Salesforce Lightning Migration Services

A lot of organizations stay on Salesforce Classic longer than they planned to.

Not because they don’t see the value in Lightning, but because migration feels disruptive. Customizations may not translate cleanly. Users are comfortable with the old interface. Integrations and workflows feel risky to touch.

So the upgrade gets postponed… sometimes for years.

Our Lightning Migration Service is built for that exact situation helping organizations move from Classic to Lightning in a way that’s structured, low-risk, and actually usable once it’s done.

Not just technically migrated, but operationally ready.

Why Teams Decide to Migrate (Eventually)

The push toward Lightning usually comes from a mix of platform and business pressure.

Salesforce continues investing in Lightning features while Classic remains limited. Reporting, automation, UI flexibility, and app extensibility are all stronger in Lightning. Over time, Classic environments start feeling constrained.

At the same time, internal teams want better dashboards, cleaner workflows, and modern usability, things that are harder to deliver inside Classic.

Migration becomes less about preference and more about necessity.

Where Migration Gets Complicated

Moving to Lightning isn’t a simple switch.

Custom buttons, Visualforce pages, JavaScript logic, legacy automations, and page layouts often behave differently or don’t translate at all.

We usually see challenges like:

• Custom features built specifically for Classic
• Heavy Visualforce dependency
• Hardcoded automations or scripts
• Layouts not optimized for Lightning UX
• Integrations tied to legacy logic

If these aren’t reviewed properly, migration creates friction instead of improvement.

Who This Service Is Designed For

Lightning migration is relevant for organizations still operating in Classic especially those with moderate to heavy customization.

That includes:

• Companies delaying migration due to complexity
• Enterprises running legacy Salesforce builds
• Teams planning modernization initiatives
• Organizations needing phased, low-risk transitions

Stakeholders usually include IT, Salesforce admins, operations leaders, and business teams who rely on daily usability.

How We Approach Lightning Migration

We don’t begin by enabling Lightning.

We start with an impact assessment.

That means reviewing the current org customizations, automations, integrations, UI usage, and user workflows to understand what translates cleanly and what needs redesign.

From there, migration typically moves through:

• Lightning readiness assessment
• Customization and feature gap analysis
• UI and layout redesign
• Automation and code remediation
• Pilot user testing
• Phased or full deployment

This approach reduces surprises once users log in.

UI and Experience Redesign

Lightning isn’t just Classic with a new theme.

Page structure, navigation, workspace design, and component layouts all change. We redesign record pages, dashboards, and workflows to fit Lightning’s interaction model, not just replicate Classic screens.

The goal is usability, not visual parity.

Automation and Custom Logic Transition

Automations built in Workflow Rules or legacy tools are often modernized during migration using Flow, Lightning-compatible logic, or Apex refactoring where needed.

This improves maintainability while aligning the org with Salesforce’s forward roadmap.

Migration becomes an upgrade opportunity, not just a UI change.

Testing and Adoption

Technical migration is only half the work.

User testing, pilot rollouts, and training play a major role in success. We usually introduce Lightning to smaller user groups first, gather feedback, and refine layouts or processes before wider deployment.

This reduces resistance and improves adoption post-migration.

Business Impact After Migration

Once fully transitioned, teams typically notice faster navigation, better dashboards, improved workspace flexibility, and stronger automation capabilities.

But the bigger shift is future readiness Lightning opens the door to features, apps, and extensibility that Classic simply can’t support long term.

Governance and Performance Considerations

We also review performance, security models, and governance structures during migration.

Lightning introduces new components and rendering patterns, so optimization matters especially in heavily customized orgs.

We ensure the upgraded environment remains stable, secure, and scalable.

Engagement and Delivery Models

Some migrations are handled as structured projects. Others are phased over time to reduce operational disruption.

We adapt delivery based on org complexity, user volume, and business sensitivity to change.

Why Organizations Work With Radix2Tech

Clients typically bring us in when they want migration handled with minimal operational risk.

We focus on impact analysis, customization remediation, and user adoption — not just feature enablement.

The goal isn’t to “turn Lightning on.” It’s to make Lightning work for the business once it’s live.

Questions That Usually Come Up

Can we migrate in phases instead of all at once?

Yes. Phased rollouts are common, especially in larger orgs.

Will existing customizations break?

Some may require redesign or refactoring which we assess early.

Do users need training?

Usually, yes. Even experienced Salesforce users need orientation in Lightning.

How long does migration take?

It depends on customization depth, but ranges from a few weeks to several months.