Approach to Salesforce Lightning Experience

Sage People is migrating all packages from the Salesforce Classic interface to Salesforce Lightning Experience. We continue to support users accessing Sage People through Salesforce Classic while we add support for Lightning Experience users, so we are using two approaches in parallel:

  • Adding navigation steps and supporting descriptions for Lightning Experience to the existing Salesforce Classic navigation steps. For example:
    • In Salesforce Lightning Experience: Setup > Administration > Email > Classic Email Templates
    • In Salesforce Classic: Setup > Administration Setup > Communication Templates > Classic: Email Templates
  • Replacing screenshots taken in Salesforce Classic with Lightning Experience screenshots, starting with topics we are updating for feature enhancements and other improvements. We document new features with Lightning Experience images only.

This guide, along with all others featuring Salesforce Classic navigation and images, may use both approaches while we work through the migration.