This video demonstrates how to upgrade a Salesforce Classic user experience app and bring it into full Salesforce Lightning Experience compatibility.
- [Instructor] I've added this video to assist you if you have legacy Salesforce accounts using the Classic Salesforce user interface. Now, when you've got a Classic account and you're switching to Lightning experience, you'll need to upgrade your app so that they're visible and manageable within the new Lightning interface which has additional functionality not offered in Classic. Let's check out how to upgrade an existing app from Classic to Lightning. It's quite easy. We'll need to be signed in and we're starting from the home tab. Let's go ahead and head over here to the gear cog icon.
We'll click on that and then we'll click Setup. Now let's type App into the Quick Find on the left-hand side. And then we'll go ahead and click on the App Manager. We can sort the apps by type so the Classic apps and the Lightning apps can be sorted using this column and we'll want to just look at the Classic apps. Now, I've got an app here which is called Company Community and I'll go ahead and pull the menu down from the right-hand side and I'll go ahead and click on Upgrade. Now I can go ahead and set the name.
The information is pre-filled by default but I can make changes if I want to and then I can go ahead and click Upgrade. And that's all there is to it. When we're done upgrading we made a copy of the original Classic app which is still here in the list and accessible in the Classic experience. We also have a clone that's been upgraded and made part of the Lightning experience which is at the bottom of the list. It's important for you to understand you can always switch back and forth between Classic and Lightning experience within Salesforce.
However, you won't see any upgraded apps in Classic. Now, let's go ahead and make sure the app is working correctly and make sure it shows up, so we'll switch back over to the first tab here and then we'll use the App Launcher and then we can see our Company Community app right here. And there's the new upgraded app. Because all new Salesforce accounts are using the Lightning experience user interface, it's a good idea to start making the transition right now.
- Making apps
- Using the App Manager and Lightning App Builder
- Adding third-party components to app pages
- Upgrading a classic app
- Adding and managing app tabs
- Enhancing apps with custom objects
- Building apps for analytics and dashboards
- Testing apps in the Salesforce1 mobile experience