Locate a sample record (any Account or Contact will do). Find the 'Created By' stamp on the Page Layout. Copy the date and time. All sample data is created at the same time (the time at which the org is created).
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.
What is the default 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. So, make it easier for them. Lightning Tip #1: Set the default tab on every page to Details.
How to add custom buttons in Salesforce mobile&lightning experience actions?
When you click to override the predefined actions in the Salesforce Mobile and Lightning Experience Actions section, the custom buttons in the buttons section of the page layout aren’t automatically included in the action list. You must add the custom buttons as actions from the Mobile & Lightning Actions category in the palette.
How do actions appear on a contact record page in Lightning?
Here’s how those actions appear on a contact record page in Lightning Experience. The actions in the page-level action menu are a combination of the quick actions, productivity actions, and standard buttons. These actions appear in the order that they’re listed on the page layout.
Can you enter orders in Salesforce?
3:096:09Salesforce Orders - YouTubeYouTubeStart of suggested clipEnd of suggested clipYou can customize order products likewise. Now that you have orders enabled you may want to add aMoreYou can customize order products likewise. Now that you have orders enabled you may want to add a tab for orders.
How do I add orders in Salesforce?
Create an OrderUnder Tasks, tap the create order item.Do one of the following: Tap Add All Products to Cart. ... Enter the quantity to order, and add it to the cart. ... Review the cart and verify the quantity, product value, and total order value.Tap Confirm Order.
How do I use orders in Salesforce?
An order is an agreement between a company and a customer to provision services or deliver products with a known quantity, price, and date. Your Salesforce admin determines whether you add orders to contracts or accounts....Required Editions and User Permissions.User Permissions NeededTo view orders:Read on orders1 more row
How do I request samples in Salesforce?
Please go to the Object "Sample Request" and then go to "Buttons, Links, and Actions", and open the button "Add Samples to Sample Request". Check there, if you have to open the new page in the same window then select "Behavior" as "Display in existing window with sidebar".
How do I create an order record in Salesforce?
Create a Order Record PageFrom Setup, enter Lightning App Builder in the Quick Find box, and then select Lightning App Builder.Click New.Select Record Page, and click Next.Enter a label, such as Order Record Page .In Object, select Order and then click Next.Select the One Region layout, and click Finish.More items...
How do you create an opportunity order?
Select Create an Order from the opportunity actions. Select a credit card on file, and click the Add button to enter a new one, or leave the credit card field blank to create an unpaid order. Click on the Process button to create the Order.
What is order line item in Salesforce?
In simple words, Order line items(also known as Order Products) refers to the Products associated with an Order. You cannot have Order line items under the Products object. Because Order line items refers to Products only ie. those Products which are assosciated with an Order.
What is order object in Salesforce?
Salesforce Order object is used to automate an organization's post deal process. You can create an Order using either Account or Contract in Salesforce, and then track order information using Orders tab. Salesforce offers a Standard object for Order in the Spring'14 release.
How do I create an opportunity order in Salesforce?
Click Create Order on your opportunity or quote. You can also select Ordered on your opportunity or quote and then click Save. Complete the detail fields, and then save your changes. Salesforce CPQ creates an order with order products that cover the entire quantity of all quote lines on your account.
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.
Where are actions displayed in Lightning Experience?
In Lightning Experience, actions display in the Global Actions menu in the header, on related lists, and on list view items. Actions also appear in several places on a record page. Where actions appear on a record page depends on the action’s type.
Where do chatter actions come from in Salesforce?
Actions on reports come from the Quick Actions in the Salesforce Classic Publisher section of the global publisher layout . However, only standard Chatter actions appear on reports, regardless of which other actions are assigned to the global publisher layout.
What is chatter tab in Salesforce?
The Chatter tab (3) contains standard Chatter actions. By default, only the Post, Poll, and Question actions are supported, and if you have Groups, the Announcement action. Some objects support other standard Chatter actions predefined by Salesforce.
Where can I find actions on recommendations?
On the Home page, you can find actions on recommendations in the Assistant. For example, imagine that a sales rep receives an update that an opportunity doesn’t have any open activity. The rep can create a task or event directly from the recommendation. The actions that appear depend on the type of recommendation.
Can you add custom buttons to a list view?
Custom buttons, list view actions, and certain standard buttons are supported on all list views, except Recently Viewed. To have a custom button appear on a list view, add the button to the object’s List View search layout.