Salesforce® Lightning Migration & Health Check Future-Proofed Performance

The Mint® Salesforce® Lightning migration & Health Check helped Encyclopædia Britannica modernise its CRM experience, fix legacy issues, and give users a faster, more intuitive platform. After years on Salesforce® Classic, Britannica recognised the need to evolve but migrating to Lightning wasn’t just about a UI upgrade. It was a chance to resolve long-standing inefficiencies and create a more sustainable, future-ready platform. Mint® made sure that happened, smoothly and securely.

Britannica’s Classic setup had grown outdated. Users were frustrated by cluttered layouts, inconsistent workflows, and unreliable reports. The system still functioned but it wasn’t helping teams work efficiently. Migrating to Lightning presented an opportunity to not only update the interface but to rebuild trust in the platform. Mint® took on the challenge with a methodical approach: combining a Lightning migration with a full health check and platform optimisation.

The project started with an in-depth audit of Britannica’s Salesforce® instance. Mint®’s Health Check identified unused fields, broken automation, and outdated configurations, issues that had accumulated over years of system use. Rather than carry these over into Lightning, Mint® cleaned and rebuilt critical processes to ensure they were aligned with how the business operates today.

Key features of the solution included:

• System Health Check: Identified redundant, broken, or outdated functionality before migration.
• Lightning UI Optimisation: Simplified and modernised layouts for improved navigation and user satisfaction.
• Workflow Clean-Up: Retired or rebuilt automation to improve reliability and maintainability.
• User Adoption Enablement: Created a cleaner, faster experience that encouraged re-engagement and reduced support burden.

The result was more than just a visual refresh. Britannica’s users now work in a modern Salesforce® environment that is faster, clearer, and built to support the tasks they do every day. Admins, too, gained greater confidence that the system was now easier to manage and scale.

“Switching to Lightning and cleaning up the system changed everything. It feels faster, smarter and more useful. Mint® made it simple.”

— Jane Helps, Sales Enablement Manager Encyclopædia Britannica

The Mint® Salesforce® Lightning migration & Health Check enabled Britannica to clean house, re-engage users, and lay the foundation for ongoing CRM success. For businesses still on Classic or unsure about the upgrade, Mint® offers a safe, strategic path forward, combining platform knowledge with business-first thinking. Let’s talk.