Slaesforce FAQ

how to select an insertion point salesforce lightning

by Jaycee Grimes Published 2 years ago Updated 2 years ago

Click the Gear icon and select Edit Page. The Lightning Components display on the left navigation pane. From the left navigation pane, scroll down the Lightning Components to select a component.

Full Answer

How to create a poll in Salesforce Mobile and lightning experience?

Drag Post to the Salesforce Mobile and Lightning Experience Actions section. Post allows users to post to the Article Feed. Drag Poll next to Post. Next, she sets up the Knowledge Detail section. The Title and URL name fields are already there and set as required. She adds one field. In the palette, click Fields.

How to customize Salesforce Mobile and lightning experience actions?

Hover over the Salesforce Mobile and Lightning Experience Actions section. Click to customize the predefined actions. Drag Post to the Salesforce Mobile and Lightning Experience Actions section.

Where does the new field go in Salesforce?

Salesforce adds the new field as the last field in the first section by default. That’s where Maria wants it to go, but she can move it anytime if she changes her mind.

How do I post to the article feed in Salesforce?

In the palette, click Mobile & Lightning Actions. Hover over the Salesforce Mobile and Lightning Experience Actions section. Click to customize the predefined actions. Drag Post to the Salesforce Mobile and Lightning Experience Actions section. Post allows users to post to the Article Feed.

Input Select

Deprecated as of API version 47.0. We recommend migrating to Lightning Web Components and using the lightning-combobox component.

Example Options

Using ui:inputSelect This example displays a drop-down list with single and multiple selection enabled, and another with dynamically generated list options. It retrieves the selected value of a ui:inputSelect component. To apply Lightning Design System styling, we recommend that you use lightning:select instead of ui:inputSelect.

Create a Page Layout for Readers

Article readers and article authors perform different actions and see different fields on a knowledge article, so Maria must create different page layouts for these users. She creates the page layout for readers first. Let’s follow along and see what she does.

Add Actions and Fields

Maria keeps the palette open and consults the list she made with Ada. She’s going to set up the page layout section by section: actions readers can perform, article information, article details, and article properties.

Create Custom Fields

Maria has set up everything she can using the fields in the palette. On to creating custom fields for the Article Details section.

Create a Page Layout for Authors

The Procedure - Author and Procedure - Reader page layouts are similar. But the authors page has some different actions and an extra field for internal notes. The Internal Notes field is available only to agents who can author articles. Maria creates the Procedure - Author page layout from the existing Procedure - Reader layout.

Create and Assign a Record Type for Procedures

Maria has created two different layouts—one for readers and one for authors. Now she creates a record type to show the correct page layout to the correct users. How does she know which users are which? By their profiles. Customers see the Procedure - Reader page layout. Agents see the Procedure - Author page layout.

Hands-on Challenge

You’ll be completing this challenge in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.

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