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."

Comments

Service Cloud Specialist Superbadge - 4,5,6,7

Part of doing the Service Cloud Specialist superbadge is trying new things, so I am putting up picture of new things that I've tried recently. One of my favorite new things this week was taking a shower with my whole block collection. Mom put me in the shower, and I sneaked out to grab the block bin and dumped it in. I'm concerned to share photos because of the slight nudity, however, I can assure you that it was a glorious adventure. Instead, I'll share my favorite Saturday new thing- walking to the coffee shop for a sprinkle donut! Back to the superbadge... Challenge 4 Case Routing If you haven't taken the Onmi Channel module yet, now is a good time! I kept that particular module open one on screen while I walked through this step. It is hard to give many hints about this step without giving away too many details - so - the best advice is to read through the challenge and label each step with the corresponding Salesforce term. (IE - "The channel, Sto

Service Cloud Specialist Superbadge - 1,2,3

A confession - I know next to nothing about service cloud. While I was excited that a new superbadge was available, it made me a little nervous that I had to do all of the prerequisites and tackle new things like macros. New things - new year - let's get started! (Right after I finish guitar practice) If you are also a service cloud novice, the Omni-Channel Basics is a crucial prerequisite even though it is not officially required. Challenge 1 App Appearance This, like all superbadges, requires a careful read through the instructions prior to any clicking. I found it helpful to take a separate notebook and write down the steps that I would need for each challenge step - for example - My rough notes for challenge 1: Create 2 profiles Tweak service Console 3 new items on utility bar Allow access for new profiles Create User Beware - After editing the service console, you might have to edit the new profiles. I found it necessary to click "edit&quo

Business Administration Specialist Superbadge- 3 & 4

This afternoon, I added a genius wig in an attempt to look a little older and more experienced. The free lemonade offer worked! I made two dollars today! A huge thank you to Jocelyn Fennewald , Salesforce MVP, for pointing out the "remove all columns" option within the report creator. When you start a create a new report, simply click to start with a clean screen. If you are familiar with report and dashboards, this challenge should only take 30 or so minutes to complete. Below are tips and gotchas for each report / dashboard. If you need more help, leave a comment! Reports Accounts by Market To create the "Market" row grouping, use a bucket field. Make sure that the correct date range is selected. High Value Residential This report includes: 1 filter, 1 grouping, and 1 summarized field. Rated Accounts by State The record count for state and account rating are automatically added. Note the filter. Open Support Cases You ma

Trailhead Baby

Search This Blog