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Starting ADvendio Version 2.82 and up. The following things are to be considered when activating Lightning for you users. Also make sure to test each of your custom developments thoroughly.

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The process is fairly easy and done in two steps: 1.4.5 2 Salesforce Lightning.

So see which users have activated ADvendio for OAuth Usage or revoke their access navigate to Setup - Apps - Connected Apps - Connected Apps OAuth User's Usage. Clicking on the Number of Use Count opens a list of users. 

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  • Campaign Item Related List buttons: Some buttons need a specific selection of Campaign Items in order to work (all AdServer related buttons for example). In the default Lightning Layout you can't see any checkboxes in front of the items like in the Classic UI. In order to use for example "Check Availability" please click on "View All" first.



  • Files are generated in addition to attachments (Not a big difference for your end-users 4.7.1 Create Order Confirmation/wiki/spaces/IW/pages/622714)
  • Some buttons are turned into Lightning Actions. This shouldn't cause much trouble, but you might have to rearrange page layouts to show the needed actions. Please test all your page layouts before giving users Lightning access. 
    The changes can be done in the Salesforce1 & Lightning Actions section in the page layout editor:


    Warning
    titleJavascript Buttons

    Please take note that JavaScript buttons aren’t supported in Lightning. If you use them as custom solution please transform them to Quick Actions, Custom Buttons or Apex.


4. Set Up a My Domain

Please ensure to set up a My Domain before you switch to Lightning as errors may be caused otherwise.

Note
titleLightning Error

If you do not set up a My Domain the following error may be caused while working in Lightning.

Code Block
Unfortunately, there was a problem. Please try again. 
If the problem continues, get in touch with your administrator with the error ID shown here and any other related details.


Using My Domain, admins define a subdomain within their ADvendio org. The subdomain name appears in all org URLs and replaces the instance name (such as https://na30.salesforce.com). For example, you can brand your URL by naming the subdomain with your company name, https://myCompanyName.my.salesforce.com/ (for further information and an instruction about how to set it up take a look here: Salesforce - Set Up a My Domain Name).

5. Open Implementations:

The following features are being currently implemented and are coming soon:

    • Create new Site/Placement/Ad Type out of the Ad Specs&Rates Manager (workaround: Create these records under the respective objects or use the Inventory & Rates Manager)
    • Create new Media Campaign from Booking Calendar
    • Campaign Contact creation based on Advertiser Agency Relation Contacts
    • Send Quote Via Email doesn't work (Please use Salesforce Standard Activity to send Email, read here how to 4.7.2 Email Order Confirmation/wiki/spaces/IW/pages/622715)