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:
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.
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:
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:
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:
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:
For many businesses, the shift to Lightning also offers an opportunity to streamline data governance processes and improve data accessibility.
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:
For a deeper dive into these success stories, explore the full Professional Salon Concepts case study and the Applied Motion story.
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.