- Step 1: Login to your Salesforce Lightning account and it will take you to the home screen as shown below –
- Step 2: At the home page from upper right corner click on Setup icon as shown below –
- Step 3: As soon as you click on Setup option, there is one Quick find box in the upper left corner.
- Step 4: Type the ‘Lightning for Gmail’ there and select the “Lightning for…
Table of Contents
How to activate Salesforce Lightning?
Set the Default Interface to Lightning Experience
- From Setup in Lightning Experience, enter Lightning in the Quick Find box, then select Lightning Experience Transition Assistant. …
- Select the Roll Out phase.
- Click Launch Lightning Experience to expand the stage.
- Click Switch Users next to Make Lightning Experience the default interface. …
- Click the + button next to the users you want to switch.
How do I switch from Salesforce classic to lightning?
Supported Browsers and Devices for Lightning Experience
- Salesforce doesn’t support nonbrowser applications that embed WebView or similar controls to render content for Salesforce Classic or Lightning Experience. …
- You can’t access Lightning Experience in a mobile browser. …
- You can access Lightning Experience on iPad Safari. …
- Lightning Experience doesn’t support incognito or other private browsing modes.
How to enable Salesforce Lightning knowledge?
How do I enable lightning knowledge in Salesforce?
- From Setup, enter Knowledge in the Quick Find box and click Knowledge Settings.
- If you’re new to Knowledge, enable Knowledge by selecting Yes and clicking Enable Salesforce Knowledge.
- Click OK to continue.
- On the Knowledge Settings page, click Edit.
- Select Enable Lightning Knowledge.
- Click Save.
How to get ready for Salesforce Lightning?
Get Ready to Troubleshoot
- Learning Objectives. Explain the benefits of working with unminified code. …
- Lightning Web Components Have Unique JavaScript Challenges. …
- Before You Begin. …
- Follow Along with Trail Together. …
- Set Up Your Troubleshooting Environment. …
- Open DevTools. …
- DevTools Menu. …
- Change the Location of DevTools. …
- Enable Custom Formatters. …
- Use Ignore List. …
What is lightning connect in Salesforce?
Salesforce Lightning Connect allows you to setup an external object (which is like an actual object in Salesforce, but is ReadOnly and cannot be used in reports, among other limitations) but the data is not stored in Salesforce.
What is the difference between Salesforce Connect and lightning connect?
What’s the Difference Between Salesforce Connect and Lightning Connect? Lightning Connect is the feature of Salesforce Connect that lets you access data from external sources and compare it with Salesforce data side-by-side.
How do I set up Salesforce Connect?
Overview of SetupCreate the external data source.Create the external objects and their fields.Define relationships for the external objects.Enable user access to external objects and their fields.Set up user authentication.
What are the two capabilities of Salesforce lightning connect?
Lightning Connect gives you the capability to easily consume external data in the form of an OData service, and render this data as Salesforce objects – with point-and-click ease.
Is Salesforce Connect free?
The price of Salesforce Connect depends on the data source and starts with a subscription of USD 4000/month. It is available for both the Enterprise and Unlimited editions of Salesforce.
What can you do with Salesforce Connect?
Salesforce Connect enables you to set up a lookup relationship between the customer object (parent) and the external object (child) for orders. Then you can set up the page layouts for the parent object to include a related list that displays child records.
How do I create an external link in Salesforce?
0:000:57How to add a remote site (external URL) in Salesforce lightning #DF17 …YouTubeStart of suggested clipEnd of suggested clipClick on setup type remote in the quick fund. Click on remote site settings. Click on remote. SiteMoreClick on setup type remote in the quick fund. Click on remote site settings. Click on remote. Site give a name to remote site enter endpoint URL.
How do I access Salesforce external data?
Access External Data With Salesforce ConnectSalesforce Connect. … External Data Sources With Salesforce Connect. … Salesforce Platform Features Supported by Salesforce Connect. … Access Data in Another Salesforce Org with the Cross-Org Adapter for Salesforce Connect.More items…
What is Salesforce Files Connect?
With Files Connect, Salesforce users can access, share, and search external data from systems like Quip, Google Drive, SharePoint, or Box. The Files Connect Setup Process. The setup process for Files Connect varies by external data source.
What is the difference between Salesforce Connect and Heroku connect?
Salesforce Connect works with a variety of data sources. Any OData 2.0 data source can be pulled into Salesforce with Salesforce Connect. Heroku Connect can expose a Heroku Postgres database to Salesforce Connect. Any Heroku app can provide endpoints that can be consumed with Salesforce Connect.
How do I transfer data from Salesforce to external?
Outbound Message An event in Salesforce pushes data to an external system. An outbound message uses a POST call to send a SOAP message (XML) from Salesforce to an external endpoint. Messages can contain up to 100 notifications each containing an object ID and a reference to the associated sObject data.
What is true about Salesforce Connect?
Salesforce Connect provides seamless integration of data across system boundaries by letting your users view, search, and modify data that’s stored outside your Salesforce org. For example, perhaps you have data that’s stored on premises in an enterprise resource planning (ERP) system.
What is Salesforce Lightning Connect?
Salesforce Lightning Connect allows you to setup an external object (which is like an actual object in Salesforce, but is ReadOnly and cannot be used in reports, among other limitations) but the data is not stored in Salesforce. Instead, when a user views a list, related list, or detail page of records of that object; Salesforce Lightning Connect will make a real-time request to its related data source as it is configured. That data source must be provided using the oData protocol, which is essentially a web service following certain guidelines for CRUD (create, read, update, delete) operations, and it must be accessible to Salesforce.
What is oData in Salesforce?
That data source must be provided using the oData protocol, which is essentially a web service following certain guidelines for CRUD (create, read, update, delete) operations, and it must be accessible to Salesforce. Chances are, the data source you are trying to surface is not provided via oData.
Does Salesforce Lightning Connect have a price tag?
Salesforce Lightning Connect has a certain price tag per URL connection. If you then are using Informatica there is a price tag per month there as well. Although this may seem pricey, think about the Integration, Migration, Synchronization time and effort that you save in utilizing Salesforce Lightning Connect. In addition, your client’s Salesforce instance does not store this data in Salesforce so there are some savings there as well.
Can you use Lightning Experience on a mobile device?
You can’t access Lightning Experience in a mobile browser. Instead, we recommend that you use the Salesforce mobile app when you work on a mobile device.
Does Salesforce work on tablets?
We support only the Salesforce mobile app for Android-based tablets.
