Slaesforce FAQ

how to create lightning page salesforce

by Dr. Abbigail O'Hara Published 2 years ago Updated 2 years ago
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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, select Account for the object, select the Platinum and Gold SLA Customers filter, and set the number of records to display to ...

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

Full Answer

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.

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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

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How to create new user in Salesforce Lightning?

Salesforce Lightning: Create a New User

  1. Click on the Setup menu and select Users within the Administration category.
  2. Click on the New User button.
  3. Enter the first name, last name, alias, email address, username and nickname. ...
  4. Choose a role. ...
  5. Choose a User License. ...
  6. Choose a Profile. ...
  7. Set your email encoding language.
  8. Set your locale settings.

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How do I create a new lightning page 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 create a Salesforce lightning app?

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!

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 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...

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 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 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.

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.

How do I set Lightning record pages?

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 start a lightning page?

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...

Where is lightning page in Salesforce?

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.

How do I view my lightning page?

From Setup, enter Tabs in the Quick Find box, then select Tabs. Click New in the Lightning Component Tabs related list. Select the Lightning component that you want to make available to users. Enter a label to display on the tab.

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 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, ...

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.

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.

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