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Enable the Salesforce Lightning experience

The content of this page is specific to the Delphi product type only. If you are using the Delphi Core product type and want to learn more about the Delphi product type, contact your sales representative.

Enabling the Lightning experience for your organization gives your users access to the new and enhanced interface, featuring a modern design and optimized record pages. To allow users to switch to Lightning Experience from the Salesforce Classic page, you need to assign the appropriate permission set to them.

The following record pages are currently available for activation: Lightning Home Page, Booking Lightning Page, Account Lightning Page, Booking Event Lightning Page, Contact Lightning Page, Inquiry Lightning Page, Volume Contract Lightning Page, Package Lightning Page, Property Lightning Page. Note that these pages are not automatically enabled, but the steps for enabling them are provided below.

You have the option to increase the number of buttons on a page. However, Amadeus recommends keeping the number of buttons on a Lightning page at the default of five to avoid clutter. Additional buttons can be accessed by opening a drop-down menu.

In the Lightning experience, users can track activities using the Activity Timeline, replacing the Open Activities and Activity History related lists.

Prerequisites in Classic experience

Your org must be on version R54 or higher.

If on version R53 or lower, contact Amadeus to complete the upgrade.
1. Click Setup.
2. In Quick Find, enter 'Install.'
3. Under Build, click Installed Packages.
4. Click the link for Sales and Event Management and validate the Version Name includes R54 or higher.
If you are familiar with Sandboxes and prefer to use one for testing, be mindful of whether the sandbox org is registered to an instance of AHWS.
1. If it is registered, confirm that updates are continuing to successfully pass between the environments. If the sandbox org has recently been refreshed and is no longer working as expected, it might require troubleshooting with Amadeus Support.
2. If it is not registered, users cannot complete testing on the following:
  - Amadeus Reports
  - Batch Merge
  - MeetingBroker integration, if applicable

To enable the Lightning experience

Assign the Lightning permission set to users in the Classic experience.
1. Click Setup.
2. In Quick Find, enter 'Permission.'
3. Under the Manage Users, click Permission Sets.
4. Select the Enable Lightning Permission Set.
5. In the Enable Lightning permission set page, click Manage Assignments.
6. Click Add Assignment.
7. Use the available list views to find and select the users you want to assign the permission set to.
8. Click Next.
9. Click Assign.
10. Click Done.
Enable the new Lightning experience record pages as App default.
1. Switch from the Classic to Lightning experience by clicking the link added to the top of the Salesforce Classic page, Switch to Lightning Experience.
2. To activate a new Lightning record page:
  1. Click Setup () > Setup.
  2. In Quick Find, enter 'App Builder.'
  3. Under User Interface, click Lightning App Builder.
  4. Find the page with the name that includes ‘Lightning page name’.
  5. Click View. This will open The Lightning App Builder and display a preview of the selected Lightning record page in read-only mode.
    
    Lightning record pages are not editable and cannot be customized. For pages where you need custom fields, such as the Lighting Booking record page, you have the option to clone the record page to make customizations.
    To clone a Lightning record page:
    Find the page with the name that includes ‘Lightning page name’.
    Click Clone.
    Open the Fields list on the left and use the Quick Find to locate the field.
    Then, open your preferred tab in the selected Lightning record page and drag the field to the appropriate location.
3. To activate, click Activation or Activate at the top right:
  1. On the Activation page, select the App Default tab.
  2. Click Assign to Apps or Assign as App Default.
  3. Select Amadeus Delphi, Amadeus Delphi – Events Only, and Amadeus Support.
  4. Click Next to accept any other messages and prompts.
  5. Click Save.
  6. To go back to Delphi, click the browser’s back button.
    
    If the new Lightning record page is not visible, clear the browser cache.
To edit the number of buttons visible on a Lightning page in the Lightning experience:
1. Open a Booking or the record page where you want more buttons to be visible.
2. Click Setup () > Edit Page to open the Lightning App Builder.
3. Click the Highlights Panel, which is the button section at the top.
4. On the right-hand pane, update the Visible Action Buttons (desktop only) to the number of buttons you want. You can enter a number from 1 to 10.
5. Click Save.
Enable the new Lightning Activity Timeline as org default in the Lightning experience.
1. To activate Activity Timeline as the org default, you need to be in the Lightning user experience:
  1. Click Setup () > Setup.
  2. In the Setup Quick Find, enter 'Record.'
  3. Under the User Interface, click Record Page Settings.
  4. Under the Default Activities View (desktop only), select Activity Timeline.
  5. Click Save.
2. To add Activity Timeline actions, first add the actions to the Publisher Layouts:
  1. Click Setup () > Setup.
  2. In Quick Find, enter 'Global.'
  3. Under User Interface > Global Actions, select Publisher Layouts.
  4. Click Edit for the Global Layout.
  5. Select Mobile & Lightning Actions.
  6. Drag the following mobile actions to the Salesforce Mobile and Lightning Experience Actions area.
    - New Task
    - New Appointment
    - Email
    - Log a call
3. To add Activity Timeline actions to each record page:
  1. Click Setup () > Setup.
  2. Select the Object Manager tab.
  3. In Quick Find, enter 'Booking.'
  4. In the Booking Object Manager, select Page Layouts.
  5. Select the first page layout by clicking the Page Layout Name.
  6. Select Mobile & Lightning Actions.
  7. Drag the following mobile actions to the Salesforce Mobile and Lightning Experience Actions area.
    - New Task
    - New Appointment
    - New Email
    - Log a Call (nihrm__LogACall)
  8. Repeat these steps to each page layout for Accounts, Contacts, Inquiries, and Volume Contracts record pages.
    
    If the record page does not immediately show the view selected, refresh the page.
Update the Task Page Layout.
1. Click Setup () > Setup.
2. Select the Object Manager tab.
3. In Quick Find, enter 'Task.'
4. Select Task.
5. Select Page Layouts.
6. Select Task Layout.
7. Drag the following fields to the Task Information area.
  - Create Recurring Series of Tasks
  - Reminder Set
8. Select Mobile & Lightning Actions.
9. Drag the following mobile actions to the Salesforce Mobile and Lightning Experience Actions area.
  - Create Follow-up Task
  - View Series
  - Delete Series
10. Click Save.
Update the Managed Package Event/Appointment Page Layout.
1. Click Setup () > Setup.
2. Select the Object Manager tab.
3. In Quick Find, enter 'Appointment.'
4. Select Appointment.
5. Select Page Layouts.
6. Select the Managed Package Event Layout. When you click and open this option, it has a small yellow banner stating 'This Appointment is managed, meaning that you may only edit certain attributes.'
7. Select Mobile & Lightning Actions.
8. Drag the following mobile actions to the Salesforce Mobile and Lightning Experience Actions area.
  - Repeat
  - Reminder Set
  - Attendees
9. Click Save.

Optional configurations in Lightning Experience

As users transition to Lightning, consider creating a Lightning Chatter group to facilitate discussions and gather feedback on the new user experience.

To effectively monitor users' adaptability with Lightning, ensure they can complete their daily tasks within the Lightning experience. If users need to switch back to Classic, understanding the reasons behind it is important. To track this, enable the Salesforce Classic User Feedback Form. Responses are collected and made available in a Chatter group, providing you valuable insights for evaluating the implementation of Lightning and user adoption within your organization.

To create a Chatter group in Lightning:
1. Click App Launcher ().
2. Click Chatter.
3. From the left-hand menu options, click Add (+) next to Recent Groups.
4. Complete only the fields as follows:
  - Group Name: Delphi Lightning Testing
  - Description: Capturing feedback on the new Lightning user experience.
  - Access Type: Public
5. Click Save & Next.
To enable the Salesforce Classic User Feedback Form:
1. Click Switch to Lightning Experience on the top right.
2. Click Setup () > Setup.
3. In Quick Find, enter 'Lightning.'
4. Click Lightning Usage.
5. Click View Usage Metrics.
6. In the Find Out Why Users Switch Back to Salesforce Classic section, click the Enable the Switch to Salesforce Classic User Feedback Form link.
7. Next to the Switch to Salesforce Classic User Feedback Form option, switch the toggle to On.
8. Complete the fields as follows:
  - Ask a Custom Question: Leave unselected. This can be updated later.
  - Question: This is unavailable based on the above.
  - Show every time the user switches to Salesforce Classic: Select the checkbox.
  - Number of days between showing feedback form: This is unavailable based on the above.
  - Chatter Group: Select Delphi Lightning Testing.
9. Click Activate.
10. Test that the form is working by switching back to Classic.
  1. Click the avatar () and select Switch to Salesforce Classic.
  2. In the description, enter 'Need to change other settings that are only available in Classic.'
  3. Click Continue.
11. Validate that the feedback is captured correctly.
  1. Click Switch to Lightning Experience.
  2. Click Setup () > Setup.
  3. In Quick Find, enter 'Lightning.'
  4. Select Lightning Usage.
  5. Click View Usage Metrics.
  6. Go to the section titled Find Out Why Users Switch Back to Salesforce Classic and click the View Feedback Chatter Group link.
  7. Review the Chatter post displayed in the Chatter group.
To disable the Salesforce Classic User Feedback Form:

Turning this function off or making changes must be done via the Lightning Experience Transition Assistant, available in both Classic and Lightning.
1. Click Setup () > Setup.
2. Select Lightning Experience Transition Assistant.
3. Under step 3, Optimize Phase, click Go To Steps.
4. Expand step 2: Motivate Users to Work in Lightning Experience.
5. Under Learn why users switch back to Salesforce Classic, click Set It Up.
6. Next to the Switch to Salesforce Classic User Feedback Form option, switch the toggle to Off to disable it or edit the settings, as applicable.