Slaesforce FAQ

how to configure a community page layout salesforce lightning

by Catharine Schaden Published 2 years ago Updated 2 years ago
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Navigate to Setup --> Communities and click on builder against your community. Create a new page in the community builder by clicking new page inside builder bottom of pages pane you will see an option to create a new page. Once the page is created, drag and drop the component you wish to see in the community. Click to see full answer.

How to Create Custom Layout for Community Pages Using Salesforce Lightning Component?
  1. Step1: Create a custom layout using lightning component by the following code:
  2. Step2: Add CSS for styling in component:
  3. The Custom Layout is created it's time to add custom layout in communities.
  4. Click on New Page.
Sep 18, 2018

Full Answer

How to add lightning page to community page?

You cannot use lightning page in community. You need to create a community page using community builder. Once the page is created, drag and drop the component you wish to see in the community.If its a custom component dont forget to add the interface implements="forceCommunity:availableForAllPageTypes" to the component.

What is Salesforce Salesforce Lightning Community?

Lightning Community uses Single Page Application (SPA) as the underlying principle as it runs on the Lightning Component framework. Salesforce org data is shared externally using communities and vice versa.

How to customize Lightning communities in community builder?

After creating the lightning community, click on the ‘Manage’ link present against the community name to open the community builder. You can customize lightning communities in Community Builder in the following ways:

How to create a poll in Salesforce Mobile and lightning experience?

Drag Post to the Salesforce Mobile and Lightning Experience Actions section. Post allows users to post to the Article Feed. Drag Poll next to Post. Next, she sets up the Knowledge Detail section. The Title and URL name fields are already there and set as required. She adds one field. In the palette, click Fields.

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How do I change the layout of a community page in Salesforce?

Required Editions and User PermissionsIn Experience Builder, open the page's properties. Click beside the page on the top toolbar, or click. ... In the Layout section of Page Properties, click Change. ... Select the new layout. ... Click Change.

How do I change page layout in Salesforce lightning?

Edit Page Layouts ManuallyLog into Salesforce and click the Setup button.On the left menu, click Objects and Fields and select Object Manager.Click one of the following: Account, Opportunity, Product, Work Order or Asset.Click Page Layouts in the left menu.Click the respective Page Layout.More items...•

How do I create a lightning community page in Salesforce?

You need to create a community page using community builder. Once the page is created, drag and drop the component you wish to see in the community. If its a custom component dont forget to add the interface implements="forceCommunity:availableForAllPageTypes" to the component.

How do I change my community page structure?

Change the Theme Layout of Your Community's PagesIn Community Builder, click on the left sidebar and then click Theme.Select Configure to view and configure your theme layouts.If necessary, create a New Theme Layout.Assign the theme layout component to the theme layout.More items...

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.

How do I enable page layout in Salesforce?

Create a Page Layout for ReadersFrom Setup. , choose Setup.Click Object Manager and select Knowledge.Click Page Layouts.Click New.If you're basing the page layout on an existing layout, choose it. Maria selects None.Enter the name of your page layout. Maria enters Procedure - Reader .Click Save.

How do I add a lightning component to my community page?

To configure communities, perform the following steps:Navigate to Setup > App Setup > Customize > Communities > All communities.Click New Communities.Select Customer Service (Napili).Click Get Started.In the Name field, enter a name for the community. ... Click Create.Click Administration.Click Activate Community.More items...

How do I create a community page in Salesforce?

How to create communities in salesforce? To create communities go to setup -> Build -> Customize -> Communities -> Manage Communities -> and click on New communities button . And enter name, description and url and click on create button.

How do I add a section to my community page?

The page includes at least one customizable section. To add more sections, click the “+” sign to add a new section above or below the existing one. To customize a section, click on it, and easily change the number of columns per section, change the size of columns within the Column Distribution field.

How do I add an image to a community in Salesforce?

Update the ThemeSelect the Theme icon.Click Colors to expand the menu.Adjust the colors as you see fit.Click the left-facing arrow next to Colors to contract the menu.Click Images to expand the menu.Click Upload Image icon under Header Image.Click Upload Image and choose header. ... Click X to close the Theme editor.

Where are community pages in Salesforce?

In Community Builder, open the Pages menu on the top toolbar. Click New Page at the bottom of the Pages menu. To create:A standard page that's based on a blank layout or a preconfigured page (if available), click Standard Page. If you don't have preconfigured pages, choose a blank layout.

What is default layout in Salesforce?

Every object in Salesforce, Standard objects or Custom object should have one minimum Page Layout which is called default page layout. A page layout gets created default when we create an object in Salesforce. Page Layouts in Salesforce is created with Object name by default.

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:

Create a Page Layout for Readers

Article readers and article authors perform different actions and see different fields on a knowledge article, so Maria must create different page layouts for these users. She creates the page layout for readers first. Let’s follow along and see what she does.

Add Actions and Fields

Maria keeps the palette open and consults the list she made with Ada. She’s going to set up the page layout section by section: actions readers can perform, article information, article details, and article properties.

Create Custom Fields

Maria has set up everything she can using the fields in the palette. On to creating custom fields for the Article Details section.

Create a Page Layout for Authors

The Procedure - Author and Procedure - Reader page layouts are similar. But the authors page has some different actions and an extra field for internal notes. The Internal Notes field is available only to agents who can author articles. Maria creates the Procedure - Author page layout from the existing Procedure - Reader layout.

Create and Assign a Record Type for Procedures

Maria has created two different layouts—one for readers and one for authors. Now she creates a record type to show the correct page layout to the correct users. How does she know which users are which? By their profiles. Customers see the Procedure - Reader page layout. Agents see the Procedure - Author page layout.

Hands-on Challenge

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

Community Templates

Customer Service ( Napili ): A powerful, responsive self-service template that lets users post questions to the community, search for and view articles, and contact support agents by creating cases. Supports Knowledge, Cases, and Questions & Answers.

Community Builder

After creating the lightning community, click on the ‘Manage’ link present against the community name to open the community builder. You can customize lightning communities in Community Builder in the following ways:

1. Define Component Metadata in the Configuration File

A component’s project folder must include a configuration file— <component>.js-meta.xml file —that defines the metadata values for the component. To use a component in Experience Builder, edit the file to define the component’s design configuration values.

2. Optional: Add an SVG Resource to Your Component Bundle

To define a custom icon for a drag-and-drop component, add an SVG resource to your component’s folder. If you don’t include an SVG resource, the system uses a default icon () in the Components panel.

Considerations

For new sites, Strict CSP is set as the default security level in Experience Builder. If your Lightning web component references third-party resources, you must configure the security level in Experience Builder and allowlist hosts as appropriate.

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