Received an email from Salesforce today with the following:
As a Salesforce admin, we are notifying you we will turn on Lightning Experience for your org in 2019. Lightning Experience is the new and enhanced Salesforce user experience.
We were told ServiceMax doesn't play well on Lightning, is Lightning going to be required within Salesforce? Is anyone running Lightning and if so, what limitations are you seeing?
We are running our ServiceMax for Back-Office and Technicians based on Lightning.
Back-Office users cannot use Classic anymore and we have created Our Service Lightning APP with the Record Pages, Compact Page Layouts, Changed our standard Page Layouts and removed the Blue Button SFM Buttons and are using the SFM Wizards with the SFM Components for Lightning. This because we only want to use Lightning.
You can always choose to use the old Blue buttons on the layouts in Lightning. That's makes live easier when you want to possibility in Classic or Lightning. We have decided that normal users can only see the Lightning environment.
Also SFM are showed in the Lightning Mode and and the Old classic mode.
Yes, of course, this is a big change and you need to have a good Change Management Plan to step over to Lightning.
But we do not see any big issues for the users. System is working as it should.
This is my feedback to you
Currently running Autumn 17 on Lightning with no issues. Will be upgrading to 18.2 soon and look forward to the more 'lightning' feel on the SFM screens there.
Thanks! Guy Tanguay and I talked about some features that are available in the later releases such as the SFM piece that you mentioned and attachments in 18.3
We are using in PROD version 18.20000.20
In Sandboxes we are developing with Version 18.30000.18
Both are working OK with Lightning
For example, this feature which Guy and I discussed is only available starting in 18.3 ServiceMax and Salesforce Lightning Attachments to Files
Hi Lisa Mercer, Guy Tanguay - We updated our SFM delivery UI to match Salesforce Lightning in 18.1 as beta and in 18.2 we rolled this feature out as GA along with Service Flow Wizard(SFW) as a Lightning Component. In 18.3, we have enabled support for Lightning Community and Salesforce Files on web only. Starting 19.1, we will support Salesforce Files(along with attachment) on FSA apps as well. Most of our Visualforce pages like 'Check Entitlement', and Inventory transactions continue to work in Salesforce Lightning even though the look and feel might continue to look the same, but they are fully functional. You can also enable IB Tree and Technical Attribute as Lightning Component and steps to do that are documented here: How to Enable IB Tree and Technical Attribute Within Lightning Pages
My recommendation would be to upgrade to 18.2 at least so that users can experience SFM Lightning Delivery. Also, this will keep you in the Active Maintenance Window from support standpoint.
Hope this information helps.
We have a enabled lightning on SMAX and we have added Service Flow Wizard(SFW) on the page. But when we use the wizard transactions it uses classic smax layout with lightning theme? I feel like we are not using fully Lightning with the SFM transactions because it still looks like the old (Classic mode). The org has 19.1 version. I could not find any information on when you have an existing classic SMAX environment and you want to convert all to Lightning. Is there an tasks list what you need to know when doing this?
Hi @nikoruotsalaine , if I had to guess I would say that the upcoming work on redesigning the SFM Designer will help address this issue for you. See the presentation below for details.
@Anita_Dsouza can you provide some clarity on this please?
@richard_lewis - Thanks for tagging me here.
@nikoruotsalaine - To enable SFM Delivery in Lightning, you'll need to enable this at the group-profile level in ServiceMax Setup.
Also, here is the documentation on SFM Lightning in the User Documentation: https://userdocs.servicemax.com/ServiceMaxHelp/191/en_us/svmxhlp.htm#SFM/HowToUseLightningSFMDeliver...
Yes we have enabled that but should also the normal transactions (SFM) change to lightning? I don't mean the lightning theme SFM but fully Lightning? Like in the documentation the example like functionality we don't have in our environment.
Guy Tanguay Let me know if you'd like talk some more about this offline.
@chuck_davies @paul_schultz @susie_marshall here are a good amount of users utilizing Lightning along with what their experience has been. Join the conversation!
We just upgraded to 19.1 and are in the process of converting everything to lightning.
Struggling to get rid of the old ServiceMax Wizard section (no blue buttons) now that WO wizard is located to the side bar. Not sure if this is a standard behavior on 19.1. Any tips & tricks would be much appreciated as everything done is by trial & error thus far.
Just read your post and yes, you may not to forget to Activate the Lightning page and set the the Profile or Lightning APP.
So many ways to assign.
When you are working more and more with the setup of Lightning Record Pages you see more and more benefits and ways of presenting the Record Pages.
Great and succes