Hexaview Technologies

Salesforce Classic to Lightning Migration for a Wealth Management Organization

About Our Client

An independent consulting firm that delivers management and technology
services to wealth managers. They help individuals and wealth management firms optimize their technology investment to reduce
operational risk and advance business management.
 

Business Scenario

The client’s Salesforce Classic environment and related interfaces were customized to execute complex end-to-end business processes as per their requirements. They wanted to upgrade Salesforce to the new User Interface, i.e Lightning. However, Visualforce pages and JavaScript buttons in their Salesforce org prevented a simple migration to Lightning.

They needed a business partner who could transition this customized Salesforce org to Lightning smoothly and efficiently, with as little disruption as possible. Furthermore, someone who could understand their business processes and integration to back-end systems.

Hexaview’s  Solution 

  • Assessed the Visualforce pages and created a migration path that maintained the existing functionalities.
  • Converted Visualforce pages and JavaScript buttons to Lightning components and quick actions respectively.
  • Optimized the code and developed Aura components to create customized layouts and dashboards.
  • The migrated elements were made available for integration testing and user training.

Technology Stack

  • Lightning Aura Components
  • Apex

Impacts on Business

  • A simple, intuitive user interface: The new Lightning user interface is highly flexible and robust as compared to Classic.
  • Enhanced Productivity & Efficiency: Migrating to Lightning resulted in enhancing their business efficiency by around 50%.
  • Enhanced Reports, Charts, and Dashboards: The reports and dashboards became more interactive, easier to navigate, and edit.