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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 Feed Tracking for each Object | | ||||
| Turn on Middle Names and Suffixes if Required | | ||||
| Page Layout | Create All New Page Layouts as Feed Layouts | Set Global Publisher Layouts | Very important - start with minimal, so you can customise each page as needed. | Less important | |
| Re-create all Page Layouts as Feed Layouts |  | | |||
| Set up Layouts so they make sense | But different things may make sense in Lightning | ||||
| 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 | | ||||
| Views | Set up all Views | | |||
| Set up Search Layouts | These now controlled the Recently Viewed list view so are much more imporant | ||||
| Set up Tab Layouts | | | |||