Create Activation for a Segment
- In Salesforce CDP, click Segments.
- Select a segment.
- In Activations, click New.
- Select an Activation Target.
- Select an entity from Activation Membership. Tip Use Activation Membership to add fields from different DMOs than your...
- Click Next.
- Select your contact points. Note Selecting contact points is optional for S3 activations. When contact...
- Click Next.
- Click Save .
- Click Activation Targets.
- Click New Activation Target.
- Select Salesforce CDP.
- Click Next.
- Enter an easy to recognize and unique name.
- Click Next.
- Click Save.
How do I create a Salesforce CDP activation target?
You can create one Salesforce CDP activation target for your org. Click Activation Targets. Click New Activation Target. Select Salesforce CDP. Click Next. Enter an easy to recognize and unique name. Click Next. Click Save. Your Salesforce CDP activation target is created.
What is Salesforce mobile app development?
Salesforce Platform Mobile from Salesforce enables you to easily build all kinds of apps for employees or customers. If you sell cars, for instance, you can quickly build a mobile app that enables sales reps to take pre-orders on a new car.
How to create tabs in the Salesforce mobile app?
Activate the app, which automatically creates tabs and adds them to the Salesforce mobile app navigation. Click Activation.... On the Page Settings tab, type Field Sales App for the App Name. It should already be defaulted in for you.
How do I add Actions to a Salesforce Lightning page?
Click OK to add the actions to your Lightning Page, and then click Save. The Actions property at the bottom of the inspector now shows the actions that you added. Activate the app, which automatically creates tabs and adds them to the Salesforce mobile app navigation.
How do I enable an app in Salesforce?
To assign apps:From Setup, in the Quick Find box, enter Permission Sets , and then select Permission Sets.Select a permission set, or create one.On the permission set overview page, click Assigned Apps.Click Edit.To assign apps, select them from the Available Apps list and click Add. ... Click Save.
How do I activate lightning page in Salesforce?
To open your app page, from Setup, enter Lightning App Builder in the Quick Find box, select Lightning App Builder, and then click Edit next to the page.In the Lightning App Builder, click Activation.Update the activation properties, if desired. ... Add the page to one or more Lightning apps.More items...
How do I create a Salesforce app launcher?
Follow these steps to provide access to AppLauncher for users with this profile:Go to Setup | Create | Apps, and create an App selecting 'App Launcher' tab.Assign it to the Force.com - App Subscription cloned profile where 'Use Identity Feature' permission is enabled per step 2.
How do I activate the page as a new tab in lightning experience and Salesforce app?
Required Editions and User PermissionsFrom Setup, enter Tabs in the Quick Find box, then select Tabs.Click New in the Lightning Page Tabs related list.Choose a Lightning page for the tab.Enter a label. ... Select a tab style to set a color scheme and icon for the Lightning page tab.More items...
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 enable the Lightning app on my phone?
Or you can enable Lightning apps one at a time in App Manager. From Setup, in the Quick Find box, enter App Manager , and then select App Manager. Click the arrow next to the Lightning app that you want to enable for your phone, and then select Edit.
What is Salesforce app launcher?
The App Launcher is how users switch between apps. It displays tiles that link to a user's available Salesforce, connected (third-party), and on-premises apps. Admin can determine which apps are available to which users and the order in which the apps appear. Use the App Launcher to navigate between your apps.
How do I create a lightning app builder in Salesforce?
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 build a Salesforce AppExchange app?
How to build your apps using Salesforce AppExchange?Step1: Join the Salesforce Partner Community. ... Step 2: Strategize your AppExchange App. ... Step 3: Develop, package and test your AppExchange App. ... Step 4: Prepare your App for AppExchange Security Review. ... Step 5: Offer Free App Trials to your Prospects.More items...
What is 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 the 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.
How do I open a new tab with lightning?
In aura you should implement interface "force:appHostable" In LWC you should include lightning__Tab into targets. Then create a Lightning Tab for that Component and open url for it in a new browser tab by adding attribute target="_blank" to the url.
How to activate field sales app?
Click Activation.... On the Page Settings tab, type Field Sales App for the App Name. It should already be defaulted in for you. Leave all other defaults as is. On the Mobile Navigation tab, click the Add page to app button and then drag the Field Sales App icon and place it below the Today icon. Click Save to activate.
What is a quick action?
Quick actions allow users to quickly create and modify records. After you add the actions, you activate the Lightning Page as an app, which makes it available to mobile users.
How to build an app?
Build the app. Once you’ve found the right solution to build your app, start building it. Take your wireframes, ideation, and research, and get to work . With the right solution, you can easily drag and drop elements and build your app with very little or no code.
Why is it important to know how to build an app?
Knowing how to build an app can also transform your business processes. Apps can be built to manage anything that you’d normally put into a spreadsheet. The good news is, there are low-code solutions that make it much easier for everyone to build the apps they need. Low-code app-building solutions aren’t just available;
Is there a skill gap in app development?
There’s a scarcity of talent. While apps are a necessity, unfortunately, there aren’t enough people out there who are skilled at building them. The skill gap is significant, and many believe it’s growing. In fact, 54% of IT organizations project a mobile app development skill gap in 2019, compared to 48% in 2017.
Can you build a mobile app for selling cars?
If you sell cars, for instance, you can quickly build a mobile app that enables sales reps to take pre-orders on a new car. With a low-code mobile builder and a rich set of mobile services, you can easily drag and drop features into the app.
