How to create a page in salesforce lightning


  • In Salesforce, click the Setup icon and click Setup
  • While in Setup, navigate to the Object Manager tab then Click into the Quote object.
  • In the left panel, click Lightning Record Pages.
  • Click New to create a new page.
  • The Lightning App Builder opens with a Create new page wizard. Click to create a Record Page, and then click Next.
  • On the next screen, give the page a name, and select Quote as the object, and then click Next.
  • Now it is time to select a page template to use. There are many to choose from, but for this example, select Header and Right Sidebar, and then click Finish.
From Setup, Go to Quick Find / Search and enter App Builder then click Lightning App Builder.
  1. Click on New, will be redirected to ‘Create a new Lightning Page’ popup.
  2. Select ‘Home page’ and click on next.
  3. Enter the label name.
  4. Choose the page template or clone salesforce default page. …
  5. Click on Finish.
Apr 7, 2020

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.

More items…

What do you need to know about Salesforce Lightning?

Specifically, we think that:

  • You should be comfortable reading and writing JavaScript. …
  • It would be great if you know Apex. …
  • If you’re coming to Lightning components from Visualforce, be sure to add the Apply Visualforce Skills to Lightning Components trail to your task list. …

What are the lightning events in Salesforce?

  • Salesforce Lightning Events Part 1 – Component Events Introduction
  • Salesforce Lightning Events Part 2 – Building Component Events
  • Salesforce Lightning Events Part 3 – Bubble and Capture Phase
  • Salesforce Lightning Events Part 4 – Understanding Container Components
  • Salesforce Lightning Events Part 5 – Application Events Introduction

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How to create new user in Salesforce Lightning?

Salesforce Lightning: Create a New User

  1. Click on the Setup menu and select Users within the Administration category.
  2. Click on the New User button.
  3. Enter the first name, last name, alias, email address, username and nickname. …
  4. Choose a role. …
  5. Choose a User License. …
  6. Choose a Profile. …
  7. Set your email encoding language.
  8. Set your locale settings.

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How do I create a page in Salesforce?

Create Custom Pages with Experience BuilderIn Experience Builder, open the Pages menu on the top toolbar.Click New Page at the bottom of the Pages menu.Select the page type: Standard Page. … Select a standard page to open it. … Add and configure page components.Preview and publish your site.

What is a Salesforce lightning page?

A Lightning page is a custom layout that lets you design pages for use in the Salesforce mobile app or Lightning Experience. 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.

How do you make a lightning page tab?

Create Lightning Page TabsFrom 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…

How do I create a custom page template in Salesforce lightning?

Once implemented, your custom template is available in the Lightning App Builder’s new page wizard for your page creators to use….It’s either a template, or it’s not.Build the Template Component Structure. … Configure Template Regions and Components in the Design Resource. … (Optional) Add a Template Image.

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.

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.

What is page layout in Salesforce?

Page layouts control the layout and organization of buttons, fields, s-controls, Visualforce, custom links, and related lists on object record pages. They also help determine which fields are visible, read only, and required. Use page layouts to customize the content of record pages for your users.

How do I create a tab in Salesforce?

To create a tab for a custom object:Click Setup.Search Tabs and then select Tabs.Click the New button in the Custom Object Tabs section.Now you can decide on the object and the tab style for your new custom object tab. … Select the profiles that will have visibility on the new Tab.More items…•

How do I add a tab to a page in Salesforce?

0:008:52How to add tabs to a Classic and Lightning App and how to set up …YouTubeStart of suggested clipEnd of suggested clipHello everybody this video is a continuation of my last video where we talked about custom tabsMoreHello everybody this video is a continuation of my last video where we talked about custom tabs available in Salesforce. And different types of custom tabs. And I told you that we’re going to be back

What are Lightning record pages?

A Lightning page is a custom layout that lets you design pages for use in the Salesforce mobile app or Lightning Experience. 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.

How do I create a template in Salesforce?

Create TemplatesClick Create.Hover over Template.Select a template type. When creating from an existing template, select the template to start creating from and click Select.Save the template.Complete required fields.Add content to the email.Save the email.

How do I create a custom lightning component in Salesforce?

Create a Component to Use in the Lightning App BuilderClick the gear icon ( … In the Developer Console, select File > New > Lightning Component.Name the component IndicatorBadges , select Lightning Record Page, and select Submit.Replace the contents of the component with this code: … Click File > Save.

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.

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 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.

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. …

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 a Lightning page?

A Lightning page is a custom layout that lets you to design pages in Lightning Experience and Salesforce mobile app. A Lightning page is composed of various regions that contain components. Following are the lightning pages that can be built with the Lightning App Builder:

How to create a Lightning app?

Step 1: From the Setup, enter App Builder in the quick find box and select Lightning App Builder. Click New to create a new lightning page. Step 2: Select the Record page to create a custom record page for the account. Click on Next.

What is the header in Lightning?

1. Header. It shows the label of the page, pages list which contains the top 10 modified pages and a back button to return to setup without saving the changes. 2. Toolbar: It contains the buttons to cut, copy, paste, undo, redo, save, and activate the lightning page.

Can lightning pages be assigned to apps?

Lightning pages can also be assigned to apps, record types and profiles. In this article we are going to explain about types of lightning pages that can be created with app builder, types of lightning components used in the lightning pages, lightning app builder user interface, and an example of creating a record page and assign it to sales app …

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, …

Create a Salesforce DX Project

The basic foundation for interacting with an org using Salesforce CLI is a Salesforce DX project. A project consists of several local configuration files, as well as the code you want to deploy. In Salesforce terms we call this code metadata, which is the foundation of the Salesforce Platform.

Authorize Your Dev Hub

The next step is to authenticate Dev Hub. If you’re using a Trailhead Playground you can learn in Get Your Trailhead Playground Username and Password how to get the credentials for the next step.

Create a Scratch Org

In Visual Studio Code, press Command + Shift + P on macOS or Ctrl + Shift + P on Windows or Linux.

Create a Lightning Web Component

Creating a Lightning web component is a straightforward process. And Salesforce CLI already created a project structure that helps make getting started even easier.

Adding Code and Metadata to Your First Lightning Web Component

Let’s take a look now at the files that make up a Lightning web component. For that we’re going to copy and paste some HTML, JavaScript, and XML that we’ve already prepared for you. We start with the myFirstWebComponent.js-meta.xml file.

Verify Step

You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.


The Aura Components Basics Trailhead module walks you through building a form for creating an expense record.

Implement a Basic Form

Before proceeding, we recommend that you have working knowledge of web forms, as the rest of the topic builds on that concept.


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