Use this link to share with your colleagues:
Lightning Transition: Make further customizations: https://help.pm.leapevent.tech/a/1770706
Here, you'll make any additional customizations needed.
If you noted any additional customizations back in the last section, you'll bring those over to Lightning. Because every organization will have different customizations and features to optimize, in this article we have some resources for you to help transition those feature to Lightning
How long this will take varies depending on the number and complexity of the customizations in your account.
If you didn't write anything down while discovering additional customizations, then you can skip this chapter and head back to the Lightning Transition Guide for step nine.
Some key resources
| Customization you wrote down: |
What to do: |
Resources for assistance: |
|---|---|---|
| Notes and Attachments | Convert these to Files |
Install Salesforce's Magic Mover for Notes and Attachments to Lightning and run the tool |
| Links and / or Hard-Coded URLs | Recreate these custom links from Lightning and add them to your page as Rich Text components |
Our Add Custom Links to Your Lightning Home Page article |
| Buttons | Convert these to object-specific Actions | Our Actions in Lightning article |
| Page Layouts | Adjust your page layout(s) as well as your components. Be sure to add any custom actions you built to the page layout(s) | Our Page Layouts article |
| Objects | Add those objects to the appropriate Lightning Apps (e.g. PMGR Ticketing) and create any list view you need | Add your object to Lightning Apps using the same steps we used to add CRM Snapshots. Create list views with our List Views article |
Should I use a sandbox to test my customizations?
Whether or not you should use a sandbox to test customizations depends on a few factors:
- If you're using custom apps (that you've built or downloaded from the AppExchange), definitely test and optimize those in a sandboxbefore bringing those optimizations to your production account. The most common apps include:
- Facilities
- Class Registration
- Volunteers for Salesforce (V4S)
- Auctions
- For all other customizations, follow your organization's policies and procedures when implementing customizations. If your organization doesn't have those policies, you should be fine to do them without a sandbox.
You're done!
You can head back to the Lightning Transition Guide: Home article now.