Classic to Lightning Salesforce Conversion

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 displayed?
With related lists, are all of them needed for the object? Which ones are important?

A mock up of the account record layout- before and after.

Key fields are highlighted at the top along with important actions like "New Contact"
Related lists are placed stragegically on the page so that the ones most valuable to an account are highlighted.
One of my favorite lightning features- a report chart is imbedded into each account page to show opportunities won over time.

What's next?

Automation - save mom time!

Example- When a new opportunity is closed/won, automatically mark all tasks remaining on the opportunity as "not needed."

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