To create a Contact click inside the “Search Contacts…” box and select “+ New Contact” Here you can enter basic Claimant information, remember this is for your use only, you do not need to be detailed, simply enter the Claimants first and last name. When you have finished, click inside the box with the red asterisk that says “Account Name”.
How do I customize the page layout in Salesforce Lightning?
Customizing the Page Layout; is similar to updating Page Layouts in Salesforce Classic. To begin to customize your Contact Page, you'll first need to be using the 'Lightning Experience'. You can switch by selecting the 'Switch to Lightning Experience' link.
How to create a lightning web component using Salesforce CLI?
The target directory must be named lwc --type — This specifies that you want to create a Lightning Web Component. As you experienced, it’s easy to use Salesforce CLI in your development process. If you want to use Visual Studio Code for this instead, right-click the lwc folder or open the Command Palette in Visual Studio Code.
What is form styling in Salesforce Lightning design system?
For form styling, you get the Salesforce Lightning Design System (SLDS) styling. You can also use SLDS utility classes to customize the layout of your form. Let’s say we want a form that collects a contact’s name, email address, and comments.
How do I customize my Contact Page?
To begin to customize your Contact Page, you'll first need to be using the 'Lightning Experience'. You can switch by selecting the 'Switch to Lightning Experience' link. Navigate to the Contact tab in your Org. Navigate to the Setup menu and select Edit Page; this opens the Lightning App Builder :
How do I create a contact in Salesforce lightning?
Create a ContactIn the Related Contact tile of the Household tab, click + Add Contact.In Lightning Experience, click + New Contact in the Related Contact picklist. ... Select the Person Account record type. ... Click Next.Enter the contact's last name.Enter the contact information that your company uses to manage contacts.More items...
How do I create a custom contact page in Salesforce?
In Salesforce Classic, perform the following tasks:In the upper-right corner of the page, select your name, and click. Setup. .Under. App Setup. , select. Customize. Contacts. Page Layouts. . Contact Page Layout. page appears.For. Contact Layout. , click. Edit. . The Contact page layout editor appears.
How do I create a page in Salesforce lightning?
From Setup, Go to Quick Find / Search and enter App Builder then click Lightning App Builder.Click on New, will be redirected to 'Create a new Lightning Page' popup.Select 'Home page' and click on next.Enter the label name.Choose the page template or clone salesforce default page. ... Click on Finish.More items...•
How do I edit Contact page in Salesforce lightning?
Edit Your Lightning PageIn Setup, make the global party ID field visible and read-only before creating the Lightning page.In Setup, navigate to User Interface | Lightning App Builder.Create a record page for the object, or modify an existing one.Drop each component where you want on the Lightning record page.More items...
How do I create a page layout in Salesforce?
Create Page LayoutsFrom the management settings for the object that you want to edit, go to Page Layouts.Click New.Optionally, choose an existing page layout to clone.Type a name for the new layout.More items...
How do I add a custom button to page layout in Salesforce lightning?
Add the custom action to page layout Go to Page Layout related list. Select the edit option. Select Salesforce1 and Lightning Experience Actions from the panel. Drag and drop your custom button to the Salesforce1 and Lightning Experience Actions section. Click Save.
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 many types of lightning pages are there?
Lightning Page Type The four options are App Page, Home Page, Record Page, and Embedded Service Page.
What is a lightning page?
A Lightning page is a custom layout that lets you design pages for use in the Salesforce mobile app or Lightning Experience. Lightning pages occupy a middle ground between page layouts and Visualforce pages.
How do you create a page layout?
To create a page layoutIn Design Manager, in the left navigation pane, choose Edit Page Layouts.Choose Create a page layout.In the Create a Page Layout dialog box, enter a name for your page layout.Select a master page. ... Select a content type. ... Choose OK.
How do I change a contact layout in Salesforce?
1 AnswerGo to Setup.Search "Contact" . Under contact you will see page Layout. Click on page Layout.You will see a button on top("Page layout assignment"). Click Edit on "Contact layout".Drag the fields which you want to keep in page layout from fields panel and save.
How do I change the layout of my lightning page?
The ability to open in Page Layout is still there, but it is now located in the Setup (Gear icon) drop down and called Edit Page. The Edit Page link will open any screen, including quick action layouts making them easier to find and maintain.
Example
The Aura Components Basics Trailhead module walks you through building a form for creating an expense record.
Implement a Basic Form
Before proceeding, we recommend that you have working knowledge of web forms, as the rest of the topic builds on that concept.
Create a Salesforce DX Project
The basic foundation for interacting with an org using Salesforce CLI is a Salesforce DX project. A project consists of several local configuration files, as well as the code you want to deploy. In Salesforce terms we call this code metadata, which is the foundation of the Salesforce Platform.
Authorize Your Dev Hub
The next step is to authenticate Dev Hub. If you're using a Trailhead Playground you can learn in Get Your Trailhead Playground Username and Password how to get the credentials for the next step.
Create a Scratch Org
In Visual Studio Code, press Command + Shift + P on macOS or Ctrl + Shift + P on Windows or Linux.
Create a Lightning Web Component
Creating a Lightning web component is a straightforward process. And Salesforce CLI already created a project structure that helps make getting started even easier.
Adding Code and Metadata to Your First Lightning Web Component
Let’s take a look now at the files that make up a Lightning web component. For that we’re going to copy and paste some HTML, JavaScript, and XML that we’ve already prepared for you. We start with the myFirstWebComponent.js-meta.xml file.
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.
