Create a sample opportunity. From the App Launcher (), find and select Sales. Click Opportunities. Click New. Create the opportunity as follows:
Full Answer
How do you make sales easier in Salesforce Lightning?
The first thing most salespeople do is click on the Details tab. So, make it easier for them. Lightning Tip #1: Set the default tab on every page to Details. Now salespeople will first see the Details tab when they click on any record in Lightning. Make the order of tabs consistent across all page layouts.
How to add a lightning aura component in Salesforce?
Click Setup (Gear Icon) and select Edit Page. Under Custom Components, find your lightningRecordFormEditExampleAura component and drag it on Accont page. Click Save and activate. Now we can add this lightning aura component on the Account Record page.
Where is the activity tab on a Salesforce Lightning page?
The Default tab on any Lightning page is Activity. In other words, when you click on a record, you land on the Activity tab. The first thing most salespeople do is click on the Details tab.
How to create a record using lightning recordform?
Creating a Record using lightning:recordForm 1 Go to Account record 2 Click Setup (Gear Icon) and select Edit Page. 3 Under Custom Components, find your lightningRecordFormCreateExampleAura component and drag it on Accont page. 4 Click Save and activate. More ...
How do I add a task to Salesforce lightning?
0:021:24How to add a new Task in Salesforce Lightning - YouTubeYouTubeStart of suggested clipEnd of suggested clipHow to add a new task in Salesforce lightning log into Salesforce lightning an open sales.MoreHow to add a new task in Salesforce lightning log into Salesforce lightning an open sales. Application go to tasks new tasks enter the name a gas on me to select the status.
How do I add a filter to Salesforce?
Filter a Report in Salesforce ClassicOn the Reports tab, click a report to open it.Click Customize.Click Add and select a Field Filter from the list. A new filter row appears below the other two filters.Click. ... Select an operator for the filter and type the filter value in the next field. ... Click Save.
How do I apply a logic filter in Salesforce?
Add Filter LogicClick Reports, then find your Cases by Status report and click Edit.To open the Filters pane, click Filters.Unlock the Industry filter that you added in the last exercise. ... Add a custom filter for Industry equals Electronics. ... Add a custom filter for Status not equal to Escalated.More items...
How do I add a task tab in Salesforce?
Click the App Launcher menu, and enter Tasks in the search box that appears in the popup modal. Click on Tasks. You will be taken to a list of Tasks. On the right of the currently selected list view, you will see a link Create New View.
How do I add a filter to logic in Salesforce lightning?
To add filter logic,From the Lightning Experience report builder, click Filters | | Add Filter Logic. ... Enter each filter line number, separated by a filter logic operator. For example, (1 AND 2) OR 3 finds records that match both Filter 1 and Filter 2, or Filter 3. ... Click Save.
How do I filter blanks in Salesforce report?
0:064:18Filter Out Blanks in List Views, Reports, Automation Rules, and Formula ...YouTubeStart of suggested clipEnd of suggested clipSo pick the field that you want to base this filter on in my case it's the industry field and so nowMoreSo pick the field that you want to base this filter on in my case it's the industry field and so now i just say you know do i want the field to equal or not equal.
How do I write logic in Salesforce?
1:564:32Add Filter Logic (Lightning Experience) | Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipFirst open the more options menu. Select add filter logic and enter one. And two or three into theMoreFirst open the more options menu. Select add filter logic and enter one. And two or three into the Edit filter logic panel.
How do I add a filter to my dashboard in Salesforce?
Edit a dashboard, and then click + Filter in Lightning Experience or Add Filter in Salesforce Classic. ) to see them. Give the filter a display name or label to identify it. If the filter has many equivalent fields, consider using a name that works for all components.
What is Sfdc cross filter?
Salesforce Cross Filters allow you to create a report that identifies records with or without a related record, where you have no need for the related object's data (so you don't need those related object's fields displayed in the report).
How do you add an activity to a lightning page?
Noticeably this happens to users who haven't change their Record Page Settings yet....Activity tab not available on Lightning Record page for usersClick your avatar.Click Setting.Under Display & Layout, click Record Page Settings.Select Activity Timeline as your Default Activities View.Click Save.
How do I add a tab to the Lightning record page?
To Add a Tab in Lightning Experience:Have a record open on the page you want to set the default tab.Click the Gear (Setup) button and choose Edit Page. ... Click the Add Tab By default the Details tab will be added.Click on the Tab in the list and choose the Label from the list.
How do I manage tabs in Salesforce lightning?
In Lightning ExperienceClick your avatar | Settings | Display & Layout | Customize My Pages.Select a page from the picklist for a specific tab to configure that page.Click Remove or Add to move the tab to the available tabs list or selected tabs list.Click Save.
What is the Lightning Components Framework?
This is a UI framework designed to develop dynamic apps for both mobile and desktop devices. The framework utilizing JavaScript language at the client-side and the APEX language on the server-side as shown below in the diagram.
What is Aura open-source Framework?
The UI Lightning framework is based on Aura opensource framework. This is an opensource framework where something is available for free and it can be further customized quickly based on org needs. When building Lightning apps, the use of aura keyword is common everywhere and it is easily available online to download for free.
What is Salesforce Lightning Component?
A component is a set of files written so nicely that they have the capability to accomplish a specific business goal. They are loosely coupled set of codes and taken as the building blocks for the Lightning Framework. Encapsulating a reusable and modular piece of UI, it may range from a single line to the complete application.
How to create a Lightning Component?
To create a Lightning Component, you need to click on the Developer console tab then click the ‘Create Component’ tab. It will open a dialog box where you have to give the name of components as per the naming rules suggested earlier.
Final Words
With this tutorial guide, we have a clear idea of the framework, components, and its related resources, how to create a new Lightning Component in Salesforce.
What is Lightning Notes?
Lightning Notes replaces the Notes part of Notes & Attachments. Files replace Attachments. Therefore you’ll need to migrate your Notes & Attachments into Notes and Files, respectively. Of course, if you’re new to Salesforce and going straight into Lightning, that’s not an issue.
Why is Kanban view important in Lightning?
The Kanban View makes this easier in Lightning because salespeople can drag and drop Opportunities between Stages. Also, there’s a warning flag to highlight opportunities that have no open activities. And the drop-down arrow makes it easy to edit Opportunities directly from the Kanban view.
What is Lightning component?
Lightning components contain several files that define different aspects of the component. For example, a component can contain a CSS file, a Javascript controller, and a design file in addition to the components markup file. Because Lightning components often contain client-side Javascript controllers, you need to test that logic.
Can you run Lightning Test Service from command line?
If you’d like to execute your Lightning Test Service–based tests from the command line, you’re in luck. If you install the Lightning Test Service from the DX command line, you can execute your tests directly from the command line. For more information on how that works, see the Lightning Test Service readme on github.
Does Salesforce use JavaScript?
However, Javascript is an open language that Salesforce doesn’t control.
Discover the Product Explorer
E-Bikes account executives can use the product explorer to browse the list of products and access technical specifications. The product explorer is a Lightning page built with custom Lightning web components that let you browse through the bike models (product records).
Create a Reseller Order
E-Bikes account representatives can create reseller orders for their retailers.
Explore the Community
Bike enthusiasts can browse the E-Bikes product line from a dedicated Salesforce Community. Communities are a great tool to create rich customer-facing experiences.
How to create a record in Lightning?
Creating a Record using lightning:recordForm 1 Go to Account record 2 Click Setup (Gear Icon) and select Edit Page. 3 Under Custom Components, find your lightningRecordFormCreateExampleAura component and drag it on Accont page. 4 Click Save and activate.
What is lightning recordform?
lightning:recordForm component allows you to quickly create forms to add, view, or update a record. Using this component to create record forms is easier than building forms manually with lightning:recordEditForm or lightning:recordViewForm. The lightning:recordForm component provides these helpful features: Switches between view and edit modes ...
Is Lightning Record Form customizable?
lightning:recordForm is less customizable. To customize the form layout or provide custom rendering of record data, use lightning:recordEditForm (add or update a record) and lightning:recordViewForm (view a record).
Sample Project Schedule
As a solo admin tasked with moving my ENTIRE org over, a project schedule quickly became my most critical document. Luckily, using insights from organizations that have already made the transition from Classic to Lightning, Salesforce provides a sample project schedule complete with an associated task list.
Lighting Experience Overview Presentation
When it came time to announce the move to Lightning to my organization, one thing that was important was making sure user adoption was high. Cue the Lightning Experience Overview Presentation. This presentation includes an overview with screenshots and training resources.
Sample Drip Email Campaign
During this transition, consistent communication with stakeholders was key for project success. The Sample Drip Email Campaign included in the Enablement Pack is an excellent resource to help engage and train your users, especially if you are championing the move on your own.
Additional Resources in the Enablement Pack
In addition to the items mentioned above, the Lightning Experience Enablement Pack also contains: