It’s time for the fun part: deciding how to set up Lightning apps for your users. Here are some tips for planning Lightning apps for your org.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Professional, Performance, Unlimited, and Developer Editions |
The best time to create Lightning apps is when you’re rolling out Lightning Experience. So make creating Lightning apps a part of your rollout strategy. Check out the Trailhead module “Lightning Experience Rollout” for many great ideas to help you make a smooth transition.
Talk to your users. Ask them what their priorities are. Customizing tabs in apps gives you a unique opportunity to engage with your users. Each group of users has its own priorities. Find out which objects and items represent their highest priorities.
- Ask users to post feedback to a Chatter group.
- Publish polls.
- Schedule lunch sessions. Everyone likes a free lunch, and nearly everybody is happy to express their opinion.
Create a master list of objects that everyone in your org wants. Then trim down the list for each group—sales reps, sales managers, execs, and so on. The menus for every user group share some common objects, like Home, Tasks, and Feed. Keep the high-priority items for each group at the top. Put low-priority items at the bottom, or remove them altogether. Users can always go to the App Launcher to get the items they use less often.