Set Up the Salesforce Service Console in Lightning Now that Knowledge is enabled, create Ursa Major Solar’s Service Console app, which serves as the center for case management. Use the Setup Flow to get started customizing all the features the Lightning Service Console has to offer. Click the gear icon and select Setup.
- If you're using Lightning Experience, click. , then select Setup Home.
- If you're using Salesforce Classic and you see Setup in the user interface header, click it.
- If you're using Salesforce Classic and you don't see Setup in the header, click your name, then select Setup.
How do I switch from Salesforce classic to lightning?
Supported Browsers and Devices for Lightning Experience
- Salesforce doesn’t support nonbrowser applications that embed WebView or similar controls to render content for Salesforce Classic or Lightning Experience. ...
- You can’t access Lightning Experience in a mobile browser. ...
- You can access Lightning Experience on iPad Safari. ...
- Lightning Experience doesn’t support incognito or other private browsing modes.
How to enable Salesforce Lightning knowledge?
How do I enable lightning knowledge in Salesforce?
- From Setup, enter Knowledge in the Quick Find box and click Knowledge Settings.
- If you're new to Knowledge, enable Knowledge by selecting Yes and clicking Enable Salesforce Knowledge.
- Click OK to continue.
- On the Knowledge Settings page, click Edit.
- Select Enable Lightning Knowledge.
- Click Save.
How to create new user in Salesforce Lightning?
Salesforce Lightning: Create a New User
- Click on the Setup menu and select Users within the Administration category.
- Click on the New User button.
- Enter the first name, last name, alias, email address, username and nickname. ...
- Choose a role. ...
- Choose a User License. ...
- Choose a Profile. ...
- Set your email encoding language.
- Set your locale settings.
How to be successful with Salesforce?
- Analyze what the needs of the users are, then design, test, and develop software that meets those needs
- Design Salesforce solutions and create effective project plans. ...
- Suggest new software upgrades for the customers’ existing apps, programs, and systems
How do I customize Lightning in Salesforce?
11:0538:43How to Configure and Customize Salesforce Lightning - YouTubeYouTubeStart of suggested clipEnd of suggested clipStandard or customizable actions to configure your global actions you can go into setup. And fromMoreStandard or customizable actions to configure your global actions you can go into setup. And from setup enter actions in the quick find box then select global actions.
How do I enable user lightning in Salesforce?
Enabling Lightning Access on Profile Level for Custom ProfilesClick on Setup.In Administer, expand Manage Users.Click on Profiles >Select the Profile name.Click on System Permission.Enable Lightning Experience User checkbox.Save.
How do you use lightning in Salesforce?
To enable the lightning experience in your Salesforce org, navigate to Setup. Click on Lightning Experience in the left hand pane of the setup page. Go through the recommended features list and enable those settings. Define user permissions to decide who can use the lightning experience.
How is Salesforce configured?
Salesforce configuration focuses on using built-in tools, features, tools, and components to create the best business strategy to increase your revenue, ROI, and sales productivity. This means enabling custom functions that can be used by certain functions to initiate business operations.
What is difference between classic and lightning in Salesforce?
What is the difference between Salesforce Classic and Lightning? Salesforce Lightning has a new and improved interface whereas Classic sticks to the tried-and-trusted Salesforce formula. Lightning also comes with improved features such as an activity timeline and workplace page layouts.
What is Sfdc lightning?
Lightning (Salesforce Lightning) is a component-based framework for app development from Salesforce.com that is designed to simplify processes for business users, who typically do not have programming experience.
What is configuration and setup in Salesforce?
Salesforce configuration is all you can do inside the CRM system. This means you can add a new field to your Salesforce, that uses a formula or a specific rule to achieve an outcome. In simple words, configuration in Salesforce means that user-defined values will permit a certain module or feature to function.
What is the difference between configuration and customization?
A customization is a feature, extension, or modification that requires custom coding and/or some form of special implementation. A configuration is when you use native tools in the system to change its behavior or features.
How long does it take to configure Salesforce?
Salesforce implementation time can vary based on organizational requirements. On average, it could take 3 to 4 weeks and this time can be much longer in some cases. Understanding common best practices in salesforce implementation can increase speed and minimize costs.
Reduce clicks by increasing the number of visible action buttons in the Highlights Panel
By default, the Highlights Panel will show the Follow / Following button, along with the first 3 action buttons from a user’s assigned page layout. Any additional action buttons will be accessible via a dropdown.
Additional Resources
Check out the other posts in the Lightning Experience Pro Tips blog series for more help with your Lightning Experience rollout.
About the Authors
Emily Witt is a former Not-for-Profit Admin turned User Experience Researcher at Salesforce who is passionate about making the tools that Salesforce provides as easy to use as they are powerful.
What is the new feature in Lightning?
Another new feature in Lightning is the Object Manager. This is where you can find all of your objects – custom and standard – in one place. And once you are in your object, you can even search within the page for those objects with tons of fields and layouts. You can’t do that in Classic! I love this because it makes it so much easier to manage your org data.
Can you search setup tree in Lightning?
If you love searching the setup tree in Classic, you can do it in Lightning too! And what is even cooler is the ability to search ALL setup from the search bar, so you can find specific fields, profiles, templates and more right from search.
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.
What is Lightning App Builder?
Use the Lightning App Builder to configure the default record page to match your users' workflow. Your Lightning page consists ofarticle page layouts and the components you choose for your users.
What is sharing for Lightning Knowledge?
Sharing for Lightning Knowledge lets you take advantage of the features you already know, such as organization-wide defaults,access by owner role hierarchies, and criteria-based rules. When you make the switch to sharing for Lightning Knowledge, you canmanage article access based on fields within the article instead of data categories.
How many versions of Salesforce Knowledge are there?
Every Salesforce Knowledge article can have several versions: one draft, one published, and several archived versions, and each ofthese versions can have multiple translations. Thus, the total number of article versions in an org can be much higher than the numberof articles. When scaling your org, pay attention to both the total number of article versions and edition-specific limits on articles.
What is target in Salesforce?
The target corresponds to the link’s target attribute in the source HTML. This target determineshow links open in Salesforce Classic and outside Salesforce, like in your Salesforce and ExperienceCloud sites.
What is the default FAQ page layout?
A default FAQ page layout and record type is auto-enabled in the setup flow. The page layout determines how the articles aredisplayed. By doing this step, you are associating the page layout and record types. After completing the flow, you can go to theObject Manager to create or modify your page layouts.
Can agents share articles in Salesforce?
Agents can insert links to articles from a Salesforce Site or Experience Cloud sites into the case feed .In Lightning Experience, your agents can share article URLs in email, social posts, and chat andmessaging conversations. In Salesforce Classic, your team can send article URLs in the email, social,and Experience Cloud publishers.
Is there a knowledge footer in Lightning?
The Knowledge footer is not in the Lightning Service Console. Instead, add the Knowledge component to any object's record homepage. You can also create a global action or an object-specific quick action to create a knowledge article from any object. However,suggested articles and related actions are available only with cases.
