To Start:
- 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 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 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.
What are the different types for creating lightning record pages in Salesforce?
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 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.
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.
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...
What is the difference between app page and home page?
App Page - you can create a page that appears when you select an App, e.g. Sales App or any custom app you have created. Think of it as a Home Page for each App. 2. Home Page - when a user first logs in, they land on their Home Page.
How many types of pages are there in Salesforce?
There are four different types of page layouts in Salesforce: 1) Page Layout: It monitors the layout of an object. 2) Mini Page Layout: It is the subset of the units which are already present in page layouts. 3) Search Layout: It is used to display the fields of an object in various result lists.
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.
How do I add a lightning component to page layout?
Edit a Page to Add a Lightning ComponentDisplay a desired record page for editing.Click the Gear icon and select Edit Page. ... From the left navigation pane, scroll down the Lightning Components to select a component.Click and drag the component into the right pane.More items...•
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.
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, ...
