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How do I enable app manager in Salesforce lightning experience?
Enter App in the Quick Find box, then select App Manager. Most of the standard Classic apps provided by Salesforce are automatically visible in Lightning Experience (1). You can tell they’re Classic apps by the App Type column (2) and that Lightning Experience users can access them by the checkmark in the Visible in Lightning Experience column (3).
Does Salesforce classic apps work with lightning?
Salesforce Classic console apps aren’t supported in Lightning Experience. Instead, Lightning Experience provides standard Lightning console apps that should work for your sales and service teams (7). If not, you can customize them, or rebuild your Classic console apps as custom Lightning console apps.
How do I upgrade to the Lightning version of an app?
Click the drop-down menu next to a custom Classic app to upgrade it. Then edit the new Lightning version of the app, using it’s drop-down menu, to charge it up with productivity-boosting features. (Remember, the upgrade option doesn’t appear in the drop-down menu for standard Classic apps.)
How do I know if an app is Classic in Salesforce?
You can tell they’re Classic apps by the App Type column (2) and that Lightning Experience users can access them by the checkmark in the Visible in Lightning Experience column (3). An exception is the classic version of Sales, which isn’t visible because we provide a Lightning version of that app (4).
Features Your Users Will Love
Chatter streams: Customize your chatter feed into different streams with updates to features you care about, like group opportunities, cases, people & more. For example, I created a Chatter stream with my teammates in it so I can surface their updates.
Inline editing in List View: Breeze through record updates with inline editing in List View.
Features Admins Will Love
Utility Bar: Get quick access to common productivity tools, like Notes and Recent Items. Utility bar appears as a fixed footer on the bottom of your screen that you can access to open utilities in docked panels.
Release Best Practices
Outside of reviewing the features mentioned in this post and webinar, there are more steps to planning for Salesforce releases. Here are your next steps:
Composite Resource
Imagine we are doing REST API call from external system by creating Account first and then contact. In between if internet connection is gone or user closes browser and only Account created without contact ? From Spring 17, we can reduce number of REST API calls made by combining them in single request.
reCAPTCHA on Web-to-Lead and Web-to-Case
If you are using Web-to-Lead or Web-to-Case for your Salesforce instance, you may already know the spamming problem. From this release, we can add reCAPTCHA in web forms which will reduce spamming problem drastically.
Bookmark your favorite pages
Your Salesforce user navigates same pages over and over and everytime they use minimum 4-5 clicks ? Its time to save the click using favorite feature for Lightning user interface. We can bookmark any page in Salesforce and then navigate quickly by using favorite icon available at top right corner as shown in below image
Limit global search to specific Object
In Global search, now we can limit our search to specific object only, saving clicks and improving speed.
Filter Reports via URL Parameters
Like Salesforce classic, we can create a report URL to dynamically filter on report. We can use fv0 , fv1 … etc in URL to specify filter. fv0 represents first condition, fv1 second and so on.
Run Flow with Lightning Skin
If you are a visual flow user, there are two good news for you. First, Visual flow now displayed in Lightning skin from Spring 17. However, you would need to enable it first using below steps
Two Column Layout in Flow
Do you remember my post regarding creating two column layouts in flow ? I know, I know, that you didn’t liked that JavaScript approach to convert flow into two column layout. And honestly, even I was not happy with the solution however that was the only way known to me but not now.
What changed?
Salesforce CPQ has moved to automatic upgrades for the annual Spring, Summer, and Winter releases which began with Summer ’18. The automatic upgrades are applicable to customers on CPQ version 208 and later. Product and Service notification emails were sent to inform users of the change.
What does this mean for you, and why is Salesforce CPQ making this change?
Automatic upgrades has always been a cornerstone of Salesforce.
Can I upgrade to the latest release, now?
Yes, we encourage you to upgrade your Salesforce CPQ package to the latest release in order to take advantage of new functionality and added security features. Review the release-specific considerations linked below for more information.
How to upgrade Lightning app?
Click the drop-down menu next to a custom Classic app to upgrade it. Then edit the new Lightning version of the app, using it’s drop-down menu , to charge it up with productivity-boosting features. (Remember, the upgrade option doesn’t appear in the drop-down menu for standard Classic apps.)
What are the two flavors of Salesforce?
Conceptually, Salesforce apps are the same as they ever were. But now they come in two flavors: Classic apps and Lightning apps.
How to align an app with a company?
Align the app with corporate, business unit, team, or initiative branding by adding a logo and primary color (1) . (And coming in Spring ‘18, you can configure the app to override your org’s custom theme with the app’s branding.) Because you can brand each Lightning app differently, it’s easier for users to find what they’re looking for in the App Launcher.
When are custom apps visible in Lightning Experience?
All your org’s custom Classic apps that were created before Lightning Experience is enabled are also automatically visible when the new interface is turned on (5) .
Can you override a Salesforce record page?
You can get even more targeted by overriding an app default record page with a different custom Lightning record page that displays just for users of a specific profile when they access the app. So you can deliver the perfect experience to various profiles, all from the same Lightning app. Check out Activate Lightning Experience Record Pages in Salesforce Help for more info.
Does Salesforce Classic upgrade?
Wait a minute…upgrade? Doesn’t that mean the apps won’t be available to users still working in Salesforce Classic? Nope! The upgrade process turns a copy of the Classic app into the Lightning app, leaving the original version untouched. There’s no impact to anyone. So let’s see how easy it is to upgrade your custom Classic apps—and all the benefits your users get on the other side.
Can you use Salesforce Classic with Lightning Experience?
Salesforce Classic console apps aren’t supported in Lightning Experience. Instead, Lightning Experience provides standard Lightning console apps that should work for your sales and service teams (7). If not, you can customize them, or rebuild your Classic console apps as custom Lightning console apps. (See Create and Edit a Custom Lightning Console App in Salesforce Help for details.)
