Click View next to the Lightning Page you want to assign, as shown in the table. Click Activation. Click the App, Record Type, and Profile tab. Click Assign to Apps, Record Types, and Profiles.
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.
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. ...
How to enter data into Salesforce lightining?
Use the Data Import Wizard
- Start the wizard. From Setup, enter Data Import Wizard in the Quick Find box, then select Data Import Wizard. ...
- Choose the data that you want to import. ...
- Map your data fields to Salesforce data fields. ...
- Review and start your import. ...
- Check import status. ...
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. ...
How do I give a lightning page access to my profile?
Assign different lightning pages to specific profiles/applicationCreate different lightning pages for each and every object and assign it to the specific profiles/application.Creating a new Lightning Application.Click on Setup | App Manager | New Lightning App.Enter the name | Choose logo | click Next.More items...
How do I set a default Lightning record page as org?
In Setup, enter Record Page Settings in the Quick Find box, and select Record Page Settings.Select the default Lightning Experience record page view.Click Save. If objects have a custom default record page assignment, a window appears listing them.Click Enable.
How do I assign a Home page to Salesforce profile?
Assign Home Tab Page Layouts to ProfilesFrom Setup, enter Home Page Layouts in the Quick Find box, then select Home Page Layouts.Click Page Layout Assignment.Click Edit Assignment.Choose the appropriate page layout for each profile. ... Click Save.
What options are there for Lightning record page assignment?
There are three ways that a Lightning Record Page can be assigned to users:Org Default.App Default.App, Record Type and Profile.
What is difference between lightning record page and page layout?
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. The structure of a Lightning page adapts for the device it's viewed on.
How do I deploy Lightning record page assignment?
Deploying this page is the same as any other metadata deployment with Gearset. Simply select the checkbox next to its name, click NEXT , and then DEPLOY NOW . Once the deployment completes, the Lightning page will be available in my target org.
Can users customize their Home page in Salesforce lightning?
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.
How do I customize my salesforce lightning Home page?
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.
Can users customize the Home page in Salesforce?
You can edit the existing homepage by navigating to the Home tab, clicking the gear icon and selecting Edit Page. You can also create new ones from the Lighting App Builder by going to Setup > User Interface > Lightning App Builder.
Can we assign different page layout of the same record type?
That is, the same record type may have different page layouts for open and closed cases. With this additional setting, when users close a case, the case may have a different page layout that exposes how it was closed. You can't specify custom record types for the home tab.
How can you create lightning record pages in Salesforce and what are the different types?
Let's get started.From Setup, enter App Builder in the Quick Find box, then select Lightning App Builder.Click New.Select Record Page and start stepping through the wizard.Name your page New Opportunity Page , and select Opportunity. ... Choose the Header, Subheader, Right Sidebar template, and click Finish.More items...
What is the difference between page layout and record type?
Page layouts and record types are used in conjunction with one another to customize the views of different types of users. While page layouts control what is shown on the page, record types are used to differentiate between different categories of users and segment user groups for object page customization.
How to specify record types and page layout assignments?
To specify record types and page layout assignments: From Setup, enter Profiles in the Quick Find box, then select Profiles. Select a profile. In the Find Settings... box, enter the name of the object you want and select it from the list.
Can you select a custom record type?
If --Master-- is selected, you can't select any custom record types; and if any custom record types are selected, you can't select --Master--. The default record type to use when users with this profile create records for the object.
Can you select a page layout assignment for the master record type?
You can only select a page layout assignment for the --Master-- record type. Click Save. After you create record types and include picklist values in them, add record types to user profiles. If you assign a default record type to a profile, users with that profile can assign the record type to records that they create or edit.
Can you assign a record type to a profile?
If you assign a default record type to a profile, users with that profile can assign the record type to records that they create or edit. If you’re already working in an original profile user interface, you can access, view, and edit all page layout assignments easily in one location.
