1. Create a new record page in Lightning App Builder, using a page template that has a pinned header. 2. Add 3-4 components to the non-pinned regions of the page template. 3. Save the record page.
Full Answer
How to create a new record in Salesforce Lightning app?
Once done, just click on “Preview” and then you can view your Lightning App. Once the page is displayed, you can enter the records you want and click on “Submit” button. This will create a new record in your Salesforce SObject.
How to save records in Lightning app using APEX?
We created a Lightning component named ‘Lightning_SaveRec’ in our developer console which will be used in the Lightning App. First, we write a function in our apex class that would implement the functionality of saving the records, ensure that your method is annotated with ‘@AuraEnabled’.
What are the benefits of Salesforce Lightning apps?
Lightning apps let you brand your apps with a custom color and logo. You can even include a utility bar and Lightning page tabs in your Lightning app. Members of your org can work more efficiently by easily switching between apps. What’s most important to sales reps? Accounts, events, and organizations. How about sales managers?
How do I change the header layout in a Salesforce preview?
From here, click on the header portion of the preview, which gives you options on the right for the layout. As it says, it’s controlled via the compact layouts (those little pages when you hover over the recent items). What does work well though is that when you click it, you jump right to that page in a new tab (nice design Salesforce!)….
How do I pin an app in Salesforce lightning?
You can pin up to six apps in the Pinned Apps widget....To set default pinned apps:From Setup, enter custom settings in the Quick Find box, then select Custom Settings.Find and click Employee Workspace settings and click Manage.Click New.In Pinned Apps, paste a comma-separated list of app IDs.Click Save.
How do I view an app in Salesforce lightning?
Open Another App in Lightning ExperienceTo open the App Launcher, on the left side of the navigation bar, click . ... To look for apps or items by name, use the Search apps and items box. ... To see all your available Salesforce apps and items, click View All.More items...
How do I add apps to my Salesforce profile?
To assign apps:From Setup, in the Quick Find box, enter Permission Sets , and then select Permission Sets.Select a permission set, or create one.On the permission set overview page, click Assigned Apps.Click Edit.To assign apps, select them from the Available Apps list and click Add. ... Click Save.
How do you add lightning page to lightning app?
Create an App PageFrom Setup, enter App Builder in the Quick Find box, then select Lightning App Builder.Click New.Select App Page, and then click Next.Name your Lightning page Top Accounts and Opportunities .Select the Two Regions template, and click Finish. ... Drag the List View component into the first region.More items...
How do I make an app visible in Salesforce?
To specify app visibility:From Setup, enter Profiles in the Quick Find box, then select Profiles.Select a profile.Depending on which user interface you're using, do one of the following: ... Select one default app. ... Select Visible for any other apps you want to make visible.
How do I assign an app to my profile?
0:070:49How To Assign User Profile Assignment For Myguide ... - YouTubeYouTubeStart of suggested clipEnd of suggested clipOpen Salesforce lightning click on your icon. Click on setup enter app manager in quick find boxMoreOpen Salesforce lightning click on your icon. Click on setup enter app manager in quick find box click on nap manager click on my goddamn name from below list where you want to add users.
How do I assign a default app to a profile in Salesforce?
If you are using the Enhanced Profile User Interface:From Setup, enter Profiles in the Quick Find box, then select Profiles.Select a profile and click Assigned App.Click Edit.Select Default next to the Lightning app.Click Save.Log out and log in again.
How do you make an app in Salesforce lightning?
Create a Lightning AppFrom the Home tab in Setup, enter App in the Quick Find box, then select App Manager.Click New Lightning App.Walk through the Lightning App Wizard, creating an app with these parameters. App Name. ... Click Save and Finish to exit the wizard.From the App Launcher ( ... Check out the new app!
Where are customized applications in Salesforce?
Navigate to Salesforce Setup → Users → Profiles. Click the relevant custom profile link for your users. Click Custom Metadata Types under the Apps section. Click Edit.
What is the difference between a page layout and a lightning page?
Like a page layout, Lightning pages allow you to add custom items to a page. However, these items, instead of being fields or Visualforce components, are Lightning components, which allow much more flexibility. The structure of a Lightning page adapts for the device it's viewed on.
What is difference between app page and Home page in Salesforce?
The Home Page is kind of like the standard Salesforce Home page for all Apps, except it doesn't actually have to be included in all Apps, (so the definition is blurry). An App Page is just a single, static page, (lacking a record detail) that you can customize and put anywhere.
How do I set Lightning record pages?
Assigning custom Lightning Record Pages to standard Lightning console applicationsIn Lightning Experience click Setup | Object Manager.Click an Object from the list.Click on Lightning Record Pages from the left hand panel.Click on the View Page Assignments button in the top right corner.More items...
Load a Record in EDIT Mode
To load a record that might be updated, set the force:recordData tag’s mode attribute to “EDIT”. Other than explicitly setting the mode, loading a record for editing is the same as loading it for any other purpose.
Call saveRecord to Save Record Changes
To perform the save operation, call saveRecord on the force:recordData component from the appropriate controller action handler. saveRecord takes one argument—a callback function to be invoked when the operation completes. This callback function receives a SaveRecordResult as its only parameter.
Saving a Record
The following example illustrates the essentials of saving a record using Lightning Data Service. It’s intended for use on a record page. The record ID is supplied by the implicit recordId attribute added by the force:hasRecordId interface.
What is an app in Lightning?
An app is a collection of items that work together to serve a particular function. In Lightning Experience, Lightning apps give your users access to sets of objects, tabs, and other items all in one convenient bundle in the navigation bar. Lightning apps let you brand your apps with a custom color and logo. You can even include a utility bar and ...
What is a checkmark in Lightning Experience?
A checkmark in the Visible in Lightning Experience column means that the app is accessible in Lightning Experience via the App Launcher and is fully functional . Classic apps that don’t have a check mark in the Visible in Lightning column are enabled only ...
Can you find Classic apps in Lightning Experience?
Because you’re working in Lightning Experience, you won’t find those Classic-only apps in the App Launcher. Classic apps marked as visible in Lightning Experience are fully usable in Lightning Experience, but they don’t take advantage of the app enhancements that Lightning Experience offers.
Can you use Lightning Voice in an app?
You can even include Lightning page tabs and utilities like Lightning Voice. If your org uses utility features, you can enable a utility bar in your app that allows instant access to productivity tools, like integrated voice, in the Lightning Experience footer. You can also build your own on-demand apps by grouping items into new custom apps.
