Easy SalesForce classic to Lightning migration steps

Before being able to offer your users to switch by themselves from SalesForce classic to Lightning through the SalesForce interface, you must consider migrating from SalesForce classic to Lightning. Nowadays and since 2019, SalesForce Lightning is the standard version offered to all users, and the company is pushing all users to use Lightning, the latest version, by default on their SalesForce platform as soon as they get a SalesForce license which will soon only be available for Lightning version....
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How to use SalesForce?

The SalesForce platform CRM is a cloud based customer relationship management fully accessed online, from desktop or from mobile phone, through a web interface. In order to be able to use the powerful CRM, you first have to login on SalesForce account, and, if you don't have an account yet, you might first need to get a SalesForce license and add user to the SalesForce account of your company, in order to give that user access to the company data....
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How to add custom object to navigation bar in SalesForceLightning?

Customize navigation bar in SalesForce Lightning to access quickly your most important functions, such as SalesForce accounts, SalesForce dashboards, or SalesForce contacts. In SalesForce, add customer object to navigation bar is a standard graphical interface manipulation, and is one of the first step to perform when getting access to the system, with creating dashboards in SalesForce, to personalize the system and be more productive in a few steps. The SalesForce navigation bar will be one of your most used interface item!...
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How to export contacts from SalesForce Lightning?

Exporting contacts from SalesForce is a pretty easy operation, by creating a report containing the contacts to export, and export that report to Excel or another available export format from SalesForce. The process is pretty similar to exporting data from SalesForce to Excel as it is the case for report export for example....
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How to change language in SalesForce lightning?

There are many languages available for the SalesForce Lightning interface, and it can easily by changed by any user. As it is based on a web interface, it is very easy to change the SalesForce lightning language, simply by visiting the user preferences, going to the SalesForce language settings, and selecting the right one. After having changed the Sales Force language, all related functions will directly be displayed in the selected language, such as SalesForce accounts, SalesForce dashboards, SalesForce contacts, and all other parts of the interface....
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How to create a dashboard in SalesForce Lightning?

Creating a dashboard in SalesForce will allow you to access quickly and efficiently the most important information for your activity. The SalesForce Lightning dashboards contains the useful information that you want to access quickly, and can be fully customized to your needs. Creating dashboards in SalesForce is a simple and necessary operation to use the full potential of the real time reporting....
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How to merge accounts in SalesForce Classic?

How to merge accounts in SalesForce? It might be necessary to perform a SalesForce merge accounts operation in several cases, especially while performing some data cleansing, and noticing that different SalesForce accounts registered actually represent the same account, but with slightly different data, such as a character wrongly entered, a SalesForce merge account operation becomes necessary. Also, when several clients merge together, or a former account left the company and has been transferred to another account, it might be necessary to merge both accounts in SalesForce....
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How to merge contacts in SalesForce Classic?

How to merge contacts in SalesForce? Merging contacts from an account can only be performed on SalesForce Classic, and is a pretty straight forward operation. It will be especially useful to merge contacts in SalesForce during operations such as data cleansing, that might dig up some redundancy in the registered contacts. A SalesForce merge contacts operation will allow to cleanse the data that might be duplicated, by selected the right one amongst different records. See below how to merge contacts in SalesForce Classic to ensure the highest data accuracy possible....
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