Insights

Smooth Salesforce CloudCraze to Lightning Migration: Strategic Insights

Smooth Salesforce CloudCraze to Lightning Migration: Strategic Insights

Smooth Salesforce CloudCraze to Lightning Migration: Strategic Insights

Discover expert strategies, real success stories, and a free checklist to make your Salesforce Lightning migration seamless and impactful!

Transitioning from Salesforce CloudCraze to Lightning Experience is a transformative process requiring strategic foresight and meticulous planning. To help organizations preparing for their migration navigate this journey, Forte DGTL hosted a round table discussion, bringing together industry leaders to share their insights.

Moderated by Alex Kolesnichenko, Forte DGTL’s CTO, the panel included: 

  • Andy Peebler, Salesforce’s Vice President of Business Strategy and Growth for Commerce Cloud and a co-founder of CloudCraze;
  • Steve Cowan and Terry Cowan, owners of Professional Salon Concepts, a long-time Salesforce client that recently transitioned to Lightning;
  • Brittany Collazo, Head of Marketing at Applied Motion Products, who managed a complex CloudCraze migration. 

Our panelists shared their expertise and provided practical advice, addressing challenges, benefits, and outcomes of migrating to Lightning. Here are the key takeaways from the discussion.

 

Aligning Stakeholder Priorities: A Unified Vision for Migration Success

Migrating to Lightning requires more than technical readiness—it demands collaboration across teams to establish shared goals. The panelists emphasized the importance of engaging stakeholders from every department early in the planning phase. This inclusive approach ensures that the migration aligns with the organization’s broader objectives and mitigates resistance during implementation.

Steve Cowan highlighted their success with this strategy:

RT 1_ SC Quote 1 RobotoThis approach fosters ownership among departments, ensuring the resulting solution caters to the unique needs of users across the business while minimizing disruptions.

Approaching Migration with Strategic Planning

The speakers highlighted the importance of strategic planning to ensure a smooth migration. Instead of replicating past processes, businesses should use the migration as an opportunity to rethink workflows and align them with current and future needs. This involves thorough discovery sessions, stakeholder engagement, and creating a realistic scope of work.

Andy Peebler emphasized:

RT 1_ AP Quote 1 RobotoThis planning phase is essential to avoid unnecessary customizations and to capitalize on Lightning’s enhanced features.

Leveraging Lightning’s Advanced Features to Drive ROI

One of the migration’s most compelling advantages is access to Lightning’s advanced capabilities, such as drag-and-drop customization, AI-driven insights, and a unified platform for seamless integration across systems. These features enable businesses to simplify operations, reduce reliance on developers, and enhance customer experiences.

Brittany Collazo shared the impact on her team:

RT 1_ BC Quote 1 RobotoThe panel stressed that embracing these new tools requires investing in training and change management to help teams fully leverage Lightning’s potential.

Preparing for Data Migration: A Foundation of Accuracy

Successful data migration is a cornerstone of the transition to Lightning. The panel underscored the importance of auditing, cleaning, and validating data well in advance to ensure a seamless migration process. They also recommended conducting trial uploads and testing subsets of data to catch errors early.

Andy Peebler pointed out the criticality of having a clear plan:

RT 1_ AP Quote 2 Roboto

For many businesses, the shift to Lightning also offers an opportunity to streamline data governance processes and improve data accessibility.

Measuring Success: Real-World Results from Migration

The benefits of migrating to Lightning extend far beyond technical improvements—they deliver measurable business outcomes. Professional Salon Concepts saw significant growth in adoption rates and order volumes shortly after their migration, showcasing the transformative impact of improved usability and feature adoption.

Steve Cowan shared:

RT 1_ SC Quote 2 RobotoSimilarly, Applied Motion Products leveraged Lightning to enhance customer experiences by revamping their store design, updating functionality, and integrating a new data model. These results underscore how strategic migrations can unlock operational efficiencies and drive growth.

For a deeper dive into these success stories, explore the full Professional Salon Concepts case study and the Applied Motion story.

Conclusion

The move from CloudCraze to Salesforce Lightning is more than a technical upgrade—it’s a strategic opportunity to enhance your digital ecosystem and drive greater customer value. As highlighted in the discussion, the right planning, stakeholder alignment, and expert guidance can turn the migration into a catalyst for growth.

To prepare your organization for a seamless transition, download our free Lightning Migration Readiness Checklist or connect with Forte DGTL to discuss your migration needs.

Take the next step toward transforming your digital commerce experience!

👉 Watch the full event here: Planning an Effective Salesforce CloudCraze to Lightning Migration

 


 

Are you considering a CloudCraze to Lightning migration? At Forte DGTL, we specialize in guiding businesses through every stage of the process. Contact us today to learn how we can help make your transition seamless and successful.

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