The native Lightning Version of HandsOn Connect is being added as part of the Dec 2018 / Jan 2019 release of HandsOn Connect. This means its ready to be configured and used when you decide to start using Lightning in your Salesforce instance. Here's what you need to do to activate lightning and start using HandsOn Connect in Lightning
If you previously had the unmanaged package version of HOC Lightning installed by us during 2018, you do not need to switch to HandsOn Connect Lightning (the name of the 'managed' version of HOC Lightning). The HOC Lightning app has already been configured for you - and you can continue to use it.) No action or configuration is needed on your part.
Note: You may also see an app available in lightning called simply "HandsOn Connect" -- this is the 'classic' version that SF automatically creates for you, and is NOT one you want to use (it requires considerable manual setup and configuration as a 'migrated' app and won't fully support lightning.
With each Salesforce release, Salesforce changes the process of making the transition to Lightning. These instructions relate to the Lightning Migration process as available in Spring' 2019. This may change in the future - but however its presented, the things you need to 'activate' and be aware of will be the same as to what's indicated in these notes.
Enable Lightning in your Instance
If you've not yet activated lightning in your Salesforce Instance, follow all the steps below.
If you HAVE enabled Lightning, you can review this info but skip down to make-the-application-handson-connect-lightning-available-to-user-profiles
To get started: Go to Setup / and click on Lightning Experience Transition Assistant "Get Started"
Lightning Experience Transition Assistant
Discover Phase (1)
This step gives you background information about Lightning, offers videos, and invites you to join the lightning now community. There are three sections - and while we recommend perusing this, there is nothing you have to do here. You can skip this step, as we've already determined that HandsOn Connect is lightning ready for you to use.
Roll Out Phase (2)
More useful stuff here about planning how to prepare your organizational users for switching to lightning. Again - this is largely informational and most of it can be skipped. We DO recommend doing the following however:
In Step 2 - "Implementing Lightning Experience Features --
1) Feel free to click on Explore and learn a bit about the latest lightning experience features, but you don't have to read this now if you just want to get set up. Here's what we recommend you do to get started:
2) Display record pages in the classic-like Full View (Beta). You can do this later if you feel you want to maintain more of the look of classic -- but for now, since this is a beta and unsupported -- just ignore it.
3) Configure the Activities View on record pages -- Activity Timeline is an improved way of looking at activities - and we recommend choosing it. Click on Tell me More if you want to see the other option which is "Related Lists" (again - more like classic). Either option is OK depending on how you use activities.
4) Turn on Enhanced Notes:
Later on -- If you want to be able to add notes to your records - you can add the new "Notes" related list to your page layouts and remove the old "Notes and Attachments" from previous layouts.
If you have previous notes and attachments, you can migrate them to the new preferred 'notes' format (which are files) as recommended when using lightning. Here's a link to how to migrate your old notes to the new format: OR -- you can leave the old notes and attachments there (for easy access to legacy notes) and use the new "Notes" related list for your notes going forward. (And sometime in the future you can migrate your old notes if desired).
5: Set up My Domain - This is highly recommended for all Lightning users. Simply follow the directions and pick a permanent URL for your domain:
Its not required (yet) for HandsOn Connect, but is recommended in order to have access to all of Lightning's features. Its painless to set up and activate.
(Note: choose your my domain name carefully, as it can't be changed after you set it up)
Your domain name can be anything of your choosing and takes the form of https://unitedwayflorida.my.salesforce.com for example.
Don't worry about this now -- but once MyDomain is activated, you can have users log into Salesforce at either login.salesforce.com (as before), OR at your new URL (such as the example above).
You can customize this custom login page to make it match your brand, by adding your logo and colors to your organizational salesforce login page. For instructions on doing this (later) -- see this article: https://help.salesforce.com/articleView?id=domain_name_login_branding.htm&type=5
Step 3 - Adjust Existing Customizations:
If HandsOn Connect is your only application you don't need to do any of this, and all of it can wait until later. Some of this may be helpful IF you have other apps installed and/or you've created custom buttons, etc.
We do recommend you convert your existing attachments and classic notes to Salesforce Files and Notes. But you can do this later, AFTER you've added the notes related list to your page layouts) So skip this for now. Its part of customization you'll choose to do at a later date and make sure any notes and attachments you had previously used in Classic are converted to the new improved format.
In Step 4: Launch Lightning Experience: Do the following:
Fine-Tune who can access Lightning Experience -- read this section and learn how you can control who can and can't access lightning experience for now. This page provides instructions on deciding who in your organization can and can't use lightning right now, and how often people are prompted to stay in Lightning. Depending on how you want to 'roll out' lightning for your users - you can make choices here. The page is fairly self-explanatory, so read through the options and configurations.
Option: Make Lightning Experience the default interface - We don't recommend making lightning the default interface, yet! This way, people will still log into classic - and can CHOOSE to switch over to lightning so they can get more familiar with it. (Starting on October 11, 2019 however, Salesforce will make Lightning the default interface for all system administrators!)
Turn on Lightning Experience -- turn it on! You're ready to start using Lightning.
If it's not already been turned on, Flip the switch and Enable Lightning!
Optimize Phase (3)
Nothing you have to do here. But this section is full of good information on motivating users to start using lightning instead of classic. Come back to this later as you plan your lightning rollup with the rest of your users.
For now: We're ready to start setting up the HandsOn Connect Lightning app for use in Lightning!
See the next article - Granting Access to HandsOn Connect Lightning