Enable Lightning Experience

Administrators can enable Lightning Experience for your org so you can use Nimble AMS in a beautiful new interface.

What is Lightning Experience?

Lightning Experience is the name for the all new Salesforce desktop app, with over 25 new features, built with a modern user interface and optimized for speed. There is a lot to learn, and we recommend you start with these resources:

What Has Changed in Nimble AMS?

One of the features available in Lightning Experience is Salesforce files, which is now used by Nimble AMS.

Salesforce Files Overview

Generally available in the Salesforce Summer '14 release (external), Salesforce files was created to bring your files together in one place and make them easier to use in your org and on your devices by connecting them to the records to which they relate. Salesforce files has grown since, and in the Salesforce Spring '16 release (external), it became clear that Salesforce sees files as the future, and fully intend to replace the Notes & Attachments related lists, as well as Documents, with Salesforce files in Lightning Experience. This switch is very beneficial, as it brings in tow some great new functionality, like Salesforce file sync (external), and support for much larger files (external).

Exporting Batches 

Previously, when staff exported batches in Nimble AMS the export file was added to the Documents tab. To improve this task in Lightning Experience, when staff Export a Batch, it is added to Files related list on any of the exported batches. We recommend to add staff training on the new process for Exporting a Batch to your Lightning Experience rollout plan.

Optionally, to enhance your experience with Salesforce files, we also recommend you: 

  1. Learn about Salesforce files (external)
  2. Learn how Salesforce the Files related list replaces the Notes & Attachments related list (external)
  3. Add the Files related list to page layouts (external)

Prepare Your Org

As you begin the process of enabling Lightning Experience, there are a few things you will want to do:

Learn More

Salesforce Lightning Experience is huge improvement, and affects all areas of your org. We recommend you work through Salesforce's learning materials to understand more about Lightning Experience and how to introduce it to your association.

For administrators, take a look through these resources:

For developers, take a look at Develop for Lightning Experience (external).

Evaluate Your Apps and Customizations

In your org, you are using apps like Nimble AMS, as well as customizations set up using page layouts, custom objects, flows, etc. As you get ready to switch to Lightning Experience, you will want to evaluate each app and customization to ensure they'll make the move successfully.

To evaluate each, evaluate a sandbox org using the Lightning Experience Migration Assistant (external) to see if any issues are found. Additionally, we recommend you test your apps and customizations in Lightning Experience to ensure they work properly for you:

Apps

To evaluate the apps you use each day, we recommend you review the documentation for each or reach out to the developer to see if the app is "Lightning Ready". Additionally, we recommend you run through some tests of your business processes which leverage each app.

Customizations

We encourage you to run through tests of your business processes which leverage each of your customizations to ensure they work properly in Lightning Experience. If you worked with NimbleUser on customizations in your org; we can help you out. Please reach out to your NimbleUser Customer Success Manager for documentation on tests you can run through for your customizations.

Make a Rollout Strategy

We suggest you make a training plan for staff to educate them on what Lightning Experience is, and what changes they can expect. Learn more about creating Your Lightning Experience Rollout Strategy (external). As part of your plan, we recommend staff run through the Navigating Lightning Experience and Setup (external) Trailhead.

Consider Enabling Recommended Features for Lightning Experience

Along with the great visual improvements included in Lightning Experience, there are also many new features that will help step your staff day-to-day. We recommend you look through the list of Recommended Features for Lightning Experience (external) and enable as many as possible, with one exception.

Please do not enable  Duplicate Management, as it conflicts with standard Nimble AMS functionality.

Set Up Users for Lightning Experience

We recommend you do a staged rollout and use permission sets to allow a few users to try Lightning Experience and then update your existing profiles to grant all staff access when you are ready. Learn how to Set Up Users for Lightning Experience  (external).

Update Your Org

To electrify Nimble AMS in Lightning Experience, there are a few changes you'll need to make to your page layouts and batch export configuration.

Replace Buttons

Replace the View and Print Roster Buttons on the Account Affiliations Related List

  1. From Setup, click Customize | Accounts | Page Layouts.
  2. Click Edit next to Account Layout.
  3. On the Parent Affiliations related list, click Nimble AMS, Staff View, Button, Wrench.
  4. Click Buttons to expand the list.
  5. Remove the existing View Roster button, and add the new View Roster button.
  6. Remove the existing Print Roster button, and add the new Print Roster button.
  7. Click OK.
  8. Click Save.
  9. Repeat for any custom Account page layouts.

Replace the View and Print Roster Buttons on the Person Account Affiliations Related List

  1. From Setup, click Customize | Accounts | Person Accounts | Page Layouts.
  2. Click Edit next to Person Account Layout.
  3. On the Parent Affiliations related list, click Nimble AMS, Staff View, Button, Wrench.
  4. Click Buttons to expand the list.
  5. Remove the existing View Roster button, and add the new View Roster button.
  6. Remove the existing Print Roster button, and add the new Print Roster button.
  7. Click OK.
  8. Click Save.
  9. Repeat for any custom Person Account page layouts.

Add the Post Button on the Batch List View

  1. From Setup, click Create | Objects.
  2. In the Custom Objects list, click Batch.
  3. In the Search Layouts section, click Edit next to List View.
  4. Remove the existing Post button, and add the new Post button.
  5. Click Save.

Add the View Roster Detail Button on the Committee Membership List View

  1. From Setup, click Create | Objects.
  2. In the Custom Objects list, click Committee Membership.
  3. In the Search Layouts section, click Edit next to List View.
  4. Remove the existing View Roster Detail button, and add the new View Roster Detail button.
  5. Click Save.

Add the Event Badge Labels Button on the Event Badge List View

  1. From Setup, click Create | Objects.
  2. In the Custom Objects list, click Event Badge.
  3. In the Search Layouts section, click Edit next to List View.
  4. Remove the existing Event Badge Labels button, and add the new Event Badge Labels button.
  5. Click Save.

Update your Batch Export Configuration

  1. In the tab bar, click App Launcher, or in Salesforce Classic, click   Nimble AMS, Staff View, Button, All Tabs
    .
  2. Click Batch Export Configurations.
  3. Select a list view—like All Batch Export Configurations—and click Go!
  4. Click Edit next to the batch export configuration you want to modify.
  5. In Export Generator, enter GreatPlainsFileBatchExporter.

    If this field contains a value other than StandardGreatPlainsBatchExporter, you are using a custom export generator Apex class, which must be reworked to support Salesforce Files. This is done through development effort.

  6. Click Save.

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