- In Salesforce, click the Setup icon and click Setup
- While in Setup, navigate to the Object Manager tab then Click into the Quote object.
- In the left panel, click Lightning Record Pages.
- Click New to create a new page.
- The Lightning App Builder opens with a Create new page wizard. Click to create a Record Page, and then click Next.
- On the next screen, give the page a name, and select Quote as the object, and then click Next.
- Now it is time to select a page template to use. There are many to choose from, but for this example, select Header and Right Sidebar, and then click Finish.
- 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.
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. ...
What are the lightning events in Salesforce?
- Salesforce Lightning Events Part 1 - Component Events Introduction
- Salesforce Lightning Events Part 2 - Building Component Events
- Salesforce Lightning Events Part 3 - Bubble and Capture Phase
- Salesforce Lightning Events Part 4 - Understanding Container Components
- Salesforce Lightning Events Part 5 - Application Events Introduction
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.
What is a lightning page in Salesforce?
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 I create a lightning application in Salesforce?
Create a Lightning AppFrom the Home tab in Setup, enter App in the Quick Find box, then select App Manager.Click New Lightning App.Walk through the Lightning App Wizard, creating an app with these parameters. App Name. ... Click Save and Finish to exit the wizard.From the App Launcher ( ... Check out the new app!
How do I create a custom page in Salesforce?
Create Custom Pages with Experience BuilderIn Experience Builder, open the Pages menu on the top toolbar.Click New Page at the bottom of the Pages menu.Select the page type: Standard Page. ... Select a standard page to open it. ... Add and configure page components.Preview and publish your site.
How do I create a custom lightning page template?
Custom Lightning page template components are supported for record pages, app pages, and Home pages....It's either a template, or it's not.Build the Template Component Structure. ... Configure Template Regions and Components in the Design Resource. ... (Optional) Add a Template Image.
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 set up a lightning page on the app?
Assigning custom Lightning Record Pages to standard Lightning console applicationsIn Lightning Experience click Setup | Object Manager.Click an Object from the list.Click on Lightning Record Pages from the left hand panel.Click on the View Page Assignments button in the top right corner.More items...
How do I create a new Lightning record page?
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 lightning page 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 are the different types of lightning pages available and can be created in lightning experience only?
We have mainly three kind of pages in Lightning leaving community pages for now in Lightning App Experience.Home Page.Record Page.App Page.
How do I create a lightning page from a template in Salesforce?
0:478:38Build a Custom Lightning Homepage Layout - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd let's take a look at the home page templates. Again I'll put in just whatever label and as youMoreAnd let's take a look at the home page templates. Again I'll put in just whatever label and as you can see there's only one standard home page template that Salesforce provides.
How do I create a Flexipage in Salesforce?
Navigate to create new Tab and at bottom of page you will see option to select new tab for flexipage as shown in below image. Now, go ahead and create a new tab by providing all necessary information. You should be able to see your flexipage in next screen which you just deployed in step 3.
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 a Lightning page template?
Every standard Lightning page is associated with a default template component , which defines the page’s regions and what components the page includes. Custom Lightning page template components let you create page templates to fit your business needs with the structure and components that you define. Once implemented, your custom template is available in the Lightning App Builder’s new page wizard for your page creators to use.
What is the description attribute in Lightning App Builder?
The description attribute on the aura:component tag is optional, but recommended. If you define a description, it displays as the template description beneath the template image in the Lightning App Builder new page wizard.
What is a custom template?
A custom template is an Aura component bundle that should include at least a .cmp resource and a design resource. The .cmp resource must implement a template interface, and declare an attribute of type Aura.Component [] for each template region. The Aura.Component [] type defines the attribute as a collection of components.
How big is a SVG file?
We recommend that your SVG resource is no larger than 150 KB, and no more than 160 px high and 560 px wide.
What is lightning:flexipageRegionInfo?
You can use the lightning:flexipageRegionInfo subcomponent to pass region width information to a component. Doing so lets you configure your page components to render differently based on what size region they display in.
Can a template component multitask?
Template components shouldn’t implement any other type of interface, such as flexipage:availableForAllPageTypes or force:hasRecordId. A template component can’t multi-task as a regular component. It’s either a template, or it’s not.
How to add a landing page to Lightning app?
Select the Sales app, and click Add page to app . The page you’re adding to the menu appears in the second position by default. Let’s leave it there. If you put it into the top position, it becomes the landing page for all your Lightning Experience users.
How to add global actions to Lightning app?
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. You can add only global actions to a Lightning app page. From the toolbar, change the view to Tablet-Landscape.
How to restrict a page to administrators?
Restricting your page to administrators only means that you can see and test the page, but your users can’t see it until you’re ready to expose it to them. Click the Lightning Experience tab. Select the Sales app, and click Add page to app. The page you’re adding to the menu appears in the second position by default.
Can you change the name of an app in Lightning?
Don’t change the app name. By default, the label that you give the Lightning page is used as the label for its custom tab.
Can you access Salesforce app pages?
Just like the other pages, your users can’t access your app page until you activate it. During activation, you can customize the page’s custom tab label, adjust its visibility, and set its position in the Salesforce mobile app and Lightning Experience app navigation bars, all in one place.
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.
How many points is the font in a component?
In the component properties, make the text bold and centered, 18-point size, and change the font to something that appeals to you.
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, ...
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 create a customized record page?
Note the last bullet in the list. Not only can you create a page that is customized for the needs of your users, but you can go a step further and customize a page based on how your users access it. You can create uniquely customized record pages that only your mobile users see, containing only what they need while on the road or in the field. At the same time, desktop-only record pages can serve the needs of your users while they’re working on their PCs or laptops.
What files are needed for 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 .
What is Salesforce CLI?
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. If you’re new to Salesforce, check out Platform Development Basics to learn more about our metadata-driven approach.
How to create a project in SFDX?
Press Command + Shift + P on macOS or Ctrl + Shift + P on Windows or Linux, then type create project. Select SFDX: Create Project, and press Enter.
Can I use Visual Studio code for Salesforce?
We can use Visual Studio Code for creating a Lightning web component , just as we did to create the Salesforce DX project. Or we can use Salesforce CLI directly.
What does it mean when you edit a page in Salesforce?
Pages created like this—as copies—retain a reference to the standard page, which means that Salesforce can upgrade the page copies for you with new capabilities in the future. If you create a page from scratch, then you own it completely and new page capabilities Salesforce rolls out don’t appear automatically.
How to make a custom home page?
You can create a custom Home page in a few different ways: Create it from scratch using a template, clone it from another custom Home page, or edit a page from the Home tab in a Lightning app. To edit an existing page, you can click from the Home page, and then select Edit Page to create a copy of the current page to edit.
How to assign a profile to a sales app?
Click App and Profile, then click Assign to Apps and Profiles. Select the Sales app, then click Next. Scroll down the list of profiles and select System Administrator, then click Next . Review the assignment, and then click Save. That’s it. Now all users with the System Administrator profile see your New Home Page while working in the Sales app. ...
Can you save a Lightning page?
Yes, there is. Saving the page isn’t enough to get it out to your users. Lightning pages must be activated before your users can see them. Normally, if you aren’t done with your page, or aren’t ready to make it public, you can click Not Yet here to save the page and return to the App Builder. But that’s not us.
Can you customize your Lightning Experience?
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. You can also customize the page for different types ...
Can you make a home page the default?
When activating a Home page, you have three different options: You can make your page the default for everyone in the org, the default for an app, or assign it to one or more app and profile combinations , giving your users access to a page designed just for their role.
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.
