Ensuring a Seamless Transition to Lightning for a leading Media company

Blog | Technology, Case Study

Industry: Media Services

Services: Development

screenshot of customized account uploader tool

Challenge

Learning the new product from scratch

Since migrating to Salesforce Lightning is a process that comes with a set of challenges and limitations, we performed an in-depth custom audit, reviewed client business processes, the way the data was organized, sales and marketing alignment, and user experience in order to provide both data migration and successful transition to Lightning and its seamless adoption as well as future scalability of the system. The existing application utilized a lot of custom development incompatible with the new version of Salesforce. Significant parts of the application needed to be fully rewritten and some code refactoring and optimization was necessary. Coral Team always approaches SFDC development from the point of view of best practices in Performance and Supportability over an extended period of time. Using SFDC out-of-the-box capabilities while minimizing custom development has always been recognized as the best practice, ensuring that future migrations will be painless.

Lightning Migration

An existing application, developed in SFDC Classic interface, was due for an upgrade to Lightning. Coral Team has already established themselves as a reliable vendor by successfully executing dozens of software development and support for the Client. We were given the opportunity to execute this migration and we were able to complete it on time and on budget as always.

Solution

Kickoff

We completed the Salesforce Lightning Experience Readiness Check in order to understand the degree to which our client’s system was transition-ready. All the required features, including those that were not supported in Lightning and all the issues which could have come across in the code, were identified in this report. This helped us understand what has to be done for the client’s org to be successfully transitioned to Lightning. Just after several knowledge-transfer meetings, our team was able to pick up the new system and run with the project autonomously, while providing regular status reports on our work progress. The project was fully completed and submitted to client’s UAT in just under 3 months.

Execution

Agile best practices are our standard way of working. We are innovative, adaptable, and responsive to rapidly changing conditions. During this project, Coral Team was delivering tested and working functionality in two-week iterations.

Scaling

Coral Team is a highly effective team with qualified, experienced, and certified developers and Salesforce administrators. That’s why a team of one back-end and one front-end developer, one QA, and one SF administrator/PM were able to efficiently implement this Lightning migration.

User Adoption

Our Client, a leading US media conglomerate, has been a Client of Coral Team for many years and our team was committed to getting them through the Lightning transition journey and supporting them throughout the rollout and beyond. We helped navigate our client through migration-related user-adoption period by providing training videos and guides on the new interface for the end-users.

Key services delivered

  • Custom Migration
  • Building New Applications in Lightning
  • Lightning Component Development
  • User training / documentation

Other services delivered

  • Detailed Analysis
  • Quality Assurance
  • Technical Support

Results 

Benefits to the Client

The main goal of our client was to get the most out of what the Salesforce platform has to offer. Coral Team was able to meet all the challenges and complete the project quickly and on budget, without sacrificing quality, ensuring continuing smooth transition, operation and maintenance; as well as future-proof the system.

Technology stack

Programming languages

 
Apex, JavaScript

Frameworks

 
Lightning Web Components, Aura Components, Visualforce, Apex Trigger Framework

Databases

 
PostgreSQL, MS SQL Server, MySQL, Oracle

Servers and clouds

 
Heroku Server, AWS, Azure

Salesforce APIs

 
REST API, SOAP API, Bulk API, Streaming API

Off-the-shelf platforms and tools

 
Lightning Platform, Mass Transfer Tool, Data Loader

Operating systems

 
Windows 10, macOS, Ubuntu
 

Other

 
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