- Display a desired record page for editing.
- Click the Gear icon and select Edit Page. The Lightning Components display on the left navigation pane.
- From the left navigation pane, scroll down the Lightning Components to select a component.
- Click and drag the component into the right pane. The selected component turns light green as in the sample screen below.
- Drag and drop the component up or down based upon the location where you want it to display. ...
- Click Save.
- Click Activate.
- Click Assign as Org Default.
- Click Next.
- Click Save.
How to get ready for Salesforce Lightning?
Get Ready to Troubleshoot
- Learning Objectives. Explain the benefits of working with unminified code. ...
- Lightning Web Components Have Unique JavaScript Challenges. ...
- Before You Begin. ...
- Follow Along with Trail Together. ...
- Set Up Your Troubleshooting Environment. ...
- Open DevTools. ...
- DevTools Menu. ...
- Change the Location of DevTools. ...
- Enable Custom Formatters. ...
- Use Ignore List. ...
How to delete Lightning component in Salesforce?
To delete a component from a managed package:
- From Setup, enter Lightning Components in the Quick Find box.
- Select Lightning Components.
- Click Del for the component that you want to delete.
How to create a custom tab in Salesforce Lightning?
Create a custom tab for the component. 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.
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 edit a page in Salesforce?
Log into Salesforce and click Setup in the top right-hand corner of the page.In the left menu, under App Setup, click Customize.Under Account, Opportunity, Product, Work Order or Asset, select Page Layouts. ... Click Edit beside a page layout.More items...•
How do you change a lightning page?
When you view a Lightning page's properties in the Lightning App Builder, click “Change” next to the Template field to start the template switching process. There will be follow-up steps that walk you through mapping your previous layout to the new layout.
How do I customize my Salesforce lightning Home page?
Customize the Home PageFrom Setup, enter Lightning App in the Quick Find box and select Lightning App Builder.Click New.Select Home Page, then Next.Assign the label Support Home Page , then click Next.Click the Standard Home Page template.Click Finish.
Where is edit page Salesforce lightning?
The ability to open in Page Layout is still there, but it is now located in the Setup (Gear icon) drop down and called Edit Page. The Edit Page link will open any screen, including quick action layouts making them easier to find and maintain.
How do I edit fields in Lightning record page?
From the object management settings for Test Score, go to Record Types. Click on a Record Type, and then edit the Subject Area field. Choose the Subject Area values that you want available with the record type. Save your changes.
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 customize my Salesforce Home page?
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.
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.
Create Case Record Page
In order for Ada and her team to be as productive as possible, Ada would like a custom layout for viewing case information. She wants the case record page to be simple and to include all the information she and her team need to access when working on a case, all available in one screen.
Create a Custom Compact Layout
Ada requests specific information be shown in the highlights panel of the service console app. She’d like you to add Account Name, Case Owner, and Date/Time Opened fields related to the case so she and her team can access this information quickly when viewing and managing a case. Do this by creating a custom compact layout for the highlights panel.
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.