In the world of Salesforce, UI (User Interface) is not just about design — it’s about productivity, adoption, and unlocking the full potential of the CRM. For years, Salesforce Classic was the trusted interface. But with Salesforce Lightning, businesses now have access to a more powerful, modern, and intuitive experience.
The question isn’t if you should migrate — it’s when and how.
In this blog, we’ll explore:
- Why companies are moving from Classic to Lightning
- Key differences between the two
- Benefits of modernizing your Salesforce UI
- Best practices for a successful transition
1. Salesforce Classic vs. Lightning: The Key Differences
- Design & Usability
Classic offers a simple, text-heavy design. Lightning, on the other hand, is sleek, modern, and user-friendly — making navigation faster. - Customization & Flexibility
Lightning comes with the Lightning App Builder, allowing admins to drag-and-drop components without heavy coding. Classic lacks this adaptability. - Productivity Features
Lightning includes Kanban boards, Path, and Einstein AI insights directly on records. Classic doesn’t provide these tools. - Future Roadmap
Salesforce is investing heavily in Lightning — most new features are Lightning-only. Classic is no longer the focus of Salesforce innovation.
2. Why Modernizing Your Salesforce UI Matters
- Improved Productivity
Lightning surfaces relevant data faster, reducing clicks and saving time. - Better User Adoption
A clean, intuitive UI encourages adoption across sales, service, and marketing teams. - Mobile-First Experience
Lightning is optimized for mobile, empowering field teams with real-time access. - Enhanced Analytics
With Einstein Analytics and Lightning dashboards, decision-making becomes data-driven. - Future-Proofing Your Investment
Staying on Classic means missing out on Salesforce’s innovation pipeline.
3. Common Concerns About Migration
- “Will my customizations break?”
Not necessarily. With the right partner, your Classic customizations can be reconfigured for Lightning. - “Will users resist the change?”
With proper user training and phased adoption, the transition can be smooth. - “Is migration expensive?”
Migration is an investment — but the long-term ROI from efficiency, automation, and features outweighs costs.
4. Best Practices for a Smooth Transition
- Conduct a Readiness Assessment – Evaluate Classic features, customizations, and user dependencies.
- Prioritize Business-Critical Features – Move the essential workflows first.
- Pilot with a Small Team – Test, train, and refine before a company-wide rollout.
- Provide Ongoing Support – Offer helpdesk and training to ease adoption.
- Partner with Salesforce Experts – A trusted Salesforce consulting partner ensures migration success.
5. The Bottom Line
Modernizing your Salesforce UI isn’t just about keeping up with technology — it’s about unlocking efficiency, empowering teams, and preparing for the future.
If your business is still on Classic, now is the time to make the switch. Partner with an experienced Salesforce Consulting Partner like Perigeon Software to ensure your transition is smooth, cost-effective, and future-ready.