The Khoros Salesforce Lightning Connector is available for use with the Lightning Experience introduced by Salesforce. This version of the connector is provided alongside the already available Salesforce Connector (Classic). To make the most of the Salesforce Lightning experience, use the Salesforce Lightning Connector for integrations with Khoros Community.

The Khoros Salesforce Lightning Connector supports these features:

• User interface redesign
• Additional information in tooltip format
• Drag-and-drop capability for designing pages

Learn more about these new features.

Installing the Khoros Salesforce Lightning Connector

To configure and use the Khoros Salesforce Lightning Connector, perform all the installation steps described in the Integrating with Salesforce section for the classic version of the Salesforce Connector, then perform the steps described here. 

Installing the Khoros Salesforce Lightning Connector includes these tasks:

• Switch the connector experience to Lightning
• Register a custom domain
• Assign the Lightning page layout to a case
• Assign the Lightning Page Layout to a Community User
• Assign the Lightning Contact page layout to a Contact record
• Activate the Case Record Page
• Activate the Community User Record Page
• Activate the Contact Record Page
• Activate the Home Page Layout
• Override the Postback Comments edit action
• Disable Caching

Switch to the Lightning connector experience

You can choose to switch your connector experience between Classic and Lightning.

To use the Khoros Salesforce Lightning Connector:

1. Log into your Salesforce account.
2. Click the username in top right corner of the screen.
3. Click Switch to Lightning Experience.
    

Register a custom domain

You must have a custom domain to use the Lightning components. Creating a custom domain also creates a custom domain name for your Salesforce organization. You must use this custom domain name to login.

Note: login.salesforce.com continues to work as before.

To create your custom domain:

1. Sign in to your Salesforce account.
2. Go to Setup > Company Settings > My Domain.
3. Create a domain name of your choice.
4. Click Check Availability to ensure your domain name is available.
   Note: After you create a domain, you can neither delete (nor deactivate) the domain nor use the same domain name in any other Salesforce Org. Therefore, if you are configuring a sandbox or a test environment, ensure that you are not using domain names reserved for production environments.
   
5. Click Register Domain. (Wait to receive a confirmation email about the creation of your domain.)
   
   
6. Sign out of your Salesforce account.
7. Sign in to your Salesforce account using the custom domain you created.
8. Go to Setup > Company Settings > My Domain.
9. Click Deploy To Users.
10. Click Save.

Assign the Lightning page layout to a case

Many of the Lightning features are pulled off the page layout and added to individual components. Hence, a different page layout is created for Lightning.

To assign the correct Case page layout for the Lightning connector:

1. Sign in to your Salesforce account.
2. Go to Setup > Object Manager > Case > Case Page Layouts.
3. Click Page Layout Assignment.
4. Click Edit Assignment.
5. Select the System Administrator profile.
6. Select the Case Layout - Community - Lightning page layout from the Page Layout To Use drop-down menu.
   
7. Click Save.

Assign the Lightning page layout to a community member

Many of the Lightning features are pulled off the page layout and added to individual components. Hence, a different page layout is created for Lightning. 

To assign the correct Community Page layout for the Lightning connector: 

1. Sign in to your Salesforce account.
2. Go to Setup > Object Manager > Community User > Page Layouts.
3. Click Page Layout Assignment.
4. Click Edit Assignment.
5. Select the System Administrator profile.
6. Select the Community User Layout Lightning page layout from the Page Layout To Use drop-down menu.
   
7. Click Save.

Assign the Lightning Contact page layout to a Contact record

Many of the Lightning features are pulled off the page layout and added to individual components. Hence, a different page layout is created for Lightning. 

To assign the correct Contact record page layout for the Lightning connector: 

1. Sign in to your Salesforce account.
2. Go to Setup > Object Manager > Contact > Page Layouts.
3. Click Page Layout Assignment.
4. Click Edit Assignment.
5. Select the System Administrator profile.
6. Select the Contact Layout Community Lightning  page layout from the Page Layout To Use drop-down menu.
   
7. Click Save.

Activate the Case Record Page

You will see the default case page design in the Lightning experience, devoid of the Khoros-built customization.

To activate the Case Record Page, which is a Khoros-built customization:

1. Sign in to your Salesforce account.
2. Go to Setup > Lightning App Builder
3. In the Lightning Pages section, click View beside the Case Record Page.
4. Click Activation.
5. Click Assign as Org Default.
6. Click Save.
7. Click Back to exit the app builder.
8. Navigate to any Case record to verify if the new view has been activated.
   

Activate the Community User Record Page

You will see the default Community User design in the Lightning experience devoid of the Khoros-built customization.

To activate the Community User Record Page, which is a Khoros-built customization:

1. Sign in to your Salesforce account.
2. Go to Setup > Lightning App Builder
3. In the Lightning Pages section, click View beside the Community User Record Page.
4. Click Activation.
5. Click Assign as Org Default.
6. Click Save.
7. Click Back to exit the app builder.
8. Navigate to any Community User record to verify if the new view has been activated.
   

Activate the Contact Record Page

You will see the default Contact Record Page design in the Lightning experience devoid of the Khoros-built customization.

To activate the Contact Record Page, which is a Khoros-built customization:

1. Sign in to your Salesforce account.
2. Go to Setup > Lightning App Builder.
3. In the Lightning Pages section, click View beside the Contact Record Page.
4. Click Activation.
5. Click Assign as Org Default.
6. Click Save.
7. Click Back to exit the app builder.
8. Navigate to any Contact record to verify if the new view has been activated.
   

Activate the Home Page Layout

You will see the default Home Page design in the Lightning experience devoid of any Khoros-built customizations.

To activate the Home Page Layout that is compliant with the Khoros Salesforce connector:

1. Sign in to your Salesforce account.
2. Go to Setup > Lightning App Builder.
3. In the Lightning Pages section, click View beside Home Page Layout.
4. Click Activation.
5. Select Set this page as default Home page.
6. Click Next > Activate.
    

Override the Postback Comments edit action

In Lightning, the Postback comments “Edit” operation is overriden with custom component.

To ensure that the “Edit” operation works as expected in the Khoros Salesforce Lightning connector: 

1. Sign in to your Salesforce account.
2. Go to Setup > Object Manager  > Community Postback Comment > Button, Links and Actions. 
3. In the Edit row, expand the dropdown menu, then click Edit.
   
4. Select Lightning Component Bundle.
5. Select the LiSFIntegration:LTI_Lightning_PostbackCommentEdit component.
6. Click Save.
   

Disable Caching

When caching is enabled, there will be a delay in the display of any changes made to a Salesforce record in a custom component. In other words, you must refresh the page a few times before the changes you made appear.

To improve this experience, you must disable caching in your Salesforce account: 

1. Sign in to your Salesforce account.
2. Go to Setup > Security > Session Settings. 
3. De-select Enable secure and persistent browser caching to improve performance.
4. Click Save.