The client is a US-based internet company that helps people research new and used cars, discover the price and buy a vehicle through an extensive network of dealerships in the United States.
The client has been using Salesforce for many years, and their instance had been customized heavily by several vendors and internal teams in the past. They were using sales and service cloud as well as a custom solution built within Salesforce to manage their entire flow from the opportunity to fulfilment stage.
The company was planning to replace their custom solution with Salesforce CPQ, and they needed to migrate to Lightning to take advantage of the features of CPQ. There were several legacy custom pages and functionalities that needed to be made Lightning-ready before migration. There was no one in the company who had full knowledge of their Salesforce instance to understand functionalities that were essential to ensure Lightning-readiness.
The Lister team ran a complete analysis of their system to discover functionality that was rarely used or not at all and then worked with the client to define the scope of migration. An aggressive plan was made to migrate to Lightning, test the full functionality and ensure that user adoption will not be impacted. Necessary iterations with users were planned for this.
The migration involved the following:
- 87 VF pages made compatible with Lightning
- 150+ unsupported visual components rewritten as Lightning components
- 18 managed packages upgraded or retired
- 1.5 lakh attachments migrated to files
- We retired or revamped unsupported home page features
- Training conducted for users on functionality that had changed considerably due to Lightning
There was thorough testing done to make sure the migration was painless and seamless.
- Completed migration in 12 weeks which was well below estimates and expectations
- User experience was significantly improved, delighting all the stakeholders
- It paved the way to accelerate CPQ implementation, which was a critical project