I'm deploying my first Lightning org and want to share some of my painfully acquired knowledge. I wasn't able to find all of this in one place so maybe I missed some things too...
Lightning is not out of the box ready. There are some known issues, and some optional configuration which take time.
- There are 232 'known issues' for lightning https://success.salesforce.com/issues_index?tag=Lightning
Here's some with workarounds: https://powerofus.force.com/articles/Resource/Known-NPSP-Issues-in-Lightning-Experience
Summary of fixes:
- Contact Donation button doesn't work. Have to replace it with 'Quick Actions" for each record type. This is a little time consuming.
- Account Donation Buttons have to be replaced with the standard "new" button on the donation related list.
- Household Mailing List button on Campaign won't filter to the campaign it was clicked from. No fix for this, users have to edit the report and lookup the right campaign.
- Account View and Edit Button overrides have to be set back to the standard sf page (no override). I also removed the Edit button from the HH layout.
- Create a formula field for the contact name and add it to the Organization Affiliation related list. I replaced the first name with this formula so you can still click through to the record from the last name.
Also, the Account, Contact and Opportunity Page Layouts don't have all the buttons needed for activity management, so you won't immediately see how to create a task/event, send email or log a call.
- To fix this you have to Modify Page all the Page Layouts to add Actions to the Salesforce1/Lightning Section. This can be time consuming if you have a lot of Oppty RT's.
- Note that there are already a bunch of actions showing in the editor, these are for Salesforce1. I do wish there was a way to tell the difference. Annoying.
If a client is using Task or Event Record types there are some additional changes to Compact Layouts that you might want to make.
Overall, I love lightning and its a definite WOW factor for clients, but as always, there are hurdles...#Lightning #Lightning Experience
Oh, one more thing, apparently if you want to change the home page you gotta build a new one... https://trailhead.salesforce.com/en/modules/lightning_app_builder/units/lightning_app_builder_homepage
I tried it in the Sandbox yesterday. If you use NPSP Campaign Page Layout, and add the Household Mailing List button on it, the button does not appear. If you create a custom page or use Campaign page layout, and add the button Household Mailing List, it appears on the page. However, it does not pull any data, and even after editing the Campaign, it does not pull any data. It show 0 record pulled. You can try it in Sandbox. Of course, it does not make sense that button is not visible on NPSP Campaign Page Layout. Good luck with workaround.
