Lightning Series #4: Enablement Checklist
Is your organization looking to enable the Lightning Experience for Salesforce? While Lightning offers some pretty significant upgrades from Aloha UI, it is still not 100% supported, and does not have all the functionalities of the Aloha. Below is a checklist so see if your Salesforce organization is able to operate with the functionality gaps currently present in the Lightning Experience.
[minti_table style=”2″]| Does my organization qualify for Lightning Experience? | |
| Are you using Contact Manager Edition, Personal Edition, Database.com Edition, and Chatter.com Edition? | These editions aren’t supported in Lightning Experience. |
| General | |
| List all javascript custom buttons | Javascript buttons are not supported in Lightning Experience. However, when you analyze the use cases for these buttons, you may find that Process Builder, Actions, Visual Workflow, and Workflow Rules can provide a smart alternative. Check these tools out as part of your Lightning Experience assessment process. |
| List all AppExchange apps | Many apps from the AppExchange feature customizations, including custom objects, custom buttons, Visualforce pages. In preparation for the Lightning Experience release, Salesforce partners are testing their apps and applying for Lightning Ready certification. If an app is supported in Lightning Experience, a “Lightning Ready” sash appears on its AppExchange listing. |
| List all Visualforce pages | Usually, your Visualforce pages will work as intended, although you may have to point your users at the new locations for custom actions, tabs, and so on. However, there are some considerations for all Visualforce pages and apps, and we recommend that you review those. We created an entire Trailhead module just for Visualforce developers, and an entire trail for developing Lightning Experience apps. If you’re using Visualforce or other programmatic customizations in your organization, check those trails out as part of your Lightning Experience assessment process. |
| Are you using Person Accounts? | Person Accounts are not currently supported in Lightning Experience. |
| Reports & Dashboards | |
| Are you using joined reports? | Many of these functions are not supported currently within the Lightning Experience. |
| Are you using scheduled reports and dashboards? | |
| Do you have report notifications set up? | |
| Are your users following reports and dashboards? | |
| Are you using dashboard filters? | |
| Opportunities & Sales Process | |
| Are you using the Salesforce Console for Sales? | Many of these functions are not supported currently within the Lightning Experience. |
| Are you using Quotes? | |
| Are you using Forecasting? | |
| Are you using Territory Management? | |
| Are you using Orders? | |
| List Views | |
| List all list views using advanced filter logic | Many of these functions are not supported currently within the Lightning Experience. |
| List all list views shared with groups | |
| List all list views that are mass editable | |
| Home | |
| List any visualforce components in use on home page layouts | Many of these functions are not supported currently within the Lightning Experience. |
| List any dashboards in use on home page layouts | |
| List any approval process related lists in use on home page layouts | |
| Other Products | |
| Are you using Communities? | If you have the global header enabled for Communities, to allow switching between communities and your internal organization, then you cannot access the switcher for Lightning Experience. |
| Are you using Service Cloud? | Many of these functions are not supported currently within the Lightning Experience. |
| Are you using Salesforce Console for Service? | |
| Are you using Ideas? | |
| Are you using Pardot? | |
| Are you using Work.com? | |
| Are you using Data.com? | |
Now that you have a sense of the current gaps in functionality of the Lightning Experience, and what isn’t supported, you can start to assess the iCopympact of enabling the new interface for your company. Redpath recommends going through your Salesforce organization and assessing each potential area of impact as you prepare to decide when to enable Lightning Experience.
Don’t forget to check out our last post about testing Lightning! Click here to read.
With the rapid evolution of technology, Salesforce solutions are ever-changing and improving features. Contact our team for up-to-date information.
About the Author: Paul Selway
