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Area | Classic | Lightning | Do in Classic Anyway even if you set up Lightning | ||
---|---|---|---|---|---|
Apps | Create App with Logo for regular users to use | Create or Customise Lightning App | Maybe, depends on if you are just keeping Classic for power users / admin users | ||
Objects | Turn on Field History Tracking for each Object | ||||
Turn on Chatter Tracking for each Object | |||||
Turn on Middle Names and Suffixes if Required | |||||
Page Layout | Re-create all Page Layouts as Feed Layouts | ||||
Set up Layouts so they make sense | But different things may make sense in Lightning | ||||
Page Layout | Create All New Page Layouts as Feed Layouts | Remove Standard Custom Links not used | |||
Different Layouts for different Record Types or Profiles | |||||
Different Layouts for use in different apps - at least one new Layout for each object for Lightning Apps | |||||
Mini Page Layouts for hovers | |||||
Compact Layouts - one for each Layout | Only if using Console in Classic | ||||
Ensure Related Lists for each Page Layout are consistent and make sense | |||||
Re-think which Related Lists should be on display if Related List component is used | |||||
Remove Activities and Open Activities from Related Lists | |||||
Add Files and Notes to Related Lists. Remove Notes and Attachments | |||||
Remove Notes and Attachments to Related Lists | |||||
Add History Related List to Layouts | Not Available - scheduled Summer '17 #SafeHarbor | ||||
Assign Page Layouts |