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Upgrade a Classic App to a Lightning App

Learning Objectives

After completing this unit, you’ll be able to:
  • List the benefits of upgrading a Classic app to a Lightning app.
  • Upgrade a Classic app to a Lightning app.
  • Customize the logo, branding, and navigation for an upgraded app.

Take Your Classic App to the Next Level: Lightning

Classic apps work in Lightning Experience. So why upgrade them to Lightning apps? Upgrading a Classic app to a Lightning app lets you and your users take advantage of custom branding and the enhanced navigation features available in Lightning Experience.
Note

Note

You can’t upgrade a Salesforce Classic console app to Lightning Experience. You can choose to display or hide the app in the Lightning Experience App Launcher, but you can’t edit the app from the App Manager page in Lightning Experience Setup. To get started in Lightning Experience, customize these Salesforce-provided Lightning console apps: Service Console and Sales Console. You can also recreate your Salesforce Classic console app in Lightning Experience, but using Salesforce’s out-of-the-box app is faster and easier.

You installed the enhanced Warehouse app into your org, but it installed as a Classic app. Let’s bring it into Lightning.

Upgrade the Warehouse App

Even though a Classic app works in Lightning Experience, it doesn’t take advantage of all the benefits of being a Lightning app. That’s why we recommend that you upgrade it. Let’s do that now.
  1. From the Home tab in Setup, enter App in the Quick Find box, then select App Manager.
  2. Find the Warehouse app in the list.
  3. Click Action dropdown from the Warehouse app row, and select Upgrade.
  4. Leave the suggested “Warehouse Lightning” name as-is, and click Upgrade.
    Your Classic app is copied and upgraded for Lightning Experience. You now have two versions of the app: a Classic version, and a Lightning version. After you upgrade it, the Classic app is no longer accessible in Lightning Experience via the App Launcher. You’ll still see the Classic app in the apps list, but with the Visible in Lightning column deselected.

After you upgrade a Classic app, the two versions of the app must be managed separately. Future changes you make to the Classic app won’t be reflected in the Lightning version of the app, and vice versa.

Give the Warehouse App That Touch of Lightning

You’ve upgraded the Warehouse app, but it’s not taking advantage of the great enhancements that Lightning apps can offer. Let’s fix that.
  1. Find the Warehouse Lightning app in the list.
  2. Click Action dropdown from the Warehouse Lightning app row, and select Edit.
    The app opens inside the Lightning App Builder. Not only can you see all your app options, but you can view any active Lightning pages assigned to the app.
  3. Update the description to Manage inventory and deliveries for our warehouses.
    The app description displays alongside the icon in the App Launcher, so it’s a great way to tell your users what the app is for, but keep it brief.
  4. In the App Branding section, change the Primary Color Hex Value to #EE1518.
    You can see a preview of the default app icon using the red color we assigned and what the app tile will look like in the App Launcher.

    Upgrade the Warehouse App Color and Description

  5. Click Save.
  6. On the Navigation Items tab, remove the Data and Home tabs from the Selected Items list.
    That leaves the Chatter tab at the top of the list, which means it becomes the app’s landing page.
  7. Add Cases to the Selected Items list, and move it to directly after Accounts.

    Customize the Warehouse App Navigation Bar

    Tip

    Tip

    If you have Lightning pages in your org, you can see them in the Available Items list. Being able to add Lightning pages to the navigation bar is another great perk about Lightning apps.

  8. Click Save.
  9. On the User Profiles tab, make sure that System Administrator is in the Selected Items list.
  10. Click Save, and then click Back to return to Setup.

Look at the Warehouse App Now

Let’s look at the changes we made to the Warehouse app.
  1. Click App Launcher icon from the app navigation bar.
    There’s the Warehouse Lightning app.

    Warehouse App in the App Launcher

  2. Click the Warehouse Lightning app.
    If the “Welcome to Salesforce” Setup Assistant dialog appears, close it.

    You’re in the updated Warehouse app. It’s got Chatter as the landing page, Cases right after Accounts, and the bright red color we gave it.

    Warehouse App Chatter Home

Good job! You’ve got the skills. Now go create and update some apps in your own org.
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