Migrating to Salesforce can unlock powerful business capabilities, but the process requires expert handling to avoid data loss and downtime. At Grazitti Interactive, we ensure a smooth, secure transition with customized strategies and post-migration support.
Salesforce Lightning is faster and designed to enhance your team’s productivity with advanced features and a modern interface. By choosing to
migrate from Salesforce Classic to
Lightning, you’re already on the right path. Now, let our Salesforce professionals ensure a
seamless transition, so you can fully harness the power of Lightning and drive success.
Our Salesforce Lightning Migration Services
We evaluate your current Salesforce environment to
determine the best approach for your Salesforce Classic
to Lightning Migration.
Custom strategies designed to fit your specific business
needs and workflows during your Salesforce Classic to
Lightning Migration.
Safe and accurate transfer of data and custom workflows,
ensuring data integrity throughout your Salesforce
Classic
to Lightning Migration.
Rebuilding and optimizing Visualforce pages,
integrations, or
apps for seamless compatibility in your
Salesforce Classic to
Lightning Migration.
We provide training, troubleshooting, and ongoing support to ensure smooth adoption of the Lightning platform following your Salesforce Classic to Lightning Migration.
Whether you’re migrating from HubSpot, Zoho, Microsoft Dynamics, or any other CRM, the
process requires careful planning,
data integrity, and expert execution to avoid disruption
and ensure success.
Our Salesforce Migration Services
We analyze your current CRM system and data structure to build a migration roadmap.
A tailored approach designed to migrate your data and processes securely and efficiently.
Secure and accurate data transfer, ensuring no data is lost or compromised during migration.
We recreate your business processes in Salesforce for a seamless transition.
Connect Salesforce with your existing tools and software for enhanced functionality.
Comprehensive training and post-migration support to help your team quickly adapt to Salesforce.
By following a structured approach, we ensure that the Salesforce
Classic to Lightning
Migration process is efficient and enhances the user experience across the
organization.
We begin by assessing your current Salesforce Classic setup to identify
customizations, integrations, and workflows that may impact the migration. This
helps us define the scope of your Salesforce Classic to Lightning Migration and
ensures a tailored approach.
We conduct training sessions to familiarize your users with the Lightning Experience interface, ensuring they feel confident using the new platform throughout the Salesforce Classic to Lightning Migration.
We review all your customizations, such as Visualforce pages and Apex classes, to check compatibility with Lightning. This step is critical in preparing for a smooth Salesforce Classic to Lightning Migration.
Before migrating, we clean up your data, removing duplicates and irrelevant information. This helps streamline your Salesforce Classic to Lightning Migration and improves overall data quality.
We run the Salesforce Lightning Experience Readiness Check tool to identify any components that may need updates, ensuring you’re fully prepared for the Salesforce Classic to Lightning Migration.
We migrate your custom objects, fields, and page layouts to their Lightning equivalents. This enhances the functionality and efficiency of your system as part of the Salesforce Classic to Lightning Migration.
We ensure that all third-party integrations you rely on are compatible with Lightning. This step ensures seamless operations throughout the Salesforce Classic to Lightning Migration.
We thoroughly test the migrated components in a sandbox environment. This allows us to verify functionality and ensure a smooth experience before completing the Salesforce Classic to Lightning Migration.
We gather feedback from your users during testing, allowing us to make adjustments and fine-tune the system. Your team’s input is crucial in optimizing the Salesforce Classic to Lightning Migration.
Once everything is ready, we implement Lightning Experience across your org, closely monitoring for any post-migration issues to ensure a smooth transition.
After the migration, we provide ongoing support and resources to help your users adapt to the new interface and maximize the benefits of your Salesforce Lightning Experience.
We begin by assessing your current Salesforce Classic setup to identify
customizations, integrations, and workflows that may impact the migration. This
helps us define the scope of your Salesforce Classic to Lightning Migration and
ensures a tailored approach.
We conduct training sessions to familiarize your users with the Lightning Experience interface, ensuring they feel confident using the new platform throughout the Salesforce Classic to Lightning Migration.
We review all your customizations, such as Visualforce pages and Apex classes, to check compatibility with Lightning. This step is critical in preparing for a smooth Salesforce Classic to Lightning Migration.
Before migrating, we clean up your data, removing duplicates and irrelevant information. This helps streamline your Salesforce Classic to Lightning Migration and improves overall data quality.
We run the Salesforce Lightning Experience Readiness Check tool to identify any components that may need updates, ensuring you’re fully prepared for the Salesforce Classic to Lightning Migration.
We migrate your custom objects, fields, and page layouts to their Lightning equivalents. This enhances the functionality and efficiency of your system as part of the Salesforce Classic to Lightning Migration.
We ensure that all third-party integrations you rely on are compatible with Lightning. This step ensures seamless operations throughout the Salesforce Classic to Lightning Migration.
We thoroughly test the migrated components in a sandbox environment. This allows us to verify functionality and ensure a smooth experience before completing the Salesforce Classic to Lightning Migration.
We gather feedback from your users during testing, allowing us to make adjustments and fine-tune the system. Your team’s input is crucial in optimizing the Salesforce Classic to Lightning Migration.
Once everything is ready, we implement Lightning Experience across your org, closely monitoring for any post-migration issues to ensure a smooth transition.
After the migration, we provide ongoing support and resources to help your users adapt to the new interface and maximize the benefits of your Salesforce Lightning Experience.
Our expertise goes beyond Salesforce Classic to Lightening migration, here’s how we enable
a smooth Salesforce migration from any other CRM.
Establish clear goals for the migration
and outline the scope.
Assess existing data quality, identifying duplicates and obsolete records.
Choose between a big-bang or phased migration approach, outlining the timeline and resources.
Align existing CRM data fields with Salesforce fields for accurate data transfer.
Set up user profiles, permission sets, and necessary custom objects in Salesforce.
Use tools like Salesforce Data Loader to transfer data.
Check for accuracy and completeness post-migration to ensure data integrity.
Provide training and resources for users to adapt to the new Salesforce environment.
Continuously assess system performance and user adoption, making necessary adjustments.
Establish support for maintenance and regular reviews of data quality and configurations.
Elevate your Salesforce journey with our Salesforce Professional Services. As a trusted Salesforce Crest level partner, we deliver customized solutions to elevate your CRM strategy and drive business growth.
Years in Business
Silicon Valley
Companies Trust Us
Certified Experts
Projects Completed
Net Promoter Score
I really admire the team’s hard work, dedication and sense of responsibility. It’s also been very easy to approach the team, even during late hours, which I appreciate very much.
Grazitti is a very capable and easy to work with Salesforce and force.com development partner who combines solid technical expertise and the cost benefits of the offshore model. I leveraged them heavily while at Marketo, and was always more than happy with the results.
Right from the start the Grazitti team gave us the confidence that we do not need to have a plan B. Once things started rolling – they could accommodate a number of requirements made by the operating teams within the timeframe.
Case Study
Case Study
Case Study
Case Study
Frequently Asked Questions
