Salesforce Lightning Upgrade

Case Study Cloud

An integrated marketing company leverages our Cloud solution to upgrade to Salesforce Lightning and improve security health. 

SITUATION

Our client, an integrated marketing company, needed to migrate their systems from Salesforce Classic to Lightning. Specifically, they needed to fine-tune their Salesforce implementation to improve security and update configurations to align with Salesforce standards, including customized coding, as necessary. They were lacking the in-house expertise needed to complete the upgrades, which led to a backlog of second and third level support tickets. The client was seeking a partner with the technical experience to help upgrade their systems, increase security and improve ticket resolution rates.

SOLUTION

Initially, our Salesforce subject matter expert participated in discovery sessions with the client to gain a thorough understanding of the scope of the project. In those sessions, we quickly recognized that several critical updates needed to be made prior to the upgrade. In response, we created a role-based sharing setting structure, and updated session settings and login policies to improve protection against all levels of risk.

Improved security health from 46% to 97%

Once the initial updates were complete, we built the case for transitioning to Salesforce Lightning including defining business and technical requirements, creating a rollout plan and change management strategy. Using this plan, our team completed the remaining upgrade activities, including custom coding and escalated support issues. 

RESULT

With our solution complete, our client's security health increased from 46% to 97%. Salesforce baseline standards and all critical updates were activated without performance or usability impact. All custom and standard components were migrated from Classic to Lightning, and we created a super users group on Salesforce Lightning. Migration activities were completed under budget, allowing us to allocate more time to additional technical support. Our team handled and improved high-impact ticket resolution rates and create new functionalities as requested by our client, including automation processes and custom code.