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Admin overhead of Lightning
Admin overhead of Lightning
When setting up any new org there is a number of things I ALWAYS do in setting up Page Layouts and Views etc. Let's see what's involved in Classic vs Lightning
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 | ![]() |
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 | Set Global Publisher Layouts | ![]() | ![]() |
Re-create all Page Layouts as Feed Layouts | ![]() | ![]() | |
Set up Layouts so they make sense | ![]() | ||
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 | ![]() | ||
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 | ![]() | ||
Assign Page Layouts | ![]() | ||
Views | Set up all Views | ![]() | |
Set up Search Layouts | ![]() | ||
Set up Tab Layouts | ![]() | ![]() | |
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