Lightning Experience Setup

Prerequisites

To set up Lightning Experience, you need:

  • System permissions:

    • Assign Permission Sets

    • Customize Application

    • Manage Profiles and Permission Sets

    • View Setup and Configuration

Basics

Lightning Experience is the newest user interface for Salesforce.

With FieldFX built on the Salesforce platform, you can take advantage of Lightning Experience right away.

Switching to Lightning Experience

  1. Run the Lightning Experience Migration Assistant:

    1. Access FieldFX Back Office

    2. Switch to Salesforce Classic

    3. Open Setup

    4. Click Get Started on the Lightning Experience Migration Assistant panel

      Screenshot of the Lightning Experience Migration Assistant

    5. Follow the on-screen instructions to learn and set up Lightning Experience

  2. Update workflow controls on FieldFX Back Office page layouts:

    1. Adjust the height of the workflow control on quote page layouts to 250px.

    2. Adjust the height of the workflow control on job page layouts to 250px.

    3. Adjust the height of the workflow control on ticket page layouts to 250px.

    4. Adjust the height of the workflow control on invoice page layouts to 250px.

    5. Adjust the height of the workflow control on credit memo page layouts to 250px.

  3. Test all FieldFX functionality in Lightning Experience:

    1. Run through the tasks completed during your daily operations

    2. Verify that everything is working correctly

      1. Adjust page layouts where necessary

      2. Contact LiquidFrameworks Support if you encounter any issues