Lightning Project Workbook

Enhancement:
Homepage: Open remove quarterly by

Opportunities
Date performance chart from
Amount. This list view isn't the filtered
Sales by
Issue# Description
Manager Reported By ShowStopper
3/14/2017 the AM. Ihomepage
would remove since they don't
it completely
1 own
sinceOpportunities
there is already a Top Deals Sarah No
2 3/14/2017 cannot createItmarketo
component. would be case on Mobile; Sarah
redundant No
cannot
on PC itlocate Favorite
kept leading mebutton
to webfor
3 3/16/2017 cannot
reports reach
in Marketo
Mobile page, onlypage Karen Neo No
on Marketo
provide viewSales Insight Sales
on Marketo when Insight
I click on
4 3/16/17 any other site Karen Neo No
on PC;
I find can
[the only see Marketo
homepage] too busycases,with
5 3/16/17 cannot perform any additionalthe action Karen Neo No
info.
Not I wish
sure how I can
to page
add customise
aI case right home
inon a
6 3/16/17 From
page my Home
and have could click
my list ofit favourites. Karen Neo No
Lightning
case and vs submitting
action it. Wherethrough
is the Case
7 3/16/17 [email protected] Kelly Dickson No
Object to view all cases/my team's
8 3/16/17 cases,
Is thereetca Lead Object for everyone? I Kelly Dickson No
9 3/16/17 only have Contacts Kelly Dickson No
3/16/17 Can Sales Insight move up on the Lead
10 Where
and is Knowledge?
Contact record? Right underis gone Kelly Dickson No
3/16/17 The Action view in Sales Insight
11 address?
-I didn't
that's get
probably a Marketo glitch Kelly Dickson No
3/16/17 the option to login to that I
12 forgot they told us about
salesforce1 any differently than usual, Kelly Dickson No
13 3/16/17 so was not able to test on my mobile Kelly Dickson No
Priority Assigned to SFDC Case# Status Effort Level
Low Closed
Low Closed
Low Open
Low Open
Low Open
Low Question/Feedback
Low Open
Low Open
Low Open
Comments
Managers will see a rollup of their team on the dashbaord.
Updated the list view and removed the Top Deals Component
Feedback on Homepage
Yes Low Open
No Medium In Progress
Unknown High On Hold
Critical Closed
Cancelled
Question/Feedback
Lightning BrainStorming
Your name
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htning BrainStorming
Requirement to consider
Review custom code buttons and switches
Ensure AXIOM is able to support Lightning
Ensure Marketo is able to support Lightning: the latest version of Sales Insight supports both classic and lightning.
http://docs.marketo.com/display/public/DOCS/Salesforce+Lightning+Experience
Quarterly performance chart is based on probability - might need to add estimate % by stage (against what Axiom would display
see the performace chart, users must have read on the probability field
Setting user goals for the performance chart - user or admin
is a calendar view helpful for campaigns for marketing users?
Consideration: continue to manage this in classic - •Lightning Experience obeys sharing rules set on report and dashboard fold
Salesforce Classic. Users can’t set sharing rules by folder in Lightning Experience.
Account News: turn it on. Account insights - what are the considerations if any? logos
Turn on files. What are the implications?
How many sales paths do we have?
Sales Paths for SI's?
Email object, do we turn in on? keep emails with records. explore the impact to case management and E2CP
Account Hierarchy- expected upgrade for Spring '17, but free package - Lightning Accont Hierarchy
Need to deploy My Domain - update urls
Notes - easy to update info on Opps
How we would make the opportunity change when the user use the Kanban view ? In this option the opportunity can change st
with a click and drag, not sure if with new fields we would be able to make it
Guidance for Sucess in the opportunity section can help user experience highlighting some of the important steps they need to
follow. Can we use this with axiom opportunity display view?
vcard object
sales manager home page vs. sales user home page
Activate Axiom on SF1
EBC Vists on Lightning
evaluate notes and its impact on cpp in the warranty process
no documents - switch to files
How many Apps to create/ transition? Tabs, Image and branding for the indiviual apps
Third party lightining components to install
Path view for Leads
Lightining with CTI
User Training. We need a clear and comprehensive plan. Are there training resources we can leverage?
Good time to introduce Contacts to Multiple Accounts. Is this something we want to do?
Do we want to re-create existing Dashboards as part of this, or completely redesign them/start from scratch?
Reports created in Lightning cannot be viewed in classic... Important if we are doing a staged move
Need to research available components. May be things out there that are free or cheap that would be a quick win
Compact Layouts should be designed at the same time as regular page layouts for consistancy
Possible to have a different home page for each profile. How many do we want to support? User, Manager, Marketing, Admin,
Other?
Not sure how many use activities right now but there seems to be some improved management options in lightning. Now mayb
time to encourage more usage.
JS buttons and URL buttons to be recreated as Actions (where possible).
Need a style sheet for consistant design for pages. Include colors/logos/general design
Connected apps: Office 365 and Lightning for Outlook - How can we leverage this?
VF pages may still work, but will have to be reviewed.
Moving to Files and Notes separately as replacements for Notes and Attachments: 1. requires the maintanance of the Notes an
Attachements related list for historical information. 2. Need to enable the General Setting which uploads Attachments in Notes
Attachments as Files so they will be available in Lightning in the Files section. The sooner we do this, the better.
where would conga put files - in files or notes and attachments
Configuring conga and lightning -
https://support.getconga.com/Conga_Composer/Getting_Started_with_Composer/Configure_Composer/Configure_Conga_Com
er_for_Lightning
Review Conga setup: Change in SessionID & ServerURL authentication required (change to conga button URLs)
Marketo - opportunity analyzer is not available; nor can you do bulk actions with markto functions
Can we force people into lightning?
When can Danelle start moving things into Prod?
https://trailhead.salesforce.com/lex_admin_migration/lex_migration_rollout/lex_migration_rollout_educating
hold off
YES!
Partner accts?
x_migration_rollout_educating
Salesforce Profiles
Profile Uses
Corporate Reporting
Legal Approves CPP
Marketing Admin Marketo + marketing user
Marketing user Leads, Dashboard, Opportunity, Reporting
Product Line Manager (PLM) Reporting
Quoting User Approval of OIP/Warranties, and BizDev
Sales Managers Sales
Sales users sales
Sales Ops reporting
Sales Ops w/ Delete
Sys Admin Not in Scope
ImVision Not in Scope
Customer Service Not in Scope
TAC Not in Scope
CPP Not in Scope
AXIOM Support Not in Scope
GPAs Not in Scope
User group
Kelly Dickson and team

All other marketing
Pricing Team (Doug Buckler). BNS legacy

managers of sales staff
Jesley Tan
Sarah's team, Tom's team
Global Partner Admin

Tab Sales App Marketing App Retiring? AXIOM
Chatter x x
My Training x x x
Leads x x
Marketo x x
Contacts x x
Accounts x
Opportunities x x
Warranties x
Dashboard x x
Reports x x
Success Plan x x
Nominiate to PartnerPRO x
Knowledge x x
Cases x x
Ideas x x
Coupon Balance x
Campaign x
Content x x
Libraries x x
Files x x
Solution/Accreditation x
Coupon Request x
Rebate x
Termination
Opportunity Products
Warranty Products
Home x x
Strategic Inititave x x x
General
Need to consider buttons on the tabs on the CommScope Sales

List all javascript custom buttons apps, which include Warranties, Nomination, OIP, Account, EBC
Visit,
of all packages, the 3 packages that need consideration or this
specific project are:
-Axiom
-Opportunity and SI management
-Sales Success Plans
List all AppExchange apps -Account Plans
-Strategic initiatives
- Training (My Training tab)
-Marketo Sales insight and its features
-WalkMe
-E2Cp
List all Visualforce pages Nomination, Warranty, EBC Visit, Termination,
List all URL custom buttons/links (ie URL List buttons for CommScope Solution, EBC Visit, Quink LInks,
Hacks) Account reports,
Reports & Dashboards
I saw a few Joined reports when updating them. WIll list the reports
Are you using joined reports?
shortly. do not run
Are you using scheduled reports and

We can find the list from Scheduled Jobs. Traiining.
dashboards?
Do you have report notifications set up? no
Are your users following reports and

yes
dashboards?
Are you using dashboard filters? need to apply filter every time- doesn't retain
Opportunities & Sales Process
Are you using the Salesforce Console for

no
Sales?
Are you using Quotes? no

Are you using Forecasting? no
Are you using Territory Management? no
Are you using Orders? no
List Views
List all list views using advanced filter logic yes - research
List all list views shared with groups nearly all- impact to cpp
Home
List any visualforce components in use on

Pending Actions
home page layouts
List any dashboards in use on home page

None
layouts
List any approval process related lists in

All approval processes use the items to approve
use on home page layouts
Other Products
Are you using Communities? yes, make changes as needed
Are you using Service Cloud? yes - not in scope for this project
Are you using Salesforce Console for

yes - not in scope for this project
Service?
Are you using Ideas? kind of - thinking to retire
Are you using Pardot? no
Are you using Work.com? no

Javascript buttons are not supported in Lightning Experience. However, when you
analyze the use cases for these buttons, you may find that Process Builder,
Actions, Visual Workflow, and Workflow Rules can provide a smart alternative.
Check these tools out as part of your Lightning Experience assessment process.
Many apps from the AppExchange feature customizations, including custom

objects, custom buttons, Visualforce pages. In preparation for the Lightning
Experience release, Salesforce partners are testing their apps and applying for
Lightning Ready certification. If an app is supported in Lightning Experience, a
"Lightning Ready" sash appears on its AppExchange listing.
Usually, your Visualforce pages will work as intended, although you may have to
point your users at the new locations for custom actions, tabs, and so on.
However, there are some considerations for all Visualforce pages and apps, and
we recommend that you review those. We created an entire Trailhead module just
for Visualforce developers, and an entire trail for developing Lightning Experience
apps. If you’re using Visualforce or other programmatic customizations in your
organization, check those trails out as part of your Lightning Experience
assessment process.
URL Hacks will not work in Lightning and may be able to be replaced with Quick
Actions dependant on where they are used.
See Lightning Experience Considerations for more details.

If you have the global header enabled for Communities, to allow switching
between communities and your internal organization, then you cannot access the
switcher for Lightning Experience.

Out of scope - FinancialForce, Rollup Helper
Chatter approvals? Would not be a related list -
couuld be used via a button. Can't recall an
approval
Project Name: 2017 SF Lightning Implementation - Phase 1
Detailed Requirements for Project Implementation
Req# Req Type Urgency Level
1 System Function 5-Required Parent
2 User Requested Function 5-Required Parent
2.1 User Requested Function 5-Required Detail
2.3 User Requested Function 4-Need, but not required Detail

2.4 User Requested Function 3-Want (not needed) Detail
2.5 System Function 5-Required Detail
2.7 System Function 5-Required Detail
3.0.1 User Requested Function 5-Required Detail
3.0.2 User Requested Function 3-Want (not needed) Detail
3.0.4 User Requested Function 5-Required

Detail
3.1 Management Function 4-Need, but not required Parent
3.1.1 Management Function 4-Need, but not required Detail

3.2 User Requested Function 4-Need, but not required Parent
3.2.1 User Requested Function 4-Need, but not required Detail
3.3 Management Function 3-Want (not needed) Parent
3.3.1 Management Function 3-Want (not needed) Detail
3.4 Management Function 4-Need, but not required Parent
3.5 User Requested Function 4-Need, but not required Parent
3.6 User Requested Function 5-Required Parent

11 User Requested Function 4-Need, but not required Parent



ation - Phase 1
Details Role IT Required?

Add MyDomain (commscope.salesforce.com) for SF All Yes
Overarching Requirements for Lightning All No
In scope users will be able to perform 90% of their role in Lightning All No
In scope users will be able to complete 80% of their business functions on All Undetermined
their mobile devices.
General announcement/broadcast in Chatter All No
Allow email object utility and sync to outlook All No
Fix all Javascript/URL buttons found in all "In Scope" functionality All Yes
Turn on File and Notes All No
Migrate Away from Content All No
Provide a relevant homepage for in scope users All No
Easily accessible open tasks for owner (assistant) All No
Items to approve list All No
Pending Actions on the homepage All Yes
Lightning for users not in scope would not have the ability to turn on Lightning All No
until later
Standard SF Quarterly Performance component on a Sales Manager's SM No
Homepage
Probability of win field percentage identified by stage SM No
Quicklinks on Sales home page S, SM No
Warehouse of Warranties (WOW) in Quicklinks Undetermined
Customer Complaint Escalation Contacts in Quicklinks No
Corporate Brand Center in Quicklinks No
Use HeatMap for SalesManagers Homepage No
Provide geogrpahic map of opportunities for a team No
Top Deals on the Sales Manager's Homepage SM No
Top Deals (team) closing in 30 days in summary SM No
Top deals includes probablity SM No
Top deals includes dollar value SM No
Top Deal includes summary and average probably SM No
Marketing Ops homepage MOPS No
Add cases over five days old by staff summary No
Add total cases open YTD by staff summary No
Add total cases closed YTD by staff summary No
Add detailed list of open cases for owners (my list) No
Sales Ops Homepage No
CommScope General landing page is Chatter Corp, PLM No
Legal Homepage No
Pending Actions on the homepage Undetermined
List of past due applications (need approval older than five days) No
Sales Homepage No
Opportunity closing in 30 days in list format S No
Pending Actions on the homepage S Undetermined
Warranties on homepage No
Warranties on FAE on homepage waiting for approval FAE No
Number of approved warranties by solution YTD FAE No
Warranties on Quoting users homepage waiting for approval Q No
OIP on quoting users homepage waiting for approval Q No
Create Lightning page for leads All No
Add Lead Path for Leads by status All No
Configure Kanban view for Leads No
Convert End Customer Account Page to lightning All No
Remove unnessary related lists - contracts and Entitlemnts, projects All No
Turn on Account Insights, News and Logos All No
Convert Channel Account Layout to Lightning - Internal pages only All No
Turn on Account Insights, News and Logos All No
Convert Internal Contact Page Layouts to lightning All No
AXIOM Pages are lightning ready, but will appear as they are now in Classic No
Configure Kanban view for SI No

Configure Opportunity for Lightning No
Lightning ready page for profiles not requiring AXIOM No
Confirm One CommScope Bonus can be removed No
Confirm BizDev can be removed No
Convert Internal CPP Opportunity layout No
Configure Kanban view for Opportunity No
Configure Cases for Lightning No
Convert Marketo cases No
Convert Salesforce Support team's cases No
Configure Marketo for Lightning No
Remove Marketo lead management package No
Configure Marketo sales insight Yes
Redo Marketo Training Videos No
Convert Campaign for Lightning No
Configure internal CPP for lightning No
Configure Nominate for PartnerPRO tab Undetermined

Configure Chatter for Lightning No
Allow approvals through Chatter No
Configure EBC Visit for Lightning No
Configure/Redesign in lightning for global use No
Configure vCard for Lightning No
Configure Marketing App for Lightning No
Campaigns, Reports, Dashboards, Leads, Contacts, Chatter, Marketo No
Configure Marketing Ops App for Lightning No
Home, Dashboards, Reports, Marketo, Leads, Contacts, Cases, Chatter No
Configure Sales App for Lightning Q, S, SM, No
SalesOps (+D)
Home, Chatter, Opportunities, Contacts, Accounts, Account Plans, Leads, No
Success Plans, Dashboards, Reports, Knowledge, Nominate for PartnerPRO,
My Training
Configure CommScope App for Lightning Corp, PLM, No
Legal,
Home, Chatter, Dashboards, Reports, Knowledge No
Configure Salesforce1 Undetermined
Make a quick Opportunity App Undetermined
Branding for mobile app should be considered Undetermined

Add Favorites for Lightning No
Configure Knowledge for Lightning No
Configure Conga for lightning Undetermined
Develop a comprehensive training plan No
Configure Walkme for training No
Develop and deliver training in a live class setting No
Develop and deliver quick reference guides and other hand out material No
Redo pertent training videos for SalesForce for the GLC repository No
Develop a comprehensive communication/change mgmt plan No
Use CommScope Branding Yes
Color scheme consistant across all pages Yes
Use logos which do not slow down the load time Yes
WalkMe Requirements No
Configure walkme for Lightning No
Update existing WalkMe's with a Lightning version No
Tested/Verified Notes
Undetermined
Undetermined
Undetermined
Undetermined
Undetermined Different component could go on any page

Undetermined exploratory req - may not be possible
Undetermined "1. emails sent via SF do not appear in Outlook unless
you BCC your address (each user must set up)
Undetermined 2. from email appears as: '[email protected] on
Undetermined Files is of
behalf technically part of Content
[email protected]'
Undetermined 3. SF for Outlook and Lex for Outlook still save emails as
tasks, not in the email object"
Undetermined
Undetermined
Undetermined Take out the pending actions that aren't needed for
Tech mgrs and pricing group
Undetermined Includes users of ServiceCloud
Undetermined Things actually closed, plus projected
Undetermined Salesforce standard field - on the page layout

Undetermined
Undetermined May call WOW as a component into SF
Undetermined
Undetermined
Undetermined exploratory req - may not be possible
Undetermined 1. Existing
Criteria HeattoMap
needs Components do not have the
be defined
ability to use a custom location field for location. They
Undetermined use the Account State field which has no meaning for
Undetermined the CommScope Org.
Undetermined 2. If we want to do this, we would need to have a
Undetermined custom component built
Undetermined
Undetermined
Undetermined
Undetermined
Undetermined
Undetermined
Undetermined TBD based on "Favorites" and its functionality
Undetermined
Undetermined
Undetermined
Undetermined Dashboard now
Undetermined
Undetermined
Undetermined OIP, Nominations,
Undetermined Field Application Engineer (Technical Managers)
Undetermined
Undetermined
Undetermined
Undetermined OIP = Project Registration
Undetermined
Undetermined
Undetermined In Spring 17
Undetermined
Undetermined
Undetermined
Undetermined
Undetermined
Undetermined
Undetermined My Training, Success Plan, Account Plan, SI,
Opportunity (Axiom parts)
Undetermined
Undetermined All but Sales and Sales Managers
Undetermined
Undetermined
Undetermined
Undetermined
Undetermined
Undetermined
Undetermined
Undetermined
Undetermined
Undetermined
Undetermined
Undetermined Includes warranties, opportunity products, rebates,
coupon request, coupon balance, solution
accredidation, termination
Undetermined
Undetermined
Undetermined
Undetermined
Undetermined Separate project - CIC (EBC) Redesign, but wil be
Undetermined packaged as part of the release
Undetermined
Undetermined
Undetermined
Undetermined
Undetermined
Undetermined
Undetermined
Undetermined
Undetermined Functionality for Salesforce1 (mobile) will be available
for most functions
Undetermined Allows sales users to create opportunity without Axiom
Undetermined
Undetermined Spring 17
Undetermined This is a project on it's own
Undetermined Investigate how it works with files
Undetermined
Undetermined
Undetermined
Undetermined
Undetermined
Undetermined
Undetermined
Undetermined
Undetermined
Undetermined
Undetermined
Undetermined NOT replace - the other items are still valid
Lightning Project
ID #
1
2
3
4
Lightning Project
Issue/Risk Management
Description
AXIOM is not lightning ready – just compatible, which impacts Opportunity and a number of other components
Implementation may be impacted by other prioritized projects and IT Resources
Some components are not available until Salesforce Spring 17 release in February
Training will be critical to the success of this project, and a dedicated trainer is needed
Staff prioritization on this and other projects may slow the implementation timeline without additional support
Status Impact Probability Scope/Schedule/Budget
Open Med 100 Scope
Open Med 100 Schedule
Open Low 100 Schedule, Scope
Open High 100 Schedule, Budget
Open High 75 Schedule
Mitigating Actions
Axiom parts will remain in Classic until Axiom is in Lightning
Will review timelines and priorities in PMO Pow Wow, Weekly SF team calls
Dev build after Spring 17 in Dev, UAT after S17 in Prod. Mtg in January in Omaha to discuss
Will need to look for SF resources to support our needs
Raised By Owner Open Date Target Date Close Date Days Open
Sarah Jason 11/10
Jason Kevin 11/10
Jason Danelle 11/10
Jason Kevin 11/10
Object Requirements
Object Req Level Action Category
Overall 0-consideration
Leads 5-Req Java buttons
Java buttons
End Customer Account Java Buttons
Account (Sales, read only) Java Buttons

Java Buttons
Java Buttons
Contacts
Success Plan
Account Plan
My Training
Strategic Initiative
Opportunities
Cases
Marketo
Campaign
Warranties
Java Button
Opportunity Products/Warranty Products
Rebates
Coupon Req
Coupon Balance
Nominate PartnerPro
Solution/Accred
Chatter
Knowledge
Content
Terminiation
Home
General
vCard
EBC
Detail
Track number of clicks on a button
Assign Lead to Partner
Convert Lead
Retain chatter component
Maintain Lead detail page
Maintain Marketo
Add Activiites sections
Convert Notes and Attachments to Files
Add leads to sales path
Nominate to PartnerPRO Network
Manage External Account
Custom Links
Custom Links
Custom Links
Reimage funnel by stage
Reimage funnel by month
Account Team - Visual Force overlay
Remove related contracts and related entitlements related list
Projects
Notes and Attachment - keep existing, add new files
Account history
Nominate new branch for partnerPRO Network
Partner Report Card
Request Termination
Add account insights (news)
Remove contracts, entitlements
Activities tab
Clone?
Manage external user - needs to stay
Remove Content Deliveries
One CommScope Bonus

BizDev
Axiom - can we build our own thing to replace?
Product Groups
Opportunity Team Owner x2 - not a duplicate record, but a visual of two of them
remove projects
will translate over to lightning
won't touch console
new comment button - vf - will add a component to capture comments
for cpp cases, keeping all related lists - addding notes and attachments
component for email to case premium (E2CP)
for sf cases, requirements are the same (slightly diff fields and related lists)
marketo - same as other 2
Find Duplicate button on cases is JS- needs to be reworked
Redo training for Marketo

Assign opportunites to multiple campaigns (case open assigned to Danelle)
Build reports (Praj) for Marketing
Standard Report Request template
Edit Warranty Details - interface would need to be rebuilt?
Approve/Reject
Edit - takes you to a Visual Force page
Redo Conga - warranty attachment
Project Registration Button - Visual Force
Product Groups
Another Opportunity page layout for CPP
Conga button needs to be addressed
Field Editability
No custom button
No custom button
recreate
Andrew Internal and Enterprise internal
Conga Hyperlink for GPA's
Buttons needs to be addressed
Create page layout for chatter groups
Create button for layout that says "new group"
Turning on chatter's approval feature
Not available until Spring 17
Request Terminiation button from Acct

Confirm Partner Deactivation
Edit Request - javascript for admins only - not visable for sales
Quick Links need to be addressed
If CPP Admin (GPA) links work, then it would be ok
Sync Calendar w/ outlook?
Chatter goes away
Want Assistant active
Top deals
Today's tasks
homepage - app for standard approvals?

logos, but not where it slows down the tool
Email Object
MyDomain - Need to deploy - commscope.force.com
Kanban view for Opp, leads, SI?
Heat map for sales leaders?
no java buttons - all standard cards
Spring 17
Creating an app for mobile for opportunity which doesnt include Axiom
Need a style sheet/template
Notes
It has come up a bunch in the meeting, so I wanted to capture it
Spring 17 release changes this. We need to look into this. Can we add a look up filter?
Can we run reports on notes/attachments on leads?

work with Kelly and the two work streams on leads
take off page

Warranty to customer partner report
Google Search
Google News
Related list using Visual Force
(uses financial force)
Not available in Lightning, but is still being tracked and visual in classic
Need to discuss how the box check which makes attachments into files - but that might impact CPP
Axiom, visualforce page

is this going away?
is this going away?
Cant use sales path in Opportunity otherwise
when is this going away? At Lightning switch
Can we remove this? May be added via Axiom.
no longer using managed package.

Using summer 16 version of Marketo
loads a different site with no "back" to SF page
How do we get the Marketo sales insight on to the record detail pages for contacts and leads?
How do we get the marketo app for sales insight, since the tab isn't working currently?
In Sales, we build a standard template report and show people how to edit and save them
Needs a review
Configuring conga and lightning - https://support.getconga.com/Conga_Composer/Getting_Started_with_Composer/Configure_
Where does the files Conga create end up?
Approval History? Does that still show?

No Submit for approval in the list, but should be in the top of the page

Need to be reviewed. May have lower security (email with a Y/N approval)
RISK - Knowledge not available
Who is loading things to Content Libraries?
If there is a file loaded, it might be going to content, but may default to files
this is only in classic
Quarterly Performance - how to make this relavant for managers?

Activity list - which opps are closing?
embed the task list from commscope homepage (my tasks)
needs a task for training plan
SSO testing? Is that needed? This triggers something
AppExchange App Component
Commscope Blue - #00aeef

impact CPP
Will still be a managed package
ing_Started_with_Composer/Configure_Composer/Configure_Conga_Composer_for_Lightning
Lightning Project - Change Management Plan (Comm and Training)
ID Type Purpose
1 Project Logo Unified project launch, and branding for SFDC
2 Chatter Post Blast about the upcoming changes
3 Email Blast about the upcoming changes
4 home.commscope.com Blast about the upcoming changes
5 Email w/ install link for Salesforce1 Giving people a link to install the app directly
6 Sales Conf - Booth Hands on experience
7 Sales Conf - Stage Big awareness, quick overview, drive to booth
8 Live training Classes before and after launch
9 Live drop in calls Drop in q/a after launch
10 On site handouts Paper item for offices, to emphasize the new platform
Sent from Start date
e new platform
Things we need comment
design
when the project is approved, how
design
A link that will provide an install in the app store, and a way to configure that for people to connect directly to us
Team, computers, script
Trainer
Trainer
Trainer
Design, paper
the project is approved, how about a teaser post that thanks the survey participants and includes a generic lightning video. stay tuned....
directly to us
lightning video. stay tuned....
UAT Call Notes
Log in as the Test Account Manager
Jason Introduce call

Introduce yourself and what you are hoping to get out of the UAT
Topics to cover:
Logging into UAT
--when logins will be sent out
--log into test.salesforce.com
--logins look like regular login but have .uat at the end
How to switch to Lightning
Once lightning comes up, explain Lightning: new UI with some additional functionality
How to check your App to make sure you are in the correct one for you (Sales in Sales, Marketing in Marketing, etc)
--point out that CPP specific tabs, like Warranties, are on the CPP App
Introduce "favorites" and how to mark any record as a favorite
Review of the Homepage
--point out pages are different based on different roles
--point out Items to Approve and Pending Actions for applicable users
--explain the revenue chart for sales - based on Negotiating + Won, Manual setting of goals
--point out other items on page, and reiterate that list view and chart components may be different for different groups
--explain the Assistant
--show tasks/events - using buttons to switch what you see
--What I'm looking for from them: Opinions - is it applicable, useful, what would they change, add, remove?
Show the Tabs at the top and point out the dropdowns
Use the Account tab to select an account and show the structural change in the page (general design is consistant across page
--point out buttons across the top
--tabs for Details/Related
--tabs for Activities/Chatter
Use the Opportunity tab to open an Opportunity
Review the Axiom Dashboard
--especially point out dropdown on the side
Review the Path
--ability to view requirements of a status before committing to the status
--how to use the path to change a status
Point out the Change Owner button location at the top rather than by the owner (if applicable)
Open a Lead
Review the Path (just that it exists and works the same)
Open Success Plan
--show dropdown similar to on Axiom Opp Dashboard
Account Plan/Strategic Initiative
--Point out that there is no change to either of these items
Go to the Opportunity Tab - Show the My Open Opportunities List View
--Show Chart butotn
--show Kanban view
--Move Opportunity, explain errors will still happen
Kanban does not work on Recent items List View
The 1st 4 fields of the list view are visible on the Kanban
Project Plan as of 02/20/2017
ID Name Duration
1 SF Lightning Phase 1 - Sales and Marketing 163 days
2 Identify and Assess Phase 43 days
3 Determine Project Overview 22 days
4 Draft Project Scorecard 22 days
5 Draft Project Plan 1 day
6 Draft Communication Plan 2 days
7 Draft Resource Plan 2 days
8 Draft RAIDC 3 days
9 Create Kickoff Deck 22 days
10 Analysis Phase 23 days
11 Kickoff Meeting 2 days
12 Finalize Requirements 3 days
13 IT Project - Requirements Analysis Development (User) 22 days
14 Draft Testing Strategy and Plan 2 days
15 Obtain Project Approval (Gate) 1 day
16 Design Phase 46 days
17 Update Project Plan 25 days
18 Status Reports Schedule 25 days
19 Update RAIDC 25 days
20 Finalize Test Strategy 35 days
21 Create Business Solution Design 25 days
22 Update Resource Plan 25 days
23 Update Communication Plan 25 days
24 Draft Training Strategy and Plan 25 days
25 Draft Deployment Plan 25 days
26 Go/No Go Meeting for Build/Test 1 day
27 Build/Test Phase 68 days
28 Update Project artifacts 22 days
29 Status Report/Meeting Schedule 22 days
30 Deployment Plan and Run Book finalized 19 days
31 Training Strategy and Plan finalized 1 day
32 Load into DevFull 1 day
33 Build Out (DevFull) 20 days
34 Refresh Axiom UAT 5 days
35 Axiom release added to Axiom UAT 6 days
36 Axiom into DevFull + Testing 5 days
37 Conga Tasks 16 days
38 Install the latest versions of Conga Composer and Conga Workflow 3 days
39 Test conga processes 1 day
40 Update all conga hyperlink formula fields in Devfull and add to Dan3 days
41 Build the field and WFR for conga Workflow process to track and pr 3 days
42 Add Files to all affected Page layouts including classic 16 days
43 Install Conga Composer and Conga Workflow in UAT w/ change s 3 days
44 Set up the Conga Connected App in UAT 3 days
45 Build Test Scripts 57 days
46 UAT 34 days?
47 UAT Communication tasks 13 days
48 Chatter/Email on new interface 8 days
49 Schedule Video for Kickoff meetings 6 days
50 Email to UAT on assignment 1 day
51 Schedule meetings w/ UAT testers 5 days
52 Schedule 15 min daily team mtg wk of 2/20 5 days
53 Record promo video 1 day
54 Meeting w/ UAT testers 1 day?
55 2nd mtg w/ UAT testers 2 days
56 Loading Axiom in UAT 2 days
57 Setting up my domain in UAT 6 days
Complete button upgrade and load into Dev for UAT
58 Load Lightning into UAT 7 days
59 Perform Alpha tests (UAT) 7 days
60 Perform User Testing 10 days
61 Record/Report Results of Beta testing 5 days
62 Assess next steps 5 days
63 Addition build and test in UAT 10 days
64 Ensure CAB is aware of change, and approved if necessary 29 days
65 Training tasks 45 days
66 Compose four articles on four big areas for weekly distribution 25 days
67 Training video scripts completed (3-5 min chapters) 20 days
68 Distribute the articles on four big improvements 16 days
69 Update KA's 15 days
70 Update WalkMe 15 days
71 Training videos recorded and edited 10 days
72 Live drop in classes scheduled 1 day
73 Go no go meeting for production/deployment 1 day
74 Distribution of email prior to go live 1 day
75 Deployment Phase 70 days
76 Set up my domain in Prod 2 days
77 Conga Prod 4 days?
78 Install the latest Conga Composer/Workflow in Production 4 days
79 Set up the Conga Connected App in Production 4 days?
80 Load Axiom into Prod + testing 5 days
81 Load Lightning using stealth mode 8 days
82 Production Launch 1 day
83 Weekly ticket review for any additional KA/Drop in/Walk me needs 20 days
84 Deploy Communication Phase 20 days?
85 First week of tips/trick calls 5 days
86 Second week of tips/trick calls 5 days
87 Last drop in 2 days
88 Update and finalize Project Artifacts 14 days
89 Closure Phase 9 days
90 Confirm Operational State of project 9 days
91 Confirm Success critera of project has been accomplished 4 days
92 Hold Lessons Learned meeting 4 days
93 Project Closure 1 day
Start Finish Assignment
October 12, 2016 May 26, 2017
October 12, 2016 December 9, 2016
October 12, 2016 November 10, 2016 Jason,Danelle,Sarah
October 12, 2016 November 10, 2016 Jason
November 10, 2016 November 10, 2016 Jason
November 10, 2016 December 9, 2016 Jason
November 9, 2016 December 9, 2016
November 9, 2016 November 10, 2016 Danelle,Jason,Lisa,Sarah,Tom
November 9, 2016 November 11, 2016 Danelle,Jason,Lisa,Sarah,Tom
November 9, 2016 December 8, 2016 Jason,Lisa
November 9, 2016 November 10, 2016 Jason,Kevin,Sarah
December 9, 2016 December 9, 2016 Jason
November 11, 2016 January 13, 2017
Mon 12/12/16 January 13, 2017 Jason
Mon 12/12/16 January 13, 2017 Jason,Sarah
Mon 12/12/16 January 13, 2017 Jason
Mon 12/12/16 January 27, 2017 Jason,Kevin,Sarah
Mon 12/12/16 January 13, 2017 Danelle
Fri 1/13/17 January 13, 2017 Danelle,Jason,Sarah,Tom
Mon 1/16/17 April 19, 2017
Mon 1/16/17 February 14, 2017 Jason
Tue 2/7/17 March 3, 2017 Danelle
Fri 2/10/17 February 10, 2017 Jason,Kevin,Sarah
Mon 1/16/17 January 16, 2017 Danelle
Mon 1/16/17 February 10, 2017 Danelle
Fri 1/27/17 February 2, 2017 Tom
Fri 2/3/17 February 10, 2017 Ravi
Mon 2/13/17 February 17, 2017 Ravi
Wed 2/1/17 February 22, 2017
Thu 2/2/17 February 6, 2017 Tom,Monica
Mon 2/6/17 February 6, 2017 Monica
Thu 2/2/17 February 6, 2017 Monica
Thu 2/2/17 February 6, 2017 Tom,Monica
Wed 2/1/17 February 22, 2017 Danelle
Mon 2/13/17 February 15, 2017 Tom,Monica
Mon 2/13/17 February 15, 2017 Tom,Monica
Wed 2/1/17 April 20, 2017 Danelle
Wed 2/1/17 March 20, 2017
Wed 2/1/17 February 17, 2017
Wed 2/1/17 February 10, 2017 Kevin
Fri 2/10/17 February 17, 2017 Kevin
Fri 2/17/17 February 17, 2017 Jason
Mon 2/27/17 March 3, 2017 Jason
Mon 3/13/17 March 13, 2017 Kevin,Sarah
Mon 3/20/17 March 20, 2017 Danelle,Jason,Lisa
Mon 2/20/17 February 21, 2017 Danelle,Jason,Lisa
Mon 2/20/17 Tue 2/21/17 Ravi,Tom
Tue 2/21/17 Wed 2/22/17 Ravi,Tom
Fri 2/17/17 Wed 2/22/17 Tom, Satya
Wed 2/22/17 Fri 3/3/17 Danelle
Thu 2/23/17 Fri 3/3/17 Danelle
Mon 3/13/17 March 24, 2017 Danelle,Jason,Kevin,Sarah,Tom
Mon 3/20/17 March 24, 2017 Danelle,Jason
Mon 3/20/17 Fri 3/24/17 Danelle,Kevin,Sarah
Mon 3/20/17 Fri 3/31/17 Danelle,Monica,Sarah
Mon 2/13/17 Thu 3/23/17 Lisa,Tom
Mon 2/13/17 Fri 4/14/17
Mon 2/13/17 Fri 3/17/17 Danelle,Kevin,Sarah
Mon 3/6/17 Fri 3/31/17 Danelle,Jason,Sarah
Fri 3/24/17 Fri 4/14/17 Kevin,Sarah
Mon 3/20/17 Fri 4/7/17 Danelle,Monica,Ravi,Sarah
Mon 3/20/17 Fri 4/7/17 Danelle,Monica,Ravi,Sarah
Mon 4/3/17 Fri 4/14/17 Jason,Sarah
Mon 4/3/17 Mon 4/3/17 Jason,Sarah
Wed 4/19/17 Wed 4/19/17 Danelle,Jason,Kevin,Lisa,Sarah,Tom
Thu 4/20/17 Thu 4/20/17 Kevin,Sarah
Fri 2/17/17 Thu 5/25/17
Thu 3/2/17 Fri 3/3/17 Tom
Fri 2/17/17 Wed 2/22/17
Fri 2/17/17 Wed 2/22/17 Tom,Monica
Fri 2/17/17 Wed 2/22/17 Tom,Monica
Mon 3/13/17 Fri 3/17/17 Ravi,Tom
Tue 4/11/17 Thu 4/20/17 Danelle
Fri 4/21/17 Fri 4/21/17 Danelle
Fri 4/28/17 Thu 5/25/17 Danelle,Monica,Ravi,Sarah,Tom
Mon 4/24/17 Fri 5/19/17
Mon 4/24/17 Fri 4/28/17 Danelle,Sarah
Mon 5/1/17 Fri 5/5/17 Danelle,Sarah
Thu 5/18/17 Fri 5/19/17 Danelle,Sarah
Mon 5/1/17 Thu 5/18/17 Jason,Lisa
Mon 5/15/17 Thu 5/25/17
Mon 5/15/17 Thu 5/25/17 Kevin,Sarah
Mon 5/22/17 Thu 5/25/17 Kevin,Sarah
Mon 5/22/17 Thu 5/25/17 Danelle,Jason,Kevin,Lisa,Monica,Ravi,Sarah,Tom
Thu 5/25/17 Thu 5/25/17 Jason
Notes % Complete
65%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
Weekly, Friday 100%
100%
Jason will review survey results and Sales VPs.
100%Need a list of people w/ limited access to test, plus others who can give us des
100%
100%
100%
100%
100%
100%
92%
100%
100%
75%
100%
100%
90%
100%
100%
75%
98%
100%
100%
100%
100%
100%
75%
100%
50%
22%
83%
100%
100%
100%
100%
100%
0%
0%
0%
0%
Mtg w/ Mark at 1pm 2/21 0%
0%
0%
0%
0%
0%
0%
50%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
onica,Ravi,Sarah,Tom 0%
0%
Lightning Project - Decisions and Action Items
ID# Need Details Need from

1 Decision Approval to move forward with Project Pape
2 Action Item Hrs needed for Tom and his team Tom
3 Decision Requirements Approval SLT
4 Decision Can we attend the Sales Conf for booth training/testing? Pape?
5 Decision Can we attend the Sales Conf for stage? Peter?
6 Decision Who is going to Which Sales Conf? Kevin
7 Decision Who will be testers? Kevin/Sarah
Requested on Due by Closed on Answer
11/10 11/18
11/10 11/10 500 hrs ??
11/10 12/9
OppRe Testers, People at conf, People who gave their name in the survey
ho gave their name in the survey
Done Manual or ChangAdded to ChangesCurrent EnvironmTest Script Writte Req#
2.1
2.2
3.0.4
0.5
2.5
2.6
2.7
3.9
3.0.1
3.0.2
3.9.2
3.2 (1-3)
3.9.1
3.0.1
3.0.2
3.0.3
3.1
3.1.1
3.2 (1-3)
3.3 (1)
3.4 (1-4)
3.0.1
3.0.2
3.5.1
3.0.1
3.0.2
3.5
3.0.1
3.0.2
3.5.1
3.5.2
3.5.3
3.5.4
3.0.1
3.0.2
3.0.3
4.1
3.8
3.0.1
3.0.2
3.8.1
3.8.2
3.0.1
3.0.2
3.0.3
4.3
4.4
3.7
5
5.1
5.2
22
6
6.1
6.2
Change Set 22
22
22
7
7.1
8
8
22
9
9.1
22
10
10.1
10.1
10.2
10.3
10.4
10.5
22.1
11
11.1
11.2
22
12
12.1
12.2
12.3
13
13.1
22
14
14.1
22
22
15
15.1
2.3
22
16
16.1
22
17
18
18.1
19
19.1
20
20.1
21
21.1
22
22.2
23
24
x C x Devfull 24
25
26
26.1
26.2
26.3
26.4
27
28
28.1
28.2
29
29.1
29.2
na
Req Text Owner
Assumptions (not necessarily Tasks)
In scope users will be able to perform 90% of their role in Lightning NA
In scope users will be able to complete 80% of their business functions on their NA
Lightning for users not in scope would not have the ability to turn on Lightning unNA
Get users access to lightning
Danelle
Danelle
Add MyDomain (commscope.salesforce.com) for SF Tom
Fix all Javascript/URL buttons found in all "In Scope" functionality Tom/Danelle
Turn on File and Notes Danelle
Danelle
Migrate Away from Content Danelle
Danelle
Danelle
Provide a relevant homepage for in scope users
Danelle
Sales Users
Easily accessible open tasks for owner (assistant) Danelle

Items to approve list Danelle
Pending Actions on the homepage Tom?
Quicklinks on Sales home page Danelle
Opportunity closing in 30 days in list format Danelle
Danelle
Report of Closed YTD on Hompage Danelle
Danelle
Sales Managers
Standard SF Quarterly Performance component on a Sales Manager's HomepageDanelle
Probability of win field percentage identified by stage Danelle
Quicklinks on Sales home page Danelle
Use HeatMap for SalesManagers Homepage Tom?
Top Deals on the Sales Manager's Homepage Tom?

Danelle
Danelle
Sales Ops
Case List? Danelle
Marketing Users
Danelle
Danelle
Marketing Admin
Easily accessible open tasks for owner Danelle
Add cases over five days old by staff summary Danelle
Danelle
Add total cases open YTD by staff summary Danelle

Danelle
Add total cases closed YTD by staff summary Danelle

Danelle
Add detailed list of open cases for owners (my list) Danelle
Danelle
Danelle
Danelle
Danelle
Danelle
Danelle
FAE
Warranties on FAE on homepage waiting for approval Danelle
Danelle
Danelle
Danelle
Legal
List of past due applications (need approval older than five days) Danelle
Danelle
Quoting
Warranties on Quoting users homepage waiting for approval Tom?
Danelle
OIP on quoting users homepage waiting for approval Tom?
Danelle
All Others Not Specified
CommScope General landing page is Chatter Danelle
Lightning Pages by Object
Leads
Add Lead Path for Leads by status Danelle
Configure Kanban view for Leads Danelle
Configure Mobile for Leads Danelle
Convert End Customer Account Page to lightning

Remove unnessary related lists - contracts and Entitlemnts, projects Danelle
Turn on Account Insights, News and Logos
Configure Mobile for Accounts Danelle

Convert Channel Account Layout to Lightning - Internal pages only
Turn on Account Insights/News and Logos Danelle
Convert Internal Contact Page Layouts to lightning
Convert Internal Contact Page Layouts to lightning Danelle
Configure Mobile for Contacts Danelle
AXIOM Pages are lightning ready, but will appear as they are now in Classic
Configure Kanban view for SI Danelle
Review Mobile, is there configuration to the done? Danelle
Danelle
Danelle
Danelle
Danelle
Danelle
Danelle
Configure Opportunity for Lightning
Configure Axiom Component
Lightning ready page for profiles not requiring AXIOM Danelle
Confirm One CommScope Bonus can be removed Danelle
Confirm BizDev can be removed Danelle

Convert Internal CPP Opportunity layout Danelle
Configure Kanban view for Opportunity Danelle
Danelle
Configure Mobile (non axiom?) Danelle
Configure Cases for Lightning

Convert Marketo cases Danelle
Convert Salesforce Support team's cases Danelle
Configure Mobile Danelle
Configure Marketo for Lightning
Remove Marketo lead management package Danelle/Tom
Configure Marketo sales insight Danelle
Redo Marketo Training Videos Marketing
Convert Campaign for Lightning
Convert campaign Danelle
Configure internal CPP for lightning
Configure Nominate for PartnerPRO tab Danelle/Tom
CPP Page Layouts Danelle
Survey Danelle
Survey Details Danelle
Warranties Danelle
Warranty Products Danelle
Rebates Danelle
Click to Accept Danelle
Agreements Danelle
User Territories Danelle
Approval Role Matrix Danelle
Solutions/Accreditations Danelle
Termination Requests Danelle
Termination Request Solution/Branch Danelle
Accreditation Geography Danelle
Coupon Balance Danelle
Training Requirements Danelle
Annuyal Partnership Process Danelle
Business Plan Details Danelle
Business Plan Focus Area Danelle
Cabling Science Training Errors Danelle
CPP Compact Layouts Danelle

Survey Danelle
Survey Details Danelle
Warranties Danelle
Warranty Products Danelle
Rebates Danelle
Click to Accept Danelle
Agreements Danelle
User Territories Danelle
Approval Role Matrix Danelle
Solutions/Accreditations Danelle
Termination Requests Danelle
Termination Request Solution/Branch Danelle
Accreditation Geography Danelle
Coupon Balance Danelle
Training Requirements Danelle
Annuyal Partnership Process Danelle
Business Plan Details Danelle
Business Plan Focus Area Danelle
Cabling Science Training Errors Danelle
Configure Task Page

Allow Recurring Tasks Danelle
Allow Followup Tasks Danelle
Configure Chatter for Lightning

Allow approvals through Chatter Danelle
General announcement/broadcast in Chatter Danelle
Configure EBC Visit for Lightning
Configure/Redesign in lightning Danelle/Tom
Danelle

Configure vCard for Lightning
App Configuration
Configure Marketing App for Lightning
Campaigns, Reports, Dashboards, Leads, Contacts, Chatter, Marketo Danelle
Configure Marketing Ops App for Lightning

Home, Dashboards, Reports, Marketo, Leads, Contacts, Cases, Chatter Danelle
Configure Sales App for Lightning

Home, Chatter, Opportunities, Contacts, Accounts, Account Plans, Leads, Succes Danelle
Configure CommScope App for Lightning

Home, Chatter, Dashboards, Reports, Knowledge Danelle
Configure Salesforce1
Branding for mobile app should be considered
Add Favorites for Lightning
Configure Knowledge for Lightning
Knowledge not accessible in Lightning

Configure Conga for lightning Monica
Develop a comprehensive training plan
Configure Walkme for training TBA
Develop and deliver training in a live class setting
Develop and deliver quick reference guides and other hand out material
Redo pertinent training videos for SalesForce for the GLC repository
Develop a comprehensive communication/change mgmt plan
Use CommScope Branding for Lightning Pages
Color scheme consistant across all pages Danelle

Use logos which do not slow down the load time
WalkMe Requirements
Configure walkme for Lightning TBA
Update existing WalkMe's with a Lightning version TBA
Setup Mobile
Customize Navigation Menu
Global Actions
Mobile Branding
Type Name Object How it is to be changed
Add permission: “Lightning

Create PermissionLightning Experience Permission Set Experience User”
Assign Beta UsersLightning Experience Permission Set Assign users TBD
Domain Management>My
System Update My Domain NA Domain - Register Domain
Activated within Lightning

System Update Notes Notes Experience Setup
Remove Content
System Update Permissions Profile Permsisions?
Remove Content
System Update Permissions User Permsisions?
Report Folder LEX Display Reports Reports Create
Assistant; Tasks due today

Spring 17
Rich Text
List component
List View Homepage: My Opps Closing Next 30 Days Opportunity Create
Report Component
Report Closed Won Opps by Qtr CY Opportunity Create
Assistant
Std Component
Add Percentages; add to
page layouts (if necessary);
Field Update Probability of Win Opportunity make visible
Add Links to Rich Text
Lightning ComponRich Text Home Page Component
Custom Component
Cannot use standard "top

deals" if all of this info is
required. Cannot user List
as "my Team" isn't an
option in a list view. Need
custom component to
display a report?
Field Where I am Manager Opportunity Create formula field
List View Homepage: My Opps Closing Next 30 Days Opportunity Create
Assistant
List Component
Assistant
List View Homepage: My Leads Leads Add to List Component

Report Lead Count by Queue Reports Add to Report Component
Today's Tasks
Items to Approve
List Component
List View Homepage: Marketo Open > 5 Days Old Case Add to List Component
Report Chart Component

Report Marketo Support All Open Cases Report Add to Report Component
Report Chart Component

Report Marketo Support Closed Cases UTD Report Add to Report Component
List Component
List View Homepage: Marketo Support Queue Case Add to List Component
List View Homepage: My Open Campaign Cases Case Add to List Component
List View Homepage: My Open Support Cases Case Add to List Component
List View Homepage: My Campaigns Last 30 Days Case Add to List Component
Recent Records Cases/Leads/Campaigns/Contacts Recent Records Component
Chatter Chatter Feed and Publisher Limit to @Mentions
Assistant
List View Homepage: Warranties Pending Approval Warranties Add to List Component
Profile CommScope FAE Profile Create Profile and Apply to FAE Users (Clon
Report Approved Warranties YTD Report Add to Report Component
Assistant
List
List View Homepage: Apps Pending Legal Review >5d Solutions/AccrediAdd to List Component
Assistant
List View Add to List Component
List View Add to List Component
Path Create Path

List View My Leads Leads Add Kanban to My Leads
Name, Email, Phone,
Compact Layout Standard Lead Layout Leads Company, Lead Region
Create new
-Account Name
-Website
-Vertical Market
-Parent Account
Compact Layout Customer Account Compact Layout Account -Ultimate Parent
Create new
-Account Name
-Website
-Vertical Market
-Partner ID
Partner Status
-Parent Account
Compact Layout Channel Account Compact Layout
assigned appropriate
compact page to record
type: Channel compact
page to channel and
Customer Compact pge to
Compact Layout Account Account
List View My Open Strategic Initiatives Strategic InitiativeCreate and add Kanban
Lightning Page Account Plan - Standard Record Page Account Plan

Lightning Page Strategic Initiative - Standard Record Page Strategic Initiative
Lightning Page Success Plan - Standard Record Page Success Plan
Compact Layout Account Plan Compact Layout Account Plan
Compact Layout Strategic Initiative Compact Layout Strategic Initiative
Compact Layout Success Plan Compact Layout Success Plan
Create Page for

Lightning Record Standard Opportunity Page Opportunity Opportunity
Create Page for
Lightning Record CommScope Solution CommScope SolutCommScope Solution
Create Page for Solution
Lightning Record Solution Schedule Page Solution ScheduleSchedule
Custom Action with
Related List ButtoNew CommScope Solution CommScope Solutprepopulated fields
Custom Action with
Custom Action with
Custom Action with
Add VF Component to
Layout, select VF page of
OMAApp; Height = 500;
VF Page ComponeOMAApp Opp Page Layout Name = Axiom Dashboard
Make sure this is not

checked. May need to be
checked to find
component, but should not
be checked after
component is added to
Custom Settings Use SF1 Page Org Settings layout.
Removal effective
3/31/2017; Remove as Post
Deploy Step
Removal effective
3/31/2017; Remove as Post
Deploy Step
Make sure first 4 fields on

list view are appropriate for
List View My Open Opportunities List View Kanban.
CPP Compact Layout

Standard Compact Layout
MainRen Compact Layout
no work to be done. Works
as-is.
Record Page Survey - Standard Record Page Survey Create Page

Record Page Survey Details - Standard Record Page Survey Details Create Page
Record Page Warranties - Standard Record Page Warranties Create Page
Record Page Warranty Products - Standard Record Page Warranty ProductCreate Page
Record Page Rebates - Standard Record Page Rebates Create Page
Record Page Click to Accept - Standard Record Page Click to Accept Create Page
Record Page Agreements - Standard Record Page Agreements Create Page
Record Page User Territories - Standard Record Page User Territories Create Page
Record Page Approval Role Matrix - Standard Record Page Approval Role MaCreate Page
Record Page Solutions/Accreditations - Standard Record Pag Solutions/AccrediCreate Page
Record Page Termination Requests - Standard Record Page Termination RequCreate Page
Record Page Termination Request Solution/Branch - Standar Termination RequCreate Page
Record Page Accreditation Geography - Standard Record Pag Accreditation Ge Create Page
Record Page Coupon Balance - Standard Record Page Coupon Balance Create Page
Record Page Training Requirements - Standard Record Page Training Require Create Page
Record Page Annuyal Partnership Process - Standard Record Annuyal PartnersCreate Page
Record Page Business Plan Details - Standard Record Page Business Plan DetCreate Page
Record Page Business Plan Focus Area - Standard Record PagBusiness Plan FocCreate Page
Record Page Cabling Science Training Errors - Standard RecorCabling Science TrCreate Page
Record Page Survey Compact Layout Survey Create Page

Record Page Survey Details Compact Layout Survey Details Create Page
Record Page Warranties Compact Layout Warranties Create Page
Record Page Warranty Products Compact Layout Warranty ProductCreate Page
Record Page Rebates Compact Layout Rebates Create Page
Record Page Click to Accept Compact Layout Click to Accept Create Page
Record Page Agreements Compact Layout Agreements Create Page
Record Page User Territories Compact Layout User Territories Create Page
Record Page Approval Role Matrix Compact Layout Approval Role MaCreate Page
Record Page Solutions/Accreditations Compact Layout Solutions/AccrediCreate Page
Record Page Termination Requests Compact Layout Termination RequCreate Page
Record Page Termination Request Solution/Branch Compact Termination RequCreate Page
Record Page Accreditation Geography Compact Layout Accreditation Ge Create Page
Record Page Coupon Balance Compact Layout Coupon Balance Create Page
Record Page Training Requirements Compact Layout Training Require Create Page
Record Page Annuyal Partnership Process Compact Layout Annuyal PartnersCreate Page
Record Page Business Plan Details Compact Layout Business Plan DetCreate Page
Record Page Business Plan Focus Area Compact Layout Business Plan FocCreate Page
Record Page Cabling Science Training Errors Compact Layout Cabling Science TrCreate Page
– Add the Create Recurring Series of Tasks field to the Task Detail section of your org’s Task page layo
– If the Salesforce1 and Lightning Experience Actions section on a Task page layout has been overrid
Delete Series and View Series actions from the Salesforce1 & Lightning Actions palette are includ
actions if they’re not already there.
Add Followup Task Button
Page Layout Com Billboard Add to Layout
Lightning App PagEBC Visit App Page EBC Visit Create

Lightning Record EBC Visit Page EBC Visit Create
Clone Layout remove VF
Std Page Layout EBC Visit Request Layout - LEX EBC Visit Pages
Button Add Flight Information EBC Flight Inform Recreate as Quick Action
Button Add Hotel & Entertainment EBC Flight Inform Recreate as Quick Action
VF Page EBC Legal Popup EBC Flight Inform Recreate???
Lightning App CommScope Marketing App Create with tabs above

Lightning App CommScope Marketing Ops App Create with tabs above
Lightning App CommScope Sales App Create with tabs above
Add link to Knowledge

Search page to the
Hompage under Quick
Workaround Link to Knowledge Search on Home Page All Homepages Links Text component
Quickstart wizard
Quickstart wizard
Apps>Mobile Apps>Salesforce1 Branding
Comments
Check for links that will break
Create a reports folder to hold Reporting displayed on pages.

Must be visible to all internal users.
Opportunities with overdue tasks

Opportunities with no activity in 30 days
Opportunities with no open activity
Can this beComplaint

Customer done withEscalation
a list view?
Contacts in Quicklinks
Corporate Brand Center in Quicklinks
Close Date = Next 30 days
Stage = Identifying, Qualifying, Proposing, Negotiating
Create report summarized by Quarter for report component
Spring 17??
Can this be done with a list view?
Required for Homepage graph; Need confirmation of percentages;

*** Graph shows percentages >70, so Negotiating Stage must be at least 71% to show on the graph.
Warehouse of Warranties (WOW) in Quicklinks
Customer Complaint Escalation Contacts in Quicklinks
Corporate Brand Center in Quicklinks
1. Existing Heat Map Components do not have the
ability to use a custom location field for location.
They use the Account State field which has no
meaning for the CommScope Org.
2. If we want to do this, we would need to have a
custom component built
--Top Deals displays the biggest open opportunities of a user’s sales team if they have an associated team. Otherwise, it shows
Top Deals (team) closing in 30 days in summary
Top deals includes probablity
Top deals includes dollar value
Top Deal includes summary and average probably
Owner.ManagerId
Close Date = Next= 30
$User.Id
days
Stage = Identifying, Qualifying, Proposing, Negotiating
Spring 17
Spring 17
???
???
Spring 17
Spring 17
d Apply to FAE Users (Clone Sales User)
Spring 17
Spring 17
Need Requirements beyond basic Setup

Will This come over in a change set??
Hangs in testing with only 2 records. Review once Spring 17 is live.
Pending Axiom Support

Spring '17
Spring '17
Spring '17
Spring '17
Spring 17?
Requested Removal
Requested Removal
Spring 17?
Customer Contact
Project
NetworkCountry
Area
Product Line
Network Area
Sub Network Area
your org’s Task page layouts.
layout has been overridden, make sure that the
ctions palette are included in the section. Add these
Can be added to any layout. Must be updated on each layout.

Brand Guidelines pages 39-40
Primary color (Process Cyan)hex: 00aeef (R:0,G:174,B:239)
Secondary colors (Day Blue) hex: 0080c6 (R:0,G:128,B:198)
Secondary colors (Night Blue) hex: 003365 (R:0,G:51,B:101)
Secondary colors (Grey) hex: c6c2cc (R:198,G:194,B:204)
Today,Tasks,Approvals,Chatter,Dashboards,Smart Search, Notes,People,Groups,Reports,Events

Post,File,Link,MobileSmartActions
ated team. Otherwise, it shows the biggest open opportunities owned by the user.
Status Home Pages Test Users
Needs Update Telequalification Team Homepage Telequal User
Needs Update FAE Homepage Hernandez, Domingo
Final - Devfull Marketing User Homepage Chia, Vivien
Stan Bludau (Mgr of Gary)
Final - Devfull Sales Manager Homepage Kevin Gleason
Gary Lane (Mgr Gvt
(Pending Sales)
Actions)
Final - Devfull Sales_User_Homepage Peter Bowser (Govt Sales)
Final - Devfull Legal Homepage Jennifer Byrne
Final - Devfull Marketing Admin Homepage Lana
DianeBrown
Nicholson
Final - Devfull Quoting User Homepage Martin Ray
Final - Devfull Home Page Default out of scope
Morgan Kirk
Final - Devfull Corporate User Homepage Eddie Edwards
Profile(s) Status
CommScope TeleQualification User
CommScope FAE User
CommScope Marketing User
CommScope Sales Manager
CommScope Sales User
CommScope Legal Department
CommScope Marketing Admin
CommScope Quoting User
Service; CommScope imVision User;CommScope TAC
User
CommScope Corporate
CommScope PLM User
CommScope Sales Operations,CommScope Sales
Operations w/Delete,System Administrator
Final - Devfull
Final - Devfull
Final - Devfull
Record Pages
Account - CPP Record Page
Account - Record Page Console
Account - Standard Record Page
Accreditation Geography - Standard Record Page
Agreement - Standard Record Page
Annual Partnership Process - Standard Record Page
Annual Partnership Process Detail - Standard Record Page
Annual Partnership Process Focus Area - Standard Record Page
Approval Region Matrix - Standard Record Page
Approval Role Matrix - Standard Record Page
Cabling Science Training Errors - Standard Record Page
Cases - Standard Record Page
CIC Visit Request Record Page
Click To Accept - Standard Record Page
CommScope Solution - Standard Record Page
Contact - Standard Record Page
Coupon Balance - Standard Record Page
Lead - Record Page Console
Lead - Standard Page
Opportunity - CPP Record Page
Opportunity - Record Page Console
Opportunity - Standard Record Page
Rebate - Standard Record Page
Solution/Accreditation - Standard Record Page
Success Plan - Standard Record Page
Survey - Standard Record Page
Survey Detail - Standard Record Page
Task - Standard Record Page
Termination Request - Standard Record Page
Termination Request Solution/Branch - Standard Record Page
Training Requirement - Standard Record Page
User Territory - Standard Record Page
Warranty - Standard Record Page
Warranty Product - Standard Record Page
Campaign Member - Standard Record Page
Campaign - Standard Record Page
Quick Links
Warehouse of Warranties (WOW) homeapps.commscope.com/warranties/
Customer Complaint Escalation Contacts
home.commscope.com/Quality/Lists/Customer%20Complaint%20Escalat
Corporate Brand Center sm.commscope.com/Branding/default.aspx
omer%20Complaint%20Escalation%20Contacts/AllItems.aspx
Manual or
Done ChangeSet Tested (Devfull/UAT/Change Section Est Time (hr) Owner
Pre-Deployment 3.95
UAT 0.5 Tom
UAT 0.15 Danelle
UAT 0.15 Danelle
DevFull 0.25 Danelle
UAT 0.25 Danelle/Tom
M UAT 0.15
na 2 Danelle/Tom
Post ChangeSet Deployment 10.2
M UAT 0.15
M UAT 1
M UAT 1
M UAT 0.25
M UAT 0.25
M UAT 0.25
M UAT 0.15
M UAT 0.5
M DevFull 2
M NA 0.5
M UAT 0.15
M UAT 0.5
M UAT 2
M UAT 0.5
M DevFull 1 Ravi
DevFull
Type Name Object
Setting My Domain System

Settings Turn on Lightning Experiance System
Email Email Ravi Email
Permission Set Lightning Experiances Access System
Install Package MultiCalendar System
Install Package Jumbotron
Webider Lightning Component System
Install Package Utilities Pack (Tasks/Events) System
Setting Path Settings System
Change Set Push Change Set System
Setting Path Settings System

Create Path Standard Opportunity Path System/Opportuni
Create Path Standard Lead Path System/Lead
Update Page LayoAccount Plan Account Plan
Update Page LayoSuccess Plan Success Plan
Update Page LayoStrategic Initiative Strategic Initiative
Activity Settings Show simpler New Task form in SaleActivities
Account Hierarch Account Hierarchy Account
Homepage UpdatAll Homepage Quick Links Homepage
Opportunity Layo All Opportunity Page Layouts Opportunity
Chatter Settings Allow Approvals Chatter
User Profile FAE Profile Profiles
Page assignment Lightning Page Assignments System
App Menu Reorder App Menu App Menu
Dashboard CommScope Performance DashboaDashboards

Case Merge Premium upgrade
How it is to be changed Comments
Turn on My Domain This must be done before anything else can happen.
Turn
Sendon News, Notes,toSocial
Email/Skype Accounts
Ravi to let himand Enable
know Lightning
Lighting is
Enabled
Create Permission Set giving access to Lightning
Experience
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000000q4PvEAI
https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000DzfWxEAJ
https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000DU4ecEAD&revId=a0S3A00000JKc6oUAD&tab=r
Enable Path
Danelle to Validate, Tom to Push
Enable Path
Create Path
Create Path
Update SF1/Lightning Buttons Managed Package
Uncheck setting
Set up Account Hierarchy: Fields:Account Name, ParentObject Manager>Account>Account Hierarchy
Update Quicklinks in Homepage with corrected links based on "my domain" (Add CPP link at the same time to appropriate layo
Remove BizDev and OCB sections
Chatter Settings>check Allow Approvals box
Move FAE Users to new profile
Apply Lightning Page Assignments to Lightning pages
User Interface>App Menu
Copy to Environment
he same time to appropriate layouts)
https://devinthecloud.wordpress.com/2016/05/25/summer-16-lightning-components-for-record-home-pages/
Look to Actions trailhead for reminder how to replace buttons
---------------------------------------------------------------------
Marketing Admin Homepage requests
· Marketo Support Queue – Filtered by all open by group
· Marketo Support Queue – Filtered by ‘my cases’ so we can each see our own open cases
· Report/dashboard element that captures all open cases + any recently closed cases in the last week. I have to think
***Weekly Report Example and possible addition of stages to support the report??
· Maybe a widget for recently created campaigns (either group or filtered by ‘my campaigns ’)
· Chatter feed for what I follow and/or marketing related
---------------------------------------------------------------------
Custom Clone button
https://www.sales4k.com/sfdc/salesforce-clone-functionality-classic-lightning/
https://www.ribbonfish.co.uk/blog/salesforce-build-custom-cloning-framework/
every week.
Quick Testing Guide
Task Result
Sales Users
Create an Account
Create a Contact
--Walk Opportrunity through each Stage through Close
Create an the
Won, use Opportunity
sales path to change the stage at least
once.
--Convert a Lead into a Contact (create an Opportunity)
--Add a Note
--post
Use antoOpportunity
chatter List view to open an existing
Opportunity
--Edit the opportunity, make changes and save.
Task Result
Marketing Administrators
Create a Case
Create a Lead
--Walk theaLead
--Convert Leadthrough each stage
into a Contact (do not create an
Opportunity)
CPP Test
Legal/Quoting
Task Result
CPP
Nominate a partner with Nominate Tab
Nominate a partner with Nominate button on Account
Approve PartnerPlan
Add a Business Nomination
requiring PAM approval and
approve
Add a Partner Opportunity
Add a Project Registration and approve
Add a Warranty and Approve
Generate a Rebate
Add a Coupon
Add a Lead and Pass to a to Partner
Click Scorecard button on Account
Create a Warning Letter
Terminate a Partner Account
Lisa's Test
Error on Save - Country is required but not indicated as reqd field with asterisk
Detailed Testing Steps
Task
Log In as Sales User
Account Tab Test
Click on the Account Tab
Create an Account by clicking the New button
--Populate fields marked as required only and Save
View Account
Edit an Account by Inline Editing one of the fields and

Save
Edit Account by clicking the "Edit" button, update a field
and Save
Click "View Account Hierarchy"
Create a New Task from the Activity Tab
Mark Task Completed by checking box next to Task
Click Refresh button to the right of the timeline filter
Create a New Event from the Activity Tab
Send an Email from the Activity Tab
Create a post from the Chatter tab
Open the Related Tab
Create a Contact by clicking New on the Contact Related

List
--Populate fields marked as required only (last name, title,
account, email) and Save
Return to Account, select related tab
Click New required
Complete on the Opportunities related
fields (set close listto today) and
date
save
Contact Tab Test

Click the Contacts Tab
Select the Manage My Contacts List view
Click the Show Chart icon
Use dropdown to change grouping
Select the My New Contacts this Week list view
Line
OpenItem
the Edit one created
Contact of the fields from the
previously by list view
using theand save
dropdown
Update a field and save
Open Contact by clicking on the name
Open the Related Tab

Opportunity Tab Test
Click the Opportunity Tab
Select the Closing next 30 days: My Opps view
Change
Select theto Opportunity
the Kanban just
Viewcreated
using the
and"table" dropdown
drag from
Identifying to Qualifying.
Cancel Edit Screen
Click on Opportunity Name to open
Open the Related

Click New Tab Solution button to create a
CommScope
CommScope
--change endSolution
date to Record
+1 yearbytoclicking
create CommScope
multiple Schedule
Open CommScope Solution
rows and save
Solution Name and Navigate to the Solution Schedule
related list.
Click New Schedule Row - fill out information and save
Click
CheckView All tonext
the box showto all
all Schedule rows
solution schedule row, click the
Delete Scheduled solutions button
Click "Schedule Solution for all dates"
Edit individual row - change amount
Axiom Dashboard Test
Using the Axiom Dashboard do the following:
Edit and change the Stage
Edit and changethe Close date
Edit and change the Amount
Use
Use the
the dropdown
dropdown to
to add
add an
an Evaluator
Evaluator &
& Relationship
Relationship -
FE Role
Use dropdown to create Activities (Task)
Use dropdown to create Activities (Event)
Use dropdown to create Business State & Gaps
Use Dropdown for Current PSCF to create a New PSCF
Use Dropdown to create PSC Criteria
Use Dropdown to create Financial Criteria
Use Dropdown to create Commonalities
Use Dropdown to create Decision History
Use Dropdown to view Solutions
Lead Lifecycle Test

Update Status to Qualifying
Add missing Evaluator and Solution if applicable
Update Status
Set Route to Proposing
to Market = Channel; Set Related to SI = Yes
and Is there Competition = Yes
Populate SI
Update Status to Negotiating
Add Partner from Partner Relationship Related List
Update Status to Negotiating
Update Status
Edit Partner to check
and ClosedWinning
Won Partner flag; add
competitor
Update Status to Closed Won
Update Status to Closed Lost
Enter Reason for Lass
Update Status to Opt Out
Lead Tab Test

Create a Lead at SGL
Update Status to SQL
Add missing information
Convert Lead to a Contact with an Opportunity
Account Plan Tab Test

Create New Account Plan
Success Plan Tab Test

Log in as Sales Manager
Create new Success Plan
Strategic Initiative Tab Test

Open Strategic Initiative
Create New Strategic Initiative
Nominate for PartnerPRO Network Tab Test

Nominate Account for Partner using Partner Pro tab
My Training Tab
Launch Training
Reports
Open Existing Report you know should have data (like an
Opportunity report)
Click the filter button
Click Graph button
Edit Report
My Training Tab
Open Dashboard (like Account Manager Dashboard)
Task
Marketing Administrators
Log in as Marketing Admin (Lana Brown)
Create a Case
Create a Lead
--Walk theaLead
--Convert Leadthrough each stage
into a Contact (do not create an
Opportunity)
--Convert a Lead into a Contact (create an Opportunity)
Task
*** BEFORE START YOUR TESTING, GO TO USER
CPP
TERRITORY AND ADD THE SOLUTION ION E TO THE
USER YOU ARE GOING TO USE
Nominate a Partner
Log in as Sales User
Create an Account
Complete required information and submit
Nominate using
Partner Type: NominateSolution
Specialist; for PartnerPro button
Type: SYSTIMAX;
Level: Select account by using the Nominate for
Nominate
Complete an
required information and submit
PartnerPro tabSpecialist; Solution Type: SYSTIMAX;
Partner Type:
Level: Select
Approve AccountAdmin
Log into Partner Nomination under Items
and complete to Approve
Agreements and
submit
Log in as Sales User (PAM) and Review FCPA questions
Approve Questions
Log in as Legal
Approve Application
Log out of Legal
As Admin: Add Training - Run Training Batch
Wait for Training to be completed
Log in as Partner to finish Annual Partner Process
Complete Annual Partner Process
Create a new Branch (button check)
Log
Go toinexisting
as SalesPartner
User (PAM)
Account click Nominate New
Branch button
Complete information and submit
Approve Account Nomination under Items to Approve
Add a Solution
Log
Go toinexisting
as SalesPartner
User (PAM)
Account click New
Solution/Accreditation
Fill out information and submit
Approve Account Nomination under Items to Approve
Annual Partnership Process

Log in as Partner user
Create Business Plan, complete all infomation and submit
Log in as Sales User (PAM)
Approve Business
If plan required MgrPlan
approval, log in as Manager and
approve
Coupons
Partner Creates an IBW Opportunity
Add Products and Save
Log
OpeninPartner
as Sales User (PAM)
Account, go to coupon section and click
New Coupon button
Assign amount and submit for approval
Lead
Log in as Sale User (PAM)
Create a Lead in TQL status
Assign to Partner
Log in as Partner
Verify Lead Recipt
Project Registration
Request Project Registration on Oppty
Log in as PAM
Enter % discount and submit
Log in as Pricing Approver
Open Opportunity Click Project Registration, Approve
Advanced Rebate
Log in as Partner
Click the Advanced rebate button on Oppty
Log in as PAM
Approve Rebate
Warranty
Log in as Partner
Click Request Warranty on Oppty
Fill out required information and submit
Log in as Tech Manager
Find Warranty and set to Approved
Scorecard
Click Scorecard button on Account
Warrning Letter
Log in as PAM
Open Partner Account
Select New Warning Letter and submits
Log in as Manager
Approve Letter
Termination Request
Log in as PAM
Open Partner Account
Request Termination and submit
Log in as Manager
Approve Termination
Log
Edit in as PAM Request and add information and click
Termination
Terminate button
Result Notes UAT Danelle (Pass/Fail)
Login as Peter Bowser
Pass
Pass
no error message received Pass
Verify Actions can be viewed along the top Pass
Verify News is visible Pass
Verify Details and
Verify Activity, Related
Chatter and Tabs contain
Twitter appropriate
tabs contain information
appropriate Pass
information Pass
Verify account field is updated Pass
Verify
Verify account
Hierarchyfield is updated
loads and fields include PCCA, Account Type Pass
and Parent Account Pass
Task Created and visible under next steps Pass
Verify Task is completed (strikethrough event subject) Pass
Verify Task has moved to Past Activity Pass
Event Created and visible under Next steps Pass
Email Sent Pass
Post Created Pass
Verify Notes and Files Related Lists are visible Pass
Verify Account Team is visible but not editible Pass
Verify the text for each error is received and not just a box that SF Bug
Verify Create Contact:
says "Review the errorsContact
on this box opens
page" without any indication of workaround Pass
what errors are on the page. check Pass
Pass
Verify Opp Edit screen opens Pass
Verify Opportunity is saved Pass
Pass
Verify view changes Pass
Verify chart populates Pass
Verify chart changes Pass
Pass
Verify editing is possible and change is saved Pass
Verify Edit box opens Pass
Verify Contact info is saved Pass
Verify Contact opens Pass
Verify Actions can be viewed along the top Pass
Verify Details and
Verify Activity, Related
Chatter and Tabs contain
Twitter appropriate
tabs contain information
appropriate Pass
information Pass
Pass
Verify view changes Pass
verify
Verify kanban viewisappears
Edit screen opened with errors (Missing Route to Pass
Market, Competition and Strategici Initiative) Pass
Verity Opportunity returns to Identifying Pass
Verify Opportunity opens Pass
Axiom Dashboard appears at the top Pass
Verify Actions are below Axiom Dashboard Pass
Verify Sales Path is below Actions section Pass
Verify
Verify Details and Related
CommScope Tabs
Solutions contain
and appropriate
Partner information
Relationships related Pass
list are above Activity/Chatter section Pass
Verify Activity and Chatter tabs contain appropriate information Pass
Fail (used an existing value to
Use button on related list ***recreate continue)
with Quick Pass
Action, but
would be top Pass
Verify new page opens and row is created of page Pass
Verify all expected rows are created Pass
Verify selected rows are deleted Pass
Verify
Verify new rows were
row saves created change populates to Solution and
and amount Pass
Opportunity. (may have to refresh to see values) Pass
Stage should change Pass

Close Date should change on Opportunity Pass
Error should occur if a CS Solution is on the Opportunity Pass
Evaluator is added Pass
Evaluator is added Pass
Task is Created Pass
Event is Created Pass
BSG is Created Pass
New PSCF is created Pass
PSC is Created Pass
Financial Criteria is Created Pass
Commonality is created Pass
Decision History is created Pass
Should not See a Solutions Option! Pass
Error if Evaluator is not added; Error if a CommScope Solution

is not Added Pass
Status
Errors ifisRoute
updated
to Market and Related to SI and Is there Pass
Competition are not populated Pass
Error is SI is not populated Pass
Status is updated Pass
Partner required if Route to Market = Channel Pass
Partner Relationship is added Pass
status is updated
Error: Winning partner must be selected and Primary Pass
Competitor entered Pass
Pass
Reason for Loss Required Pass
Pass
Error if Country, Vertical Market, Role, Website, Project

Location and Network Area (Subnetwork Area if applicable) are Pass
not populated Pass
Contact and Opportunity are created Pass
Account Plan is created, page layout is Classic Pass
Takes you to Classic view Pass

Strategic Initiative is created, page layout is classic Pass
Partner Nomination screen is launched Pass
Training does not launch - big ugly error Fail
Verify report opens and displays data pass

Filter is displayed on the Left side Pass
Graph is displayed above data Pass
Takes you to Classic Editor
Verify Dashboard populates with data (you may need to

refresh) Pass
Result
Result
lightning Pass
lightning Pass
lightning Pass
Nomination Created/Submitted for Approval lightning Pass
lightning Pass
Nomination Created/Submitted for Approval lightning Pass
lightning Pass
Pass
Community Pass
Agreements should appear in Pending Actions lightning Pass
Pass
Partner Application for review should be in Pending Actions. lightning Pass
Pass
Pass
Classic Pass
Pass
Link in Pending actions Classic Pass
Partner becomes Active Pass
Lightning
Lightning
Lightning
Lightning
Classic
(if plan was not auto approved) lightning
BP approval requests appear in Pending Actions
Status updated to Agreement Accepted
Link in Pending actions Classic
lightning
FAIL
Status changed to Approved
Lightning
Classic
button at top of screen

lightning Pass
Pending Actions or list view? FAIL
Pass
Opportunity in List View FAIL
Classic
Pending Actions? lightning
Pass
Classic Pass
Pass
Pass
Warranty in List view on home page Fail
Scorecard is generated lightning
Lightning
Items to Approve Lighting
Lightning
Items to Approve Lightning

Questions/Issu
es
Not all values
appear in
Solution
Dropdown
Opens new tab

on refresh,
Also opens can
new
we
tab. Can wethis?
change get
this to stop?
Only one
Validation rule at
a time will
appear
1. Review Lead
Lightning Page
Assignment did not require
2. Assign Rules website, nor
moved lead to network area to
Kelly??? move to SQL -
fail only country
pass
fail opens in classic
Will not work

with lightning,
per AXIOM
Button not visible
Can Approve,
but Screen does
not go away so
Can
user Approve,
doesn't
but
knowScreen
it wasdoes
not go away so
submitted
user doesn't
know it was
submitted
Warranty link
does not work
Date
2/27/2016
2/27/2016
2/27/2016
2/28/2016
2/28/2016
2/28/2016
2/28/2016
2/28/2016
3/1/2016
3/1/2016
3/1/2016
3/2/2016
3/3/2016
Bug Description
API Names Update needed on Solution
Solution Dropdown not populating correctly
Quarterly Performance Dashboard not populating for Sales User
Request move Product field under Solution on CommScope Solution Edit page
CommScope Solution is deleted throws error message "Rollup Hlper cannot update parent record...Please enter Amount greate
Request: After deleteing selected solution schedule records, salesforce opens a new tab. Please have the page refresh in the
Include a Validation on Convert Lead button to not allow conversion until SQL
Permissions for VF and Classes missing for some profiles
New Coupon Button - needs to be built as there is JS logic behind it
Project Registration Approval for Pricing and Tech Manger - there's a popup that confirms the Approval action. Without this pop
Warranty Approval Tech Manager issue - "this page isn't available" when clicking on Pending Actions
Products available for selection for Structured Cabling Systems
Error received on Warranty Approval
Owner Status
Danelle Completed
Satya Completed
Danelle Completed
Satya Completed
Satya Not Needed
Satya Completed
Satya Completed
Satya Completed
Satya Ready to Test
Satya Ready to Test
Danelle Testing
Satya Ready to Test
Danelle/Satya In Progress
Notes
Updated in Production also
Probably a Profile permission issue with the Probability field.
DL - Cannot
This is likely replicate. Must be a very
a permission/sharing issuespecial
relatedcircumstance
to the FAE Profile, I'm just not sure which one.
[Satya]: It is a system error, sent you an email and attached here.
Researching 2 possible options
This
[Satya]:is standard error to
Used VF page and as of now,values
pre-populate I am unable to identify
on Coupon RequestthePage
root and
cause. However,
Used the
auto complete
below
text link
boxes from Salesforce
(alternate support can give some idea.
Jquery modal popup,to Lookup
will fields).
have to fix withEx:VFif it is coupon lookup, seach like CB.it populates the
first 10 records in a dropdown fashion. Please
[Satya]: Modified to work with VF inside lightning...Had let us know if any concerns.
to redirect by Lightning Modal Popup and
https://help.salesforce.com/articleView?id=Received-error-FIELD-FILTER-VALIDATION-
the regular JQuery popup works as is in Classic
EXCEPTION-Value-does-not-exist-or-does-not-match-filter-
criteria&language=en_US&type=1
may have been fixed with profile update
I verified contact__c field on warranty and it is good. So, will let you know if I find anything.
Object Old Button Name
Solution Add Opportunity Solution
Solution Add SI Solution
Opportunity Solution Parameters Passed:

CommScope Solution Field
Opportunity
Network Area
Solution Amount
Currency
Frequency
Order Schedule Start Date
Order Schedule End Date

Solution Schedule Delete Scheduled Solutions

EBC Hotels & Entertai Add Hotel & Entertainment Details
EBC Flight Information Add EBC Flight Information
EBC Visit Parameters Passed:
EBC Hotels & Entertainment Field
EBC Location
Action
Creates a New Solution Records and prepopulates most fields
Creates a New Solution Records and prepopulates most fields
ameters Passed:
Opportunity Field
Opportunity Id
Network Area
Amount
Currency
Set Value to "Monthly"
Close Date
Close Date
Action
Allows user to check one or more Solution Schedule Rows and Mass Delete
Action
Creates a New Hotel & Entertainment Records and prepopulates fields
Creates a New Flight Infomation Records and prepopulates fields
EBC Visit Field
EBC Visit Location
Location Suggested Replacement
Solution related list on Opportunity Related list VF button
Solution related list on Opportunity Related list VF button
SI Solution Parameters Passed:

CommScope Solution Field
Strategic Initiative
Network Area
Solution Amount
Currency
Frequency
Order Schedule Start Date
Order Schedule End Date

Solution Schedule Related List Button VF Button (Mass Actions should be

EBC Hotels & Entertainment Related List on EBC VRelated list VF button
EBC Hotels & Entertainment Related List on EBC VRelated list VF button
EBC Flight Information Field
EBC Location
Notes
This cannot be recreated as a quick action as you cannot pass a picklist value from the Opportunity to the Commscope Solution
This cannot be recreated as a quick action as you cannot pass a picklist value from the Opportunity to the Commscope Solution
Strategic Initiative Field

Strategic Initiative Id
Network Area
Amount
Currency
Set Value to "Monthly"
Close Date
Close Date
Notes
Originally a JS button which is no longer supported
Notes
This cannot be recreated as a quick action as you cannot pass a picklist value from the Parent to Related List
This cannot be recreated as a quick action as you cannot pass a picklist value from the Parent to Related List
EBC Visit Field
EBC Visit Location
nity to the Commscope Solution
nity to the Commscope Solution
o Related List
o Related List
# Question
1 Use HeatMap
Top Deals for Sales
on the SalesManagers
Manager'sHomepage.
Homepage.What This isisdashboard
the heat Map andand
do weourlook
action
intoonthis
this/ admin
2 team?
3 Warranties on Quoting users homepage waiting for approval. Please explain
4 OIP on quoting users homepage waiting for approval. Please explain
5 Remove
ConfigureMarketo
Nominate leadformanagement
PartnerPRO tab.package. What
This tab is our act
redirects on this
directly to Nomination VF Page.
The
6 Hence;Solution
no Picklist
action from(on CommScope
our side. Please Solution)
confirm object has value "Strctured Cabling Systems"
Configure
and API Name EBC Visit for Lightning.Please explain.All
"Structured_Cabling_Systems". There
otherare a lot values
picklist in this section.
is same Need
as APItonames.
understand
7 Can we what
change is
this.our
I action.
see this value for existing records. The reason, I
need lookup as well, then, will have to implement that too in VF. Please advise. If not am asking is - as Said,
required,
had
I'll to
makecreate
the dependent
opportunity picklist
name /logic
SI in
name VFasand I
Label used
rather custom
text meta
box. data
Thanks
8 expected. Please test and let us know. The labels for the buttons are same and the API name type for holding picklist
values..I configured values only since, both value and API names are same for all the API of
9 new button is "Delete"
names. Due to this, I had to use anothe setting or hard code in code to indicate to change the
10 API name with Underscore. If you can help, that would help us. Please advise
Account Team edit link redirects to a standard page and that is working. However; when we click
from Account Team Related list (Lightning component), the new tab opens and redirects to
standard
New pageRequest
Coupon and the islightning
standardtabbutton
hangsand (notthe
respond)
custom until we refresh....Shall
js button is notisadded toI change that
Istandard
am creating "Account
behiour inside Team" related
lightning as list for lightning
another component experience
/ embed which
inside a lightning
existing component.
component?
11 layout...Therefore,
Now, the existing VFI suspect
page comesthat the
on JS
thebutton
Detail is noinlonger
tab used.
lightning andPlease let me
that does notknow
work. If we
12 remove that
Secondly, thefrom pagerelated
custom layout list
then, the is
which classic users
Account cannot
Team see
is not it. Please
displayed in advise.
S1 mobile app. Do
13 you know what setting we should make to work in S1?
Answers
[Tom/Danelle]: Based on need this is a want, time permitting. AppExchange (possible 3rd
Actually, I'm surpirsed
party) component thatthat
hasthe
heatAPI Names
map chartDON'T
type. Lookhavetounderscores.
this for furtherTypically all API
information.
Names cannot have spaces.
[Tom/Danelle]:
[Tom/Danelle]: No Theseaction
are on
list this
viewsat on
thiswarranty
time object in classic view..Maybe look at
including
I've gone these
into thelistsystem
views into
and the
triedmain pending
to update theactions
API name. component
I get the error that "The API
Name field can only contain underscores and alphanumeric characters. It must be unique,
[Tom/Danelle]:
[Tom/Danelle]:
begin
For
with a letter,
opportunities
Danelle
not include
we can
createdspaces,
some new use a with
fields
not end
listforview, this isneed
marketo,
an
standard
underscore, to update
and the two
not contain
packages (install
consecutive and or Remove
underscores." existing)
(Salesforce notnot
must forhave
IT development. Basic install.
had the validation in place when the
picklist was originally
[Tom/Danelle]: Looks built.
like page pulls up in Devfull (per Danelle). No action at this time.
Add opportunity solution for opportunity.
Add SII solution
Since cannot
for viewing,
forhelps,
replace
if that
strategic
the
but
initiative. thespaces,
underscores
it must havewith link to the would it beOpportunity
Parent better longterm
in theto ADD
underscores
background. to the other options so it is consistent for all entries? I can safely assume
[Satya]:
that if anyWill checkare
options andadded
let youtoknow.
theseSince, thethat
picklists button will be
the API in listwill
names view as underscores
have well as on
related list.
and if anyone attempts to edit an existing picklist value, they will be required to update the
API Name of the existing value to one with underscores.
Axiom Dashboard Component Testing Notes
12-09-2016
Item Tested Available functiona

Stage Panel Edit Stage
Close Date Panel Edit Close Date
Amount Panel Edit Amount

Probability Panel no actions
Evaluators and Relationships Panel Default no actions
--Enable Quick create Create Contact
Add Contact
Email Contact
Click existing Contact
Contact Dashboard: Danger Zones New
Contact Dashboard: Danger Zones Create Task
Contact Dashboard: Danger Zones Checkbox Close Danger Zone
Contact Dashboard: Danger Zones Mark As Addressed
Contact Dashboard: Activities New Task
Contact Dashboard: Activities New Event
Contact Dashboard: Activities
Contact Dashboard: BS&G
Contact Dashboard: BS&G New GS&G
Contact Dashboard: BS&G Click "Area" to
Contact Dashboard: BS&G Delete
Contact Dashboard: BS&G Pull from existin
Contact Dashboard: PSC criteria
Contact Dashboard: PSC criteria New PSC Criteria
Contact Dashboard: PSC criteria Click "Area" to Ed
Contact Dashboard: PSC criteria Delete
Contact Dashboard: Decision History New Decision Hist
Contact Dashboard: Decision History Delete
Danger Zones Panel Show Details button
Activities Panel Show Details button
Related List Dropdown
Evaluators and Relationship New
Quick Edit
Decision Stages New
Danger Zones New
Activities New
Business State & Gaps New
Current PSCF New
PSCF Criteria New
Financial Criteria New
Commonalities New
Commonalities Pull from existing
Decision History New
Solutions Recommended Sol
Potential Solution
Selected Solutions
overall comments
I know this is not completely developed yet, but I wanted to say nice job. Hopefully my little pieces of testing will help you.
One thing to look at are the pages where you have multiple pages to create a record (like BS&G, PSC criteria, etc). This will be
sting Notes
Issues
Attempted to update to Qualifying and received this error: There is a Problem
Unauthorized endpoint, please check Setup->Security->Remote site settings. endpoint = https://test-lightning-superfull--superfu
Selected newdate
Edited close close
ondate, saved
Detail, and no change
Component to closewith
did not update datenew
wasdate.
made. No errors received.
Refreshed
Error: Therepage: component is now updated with new close date.
is a Problem
lt no actionsWas able to add contact, but on refresh only the Axiom Dashboard component was visible. All other page components were go
Manual Page refresh returned user to the Evaluator add screen rather than Opportunity page.
Panel
Canceldoes not add
displayed default
only contact
the Axiom Recordtype,
Dashboard so recordagain.
component cannotAllbe created.
other page The edit screen
components needs
were to be able to be customiz
gone.
Needed to go to the Opportunity tab, reselect opportunity to see entire page.
existing Contact
kbox Close Danger Zone

As Addressed
What's the "A" checkbox for on the Start Date Time screen?
Chose invalid time, received ugly error message. Corrected time and then the save got hung up on End Date Time add. Had t
If I do not enter the wrong time the first time, I am able to save ok.
Default blank BS&G is created. It probably shouldn't be.

Attempt to change or just save existing area throws error: There is a Problem
Can only edit Area. How do I edit the other fields??
Not Obvious how to select. Clicking on the top part of the box does not select the BS&G, you have to click on the blue bar. May
Default blank PSC is created. It probably shouldn't be.
PSC Criteria Attempt to change or just save existing area throws error: nauthorized endpoint, please check Setup->Security->Remote site se
Can only edit Area. How do I edit the other fields?
Looks like this is incomplete: First 2 pages do not have text fields, the third has the text field but sa
Details button
Details button
Favored Alternative cannot be selected

When adding a contact, after clicking done, right before the screen reloads, there is a message at the bottom that says "There i
No commonalities found, even though I created one in the previous step?
Error on page: There is a Problem

no protocol: null/recommendation/opportunity
Error on page: no protocol: null/search; page hangs on load
ted Solutions
I wanted to say nice job. Hopefully my little pieces of testing will help you.
ave multiple pages to create a record (like BS&G, PSC criteria, etc). This will be a lot of clicks for someone at a desktop. Some of these co
Comments
https://test-lightning-superfull--superfull--axiomomd.cs50.visual.force.com/services/data/v28.0/tooling/executeAnonymous/?anonymousBody
Change to date on Component should update both the component and Close date in the details; or should not be editable.
Change to close date in details should be reflected in Component without page refresh required or have a refresh dashboard bu
https://test-lightning-superfull--superfull--axiomomd.cs50.visual.force.com/services/data/v28.0/tooling/executeAnonymous/?anonymousBody
reen needs to be able to be customized to move required fields (ex email) to the top.
Page navigation issues, but the Contact was added successfully.
Nice feature
Dashboard opened successfully. Nice to have everything in one place!
Was able to add dangerzone
No issues, but is it really nessary to have all of those clicks? Why not put everything on the same page? (maybe different layo
Brings user to the open task, after close, closes danger zone.
Successfully closed
Task successfully Danger Zone
created
How about
Again, that'sa aquick
lot ofclose checkbox
screens, by the
even for task?
mobile.
Time should default to top of the hour, currently is defaults to the current time which means the user has to change the minutes
Successfully created
Clicking Area to edit is not intuitive. How about an edit button by the delete button or something?
Successfully deleted
you have to click on the blue bar. Maybe make checkbox visible as unchecked rather than just a blue bar.
Clicking Area to edit is not intuitive. How about an edit button by the delete button or something?
Record successfully created
Not intuitive that this is how you would add a Danger Zone
Not intuitive that this is how you would add a Danger Zone
ssage at the bottom that says "There is a Problem", but it goes away and I'm not sure what it is supposed to refer to.
Successfully created associated with Opportunity as options for Task rather than require a lookup only?
Maybe offer contacts
Task Successfully created
blank, but that's to be expected
eone at a desktop. Some of these could be combined and would still not hurt the Mobile experience.
Anonymous/?anonymousBody=Opportunity%20obj=new%20Opportunity()%3Bobj.Id='0063B000004nWcOQAU'%3Bobj.StageName='Qua
or should not be editable.
or have a refresh dashboard button on the component.
Anonymous/?anonymousBody=Opportunity%20obj=new%20Opportunity()%3Bobj.Id='0063B000004nWcOQAU'%3Bobj.Amount=100000%
e page? (maybe different layout for component rather than mobile>)
ser has to change the minutes to something else (for example, I built my event at 10:57, so the date defaulted to 10:57. It would have been
OQAU'%3Bobj.StageName='Qualifying'%3BSystem.debug(obj)%3Bupdate%20obj%3B
OQAU'%3Bobj.Amount=100000%3BSystem.debug(obj)%3Bupdate%20obj%3B
ted to 10:57. It would have been better to default to 11:00)

# Task Current Behaviour Proposed Behaviour
1 Pending Action Internal Page Visualforce Page Lightning
Lightning Component
Action and
2 Assign Lead
Nominate toto Partner
PartnerPRO Custom Button(JS) Component
Lightning Action and
3 Network
Warranty to customer Custom Button(JS) Component
4 partner report Custom Link
5 Account
NominateTeam
new branch for Visualforce Page Lightning
Lightning Component
Action and
7 partnerPRO Network Custom Button(JS) Component
8 Partner Report Card Custom Button(JS) Quick Action
9 Request Termination Custom Button(JS) Lightning Action
10 Approve/Reject Custom Button(JS) Lightning Action
11 Edit VF Button Lightning
Lightning Action
Action and
12 Project Registration Custom Button(JS)
Related List VF Component
13 Add Opportunity Solution Button
Related List VF Visualforce Page
14 Add SI Solution Button
Related List VF Visualforce Page
15 Delete Scheduled
Add Hotel Solutions Button
& Entertainment Related List VF VF List View Button
16 Details Button
Related List VF Lightning Action
17 Add EBC Flight Information Button Lightning
Lightning Action
Action and
18 Convert Lead Custom Button(JS) Component
19 Shared Calendar Standard Lightning Component
20 New Coupon Request JS Button VF List View Button
Notes Object Development Completed
updated to replace references to 'MQL' Accrediation Yes
with 'TQL' Lead Yes
Don't see this link on warranty object. Account Yes
Please advise where this link placed ???? Not Required
Account
Account Yes
Account Yes
Should Redirect to List view after Account Yes
approve/reject Warranty
Warranty
Warranty/Oppo Yes
DL-don't know what this does that's
solution needs to be replaced with
different than the standard "Convert"
rtunity
CommScope
Visualforce
button
page. Theon thePage
Lead. SIIssolution
standard way toto Solution
there a needs CommScope
just
be use that?with Visualforce Page
replaced Solution
page.
[Satya]: There is some update on lead Solution
object in JStoand
This needs be redirects
reviewedtoand see the Schedule
standard EBC Hotels &
page. Please confirm if the logic still
feasiability Not Required
This
needs needs to be reviewed
in lightning. if yes, weand the Entertainment
seeto
need EBC Flight
feasiability
create lightning action...otherwise, the Information Not Required
convert
The button exist
redirection on lightning
to classic does not itwork Lead Yes
It cannot be lightning action since, is
for shared
a list calendar will be VF list
view button...It Home
Coupon Hold
button Request Not Required
# Object Type New/Modified Label
1 Account Lightning Component New AcountTeam
2 Controller Class New AccouontTeamController
3 Test Class New AccouontTeamControllerTest
4 Lightning Component New HomePendingActions
5 Lightning Component New PendingAction
6 Lead Lightning Component New AssignLeadToPartner
7 Lightning Action New Assign Lead to Partner
8 Account Lightning Component New NominateToPartnerProNetwork
9 Lightning Action New Nominate for PartnerPRO Net
10 Account Lightning Component New NominateNewBranchforPartne
11 Lightning Action New Nominate New Branch for Par
12 Account Custom VF Button New Partner Report Card
13 Account Lightning Component New RequestTermination
14 Lightning Action New Request Termination
15 Warranty Lightning Component New ApproveRejectWarranty
16 Lightning Action New Approve / Reject
17 Warranty Lightning Component New ProjectRegistration
18 Lightning Action New Project Registration
19 CommScope Solution Visualforce Page New AddCommScopeSolution
20 Controller Class New AddCommScopeSolutionCC
21 Test Class New AddCommScopeSolutionCCTes
22 Custom List Button New Add Opportunity Solutions
23 Custom List Button New Add SI Solutions
24 Solution Schedule Visualforce Page New SolutionScheduleDelete
25 Controller Class New SolutionScheduleDeleteControl
26 Test Class New SolutionScheduleDeleteControl
27 Visualforce List View Button New Delete Scheduled Solutions
28 Lead Lightning Component New ConvertLead
29 Lightning Action New Convert Lead
30 Controller Class New CSLightningController
31 Test Class New CSLightningControllerTest
32 Custom Meta Data Type New CS Solution Dependent Picklist
33 Custom Setting New CommScope Solution Setting
34 Custom Field New Controlling Field API
35 Custom Field New Controlling Field Label
36 Custom Field New Controlling Field Value
37 Custom Field New Dependent Field API Name
38 Custom Field New Dependent Field Label
39 Custom Field New Dependent Field Value
40 PageLayout New CS Solution Dependent Picklis
41 Lightning Component New svgIcon
42 Opportunity Visualforce Page Modified CSAddProductGroup
43 Lightning App New ModalWindowLtngApp
44 Lightning Component New ModalWindowLtngCmp
45 Controller Class New NewCouponController
46 Visualforce Page New NewCouponCustomPage
47 Test Class New NewCouponControllerTest
48 Static Resource New JQueryAutoComplete
49 Custom List Button New New Coupon Request
API Notes
AccountTeam It is a bundle where all related files stored Added
AccouontTeamController Added
AccouontTeamControllerTest Added
HomePendingActions It is a bundle where all related files stored Added
PendingAction It is a bundle where all related files stored Added
AssignLeadToPartner It is a bundle where all related files stored Added
Assign_Lead_to_Partner Added
NominateToPartnerProNetwork It is a bundle where all related files stored Added
Nominate_for_PartnerPRO_Network Added
NominateNewBranchforPartnerPRONetIt is a bundle where all related files stored Added
Nominate_New_Branch_for_PartnerPRO_Network Added
Partner_Report_Card Added
RequestTermination It is a bundle where all related files stored Added
Request_Termination Added
ApproveRejectWarranty It is a bundle where all related files stored Added
Approve_Reject Added
ProjectRegistration It is a bundle where all related files stored Added
Project_Registration Added
AddCommScopeSolution This page is for both Opportunity and SI solution Added
AddCommScopeSolutionCC Added
AddCommScopeSolutionCCTest Added
Add_OpportunitySolutions Added
Add_SISolutions Added
SolutionScheduleDelete Added
SolutionScheduleDeleteController Added
SolutionScheduleDeleteControllerTest Added
Delete Added
ConvertLead It is a bundle where all related files stored Added
Convert_Lead Added
CSLightningController Added
CSLightningControllerTest Added
CS_Solution_Dependent_Picklist__mdt Added
ObjectIdStore__c Added
Controlling_Field_API__c Added
Controlling_Field_Label__c Added
Controlling_Field_Value__c Added
Dependent_Field_API_Name__c Added
Dependent_Field_Label__c Added
Dependent_Field_Value__c Added
CS Solution Dependent Picklist Layout Added
svgIcon It is a bundle where all related files stored Not Required
CSAddProductGroup To display Modal Popup in Lightning due to JQuery Pop Added
ModalWindowLtngApp up which does not work in VF inside Lightning Added
ModalWindowLtngCmp It is a bundle where all related files stored Added
NewCouponController Added
NewCouponCustomPage Added
NewCouponControllerTest Added
JQueryAutoComplete Used in New Coupon Request VF Page Added
New_Coupon_Request Added

Lightning Project Workbook

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Enhancement:

Homepage: Open remove quarterly by

Kelly Dickson and team

Pricing Team (Doug Buckler). BNS legacy

Global Partner Admin

Need to consider buttons on the tabs on the CommScope Sales

List all Visualforce pages Nomination, Warranty, EBC Visit, Termination,

Reports & Dashboards

Are you using scheduled reports and

Do you have report notifications set up? no

Are your users following reports and

Opportunities & Sales Process

Are you using the Salesforce Console for

Are you using Quotes? no

Are you using Territory Management? no

Are you using Orders? no

List any visualforce components in use on

List any dashboards in use on home page

List any approval process related lists in

Are you using Communities? yes, make changes as needed

Are you using Salesforce Console for

Are you using Ideas? kind of - thinking to retire

Are you using Pardot? no

Are you using Work.com? no

Many apps from the AppExchange feature customizations, including custom

See Lightning Experience Considerations for more details.

See Lightning Experience Considerations for more details.

See Lightning Experience Considerations for more details.

See Lightning Experience Considerations for more details.

See Lightning Experience Considerations for more details.

2.3 User Requested Function 4-Need, but not required Detail

3.0.4 User Requested Function 5-Required

3.1.1 Management Function 4-Need, but not required Detail

9.1 User Requested Function 3-Want (not needed) Detail

14.1 User Requested Function 5-Required Detail

21 User Requested Function 5-Required Parent

21.1 User Requested Function 5-Required Detail

22.1 User Requested Function 5-Required Detail

22.2 User Requested Function 3-Want (not needed) Detail

Details Role IT Required?

Configure Kanban view for SI No

Configure Nominate for PartnerPRO tab Undetermined

Make a quick Opportunity App Undetermined

Branding for mobile app should be considered Undetermined

Undetermined Different component could go on any page

Undetermined Things actually closed, plus projected

Undetermined Salesforce standard field - on the page layout

End Customer Account Java Buttons

Account (Sales, read only) Java Buttons

Opportunity Products/Warranty Products

One CommScope Bonus

Redo training for Marketo

Request Terminiation button from Acct

homepage - app for standard approvals?

Can we run reports on notes/attachments on leads?

take off page

Related list using Visual Force

(uses financial force)

Axiom, visualforce page

no longer using managed package.