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 | |||
, multiple selections available,