Admin overhead of Lightning
- Jodie Miners
Owned by Jodie Miners
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 |  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 | 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 | | | |