Move Actions and Buttons Easily When Transitioning to Lightning Experience (Beta)

Don’t have time to move all your Salesforce Classic actions and buttons into Lightning Experience? The latest Lightning Experience Configuration Converter feature does just that in a simple, easy to understand wizard. Select the objects and page layouts to work on, and Salesforce does the heavy moving. The Lightning Experience Configuration Convertor, which was made generally available during Summer ‘18, has been enhanced. Easily move custom, standard, and global actions from the Quick Actions in the Salesforce Classic Publisher section of a page layout to the Salesforce Mobile and Lightning Experience Actions section. Also included the right mobile actions and move custom and standard buttons along the way.
Important

Important

As a beta feature, the Actions and Buttons feature in the Lightning Experience Configuration Converter is a preview and isn’t part of the “Services” under your master subscription agreement with Salesforce. Use this feature at your sole discretion, and make your purchase decisions only on the basis of generally available products and features. Salesforce doesn’t guarantee general availability of this feature within any particular time frame or at all, and we can discontinue it at any time. This feature is for evaluation purposes only, not for production use. It’s offered as is and isn’t supported, and Salesforce has no liability for any harm or damage arising out of or in connection with it. All restrictions, Salesforce reservation of rights, obligations concerning the Services, and terms for related Non-Salesforce Applications and Content apply equally to your use of this feature. You can provide feedback and suggestions for Actions and Buttons in the Lightning Exp Configuration Converter Trailblazer Community.

Where: This tool is available for Lightning Experience and Salesforce Classic in Professional, Enterprise, Performance, Unlimited, and Developer Editions.

Who: To use this tool, you must have the Customize Application and Modify All Data user permissions.

How: The Lightning Experience Configuration Converter is a standalone tool that lives outside of Salesforce. We recommend that you run it in a sandbox or Developer org first, then migrate your changes to your production org. To get started, visit https://lightning-configuration.salesforce.com/ and log in with your org credentials.