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.
- 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.
How do I add a lightning page?
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...
How do I create a new page in Salesforce?
Required Editions and User PermissionsIn 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 create a lightning community page in Salesforce?
You can customize lightning communities in Community Builder in the following ways:Styling and branding communities.Find and Create Asset files.Customize the design and content by adding lightning pages and components.Drag and drop components.Configurable Navigation Menu.Google Analytics.Preview the community.More items...•
What is Salesforce 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. Like a page layout, Lightning pages allow you to add custom items to a page.
How do I create a custom 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 lightning component to page layout?
Navigate to Setup > Platform Tools > User Interface > Lightning App Builder. On the Lightning Pages section, click New. Select App Page, Home page, or Record page, where you want to add the component. In the Label field, enter the name of the lightning page and click Next.
How do I create an aura component in Salesforce?
Create Aura Components in the Developer ConsoleOpen the Developer Console. ... Open the New Lightning Bundle panel for an Aura component. ... Name the component. ... Describe the component. ... Add component configurations to the new component. ... Click Submit to create the component.
How many types of lightning pages are there in Salesforce?
Lightning Page Type The four options are App Page, Home Page, Record Page, and Embedded Service Page.
How do I edit a lightning page in Salesforce?
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 deploy lightning page in Salesforce?
Deploying this page is the same as any other metadata deployment with Gearset. Simply select the checkbox next to its name, click NEXT , and then DEPLOY NOW . Once the deployment completes, the Lightning page will be available in my target org.
1. Build the Template Component Structure
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.
2. Configure Template Regions and Components in the Design Resource
The design resource controls what kind of page can be built on the template. The design resource specifies:
3. (Optional) Add a Template Image
If you added a description to your .cmp resource, both it and the template image display when a user selects your template in the Lightning App Builder new page wizard.
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.
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 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.
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.
How to create a Lightning app?
Step 1: From the Setup, enter App Builder in the quick find box and select Lightning App Builder. Click New to create a new lightning page. Step 2: Select the Record page to create a custom record page for the account. Click on Next.
What is a Lightning page?
A Lightning page is a custom layout that lets you to design pages in Lightning Experience and Salesforce mobile app. A Lightning page is composed of various regions that contain components. Following are the lightning pages that can be built with the Lightning App Builder:
What is the header in Lightning?
1. Header. It shows the label of the page, pages list which contains the top 10 modified pages and a back button to return to setup without saving the changes. 2. Toolbar: It contains the buttons to cut, copy, paste, undo, redo, save, and activate the lightning page.
Can lightning pages be assigned to apps?
Lightning pages can also be assigned to apps, record types and profiles. In this article we are going to explain about types of lightning pages that can be created with app builder, types of lightning components used in the lightning pages, lightning app builder user interface, and an example of creating a record page and assign it to sales app ...
