EASE YOUR TRANSITION TO SALESFORCE® LIGHTNING ......resources while developing Lightning...

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Limited functionality to manage data across multiple objects, such as managing Opportunities with Products Lightning no longer supports the ability to open multiple browser tabs Bulk editing of information still not supported across record types and is limited to a number of fields and field types EASE YOUR TRANSITION TO SALESFORCE® LIGHTNING WITH GRIDBUDDY GridBuddy helps ease many Lightning migration challenges, while simultaneously supporting Classic and Lightning Experience®. You can leverage GridBuddy workaround solutions to overcome feature limitations and transition sooner, or at your own pace. You will encounter fewer challenges while gaining greater mobility, flexibility, and productivity allowing you to: LIGHTNING DATASHEET Create single page user experiences to improve visibility, navigation, and productivity Create grids to edit related objects from Classic or the AppExchange in Lightning AppBuilder TM . Select tools featuring drag-and-drop operations and one-click configurations to arrange components onto the single-view page and assign components to previously designed grids for maximum efficiency and minimal effort. Provide essential functionality not natively available in Lightning Although Lightning provides an improved user experience, GridBuddy resolves many of the challenges still present for users who need to manage large amounts of data:

Transcript of EASE YOUR TRANSITION TO SALESFORCE® LIGHTNING ......resources while developing Lightning...

Page 1: EASE YOUR TRANSITION TO SALESFORCE® LIGHTNING ......resources while developing Lightning components, but it also allows you to keep both Classic and Lightning running simultaneously

• Limited functionality to manage data across multiple objects, such as managing Opportunities with Products

• Lightning no longer supports the ability to open multiple browser tabs

• Bulk editing of information still not supported across record types and is limited to a number of fields and field types

EASE YOUR TRANSITION TO SALESFORCE® LIGHTNING WITH GRIDBUDDY

GridBuddy helps ease many Lightning migration challenges, while simultaneously supporting Classic and Lightning Experience®. You can leverage GridBuddy workaround solutions to overcome feature limitations and transition sooner, or at your own pace. You will encounter fewer challenges while gaining greater mobility, flexibility, and productivity allowingyou to:

LIGHTNING DATASHEET

Create single page user experiences to improve visibility, navigation, and productivityCreate grids to edit related objects from Classic or the AppExchange in Lightning AppBuilderTM. Select tools featuring drag-and-drop operations and one-click configurations to arrange components onto the single-view page and assign components to previously designed grids for maximum efficiency and minimal effort.

Provide essential functionality not natively available in LightningAlthough Lightning provides an improved user experience, GridBuddy resolves many of the challenges still present for users who need to manage large amounts of data:

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FIVE LIGHTNING READINESS RISKS RESOLVED WITH GRIDBUDDY

With GridBuddy, users can customize how they interact with their Salesforce data according to their specific processes and requirements, while also eliminating user experience discrepancies between Classic and Lightning. GridBuddy is an ideal workaround solution for teams looking to simplify their transition and workaround Lightning limitations. Here are just a few of the ways GridBuddy can help resolve some of your readiness challenges:

Support Classic and Lightning Experience simultaneously

All-in-one, multi-object data experience

Turn Lightning on for specific user groups at specific times. With GridBuddy you not only save time and resources while developing Lightning components, but it also allows you to keep both Classic and Lightning running simultaneously for a methodical, deliberate transition at your own pace.

Give users a familiar interface to access all the data they need to complete their daily tasks, across any object. Filtered views provide the right data at the right time, and allows users to quickly update everything they need without unnecessary clicks, or navigating in and out of records.

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With GridBuddy you can preserve custom buttons, links, and actions by transforming OnClick Javascript components into a managed custom code component without relying on the Ajax toolkit. Button actions and logic are executed via the grid, retaining the familiar user experience and process outcomes.

Reuse custom Javascript and legacy components

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Related lists and multi-object capabilities

Currently, many multi-object capabilities are not supported in Lightning. GridBuddy replaces related lists with editable grids, enabling easy editing of fields such as contact roles, campaign members, and opportunity line item schedules.

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Lookup filters

Not all features of lookup filters are supported in Lightning. For example, the lookup text that you configure in setup will not show up when searching in the lookup field in Lightning. With GridBuddy this is not an issue because lookup filters are supported.

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Our Customers

Presently, Lightning doesn’t support the schedules object, but GridBuddy can embed editable schedule objects in the Opportunity detail page in Lightning to circumvent the issue.

Product Schedules4

Transitioning to Lightning is inevitable. And although some of the current limitations can add to the complexity of your migration, this shouldn’t keep you up at night. Use GridBuddy’s proven technology platform to deliver a seamless, smooth transition that every user will enjoy!

Manage your Sales Command Center with GriddBuddy to display all the objects not currently available in Lightning, all related objects, and to customize your experience to show objects in ways that neither Classic nor Lightning can.

Sales Command Center5