Resolving CloudSense Configurator Launch Issues in Lightning Experience

Information

Issue: CloudSense configurator does not launch in Lightning Experience when accessing the Sales Order tab.

Cause: In Lightning Experience, record name links in list views, related lists, and search results navigate to the standard Lightning record page, overriding any custom configurations for the View action.

Resolution Steps:

1. Create a Custom List View with a Custom Action:
   • Add a custom button or action in the list view that opens the Visualforce page in a new tab or modal.
   • Use the record ID as a parameter.
   • Educate users to use this button instead of the default name link.
2. Use a Lightning Component and App Page:
   • Create a Lightning Component or LWC version of the Visualforce logic.
   • Embed it in a custom Lightning App Page.
   • Use navigation rules to link to it via custom buttons or tabs.
3. Use Custom Navigation via Quick Action or Flow:
   • Set up a Quick Action that navigates to the Visualforce page using a Flow or JavaScript.
   • Launch it from a button in the page layout or a utility bar.

Note: These solutions involve standard Salesforce features and may require assistance from a Salesforce Success Manager for implementation.