You can customize the content of your record pages in Lightning Experience using tools you’re already familiar with: page layouts and compact layouts. Page Layouts in Lightning Experience When you customize your page layouts in Salesforce Classic, those changes can affect the content of object record pages in Lightning Experience.
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.
How to enable Salesforce Lightning knowledge?
How do I enable lightning knowledge in Salesforce?
- From Setup, enter Knowledge in the Quick Find box and click Knowledge Settings.
- If you're new to Knowledge, enable Knowledge by selecting Yes and clicking Enable Salesforce Knowledge.
- Click OK to continue.
- On the Knowledge Settings page, click Edit.
- Select Enable Lightning Knowledge.
- Click Save.
What is lightning experience in Salesforce?
Salesforce Lightning experience is a modern, fast, and intelligent user interface built with proven Salesforce1 Mobile App technology. It combines Lightning Designing System (LDS), Lightning app builder and Lightning Components to create modern enterprise applications. Salesforce Lightning experience is a new generation productive user interface designed for Sales team and Support teams in ...
How do I switch from Salesforce classic to lightning?
Supported Browsers and Devices for Lightning Experience
- Salesforce doesn’t support nonbrowser applications that embed WebView or similar controls to render content for Salesforce Classic or Lightning Experience. ...
- You can’t access Lightning Experience in a mobile browser. ...
- You can access Lightning Experience on iPad Safari. ...
- Lightning Experience doesn’t support incognito or other private browsing modes.
How do you customize Lightning?
How to Customize A Salesforce Homepage in Lightning App BuilderIn Setup, navigate to Platform Tools > User Interface > Lightning App Builder.You can either select a page to edit or create a new one. ... Different types of pages are available, but we want a homepage, so let's select that.Now let's give it a name.More items...•
How do I change the UI in Salesforce?
Change the UI from Lightning Experience to Salesforce ClassicClick your Avatar in the top right-hand side of the screen.Click Switch to Salesforce Classic.
How do I customize my Salesforce home screen?
Go to Setup | Customize | Home | Home Page Layouts Click the New button and select a layout you'd like to model the new one from. Give the new layout a name. Select the components you'd like to include. Click Next to select the order you would like the components to appear on the page.
Can users customize their home page in Salesforce lightning?
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.
How do I change the view in Salesforce lightning?
If you want to change any of the view settings, simply go to the gear icon. Here you can create a new view, rename an existing view, make a view private or public. You can also edit list filters which determines what data shows. You can select which fields to display as well as delete views.
How do I change the homepage in Salesforce lightning?
While editing a Lightning app, select the Pages tab, click Open Page, then click Activation and select Set this page as the default Home page. In Setup—Enter Home in the Quick Find box, then select Home. Click Set Default Page and select a page.
How do I customize my dashboard in Salesforce?
Required Editions Click Customize Page in the Dashboard section of the Home tab. Search for a dashboard and select a different dashboard from the drop-down list. Click Refresh to refresh the data in your dashboard.
How do I create a custom homepage template in Salesforce lightning?
0:478:38Build a Custom Lightning Homepage Layout - YouTubeYouTubeStart of suggested clipEnd of suggested clipWhat I really want to do is I'm going to come up to my setup I want to search for lightning. And I'mMoreWhat I really want to do is I'm going to come up to my setup I want to search for lightning. And I'm gonna click on lightning app builder. Now from here I'm going to click new under lightning pages.
How do I edit standard lightning components in Salesforce?
Edit Standard Home Page ComponentsFrom Setup, click Customize -> Home -> Home Page Components.To edit a standard component click 'Edit' next to it.Make the desired changes.Click Save.
How many types of lightning pages are there?
Lightning Page Type The four options are App Page, Home Page, Record Page, and Embedded Service Page.
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.
Where is customize in Salesforce setup?
You can create a custom setting in the Salesforce user interface: from Setup, enter Custom Settings in the Quick Find box, then select Custom Settings. After creating a custom setting and you've added fields, provide data to your custom setting by clicking Manage from the detail page.
Where do report charts appear in Lightning?
Report charts that you add to a page layout appear under the Details tab in Lightning Experience. When you add a report chart to a page layout, it can take a few moments before the chart appears on Lightning record pages.
Can you remove fields in Lightning Experience?
The top-down tab-key order, which allows users viewing a record detail page to move through a column of fields from top to bottom before moving focus to the top of the next column of fields, isn’t supported in Lightning Experience.
What is an app in Lightning?
An app is a collection of items that work together to serve a particular function. In Lightning Experience, Lightning apps give your users access to sets of objects, tabs, and other items all in one convenient bundle in the navigation bar. Lightning apps let you brand your apps with a custom color and logo. You can even include a utility bar and ...
What is a checkmark in Lightning Experience?
A checkmark in the Visible in Lightning Experience column means that the app is accessible in Lightning Experience via the App Launcher and is fully functional . Classic apps that don’t have a check mark in the Visible in Lightning column are enabled only ...
Can you find Classic apps in Lightning Experience?
Because you’re working in Lightning Experience, you won’t find those Classic-only apps in the App Launcher. Classic apps marked as visible in Lightning Experience are fully usable in Lightning Experience, but they don’t take advantage of the app enhancements that Lightning Experience offers.
Can you use Lightning Voice in an app?
You can even include Lightning page tabs and utilities like Lightning Voice. If your org uses utility features, you can enable a utility bar in your app that allows instant access to productivity tools, like integrated voice, in the Lightning Experience footer. You can also build your own on-demand apps by grouping items into new custom apps.
1. Add an Interface to Your Theme Layout Component
A theme layout component must implement the forceCommunity:themeLayout interface to appear in Experience Builder in the Settings | Theme area.
2. Add a Design Resource to Include Theme Properties
You can expose theme layout properties in Experience Builder by adding a design resource to your bundle.
3. Add a CSS Resource to Avoid Overlapping Issues
Add a CSS resource to your bundle to style the theme layout as needed.
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.
