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How do I upgrade my sandbox C&P Events app to Lightning?

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  • How do I upgrade my sandbox C&P Events app to Lightning?

    I am testing the new Lightning interface with C&P in my Sandbox. However, I am not able to customize the app since it is set as "Classic". How do I upgrade it to Lightning (just in Sandbox for now). Thank you

  • #2
    What do you mean by "I am not able to customize the app since it is set as "Classic"? You don't have to do anything. It works just fine. Complete Lightning compliance is scheduled for the version 10 release (scheduled for this year); however, to our knowledge, no customers are experiencing problems in Lightning using the current release.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
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    • #3
      The problem I am experiencing is that I cannot customize the App. There are default tabs showing. I can use the App Manager to customize the tabs, but the changes I make are not reflected on the App page. And I get a message saying "To customize this App, please ask your Administrator to upgrade to Lightning". I am doing this testing in a Sandbox, not in a production org.

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      • #4
        Sorry but I am having a hard time to understand what you are editing where it is not reflecting. Is it possible for you to join the LIVE support so that we do screen sharing?
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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        • #5
          I have received an update from Salesforce.org. I need to create a new Lightning App for C&P in order to customize it.

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          • #6
            As stated above, complete lightning compliance is not ready and it is scheduled for the version 10 release. What you are saying it doesn't make any sense as there is nothing required to upgrade our app to customize it. You can use our app in lightning as we don't see any issues with it.
            Regards,
            Click & Pledge Support Department

            On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

            Join us @ the educational webinars: https://clickandpledge.com/webinars/
            Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
            Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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            • #7
              I cannot customize which pages (tabs) are visible on the App until I create a Lightning App.

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              • #8
                There is only ONE tab for C&P Event Management. If you please share the screenshot of what you are referring to will help us to understand what exactly you are trying to do.
                Regards,
                Click & Pledge Support Department

                On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

                Join us @ the educational webinars: https://clickandpledge.com/webinars/
                Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
                Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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                • #9
                  When you open the Click & Pledge App in Classic or in Lightning, there are Tabs like "Contact", "C&P Settings", "Donations", etc. See Classic screenshot below. When you first turn on Lightning, not all the tabs are visible in the C&P App in Lightning. After running the button conversion app, the Lightning version will match the Classic version. However, you still can't customize it. For example, if one of my users wanted to remove the "C&P Data" tab for their view since they don't use it very often, they can do that in Classic, but not in Lightning. I don't want to run the button conversion app every time a Users wants to make a change since it takes a while and we have multiple users. I could assign tab visibility by profile, but I would like Users to be able to configure their own tabs. It is my understanding that I can create a Lightning version of the App that will allow this. I haven't tested it in my Sandbox yet, but will do so. We are in the early testing phase (sandbox-only) of our roll-out which we plan for late summer. I also administer another org that uses C&P, so I will be testing it also.

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                  • #10
                    One more point, I have confirmed that when you switch to Classic and remove a tab (like "C&P Data"), that tab is still present in Lightning when you switch back. I have also logged back in with an Incognito window (to avoid cached data), and the "C&P Data" tab is still on the Lightning app.

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                    • #11
                      Mark,

                      LEX shows all the tabs for C&P PaaS app by default. LEX shows all the tabs for C&P Events app: Accounts, Contacts, and Event Management tab, but these are also all that show in Classic by default.

                      The screenshot you shared of the C&P Events app in Classic indicates someone customized that version of Salesforce to show additional tabs in Classic. Apparently those customizations do not carry over to LEX. Please consult their documentation for making those sorts of changes.

                      ~ Amanda
                      C&P Customer Advocate



                      Regards,
                      Click & Pledge Support Department

                      On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

                      Join us @ the educational webinars: https://clickandpledge.com/webinars/
                      Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
                      Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

                      Comment


                      • #12
                        I did the customization in Classic. It is very easy in Classic to customize tabs. You just push the "+" button and then click the Yellow button saying "Customize my Tabs" It is also easy in other Lightning Apps to customize tabs. However, you cannot customize tabs in the Lightning version of C&P. I believe I can make a Lightning version of C&P that I can customize. I will test it.

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                        • #13
                          Note, see the screenshot for how to customize tabs.

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