Planning is important so that you can prepare for both the technical and business changes that are required for migration from Salesforce Classic to the Lightning Experience.
By using the results of the activities that were carried out to assess the impact of the migration, you can start to understand the level of change that is required and decide on a suitable approach.
If the changes that are required are relatively small, you might consider migrating all users and all areas of functionality at the same time. If, however, your Salesforce environment is more complex and the amount of change is far greater, you might consider implementing the migration in phases or as an initial pilot to start with.
The benefits of a phased approach are as follows:
- Less risk to business continuity
- Better management of the migration and training...
