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Showing posts from November, 2018

Classic to Lightning Salesforce Conversion - Step 3- Page Layouts

Hello friends!  You have probably guessed this already, but I am working on this lightning conversion project to kill time while waiting for a new Superbadge to be available... I like having a project, but a superbadge is just more fun!  By the way, are you totally overwhelmed by the cuteness of my school picture?  You should be. So far on the classic to lightning project, I've tackled: Pushing test data to my sandbox & creating lightning dashboards  Visualforce Pages  I also checked the custom buttons and links in lightning- and they worked as expected - so there was no need to mess with them!  The next step is page layouts.  A new record page is needed for each object plus I am going to make a special home page for mom. Before I get carried away with design, there are a few key questions to ask about every object's record page: Which fields are being used?  Can I eliminate any?  Which fields need to be prominently d...

Classic to Lightning Salesforce Conversion - Step 2- visualforce

Do not panic.  Converting visualforce pages to the lightning look and feel requires code, but only the teeniest bit.   Find Visualforce pages -search Setup for "Visualforce Pages" Click edit for one of the pages and you will see a big block of code.  After the <apex:page  type lightningStylesheets="true" Check the "available for lightning" box.  Done!   Here's a fun problem- There is a Visualforce page in classic that looks like this: The left is a list view of a person's open tasks for the day.   This ties to an email editor on the right, so a user can select a task then type an email all from the same page.  In Classic the page will resize automatically if it is opened in a smaller window or insert a bottom scroll bar so that the whole page can be accessed.  IE - My laptop has a smaller display, so the page has a scroll bar. In Lightning the page has a lot more white spac...