Change the Lightning Record Page Template The Lightning Record page of an object page can be changed for the Salesforce Lightning UI by accessing the Template menu and selecting the desired template. You can make this change directly from a record within an object with Edit Page.
- From the App Launcher, select Email Templates.
- Click New Email Template and enter a name.
- Click Select Folder, select a folder, and click Select Folder.
- Compose the email to use as your template.
- Click Save.
How do I edit a form in Salesforce Lightning?
Use the lightning-record-edit-form component to create a form that's used to add a Salesforce record or update fields in an existing record on an object. The component displays fields with their labels and the current values, and enables you to edit their values.
What is Salesforce Lightning email templates?
Salesforce comes to the rescue with Lightning Email Templates. Using the Lightning email builder, built on the Salesforce platform, you are able to insert fields into email templates (mail merge) from a record in Salesforce to use across a range of use cases (e.g. for sales emails, renewals, case updates).
How do I use a custom template in the Lightning app builder?
Once implemented, your custom template is available in the Lightning App Builder’s new page wizard for your page creators to use. My Domain must be enabled in your org before you can use custom template components in the Lightning App Builder. Custom Lightning page template components are supported for record pages, app pages, and Home pages.
How do I change the default background color in Salesforce Lightning?
If grey is your thing, then leave it alone, but for everything else, go to Style (on the right), click the color selection box and change it to #FFFFFF or 255, 255, 255 to reset the background to white. Add images to email templates in Salesforce Lightning easily by dragging an image component from the left-hand sidebar on to the email canvas.
How do I edit a template in Salesforce?
View or Modify a TemplateFrom the content library, select the template you want to modify.To edit the template, click Edit and drag blocks.To change existing content areas, hover over the content area, click down arrow, and select Edit.When finished editing the template, click Save.
How do I edit an existing email template in Salesforce?
From Setup, in the Quick Find box, enter Email Templates , and then select Classic Email Templates. Click an email template name. Click Edit HTML Version.
How do I open lightning email templates in Salesforce?
Click New Email Template.Enter the template's name.Add a subject. ... If you want, select an item from the Related Entity Type dropdown list. ... If you want, select a letterhead from the Enhanced Letterhead dropdown list.Click Save.Click Edit.In the HTML Value field, compose the email to use as your template.More items...
How do I manage email templates in Salesforce lightning?
From Setup, enter Permission Sets in the Quick Find box. Then, select Permission Sets.Click one of the standard permission sets, and click System Permissions.Click Edit, select Manage Public Lightning Email Templates, and click Save.
How do I edit a text template in Salesforce?
Adding and Configuring a Text TemplateFrom Setup, click Create | Workflow & Approvals | Flows and open a new or existing flow.From the Resources tab, double-click Text Template.Enter a Unique Name. Note. ... Enter a description.In the text box, type the text for your template. ... Click OK.
How do I manage a template in Salesforce?
Manage Templates in SalesforceFrom Setup, in the Quick Find box, enter Quip , and then select Quip.From the Template Manager, select a Salesforce object, and click See Object Templates.To preview an object's embedded documents, click the document title. ... To mark an embedded document as a template, click.More items...
How do I manage email templates in Salesforce?
To edit or delete a template, click Edit or Del next to the template name in the list. Click New Template to create any type of Classic email template. If you have the “Manage Public Classic Email Templates” permission, you can click [Change] next to the Author field to select a different author.
How do I access my lightning email templates?
How to Enable Lightning Email TemplatesGo to Setup and search for “Lightning Email Templates”Switch “Folders and Enhanced Sharing” to on (see screenshot below)
How do I create a custom page template in Salesforce lightning?
Custom Lightning page template components are supported for record pages, app pages, and Home pages. Each page type has a different interface that the template component must implement....Build the Template Component Structure. ... Configure Template Regions and Components in the Design Resource. ... (Optional) Add a Template Image.
How do I create a custom email template in Salesforce?
Required Editions and User PermissionsDo one of the following: ... Click New Template.Choose Custom (without using Classic Letterhead) and click Next.Choose a folder in which to store the template.To make the template available for use, select the Available For Use checkbox.Enter a name in Email Template Name .More items...
How do I add a field to a Salesforce email template?
Nearly all standard and custom fields are available as merge fields. In the email composer, click the merge field button to see the merge field picker. Select a merge field and click Insert. Click the Template button and select Save as new template... to save your email as an email template you can use in the future.
Where are Salesforce email templates stored?
To access document folders in Salesforce Classic, click the Documents tab. To access library folders in Lightning Experience, click the Files tab, and then click Libraries. To access Classic email template folders, from Setup, in the Quick Find box, enter Classic Email Templates , then select Classic Email Templates.
Can you edit email templates in Content Builder?
You cannot edit classic email templates in the Content Builder; you have to create new Lightning email templates. However, updating an Email Alert is simply a matter of editing the Email Alert, pointing and clicking and selecting the new Lightning email template.
Can you use email templates in Salesforce?
As discussed, you can use these in an Email Alert or end users can use them directly within Salesforce when creating an email. At the bottom of the email screen, there’s the insert, create or update template button, which users can click to select the template that they want.
Can you edit Lightning email templates?
Lightning Email Template Limitations. You cannot edit classic email templates in the Content Builder; you have to create new Lightning email templates. However, updating an Email Alert is simply a matter of editing the Email Alert, pointing and clicking and selecting the new Lightning email template.
What is lightning record edit form?
lightning-record-edit-form implements Lightning Data Service and doesn't require additional Apex controllers to create or update record data. This component also takes care of field-level security and sharing for you, so users see only the data they have access to. For more information, see Lightning Data Service.
What is the default type of lightning button?
The default type on lightning-button is button, which does nothing unless you include an onclick handler. If you use an HTML button element within lightning-record-edit-form, the default is type="submit". When you submit the form, the component fires the custom events in this order.
What is the display density setting in Salesforce?
In the Salesforce user interface, the Display Density setting lets users choose how densely the content is displayed. The Comfy density shows labels on top of the fields and more space between page elements. Compact density shows labels next to the fields and less space between page elements.
How to enable record editing?
To enable record editing, pass in the ID of the record and the corresponding object API name to be edited. Specify the fields you want to include in the record edit layout using lightning-input-field. For more information, see the lightning-input-field documentation.
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.
