Slaesforce FAQ

how to create a lighning app page template salesforce

by Skye Bernhard IV Published 2 years ago Updated 2 years ago

Create an App Page

  • From Setup, enter App Builder in the Quick Find box, then select Lightning App Builder.
  • Click New.
  • Select App Page, and then click Next.
  • Name your Lightning page Top Accounts and Opportunities.
  • Select the Two Regions template, and click Finish. If the Lightning App Builder walkthrough pops up, dismiss it.
  • Drag the List View component into the first region.
  • In the properties pane, under Filter, select Account for the object, select the Platinum and Gold SLA Customers filter, and set the number of records to display to 5.
  • Add a Recent Items component into the second region.
  • In the properties pane for the Recent Items component, click Select and add the Opportunity object to it.
  • In the properties pane, click Page, click Select, and then add these actions to the page. ...
  • From the toolbar, change the view to Tablet-Landscape.
  • Click Save, and then Not Yet.

How to build a one-page app in Salesforce Lightning?

Building a one-page app for the lightning and Salesforce1 app. #1. Navigate to Setup Home->User Interface->Lightning App Builder. #2. Then Click on New Button to create New Lightning App Builder. #3. Click New and then choose App Page to create one-page app, then click next.

How do I use a custom template in the Lightning app builder?

Once implemented, your custom template is available in the Lightning App Builder’s new page wizard for your page creators to use. My Domain must be enabled in your org before you can use custom template components in the Lightning App Builder. Custom Lightning page template components are supported for record pages, app pages, and Home pages.

How to add a new app to the Salesforce Lightning menu?

To add the new app to the lightning menu, click Lightning experience tab and then click add page to menu. Switch the location of the app if necessary. #8. To add the created app in the Salesforce1 app menu, click salesforce1 tab and then click Add page to menu.

How many types of pages can be created using lightning app builder?

We can create a layout which four choices of sections for an app page. Here is an example of three sections layout. Section 1 is the Main Column and the other sections are sidebars. There are 3 types of pages can be created using Lightning App Builder. They are, Building a one-page app for the lightning and Salesforce1 app. #1.

How do I create a custom page template in Salesforce lightning?

Custom Lightning page template components are supported for record pages, app pages, and Home pages. Each page type has a different interface that the template component must implement....Build the Template Component Structure. ... Configure Template Regions and Components in the Design Resource. ... (Optional) Add a Template Image.

How do I make my own lightning homepage?

Create a New Home Page Using Lightning App BuilderFrom 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.

How do I create a template in Salesforce?

Create TemplatesClick Create.Hover over Template.Select a template type. When creating from an existing template, select the template to start creating from and click Select.Save the template.Complete required fields.Add content to the email.Save the email.

What is app page in Salesforce lightning?

An app page gives your users quick access to the objects and items that are most important in that app. You can also use a Lightning page to create a customized Home page for Lightning Experience, or a custom record page for Lightning Experience and the Salesforce mobile app.

What is difference between app page and Home page in Salesforce?

The Home Page is kind of like the standard Salesforce Home page for all Apps, except it doesn't actually have to be included in all Apps, (so the definition is blurry). An App Page is just a single, static page, (lacking a record detail) that you can customize and put anywhere.

What is the difference between Home page and app page?

Basically, the difference is: Home page is the 'Home' tab in Lightning, which you can customize in app builder. App (Home) Page are standalone pages that can be exposed as a independent tabs in the menu.

How do I create a lightning email template folder in Salesforce?

Steps to create an email template folder:Click the App Launcher.Search for Email Template.Click Email Templates.In the upper right corner, click New Folder.Enter value for Folder Label.Click Save.

What is a Salesforce template?

An email template is a pre-formatted email that you can use to create and send emails quickly. Use email templates in Salesforce to increase productivity and ensure consistent messaging.

What are lightning email templates?

Use email templates to increase productivity and ensure consistent messaging. Email templates with merge fields let you quickly send emails that include field data from Salesforce records.

How do I create a new app page in Salesforce?

Create an App PageFrom Setup, enter App Builder in the Quick Find box, then select Lightning App Builder.Click New.Select App Page, and then click Next.Name your Lightning page Top Accounts and Opportunities .Select the Two Regions template, and click Finish. ... Drag the List View component into the first region.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.

What is the difference between lightning page and lightning tab?

Lightning page tabs only facilitate inclusion of the Lightning page in the Salesforce app and Lightning Experience. You can create a custom tab only for an App Page type of Lightning page. What Is a Lightning Page Tab? Lightning Page Tabs let you add Lightning Pages to the mobile app navigation menu.

What is page activation option?

Page activation option is to change the app visibility to either for all users or administrators only.

What is section 1 in Lightning?

Section 1 is the Main Column and the other sections are sidebars. There are 3 types of pages can be created using Lightning App Builder. They are, App Page. Home Page. Record Page.

How to assign a page to a sales app?

Click the App, Record Type, and Profile tab. Click Assign to Apps, Record Types, and Profiles. Assign the page to the Sales app, the Desktop and phone form factor, the Master record type, and the System Administrator profile. Review the page assignments.

Can you create a custom record page in Salesforce?

However, unlike the Home page, custom record pages are not only supported in Lightning Experience on desktop but also in the Salesforce mobile app.

Can you customize a Lightning record page?

Even cooler, you can customize a record page and assign it to specific Lightning apps to give your users access to a record page customized especially for the context of the app they’re working in. Just like the Home page, you can create a custom record page in different ways: Create it from scratch using a template, ...

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