Salesforce account. To add Hippo Video widget in leads & contacts inside Salesforce: Log-in to Salesforce.com using your existing credentials. Click on the App Launcher icon from the top left and then click on Sales.
- Drag the widget from the Widgets section of the Page Elements pane onto the page. When you add a widget to a page, it creates a copy or instance of the widget. You can't edit this widget instance.
- If available, update the properties in the widget instance's Properties pane.
How do I create a support page in Salesforce Lightning app?
From 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. Display the five most recent cases.
How to create a custom page layout in Salesforce?
From a perspective of custom objects, let’s look into the details of page layouts in Salesforce. Next, give the layout a name and click on Next to move to the page layout editor window. As highlighted we have options for fields, buttons, related lists, charts, etc. Drag and drop the required fields to add them to the layout of the object.
How do I link Salesforce to Salesforce Trust?
In the text entry field, enter Be sure to check the Salesforce Trust site. Highlight the text " Salesforce Trust " and select the Link button. For URL, enter trust.salesforce.com.
How do I integrate rich text with Salesforce Trust?
Drag the Today’s Events component to any spot in the canvas. Display a link to the Salesforce trust site. Drag the Rich Text component into the Today’s Tasks box. A text entry field will appear below the box. In the text entry field, enter Be sure to check the Salesforce Trust site.
How do I add a widget to Salesforce?
Required Editions and User PermissionsHover over Widgets on the Overview tab and click New, or click New Widget when the Widgets view is open.Enter the widget name. ... Optionally, add a description. ... To add a display icon for the widget, select an image from your imported assets.More items...
How do I change the widget in Salesforce?
Access the site's widgets in the Widgets view under All Site Content (on the Overview tab)....menu, you can:Edit the widget. When you edit a widget, it opens in a new tab. ... Update the widget's properties, including the name, description, display icon, and availability. ... Duplicate, preview, or delete the widget.
How do I customize my Salesforce Home page?
Go to Setup | Customize | Home | Home Page Layouts Click the New button and select a layout you'd like to model the new one from. Give the new layout a name. Select the components you'd like to include. Click Next to select the order you would like the components to appear on the page.
What is a widget and what does it do?
Widgets can be added to your phone's home as a quick way to access certain information from apps without having to open the app itself. One example is the Calendar widget, which provides a quick view of the upcoming events in your calendar without having to open the Calendar application.
How to Create a Page Layout in Salesforce
Head over into Setup > Object Manager > [find the object you want to work with] > Page Layouts.
Assign a Salesforce Page Layout
You can have multiple page layouts for different profiles or record types. For example, on the Account object, you might have page layouts for Customers, Competitors and Partners.
What about Dynamic Forms?
Great question. We can take our Salesforce page layout design to the next level by using Dynamic Forms. However, this feature is not yet available for standard objects and the traditional page layout still controls things such as:
Introduction
The Lightning app builder is a point-and-click tool that’s easy to create a custom home page, record page and an app page for the Salesforce Lightning Experience and mobile app.
Lightning Components
A Lightning component is a smaller and reusable application which can be used in Lightning pages in the Lightning App Builder. There are three types of Lightning components available to make up your Lightning app:
Tutorial: Build a custom default Home page in Salesforce Lightning Experience
1. Click on the Setup gear icon at the top right of the main Home page
Conclusion
That’s it. You are done. Very quick and very easy. Your brand-new Lightning app home page is ready and activated. You can easily build out-of-the-box Lightning app according to your users’ requirements with standard and custom components.
Create Your Pages
On the Home tab, click the down arrow next to the Page Properties icon.
Create Your Navigation
On the Home tab, click the down arrow next to the Page Properties icon.
Preview and Publish Your Changes
Before you publish your page, check to make sure everything is displaying the way you want it to. Pay attention to spelling and placement of text.
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.
Page layouts in Salesforce?
Page layouts in Salesforce govern the display of data records for users. Page layouts enable changing elements from a page, removing and adding fields, sections, links, as well as add custom Visualforce code.
Page layouts in Salesforce Lightning experience
The process becomes simpler. View the desired object. Go to Gear option and select Object.
1. The Sales Page
The Sales Page is the first thing your clients will see after the Welcome screen (it is called Discover on your app). You will build your Sales Page using widgets that allow you to add a beautiful header with an image or video, clients' testimonials, a FAQ about you and your product, a feature list, images, and your pricing plans.
2. Required Widgets
These are the widgets that are required to have an App. If you don't have one of the required widgets, you will see that on top, where it says Sales Page will have a gray tick.
4. Frequently Asked Questions (FAQs)
If you add optional widgets and change images/ text it is updated automatically. If you change the price of a pricing plan that is on your Sales Page, you need to send an update to Apple/ Google for review. Learn more here:
