Convert to Salesforce Lightning

Learn how organizations like yours have made the transition from Classic to Lightning.

Idealist Consulting has a long history of helping organizations adapt new technology. We’ll help you understand how converting to Lightning can help your organization adopt Salesforce more thoroughly and ultimately be more successful.

We’ve compiled our best resources on Salesforce Lightning for you in our bundle. 

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What's included


Evaluate Your Org's Readiness 

Preview what Salesforce Lightning will look like and take the Salesforce Lightning Readiness Assessment

Lightning readiness assessment


4 Reasons to Invest in a Lightning Upgrade

Concrete talking points you can take to your company leadership to help sell a Salesforce Lightning upgrade.

Why invest in Lightning upgrade

case study

D.C. Public Library Foundation finds efficiency with Lightning upgrade

DCPLF reached out to Idealist Consulting to help them move from Classic to Lightning and upgrade NPSP. Learn how they saw increased donations with our strategic guidance.

DC Public Library Foundation finds efficiency in Salesforce Lightning

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Make Salesforce the hub of your systems and processes.

Marketing Automation

Supercharge your communications + engagement.

Salesforce App Development

Partner with us to develop your app.

Some of our clients

Hilton Foundation
Hostelling International

Oregon Humane Society

About Idealist Consulting

We’ve been at this for over a decade. Our central staff is behind each project, but we also have over 40 Salesforce admins, developers, architects, marketing automation specialists, and project managers on our team, based across the United States. We match them to projects based on personalities, skillsets, location, and availability and are happy to provide resumes upon request. Our team holds over 30 Salesforce certifications. Named as "Best for Workers" by B Corporation for four years running, Idealist Consulting is committed to building and maintaining healthy relationships across the board.