Use this link to share with your colleagues:
Lightning Transition: Bring the Team to Lightning! (and remove Classic buttons): https://help.pm.leapevent.tech/a/1770707
Now, it's time to bring your team to Lightning (if they haven't switched already)!
Then, once everyone's in Lightning, you'll remove any old buttons in Classic to avoid confusion.
While the time it takes to bring your team to Lightning may vary, your actual steps should take 20-30 minutes. Let's dive in!
Bring your team to Lightning
Make sure to share the Welcome to Lightning! (for Classic Users) article with your team, and ask them to switch over as soon as possible!
And make sure to let them know about all of the great new features available to them exclusively in Lightning.
Remove old Classic buttons
Once all of your users have started using Lightning, make sure to remove old Classic buttons from your page layouts.
Not only will this fully transition everyone to Lightning, it will also help your users avoid confusion and set them up on the path to success in Lightning!
1. Click on the gear and go to Setup
2. Go to the Object Manager tab and click on Account
3. Go to the Page Layouts tab in the left panel, and click on Household Layout
4. Remove buttons from the Opportunities related list
Scroll down to the Opportunities related list and click on the wrench
Expand the Buttons section with "+"
Uncheck the "New" button
Remove any custom buttons from the Selected Buttons column
Click "OK"
5. Click "Save"
6. Repeat steps 4-5 for the Individual and Organization layouts
If you have any custom Account Page Layouts, you'll want to follow these steps for them too!
You can skip the TBQ Account Page Layout.
1. Still on Page Layouts for Accounts, click on Foundation Layout
2. Remove buttons from the Opportunities related list
Scroll down to the Opportunities related list and click on the wrench
Expand the Buttons section with "+"
Uncheck the "New" button
Remove any custom buttons from the Selected Buttons column
Click "OK"
3. Click "Save"
1. Click on the gear and go to Setup
2. Go to the Object Manager tab and click on Contact
3. Go to the Page Layouts tab in the left panel, and click on Patron Contact Layout
4. Remove buttons from the Opportunities related list
Scroll down to the Opportunities related list and click on the wrench
Expand the Buttons section with "+"
Uncheck the "New" button
Add "New Credit Card Donation" to the Selected Buttons box
Click "OK"
5. Add buttons to the Recurring Donations related list
Scroll down to the Recurring Donations related list and click on the wrench
Expand the Buttons section with "+"
Check the "New" button
Click "OK"
6. Remove buttons from the Ticket Orders related list
Scroll down to the Ticket Orders related list and click on the wrench
Expand the Buttons section with "+"
Uncheck the all Standard Buttons
Add "Create Ticket Order" to the Selected Buttons box
Click "OK"
7. Click "Save"
8. Repeat steps 4-7 for the Other Contact Layout
If you have any custom Contact Page Layouts, you'll want to follow these steps for them too!
You can skip the TBQ Contact Page Layout.
1. Click on the gear and go to Setup
2. Go to the Object Manager tab and click on Donation
3. Go to the Page Layouts tab in the left panel, and click on Donation Layout
4. Remove buttons from the Payment Transactions related list
Scroll down to the Payment Transactions related list and click the wrench icon
Expand Buttons with "+"
Uncheck all standard buttons
Click OK
5. Save your changes
6. Repeat steps 4-5 for the following layouts
- Major Gift Layout
- Matching Donation Layout
- Membership Layout
- PatronTicket Donation
If you have any custom Donation Page Layouts, you'll want to take these same steps for them too!
7. Back on the Page Layout selection for Donations, click Grant Layout
8. Remove buttons from the Payments related list
Scroll down to the Payments related list and click on the wrench
Expand the Buttons section with "+"
Uncheck the "New" button
Remove "New Grant Payment" from the Selected Buttons
Click "OK"
9. Click "Save"
10. Back on the Page Layout selection for Donations, click Group Sale Layout
11. Remove buttons from the Payments related list
Scroll down to the Payments related list and click on the wrench
Expand the Buttons section with "+"
Uncheck the "New" button
Remove the "New Group Sale Payment" button from the Selected Buttons box
Click "OK"
12. Click "Save"
13. Back on the Page Layout selection for Donations, click Pledge Layout
14. Remove buttons from the Payments related list
Scroll down to the Payments related list and click on the wrench
Expand the Buttons section with "+"
Uncheck the "New" button
Remove the "New Pledge Payment" button from the Selected Buttons box
Click "OK"
15. Click "Save"
1. Click on the gear and go to Setup
2. Go to the Object Manager tab and click on Campaign
3. Go to the Page Layouts tab in the left panel, and click on Campaign Layout
4. Remove buttons from the Campaign Members related list
Scroll down to the Campaign Members related list and click on the wrench
Expand the Buttons section with "+"
Uncheck the "Add Leads" button
Click "OK"
5. Click "Save"
And we mean done for real! You deserve a celebration (or at least a little treat).
