Slaesforce FAQ

how to edit salesforce lightning

by Miss Muriel Green MD Published 2 years ago Updated 2 years ago
image

Click your Avatar in the top right-hand side of the screen. Click Switch to Salesforce Classic. Change the UI from Salesforce Classic to Lightning Experience Click your name. Click Switch to Lightning Experience.

Edit Your Lightning Page
  1. In Setup, make the global party ID field visible and read-only before creating the Lightning page.
  2. In Setup, navigate to User Interface | Lightning App Builder.
  3. Create a record page for the object, or modify an existing one.
  4. Drop each component where you want on the Lightning record page.

Full Answer

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. ...

More items...

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

  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.

More items...

image

How do I edit the lightning app in Salesforce?

on a Lightning app's row, and select Edit. Here are some things you can do from the App Settings tab. Change your app's name, primary color, and logo. Override the org theme with your app's brand image and nav bar color.

How do I edit a lightning component in Salesforce?

To edit its properties, select the component on the page canvas, and then enter changes in the floating component property editor. Custom components appear in the Components panel along with your template's components.

Where is the edit page in 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.

How do I edit a component in Salesforce?

From Setup, enter Components in the Quick Find box, then select Visualforce Components and click the name of a custom component to view its definition. From the detail page, you can do any of the following: Click Edit to edit the custom component. Click Delete to delete the custom component.

Can we edit lightning components in production?

Lightning (meaning: Aura) Components can be changed in Production, however it is not recommended because it would cause discrepancies between any and all Sandboxes that were created before the change on Production.

How do I edit in Salesforce?

Edit Custom FieldsFrom the management settings for the field's object, go to Fields.Click Edit next to the field's name.Modify the field attributes. ... Optionally, define custom help text for the field.For lookup and master-detail relationship fields, optionally define a lookup filter.More items...

How do I update lightning page in Salesforce?

Create a record page for Lightning Experience in one of these ways. From the Setup menu on a record page, select Edit Page. ... In the Lightning App Builder, add, edit, or remove components to change the page's layout. ... In the page properties, give your customized page a unique, descriptive label. ... Save your page.

Where are lightning pages 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 add a field to a Salesforce lightning page?

Add Local Name Fields to a Page Layout in Lightning ExperienceFrom Setup, select Object Manager.Select the object with the local name field.Select Page Layout and click the page layout to edit it.Drag the local name field to the record section.Click Save.

What is detail page and edit in Salesforce?

Detail Page means : To Display list of fields of record in a layout. Edit Page : This is like a form where you get the fields pre-populated with corresponding record values , allowing the user to change in form and save record. Page layout is a concept where we group certain fields by sections .

How do I add a field in Salesforce lightning?

Try It YourselfIn your Salesforce org, click. ... Click the Object Manager tab. ... From the Object Manager. ... From the sidebar, click Fields & Relationships. ... Click New to create a custom field. ... Next, choose a data type.More items...

Create a New Object

1) Click into the Object Manager in Setup home. You can do this two ways: under Platform Tools – Objects & Fields section of the Setup menu, or from the carousel in Setup home. Once in the Object Manager, I can see all my standard and custom objects in one place.

Edit an Object

Sometimes I don’t need to create a new object, I just need to edit an existing object to customize it for my needs. For my Wedding app, I want to edit the Contacts object to add categories for family, friends, coworkers, etc. To do this, I want to start in the Object Manager.

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.

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.

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.

image
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9