App Solve is proud to announce our first webinar on the topic of the new Salesforce Lightning User Interface was a huge success! Thank you to all the attendees for joined, participated and contributed to the learning session.
In less than 20 minutes, we covered many topics:
- What is Salesforce Lightning?
- What is the differences between Classic and Lightning?
- When is it being rolled-out / is it available to my organization?
- What should my organization check before converting to the new UI?
- What does the new UI look like and how to navigate it?
- How do I switch back to the Classic UI?
- And much more!
We would highly encourage everyone to watch the video in this post and read Salesforce’s post “Deciding if the Lighting Experience is Right for You.” It includes very detailed checklists and facts you should be considering as this is a significant change to your organization.
Finally there were some questions raised during the webinar that we didn’t have time to address. Please find below the questions and corresponding answers.
App Solve will be working creating a schedule of regular monthly webinars in the near future. Stay tuned to our website for more details and registration.
If you’d like to reach out to us directly, please contact David at firstname.lastname@example.org
Questions and Answers
Question #1: In the “Classic View” there is a section for “Recent Items” on the left sidebar. Is that still available in the in “Lightning View”? — Jeffrey
Answer #1: In the new Salesforce Lightning UI, the “Recent Items” appear on the Home Tab under the heading “Recent Records” with the same functionality. However “Recent Records” do not appear on the sidebar in the same way as “Classic View” on every page. Salesforce is developing additional components to support this feature request within the next few months.
Question #2: If I switch my organization to the new user interface (Lightning), should I be concerned about the installed packages I use? If so, will the vendors support the new UI? — Tatyana
Answer #2: I would recommend exercising caution if you are using installed packages / apps before upgrading to Lightning. Salesforce has already completed a through testing on all packages across the App Exchange and is working with vendors to ensure the transition is smooth and bug-free. To be safe, reach out to vendors supporting your installed packages / apps and they will let you know if there are Lightning ready.
Question #3: In the “Classic UI,” all of the fields from Leads are mapped to the Account when converting it. However I am having an issue with the information not being converted over to the Account after switching to Lightning. Do you have a workaround? — Gary
Answer #3: I’ve experienced similar issues with the field mapping during my tests as well. For example, if a checkbox is on the Lead and mapped to the Account, the value does not transfer over. This is of course a significant concern. I have raised the issue with Salesforce. I have not been able to find a workaround.
Question 4: How do I bring up Custom Objects in the new UI (Lightning)? — John
Answer #4: Some features are not yet supported in the Salesforce Lightning, such as Custom Tabs for the sidebar. To quote Salesforce’s own blog “For this initial launch, you can’t change what’s listed in the navigation menu, and it only contains standard objects that are supported in Lightning Experience. You and your users can still get to custom apps and custom objects via the App Launcher.” To access the App Launcher, click the first icon in the top-right corner and then click “Other Items.”
Question #5: Does “Enable the New Salesforce Experience” option turn it on for all users? Or does it give the users an option to turn it on for themselves? – Tatyana
Answer #5: The “Enable the New Salesforce Experience” just enables the new UI and gives each user an option to switch it on or switch it off (i.e., it does not force a UI change for the organization). If you want to apply the Lighting UI to the entire organization, follow the instructions on the “Experience Lightning” page to enable it for everyone or select users.