Table of Contents
How do I create an app in Salesforce Lightning?
In a few simple steps, you can give an app a name, set its primary color, upload a logo, specify which items appear in the app’s navigation bar, and assign the app to user profiles. From the Home tab in Setup, enter App in the Quick Find box, then select App Manager. Click New Lightning App.
What are page copies in Salesforce Lightning app builder?
This copy is what you then edit in the Lightning App Builder. Pages created like this—as copies—retain a reference to the standard page, which means that Salesforce can upgrade the page copies for you with new capabilities in the future.
How do I edit a custom page in Salesforce Lightning?
If a customized page exists and is active, selecting Edit Page opens that page to edit. We’re going to create a Home page from scratch. Beyond the Basics: When you select Edit Page for the first time, Salesforce makes a copy of the standard page. This copy is what you then edit in the Lightning App Builder.
What is visible in lightning experience in Salesforce App Launcher?
A checkmark in the Visible in Lightning Experience column means that the app is accessible in Lightning Experience via the App Launcher and is fully functional. Classic apps that don’t have a check mark in the Visible in Lightning column are enabled only for our Salesforce Classic UI.
How to assign a page to a sales app?
Can you create a custom record page in Salesforce?
Can you customize a Lightning record page?
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How do I create a lightning app page in Salesforce?
From Setup, Go to Quick Find / Search and enter App Builder then click Lightning App Builder.Click on New, will be redirected to ‘Create a new Lightning Page’ popup.Select ‘Home page’ and click on next.Enter the label name.Choose the page template or clone salesforce default page. … Click on Finish.More items…•
How do I create a new Lightning Home page?
Create a New Home Page Using Lightning App BuilderFrom Setup, enter Lightning App in the Quick Find box and select Lightning App Builder.Click New.Select Home Page, then Next.Assign the label Support Home Page , then click Next.Click the Standard Home Page template.Click Finish.
How do I change the app page in Salesforce lightning?
To open your app page, from Setup, enter Lightning App Builder in the Quick Find box, select Lightning App Builder, and then click Edit next to the page. In the Lightning App Builder, click Activation….You can:Change the page’s custom tab label. … Change the custom tab’s icon. … Adjust the app page custom tab’s visibility.
How do I activate the page as a new tab in lightning experience and Salesforce app?
Required Editions and User PermissionsFrom Setup, enter Tabs in the Quick Find box, then select Tabs.Click New in the Lightning Page Tabs related list.Choose a Lightning page for the tab.Enter a label. … Select a tab style to set a color scheme and icon for the Lightning page tab.More items…
What is the difference between Home page and app page?
Basically, the difference is: Home page is the ‘Home’ tab in Lightning, which you can customize in app builder. App (Home) Page are standalone pages that can be exposed as a independent tabs in the menu.
What is difference between app page and Home page in Salesforce?
The Home Page is kind of like the standard Salesforce Home page for all Apps, except it doesn’t actually have to be included in all Apps, (so the definition is blurry). An App Page is just a single, static page, (lacking a record detail) that you can customize and put anywhere.
How do I create a new app page in Salesforce?
Create an App PageFrom Setup, enter App Builder in the Quick Find box, then select Lightning App Builder.Click New.Select App Page, and then click Next.Name your Lightning page Top Accounts and Opportunities .Select the Two Regions template, and click Finish. … Drag the List View component into the first region.More items…
How do I set up a lightning page on the app?
Assigning custom Lightning Record Pages to standard Lightning console applicationsIn Lightning Experience click Setup | Object Manager.Click an Object from the list.Click on Lightning Record Pages from the left hand panel.Click on the View Page Assignments button in the top right corner.More items…
What is the difference between a page layout and a lightning page?
Lightning pages occupy a middle ground between page layouts and Visualforce pages. Like a page layout, Lightning pages allow you to add custom items to a page. However, these items, instead of being fields or Visualforce components, are Lightning components, which allow much more flexibility.
How do I enable VF page in lightning?
To enable a Visualforce page:From Setup, enter Visualforce Pages in the Quick Find box, then select Visualforce Pages.Click Edit for the desired Visualforce page.Select Available for Lightning Experience, Lightning Communities, and the mobile app then click Save.
What is the difference between lightning page and lightning tab?
Lightning page tabs only facilitate inclusion of the Lightning page in the Salesforce app and Lightning Experience. You can create a custom tab only for an App Page type of Lightning page. What Is a Lightning Page Tab? Lightning Page Tabs let you add Lightning Pages to the mobile app navigation menu.
How do I open a new tab with lightning?
openTab() for Lightning Experience. Opens a new workspace tab. If the tab is already open, the tab is focused. This method works only in Lightning console apps.
Create a Custom Lightning Page Template Component
Every standard Lightning page is associated with a default template component, which defines the page’s regions and what components the page includes. Custom Lightning page template components let you create page templates to fit your business needs with the structure and components that you define. Once implemented, your custom template is available in the Lightning App Builder’s new page …
1. Build the Template Component Structure
A custom template is an Aura component bundle that should include at least a .cmp resource and a design resource. The .cmp resource must implement a template interface, and declare an attribute of type Aura.Component [] for each template region. The Aura.Component [] type defines the attribute as a collection of components.
2. Configure Template Regions and Components in the Design Resource
The design resource controls what kind of page can be built on the template. The design resource specifies:
3. (Optional) Add a Template Image
If you added a description to your .cmp resource, both it and the template image display when a user selects your template in the Lightning App Builder new page wizard.
How to assign a page to a sales app?
Click the App, Record Type, and Profile tab. Click Assign to Apps, Record Types, and Profiles. Assign the page to the Sales app, the Desktop and phone form factor, the Master record type, and the System Administrator profile. Review the page assignments.
Can you create a custom record page in Salesforce?
However, unlike the Home page, custom record pages are not only supported in Lightning Experience on desktop but also in the Salesforce mobile app.
Can you customize a Lightning record page?
Even cooler, you can customize a record page and assign it to specific Lightning apps to give your users access to a record page customized especially for the context of the app they’re working in. Just like the Home page, you can create a custom record page in different ways: Create it from scratch using a template, …
What does it mean when you edit a page in Salesforce?
Pages created like this—as copies—retain a reference to the standard page, which means that Salesforce can upgrade the page copies for you with new capabilities in the future. If you create a page from scratch, then you own it completely and new page capabilities Salesforce rolls out don’t appear automatically.
How to assign a profile to a sales app?
Click App and Profile, then click Assign to Apps and Profiles. Select the Sales app, then click Next. Scroll down the list of profiles and select System Administrator, then click Next . Review the assignment, and then click Save. That’s it. Now all users with the System Administrator profile see your New Home Page while working in the Sales app. …
How to make a custom home page?
You can create a custom Home page in a few different ways: Create it from scratch using a template, clone it from another custom Home page, or edit a page from the Home tab in a Lightning app. To edit an existing page, you can click from the Home page, and then select Edit Page to create a copy of the current page to edit.
Can you save a Lightning page?
Yes, there is. Saving the page isn’t enough to get it out to your users. Lightning pages must be activated before your users can see them. Normally, if you aren’t done with your page, or aren’t ready to make it public, you can click Not Yet here to save the page and return to the App Builder. But that’s not us.
Can you customize your Lightning Experience?
Yes, Virginia, You Can Customize Your Lightning Experience Home Page. Give your users everything they need to manage their day from the Home page in Lightning Experience. Your sales reps can see their quarterly performance summary and get important updates on critical tasks and opportunities. You can also customize the page for different types …
Can you make a home page the default?
When activating a Home page, you have three different options: You can make your page the default for everyone in the org, the default for an app, or assign it to one or more app and profile combinations , giving your users access to a page designed just for their role.
What is an app in Lightning?
An app is a collection of items that work together to serve a particular function. In Lightning Experience, Lightning apps give your users access to sets of objects, tabs, and other items all in one convenient bundle in the navigation bar. Lightning apps let you brand your apps with a custom color and logo. You can even include a utility bar and …
What is a checkmark in Lightning Experience?
A checkmark in the Visible in Lightning Experience column means that the app is accessible in Lightning Experience via the App Launcher and is fully functional . Classic apps that don’t have a check mark in the Visible in Lightning column are enabled only …
Can you find Classic apps in Lightning Experience?
Because you’re working in Lightning Experience, you won’t find those Classic-only apps in the App Launcher. Classic apps marked as visible in Lightning Experience are fully usable in Lightning Experience, but they don’t take advantage of the app enhancements that Lightning Experience offers.
Can you use Lightning Voice in an app?
You can even include Lightning page tabs and utilities like Lightning Voice. If your org uses utility features, you can enable a utility bar in your app that allows instant access to productivity tools, like integrated voice, in the Lightning Experience footer. You can also build your own on-demand apps by grouping items into new custom apps.
How to assign a page to a sales app?
Click the App, Record Type, and Profile tab. Click Assign to Apps, Record Types, and Profiles. Assign the page to the Sales app, the Desktop and phone form factor, the Master record type, and the System Administrator profile. Review the page assignments.
Can you create a custom record page in Salesforce?
However, unlike the Home page, custom record pages are not only supported in Lightning Experience on desktop but also in the Salesforce mobile app.
Can you customize a Lightning record page?
Even cooler, you can customize a record page and assign it to specific Lightning apps to give your users access to a record page customized especially for the context of the app they’re working in. Just like the Home page, you can create a custom record page in different ways: Create it from scratch using a template, …