Slaesforce FAQ

can you configure assistant in salesforce lightning

by Eloise Kertzmann Published 2 years ago Updated 2 years ago
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On the Lightning Experience App Manager Setup page, edit the Salesforce Scheduler Setup app. Select Navigation Items. Move Salesforce Scheduler Setup Assistant to Selected Items, and then click Save. From the App Launcher, find and open the Salesforce Scheduler Setup app. Click the Salesforce Scheduler Setup Assistant tab.

Full Answer

What is assistant in Salesforce lightning?

Assistant – This sales assistant displays up to 10 leads and opportunities that the current user needs to follow up on, based on specific dates and activities (or lack thereof) on them. For a complete list of which records show up on the Assistant pane, click here.

What can you use keyboard shortcuts in lightning experience to do?

Work faster in Lightning Experience apps with keyboard shortcuts. You can search for, edit, save, and close a record without touching a mouse.

How do I customize Lightning in Salesforce?

Customize the Home PageFrom 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.

What is one way service Setup Assistant helps your team?

The Service Setup Assistant offers you snapshots of your team's performance, tracks customers' wait times for service, and offers suggestions for continuous improvements.

Why is lightning experience a more productive user interface than Salesforce Classic?

Users Expect More from Business Applications Lightning Experience is designed for action. It lets you build experiences that help your users be more productive. Take a look at the examples below. The Lightning Experience opportunity workspace helps your sales reps work their deals faster and smarter.

Are there keyboard shortcuts for Salesforce?

Use keyboard shortcuts to work efficiently in Salesforce. Shortcuts help you navigate and work with records faster and without using your mouse. You can use these shortcuts with your web browser shortcuts.

What is the difference between customization and configuration in Salesforce?

Configuration in Salesforce enables you to use User Interface(UI) to develop applications in Salesforce efficiently. On the other side, customization in Salesforce helps you write your own functionality, such as Visualforce pages & Apex.

What can you include in a lightning app?

What can you include in a Lightning App? Lighting apps also let you brand your app with a custom color, logo, and utility bar. Custom and standard objects, custom tabs, lightning page tabs, and utilities (Lighting Voice) are some of the things that you can expect withing lightning apps.

How do you customize Lightning?

How to Customize A Salesforce Homepage in Lightning App BuilderIn Setup, navigate to Platform Tools > User Interface > Lightning App Builder.You can either select a page to edit or create a new one. ... Different types of pages are available, but we want a homepage, so let's select that.Now let's give it a name.More items...•

What are two key benefits of lightning service setup?

Benefits of Lightning Service CloudService Console.Automation.Channel Flexibility.Easy as 1-2-3.

What is Salesforce service Setup Assistant?

As part of creating your Service app, the Service Setup Assistant sets up queues, macros, and flows to streamline your workflows, optimizes high-use page layouts, sets up quick text responses and case email notifications, and more.

What are the benefits of the lightning service console?

It allows a multi tab and sub tab option with the Salesforce org, so you dont have to have multiple browser tabs open. So users can open for example Case A, then under Case A they can open the contact as a tab and the company as a tab.

1. Deploy My Domain in Your Org

Deploy My Domain in your org if you want to use Aura components in Lightning tabs, Lightning pages, as custom Lightning page templates, or as standalone apps.

2. Add a New Interface to Your Component

To appear in the Lightning App Builder or on a Lightning page, a component must implement one of these interfaces.

3. Add a Design Resource to Your Component Bundle

Use a design resource to control which attributes are exposed to builder tools like the Lightning App Builder, Experience Builder, or Flow Builder.

Optional: Add an SVG Resource to Your Component Bundle

You can use an SVG resource to define a custom icon for your component when it appears in the Lightning App Builder’s component pane. Include it in the component bundle.

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