Move from a Salesforce Widget to Salesforce Lightning Custom Page Component

edited March 2022 in Integrations 1 comment
Salesforce has two User Interfaces. The first is what is called Salesforce Classic. The current widget for ClientSuccess is built on this platform. This will still appear if a CS client is on Lightning, but it is limited in how it can be used. The widget can only go in the Record Detail section. This is where the fields are shown. It can not go in a separate section of the page. For example we have two tabs on an Account in Salesforce. The first tab shows the fields and many of the basic info about the Account and Related
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