Classic vs Lightning Navigation Quick Reference Guide

In this Article we will review some of the commonly used navigation in improveit 360 Classic and where you will find those screens in the new Lightning Experience User Interface. 

First, will use the App Launcher menu to launch the improveit 360 Lightning app. If your company uses an integration with Five9 or RingCentral, you will look for those apps here as well. 

The Prospect Search & Create Tool can now be located in the bottom left corner of the toolbar:

When Users click Go the system will use improveit 360's Classic Visualforce page, and from here they can Create a New Prospect or a Prospect & Appointment: 

Users will no longer have the Classic All Tabs page (+). Instead Users will use the App Launcher to locate other Object Tabs, like Sources, Sales, Projects, or Quotes: 

The improveit 360 Staff Calendar is also accessible through the App Launcher menu:

Features of improveit 360 Classic which are supported with the Lighting Experience re-skin include: 

• Print/Email functionality
• PaySimple payments integration
• Staff Calendar 
• Time Block Scheduling 
• Product Configurations
• Quote Templates
• Commissions and Staff Account Transactions
• Production Grid
• Products and Materials
• Time Records and Project Incentives 

Note that all Object List Views and Inline Editing will function as expected within the Lightning Experience as well. 

Even custom development like the Classic Settings Tab and its functionality are accessible using the App Launcher menu:

From there you will be able to access all the features and Tabs within the Classic improveit 360 Settings tab. 

Your System Administrator User will help Users adjust their Navigation Items to suit the User's role within the Organization. 

From the Setup menu

Go to the App Manager Menu

Then click on Navigation Items

Locate the Object Tab or feature (like the Call Queue) you would like Users to have access to from the App, and use the Add arrow to move them into the Selected Items column. This sets the Navigation Items for all Users who access this App. 

This ensures when Users access the App, they have all the Object Tabs and features they are accustomed to using in improveit 360.

NOTE: Lightning Apps can also include customized navigation, branding, Lightning pages, and utility functionality that isn't available in the same way in Classic apps. In the example below, RingCentral has sunset their application for Classic however, using the Lightning Experience, improveit 360 Classic customers can continue to take advantage of the RingCentral for Lightning integration*. 

* Additional App Setup fees apply

To learn more about building Apps in Salesforce Lightning Experience, we recommend taking the Salesforce Trailhead training module: Create Custom Salesforce Lightning Apps

What are the advantages of turning on the Lightning Experience? 

The following features of Salesforce Lightning are available when you enable the Lightning Experience in your current improveit 360 Classic environment. 

1. Lightning Reports:
   a. Enhanced report charts
   b. Row-level formulas
   c. Hide total and subgroups from report view
   d. Column(non-stacked) summaries in the Matrix report format
   e. Create report folders and subfolders
   f. Favorites
2. Lightning Dashboards:
   a. Display more than 3 columns
   b. Tables with up to 10 columns and 200 rows
   c. Flexible layouts
   d. Themes and palettes
   e. Create dashboard folders and subfolders
   f. Favorites
3. Enhanced Search (with Einstein):
   a. Einstein Search (global search default)
   b. Search any object from anywhere
   c. Instant Results:
   1. Instant results appear in a dropdown list when search box is selected (you’ve not started typing)
   2. Matches for items not recently accessed as you type your search term
4. Enhanced Search Results:
   1. Adjustable Columns
   2. See when spelling correction was done
5. Einstein Activity Capture: 
   1. Sync Calendar Events between Salesforce and third-party Calendars 
   2. Sync Emails related to Contacts (not Prospects) from third-party email provider to Salesforce 
6. Extend the life of your Integrations 
   1. As Salesforce API Versioning continues to move forward, some App Developers (like RingCentral) have chosen not to update their Salesforce Classic API versions, allowing their integrations with Classic to sunset. The App Developers are instead advising Admins to enable Lightning Experience and download a newer version of the App, tailored for Lightning Experience.