components were already implemented as Lightning web components.
  • Aura components and Lightning web components share the same underlying services (Lightning Data Service, User Interface API, etc.).


By combining LWC with other Lightning Platform capabilities, that includes pro-code tools like Salesforce DX, low-code solutions like Lightning App Builder and Lightning Flow, and enterprise services like Salesforce Einstein and Salesforce Io, organizations can build high-end customer experiences, optimize CRM functionalities, create intuitive apps, and much more. The new Lightning Web Components needs expertise for an easy movement between environments. CEPTES, with the blend of Lightning Web Components and Salesforce metadata, can offer you an unprecedented level of productivity, performance, and support!

We are always excited to talk about new Salesforce tools and technologies. Please share your thoughts!


Source: Salesforce

Lightning Platform

What Else You Need to Know About the Lightning Platform

As technology is witnessing new innovations every year, people and businesses are collaborating more to get the best out of IT. App development is getting extremely accessible and enterprises are embracing IT in meaningful ways to develop their enterprise apps. With Lightning Platform, now Trailblazers can build apps quickly & easily. Lightning Platform is empowering app developers to turn their ideas into transformative working apps. It allows developers to develop something more meaningful while making them more productive.

How Is Lightning Platform Fast?
There are various tools from low code to code – App Builder, Lightning Flow, SalesforceDX, Heroku which make building apps extremely quick at every stage of app development – from designing to testing to releasing to managing. AppExchange (world’s largest ecosystem of pre-built business apps) allows developers focus on their customers without developing every app from the scratch.

How Is Lightning Platform Easy?
Lightning Platform has taken away complex technology services to reduce complications and streamline the entire app development lifecycle. Lightning standardizes globalization, process automation, search, reporting and many other processes. Integration tools are connecting every aspect. There are robust technologies like Einstein & IoT who are embedding seamlessly. In Lightning, Governance control & security are in-built with ALM, Sandboxes, changesets, scratch orgs, sharing rules and more. All these powerful tools make developing app in Lightning Platform very easy.

How is Lightning Platform Meaningful?
Lightning empowers every app developer to learn how to build apps and truly transform their business. You can have free access to hundreds of badges and guided learning tools which will help you to understand how your developed app can transform businesses.

What can you Build on Lightning Platform?
Any kind of app can be built on Lightning Platform. Enterprises from multiple industries have developed apps on Lightning Platform to personalize customer journeys, a single app to reduce dozens of data, drive the same level of productivity on mobile & on the desktop and much more. Contact us today to understand how the Lightning Platform is more than just an enhanced UX and an incredible app development platform.

Lightning Platform, Salesforce

Leading brands drive new levels of productivity and innovation with Salesforce Lightning

Global CRM leader Salesforce has recently announced that global enterprises like T-Mobile, Seagate, Penske Logistics, Aspect Software, Dot Foods, JLL, and Brooksource have significantly achieved higher productivity, built smarter apps with Salesforce Lightning. Lightning Boost the advisory engagement offered by Salesforce Success Cloud is helping global enterprises throughout their Lightning transition period and get results faster.  

Lightning powers the user experience for CRM by offering an engaging design, robust tools, and Einstein AI access. This also drives productivity higher, build apps faster, and work smarter. Companies have closed deals up to 23% faster and increased their growth by up to 41% by switching to Lightning experience.

Customer success stories with Lightning

Let’s see how few of the market leaders embrace Salesforce Lightning & witnessed noticeable results.


T-Mobile moved its Un-carrier campaign to Lightning to create a simplified sales process in order to offer more intuitive user experience. This helped their Sales team to adopt Salesforce and work with Success Cloud experts aiming to grow the base of their business customers. Lightning helped the sales representatives develop deeper relationships with customers with a streamlined quoting and renewal process.

Penske Logistics

Penske Logistics moved to Lightning with an aim to get the best out of their Salesforce investment with a more intuitive user interface, flexible page layouts, and kanban views to offer their customers key information at a glance. Success Cloud experts helped them throughout their transition process, which later resulted in a 12% increase in sales and 41% increase in mobile adoption rate among their sales team.

Aspect Software

Success Cloud experts helped Aspect software to move to Lightning and within two months they achieved an ROI of 636%. Aspect software automated their sales process and bookings with implementing Lightning features in order to increase sales figures and close rates. They also improved their renewal operations with instant customer details accessible to their service reps and a complaint resolution time reduced by 83%.

Dot Foods

Dot Foods are currently in the phase of Lightning transition. They wanted to make their in-house and on-field sales team more productive. They used Lightning features like inline editing, email integration, kanban views, and advanced analytics. In order to ease their everyday operations, they used Lightning drag-and-drop features and Components Library. With the help of Success cloud team, they found various ways to reduce their workloads and complexities for the transition by half.

Lightning Boost Advisory Services

Lightning Boost is an advisory engagement with Salesforce Success Cloud. Salesforce’s Lightning Boost Advisory Services helps Salesforce customers to engage with Salesforce experts, drive business productivity, and empower their organizations in several ways.

  • With an immense knowledge of Lightning capabilities, Salesforce experts can help businesses understand their present state and how their processes and work models can excel in Lightning. Enterprises can also avail expert guidance on how their organization can utilize specific Lightning features to drive productivity faster.
  • Lightning is all about accelerating productivity, collaboration, and innovation. Salesforce experts will ensure their customers can achieve process enhancements to run their business faster and in an agile manner, by making workflows easier and intuitive for their end users.  
  • Salesforce Cloud experts offer their customers a robust strategy for their Lightning transition. This includes best practices and plans to ensure a smooth process.

Final Thoughts

Lightning is more than just an enhanced UI. It is a faster, simpler and smarter CRM with over 850 features focused on increasing business productivity. Lightning Boost will support enterprises to Lightning transition, which will boost their business productivity in a long run. If you want to take the first step towards the Lightning journey and need experts to guide you through a result driven process, CEPTES is the right place to approach. Our Salesforce experts will help you maximize Lightning benefits without affecting your business bottomline.




lightning experience
CRM, Lightning Platform, Salesforce

How Should I Turn on Lightning Experience?

We live in a customer-dominated economy, where CRM has become pivotal towards the growth and maintenance of any business. Against this backdrop, every organization tends to run and operate at a faster rate, than the original pace. The main reason behind is to both retain the existing customers as well as attract the new ones. While the market is growing at an incredible pace, companies must always focus on the process of delivering world-class experience to achieve noticeable growth. As the market says, that focusing on customer experience has a direct impact on the financial success of organizations. A relative effect of the surge can also be seen over the stock prices.

In fact, it can be said that, customer experience can outperform the market and marketing trends. Hence, comes into picture the Salesforce Lightning experience. This is a technique with the help of which companies achieve the necessary customer experience excellence. It delivers all the contemporary user experience that bridges the gap between customers and business.

Salesforce also tries to up to date their lightning version and keep it ahead of the evolving industry standards. This is done by delivering regular extensions and enhancements. It is also believed that the CRM software is anchored to the fluid architecture of the overall system as well as including the flexibility to accommodate the rapid changes in the market and deliver over the customer expectation.

The process to take advantage of Salesforce lightning

Once you have already recognized why it’s so important to indeed develop a new, Lightning-specific strategy the time arrives for taking advantage of the entire Lightning platform. As explained earlier this is the most unique and best platform for marketers.

Let us take you to an engagement centric approach to introducing Lightning within your org.

The First Phase: Vision and Goals

To begin with, you always need to define the UX goals, at the same time identifying the existing user experience gaps. The process determines your complete success metrics and you can now evaluate Lightning readiness using the Salesforce Lightning readiness checklist tool.

  1. Planning the desired business impact
  2. Setting-up the UX objectives
  3. Defining all the key success metrics
  4. Finally performing Lightning readiness check
  5. Assessing all readiness check report

The Second Phase: Awareness and Understanding

Next, you will have to identify the high impact business scenarios for a pilot program. Once it is done, the time is for identifying the use cases, and convert them to Lightning and release the solution.

  1. Taking steps around the early stakeholder
  2. Correctly developing the executive sponsorship messages
  3. Launching the system preview

The Third Phase: Rapid Adoption and Process Integration

Depending over the pilot feedback and also the lessons learned, you can always plan to migrate the complete functionality as well as rollout the new system for all users.

  1. Driving user enablement through some E-learning sessions
  2. Effective hands-on exercises
  3. Developing the Lightning Experience information tab for the ongoing access to resources

The Fourth Phase: Recurring Business Engagement

Finally, you can always work to attain the process maturity by simply establishing a continuous feedback loop with end users and at the same time maintain the system through releases.

  1. Analyzing the complete business impact
  2. Determining the status of UX objectives
  3. Measuring the entire progress against key success metrics
  4. Evaluating the entire system usage

Lightning With CEPTES

If you are ready to reap the benefits of Salesforce Lightning platform, then CEPTES Software is here to help. From the beginning of your cloud journey your organization will have the advantage our deep and extensive experience. our goal is help shape and deliver better Salesforce Lightning experience to drive real-time innovation and value to your business.

salesforce lightning
Lightning Platform, Salesforce

How does Salesforce Lightning Accelerate your Business?

If you have ever been associated with Salesforce or have been a constant user, you must have an idea that the launch of Salesforce Lightning app is just fantastic. The entire application is fast, competitive and industry oriented. The Salesforce App is the place of origination for Lightning App Cloud and includes the following:

  • Lightning App Builder
  • Lightning Component
  • Lightning Design System

To begin with, it can be said that, this creative and productive enterprise app will always accelerate your business. Just pairing powerful and intuitive development tools, Salesforce has become the most trusted enterprise cloud. It is this particular app of Salesforce platform that makes it possible for various organizations to turn their ideas into businesses at lightning speed. This ability to create better apps helps companies address all the day to day challenges and hence redefine their business. Apart from these features, let us have a look at some more ways in which, lightning empowers all users.

Accelerating the Development Process:

Lightning is said to be designed with the drag-and-drop facility which quickly opens up the power of Lightning development to a wider range of audience. Usually, it happens that most coders work with minimal real-time input or to put it other words participation from admins or the end users. Lightning is then said to shorten the app development time by bringing all the stakeholders closer. Along with this feature, Lightning apps are as well future-proofed, and will never be broken by automatic platform upgrades; hence immense maintenance is not required.

Accelerates the Analytics:

In particular platforms like Salesforce, it is always said that the data is never easy to understand. As a solution of which or to make things easier for the users, Salesforce has come up with a tool, which you can visualize the data with. This is known as the Lightning Schema Builder. It lets developers spend some more time on the process of refining and also improving the app rather than wasting time with the database and various other constructs. Lightning is as well said to provide a UI designed for great reports and also the flexible dashboards, created with the same drag-and-drop ease.

An Augmented User Participation:

Lightning is always said to bring the user community as well as the development process together. The problems that are faced here are brought into the app assembly loop, where all their insights improve and even enhance your apps with a hands-on the drag-and-drop fix. Lightning Process Builder has been proven to empower everyone to respond to their respective business needs by just creating custom workflows, which automates the complex business processes within a short time.

The Acceleration of Deployment:

As it has been proved that the Lightning platform deals with all the rest of the process that includes data management and even the storage, along with third-party integration, the developers are always free to focus on what matters to the business more. Through the Salesforce1 Mobile App, you indeed roll out all the apps or deploy the same functionality with just a single click.