Skip to main content

Quick Tips: Consider this before moving to Lightning experience



With Dreamforce '15, everyone got ample view of Lightning framework and its benefits or rather "WOW" aspects. I'm equally excited to see a paramount change in Salesforce UX layer which is was much needed.

With all the excitement and eagerness to understand and use Lightning we need to also understand the process to transition from Classic UI (current UI) to Lightning Experience, or it can be a rather painful and unsatisfactory experience.

Firstly, we need to understand that it's a complete overhaul of User Experience and not mere CSS change. So, the way users interact with application or developers develop the application or architect designs the applications, changes significantly.

Secondly, as of now Lightning Experience is not fully enabled for entire Salesforce and is to be done in phases which makes complete sense. You cannot expect users to learn new system overnight and hence a transition is much appreciated. Not to mention, this also gives users/ developers opportunity to share their feedback and reviews to Salesforce, to help Salesforce improve Lightning Experience even further. So, till the time transition to Lightning experience is completed, be ready to switch between Classic UI and Lightning Experience.

Thirdly, with Force.com and Visualforce, lots of organizations and developers have done really fantastic job in creating custom user interface within Salesforce. This however can be a challenge (depends on case to case basis), for organization to move from Classic UI to Lightning experience. In fact, at this point, it is advisable for all those organizations to continue using Visualforce and not transition to Lightning, unless they are creating a completely new module.

I've hereby compiled a small list of quick tips that need to be considered (subject to change in future releases):-

  1. Custom Javascript and URL buttons are not available - so in case you need any functionality you'll have to rely on workflows, process builder, triggers etc. to initate the logic based on some fields
  2. Auto-populating standard forms via url (querystring parameters) is not available
  3. Any visualforce pages developed previousbly which uses Salesforce CSS tags or heavily rely on javascript will need thorough testing
  4. Inline editing is not supported (may be supported in future releases)
  5. Custom tabs cannot be added to new left hand navigation bar (may be supported in future releases)
  6. Lightning Experience cannot be enabled for Orgs using Person accounts
  7. Visualforce pages using standard UI tags get rendered as Salesforce classic
Labels:

Comments

Post a Comment

Popular posts from this blog

Quick Tips: Salesforce default Images

Well, I'm sure a lot of you still rely on using out of the box salesforce images for displaying quick icons within formula fields or even using them within your Visualforce pages. Lately, I realized that a lot of earlier resources are no longer accessible, so I tried to quickly extract all images from Salesforce CSS files and provide a quick reference here. Please note, I've referenced all images from SF servers directly, so if anything changes, the image should stop rendering here. As these images are completely controlled by Salesforce, and in case they change anything, it might lead to image not being accessible. Image path Image /img/samples/flag_green.gif /img/samples/flag_green.gif /img/samples/flag_red.gif /img/samples/color_red.gif /img/samples/color_yellow.gif /img/samples/color_green.gif /img/samples/light_green.gif /img/samples/light_yellow.gif /img/samples/light_red.gif /img/samples/stars_100.gif /img/samples/stars_200.gif /img/samples/stars_300.
5 comments
Read more

Lightning: Generate PDF from Lightning components with in-memory data

I'm sure as everyone is diving into lightning components development, they are getting acquainted with the nuances of the Lightning components framework. As well as, its current limitations. Being a new framework, this is bound to happen. Although we have our users still using salesforce classic, we have started using lightning components framework our primary development platform and Visualforce is considered primarily for rendering lightning components within Classic Service console. Recently, while re-architecting a critical module, we encountered a problem wherein we needed to generate PDF from lightning components. Now, being Javascript intensive framework, it has limited room for such features (may be included in future roadmap). As of now, there is no native feature within the lightning framework to do so (at least I didn't find anything). Common Scenario - Create Visualforce page to retrieve data and generate PDF For scenarios where the data exist within Sa
2 comments
Read more

Quick Tips: Setup SFDX Manually without Admin access

We all have faced challenges while working in different enterprise environments, where there may be lot of controls/ checks/ red-tape to get by. In such situations, getting access to simple tools (even git) can take lot of time. Note: This tutorial is to be followed at your own risk, as it may not be complaint to your organization's IT policies. What is SFDX? SFDX is a command line utility for managing salesforce builds/ deployments. Being command line, it can be easily embedded to automation chains, to help build fully automated build and deployment processes. To get started, refer  https://trailhead.salesforce.com/en/content/learn/trails/sfdx_get_started Setup SFDX on Windows machine without admin access As you may have already realized, SFDX installation needs admin access to one's machine. Which may be a luxury a lot of developers may not have. So, i tried to provide a step-by-step guide to setup SFDX on your computer without any admin access Steps: Note:
1 comment
Read more