Navigate Around
- Learning Objectives. Use navigation bar shortcuts to access recent records and lists. Find and switch between Salesforce...
- Find Your Objects, Tabs, and Other Items. On the surface, navigating in Lightning Experience is so similar to Salesforce...
- Find Your Salesforce Apps. If you work with more than one app in Salesforce, you probably know that a...
How to activate Salesforce Lightning?
Set the Default Interface to Lightning Experience
- From Setup in Lightning Experience, enter Lightning in the Quick Find box, then select Lightning Experience Transition Assistant. ...
- Select the Roll Out phase.
- Click Launch Lightning Experience to expand the stage.
- Click Switch Users next to Make Lightning Experience the default interface. ...
- Click the + button next to the users you want to switch.
Why to move to Salesforce Lightning?
- Switch back to Classic
- Select the Reports tab
- Locate the reports (or dashboards) that you want to move
- Click on the report and drag and drop into the correct folder
What are the benefits of Salesforce Lightning?
Salesforce Lightning vs Classic: The benefits of Lightning
- Enhanced customer engagement. There’s no denying that a significant number of Salesforce customers have been blown away by the look and accessibility of Lightning experience.
- A sleeker way of working. The new tools and features available on Lightning make Classic look somewhat outdated in comparison and trickier to stay connected with the rest of ...
- Easy for Salesforce newbies to use. If you’re new to Salesforce, you shouldn’t bother familiarising yourself with Classic edition. ...
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 do you navigate to the lightning component?
If you create a Lightning component tab and associate it directly with the component, this event lets you navigate to the tab associated with the target component. To create a Lightning component tab and associate it with the component, from Setup, enter Tabs in the Quick Find box, and then select Tabs.
How do I navigate in Salesforce?
9:2322:28getting started navigating salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipThe view pick list can be used to change the way you view the records on a tab clicking. The helpMoreThe view pick list can be used to change the way you view the records on a tab clicking. The help for this page.
How do I toggle to Salesforce lightning?
Change the UI from Salesforce Classic to Lightning ExperienceClick your name.Click Switch to Lightning Experience.
How does Salesforce lightning work?
Salesforce Lightning provides drag-and-drop app-building capabilities so designers and Salesforce admins can create responsive apps that operate seamlessly across browsers and on mobile. The platform offers out-of-the-box dashboard components which admins can customize according to the organization's branding.
What is Salesforce navigation bar?
The Navigation Bar component lets users select different topics to browse and provides navigation back to the site home page. If your Customer Service template version is Winter '16 or later, this component is replaced with the Navigation Menu component.
What is standard navigation in Salesforce?
Apps with standard navigation let you open a single record at a time. However, apps with console navigation let you open multiple records at a time, and related records open in subtabs under the original record. Determine whether your console is for Service, Sales, or a unique business need.
How do I exit lightning in Salesforce?
Under setup, enter "Lightning" in the quick search and click "Lightning Experience". Under the subsection "Turn It On" there is also the option to turn it off.
Why should I move to lightning Salesforce?
The updated look and feel of Salesforce Lightning makes it a user favorite. New UI features were designed with key business teams in mind, as Salesforce created an intuitive and smart-thinking platform that “helps sales reps work more naturally and close more deals faster.”
What is the difference between Salesforce Classic and Lightning?
What is the difference between Salesforce Classic and Lightning? Salesforce Lightning has a new and improved interface whereas Classic sticks to the tried-and-trusted Salesforce formula. Lightning also comes with improved features such as an activity timeline and workplace page layouts.
What is Salesforce lightning in simple words?
Lightning (Salesforce Lightning) is a component-based framework for app development from Salesforce.com that is designed to simplify processes for business users, who typically do not have programming experience.
What is Salesforce lightning interface?
Salesforce Lightning experience is a modern, fast, and intelligent user interface built with proven Salesforce1 Mobile App technology. It combines Lightning Designing System (LDS), Lightning app builder and Lightning Components to create modern enterprise applications.
What are features of Salesforce lightning?
Salesforce Lightning FeaturesPacked With Latest Technology. ... Faster Selling. ... Lightning Voice. ... Steelbrick Feature. ... Outlook Alliance. ... CRM on thumbs. ... Lightning Application Builder. ... AppExchange.More items...
What is Salesforce Classic?
Salesforce Classic is the name for the original Salesforce UI and app design.
What is Salesforce Lighting Experience?
Lightning Experience is the name for the new Salesforce UI built with a modern user interface and optimized for speed.
What is Salesforce Switcher?
Salesforce Switcher is a smart feature that helps you switch between your preferred user experience.
Navigate Salesforce Tabs
At the top of each Salesforce page are tabs and links for navigating to major features in Salesforce.
Explore the Home Tab
The tabs and features you see depend on your edition, layout, and customizations. The default layout typically includes:
What is a favorite in Lightning?
Favorites is a Lightning Experience-only boon that lets you jump to specific records, lists, groups, and other pages. Favorites are similar to bookmarks in a web browser, but much better. The favorites star ( ) at the top of the page is your personal lodestar. It’s always there to help you navigate quickly to what you use most often, regardless of the browser or computer you’re logged in to.
Can Lightning Experience do that?
Well, Lightning Experience can’t do that (yet). But it does have two enhancements over Salesforce Classic that are almost like that. You can personalize the items in the navigation bar. And you can create a list of shortcuts to your favorite items.
