Learn how to ensure users have access to notes and attachments when transitioning from Classic to Lightning Experience in Salesforce. Discover the best practices for migrating these important records using a migration tool to convert them to Enhanced Notes and Files.
Table of Contents
Question
Universal Containers (UC) is transitioning from Classic to Lightning Experience.
What does UC need to do to ensure users have access to its notes and attachments in Lightning Experience?
A. Manually upload Notes in Lightning Experience.
B. Manually upload Attachments in Lightning Experience.
C. Add Notes and Attachments Related Lists to Page Layouts in Lightning Experience.
D. Migrate Notes and Attachments to Enhanced Notes and Piles using a migration tool.
Answer
D. Migrate Notes and Attachments to Enhanced Notes and Piles using a migration tool.
Explanation
When transitioning from Classic to Lightning Experience in Salesforce, it is essential to migrate existing Notes and Attachments to their Lightning Experience counterparts: Enhanced Notes and Files. This migration ensures that users have seamless access to these records in the new interface.
To accomplish this, Salesforce provides migration tools that automate the process of converting Classic Notes and Attachments to Enhanced Notes and Files. These tools help maintain the integrity of the data and its associations with related records.
It is important to note that manually uploading Notes and Attachments in Lightning Experience (options A and B) or simply adding related lists to page layouts (option C) will not suffice. The migration tool is necessary to properly convert the data and ensure it is accessible and functional in Lightning Experience.
By using a migration tool to convert Notes and Attachments to Enhanced Notes and Files, Universal Containers can provide its users with uninterrupted access to these important records as they transition to Lightning Experience.
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