Point-and-Click Customization: Lightning Experience Limitations

Many of your point-and-click customizations work seamlessly in Lightning Experience. But some customizations don’t apply or aren’t supported in the new interface.

  • The Force.com Quick Access menu, with shortcuts to various app and object customization features, isn’t available.
  • You can’t apply custom branding, including custom logos or colors, to the new interface.
  • You can’t add items to or delete items from the navigation menu, or rearrange the default set of items. The Lightning Experience navigation menu isn’t controlled or affected by any customizations that you make to the Salesforce1 mobile app’s navigation menu.
  • Custom buttons that use a URL or JavaScript content source aren’t supported in Lightning Experience. You can replace some of the functions covered by these buttons by using point-and-click tools like Process Builder, Visual Workflow, or code-driven approaches.
  • Custom links with parameters for filling in form fields aren’t supported.
  • You can’t define custom field-level help text or add field-level help for fields in custom objects.
  • You can’t customize items in the help menus on Lightning Experience pages. However, if you created custom help for “Help for this Page” links in Salesforce Classic, these links continue to display your help when classic pages are embedded in the new user interface, such as in the Setup tree.

Object-Specific Customizations

An object-specific customization is something that you create for a given object. Examples include fields, page layouts, record types, and Apex triggers. Most object-specific customizations are available in the Object Manager instead of directly from the Setup tree. From Setup, enter Object Manager in the Quick Find box, then select Object Manager.

Note

Note

Objects don’t appear in the Object Manager—or anywhere in Setup—if they’re related to features that aren’t supported in Lightning Experience, such as case milestones.

Standard Fields
To edit standard fields, click the field name, and then click Edit. Unlike in Salesforce Classic, you can’t edit standard fields directly from the object detail page.
Page Layouts
Record page customizations made in Salesforce Classic—for custom and standard objects—also affect record pages in Lightning Experience. However, some page elements display differently in Lightning Experience, and some aren’t supported.

You can’t access page layouts for user profiles from Lightning Experience.

Cases have a special related list dedicated to case close page layouts.

These page layout elements aren’t supported in Lightning Experience:
  • Blank spaces
  • Expanded lookups
  • Mobile cards
  • S-controls
  • Sections
  • Tags

You can’t use the enhanced page layout editor to customize the layout of record pages when viewed in Lightning Experience. All Lightning Experience users see the same record layout, regardless of profile or record type.

Triggers
Triggers appear in the Object Manager only if you have the “Author Apex” user permission.

Triggers for some standard objects don’t appear in the Object Manager. Access those triggers directly from the Setup Quick Find box.

Field Sets
Field sets aren't available in Lightning Experience. If you or someone in your organization created a field set while using Salesforce Classic, you see the global variable for field sets in places such as formula fields and Visualforce pages, but you can’t manage them in Lightning Experience.
Apex Sharing Rules
Not available in Lightning Experience.
Apex Sharing Recalculations
Not available in Lightning Experience.