14 Easy Salesforce Lightning Tips And Tricks That Will Please Salespeople (2021)
- 1. Set every Lightning page to default on Details The Default tab on any Lightning page is Activity. ...
- 2. Utilize Einstein Search Einstein Search has three powerful features that help salespeople be more efficient. ...
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How do I switch from Salesforce classic to lightning?
Supported Browsers and Devices for Lightning Experience
- Salesforce doesn’t support nonbrowser applications that embed WebView or similar controls to render content for Salesforce Classic or Lightning Experience. ...
- You can’t access Lightning Experience in a mobile browser. ...
- You can access Lightning Experience on iPad Safari. ...
- Lightning Experience doesn’t support incognito or other private browsing modes.
How to enable Salesforce Lightning knowledge?
How do I enable lightning knowledge in Salesforce?
- From Setup, enter Knowledge in the Quick Find box and click Knowledge Settings.
- If you're new to Knowledge, enable Knowledge by selecting Yes and clicking Enable Salesforce Knowledge.
- Click OK to continue.
- On the Knowledge Settings page, click Edit.
- Select Enable Lightning Knowledge.
- Click Save.
How to create new user in Salesforce Lightning?
Salesforce Lightning: Create a New User
- Click on the Setup menu and select Users within the Administration category.
- Click on the New User button.
- Enter the first name, last name, alias, email address, username and nickname. ...
- Choose a role. ...
- Choose a User License. ...
- Choose a Profile. ...
- Set your email encoding language.
- Set your locale settings.
How to be successful with Salesforce?
- Analyze what the needs of the users are, then design, test, and develop software that meets those needs
- Design Salesforce solutions and create effective project plans. ...
- Suggest new software upgrades for the customers’ existing apps, programs, and systems
Why do we use lightning in Salesforce?
Lightning components accelerate development and app performance. Develop custom components that other developers and admins can use as reusable building blocks to customize Lightning Experience and the Salesforce mobile app.
How do I run a lightning component in Salesforce?
Module 3: Creating the QuickContacts Lightning ComponentStep 1: Create the Component. In the Developer Console, click File > New > Lightning Component. ... Step 2: Create a Tab. In Setup, click Create > Tabs. ... Step 3: Add the Tab to Mobile Navigation. ... Step 4: Preview the Component in the Salesforce1 Application.
What is mean by lightning in Salesforce?
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.
How do I switch to lightning in Salesforce?
Change the UI from Salesforce Classic to Lightning ExperienceClick your name.Click Switch to Lightning Experience.
What is the difference between aura and LWC?
Aura and LWC can be able to communicate using Public API's and Events. LWC can be embedded inside Aura Components, but Aura Components cannot be embedded inside LWC.
Why is Lightning a component?
Lightning Components are a user interface (UI) framework that is used to create applications for desktop and mobile technologies. Salesforce Admins deploy these components to construct single-page web applications that provide an end-to-end experience on the platform for a variety of functions.
What is difference between 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 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 lightning platform?
The Lightning Platform is a powerful cloud development solution that gives you the speed and ease of point-and-click app building with the flexibility of programmatic development and built in enterprise services. Build apps that are mobile, intelligent, and connected, right out of the box.
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.”
Is Salesforce lightning mandatory?
While Salesforce is not forcing customers to switch to Lightning, it's important to note that the future of the Salesforce user experience and platform is Salesforce Lightning.
How do I create a user lightning user in Salesforce?
Enabling lightning experience for the users:Create a new permission set.Go to System >System Permissions > Edit.Edit properties in the new permission set.Enable to checkbox against Lightning Experience User.Click Save.Add users to this permission set using the Manage Assignments option on the permission set.
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What is an example of a Lightning app?
Here’s an example of a Lightning app named lcvfTest.app. The app uses the <aura:dependency> tag to indicate that it uses the standard Lightning component, lightning:button.
What component loads the JavaScript file used by Lightning Components for Visualforce?
Add <apex:include Lightning/> at the beginning of your page. This component loads the JavaScript file used by Lightning Components for Visualforce.
How to add Aura component to VisualForce?
Add the Lightning Components for Visualforce JavaScript library to your Visualforce page using the <apex:includeLightning/> component. Create and reference a Lightning app that declares your component dependencies.
What is Lightning component?
Lightning Components for Visualforce is based on Lightning Out, a powerful and flexible feature that lets you embed Aura components into almost any web page. When used with Visualforce, some of the details become simpler. For example, you don’t need to deal with authentication, and you don’t need to configure a Connected App.
What does ltng:outapp do?
Extending from ltng:outApp adds SLDS resources to the page to allow your Lightning components to be styled with the Salesforce Lightning Design System (SLDS). If you don’t want SLDS resources added to the page, extend from ltng:outAppUnstyled instead.
Can you call $Lightning.use multiple times?
You can call $Lightning.use () multiple times on a page, but all calls must reference the same Lightning dependency app.
Does Lightning have third party cookies?
Lightning components set cookies in a user’s browser. Since Lightning components and Visualforce are served from different domains, those cookies are “third-party” cookies. Your users need to allow third-party cookies in their browser settings. For more details, including the requirement to disable the Prevent cross-site tracking setting in Safari, see Lightning Out Requirements.
Why use Lightning in Salesforce?
Salesforce App We’re repeating this one often because it’s important: use Lightning components for your mobile development. When you’re using a mobile device, you don’t want to make a call to the server every time a user presses a button. Using Lightning components vastly improves mobile app performance.
What is Lightning component?
Lightning web components are custom HTML elements built using HTML and modern JavaScript. Lightning web components and Aura components can coexist and interoperate on a page. While Lightning components have a few specific limitations, for the most part, they’re ready to go. There are many situations where you should consider making the switch to developing with Lightning components. Salesforce mobile development, for example, is a great place to use Lightning components. Also use Lightning components for new projects and any project involving highly interactive applications.
Can you switch to Lightning with Visualforce?
You probably don’t want to switch to Lightning components with in-progress Visualforce projects. You also want to stick with Visualforce if you need to do things like render PDFs from a page. Visualforce hasn’t gone away, and remains a foundational part of developing on the Salesforce platform.
Can you use Aura components in Visualforce?
Aura Components can be used in Visualforce pages.
Is Salesforce Classic app centric?
Remember all that information about developing following either a page-centric or app-centric model? Salesforce Classic uses a page-centric model, but Lightning Experience uses an app-centric model. It’s made up of—you guessed it—components.
Can Lightning Out run on Heroku?
Anywhere! Lightning Out, currently available in beta, lets you run your Aura components and apps, well, pretty much anywhere you can serve a web page. Whether it’s a Node.js app running on Heroku, a department server inside the firewall, or even SharePoint (yes, SharePoint), build your custom app with Lightning components and run it wherever your users are.
How to reference assets in Lightning Design System?
To reference assets in the Lightning Design System, such as SVG icons and images, use the URLFOR () formula function and the $Asset global variable. Use the following markup, for example, to reference the SVG account icon.
How to use Lightning Design System style sheets?
To use Lightning Design System style sheets in your Visualforce page, add <apex:slds /> anywhere in your page markup. Add <apex:slds /> anywhere in your page markup.
Can you add attributes to a Salesforce header?
If you’re using the Salesforce sidebar, header, or built-in style sheets, you can’t add attributes to the html. VG icons are supported only if showHeader, standardStylesheets, and sidebar are set to false.
Is Lightning Design System scoped?
In general, the Lightning Design System is already scoped. However, if you set applyBodyTag or applyHtmlTag to false, you must include the scoping class slds-scope. Within the scoping class, your markup can reference Lightning Design System styles and assets.
Can you wrap Visualforce tags in SLDs?
Don’t wrap any Visualforce tags in the slds-scope element. <!--. SLDS markup here -->. In general, the Lightning Design System is already scoped. However, if you set applyBodyTag or applyHtmlTag to false, you must include the scoping class slds-scope.
How to add Lightning Out to Aura?
Add Lightning Out to external apps in the form of a JavaScript library you include in the page on the origin server. Add markup to configure and activate your standalone Aura app. When initialized, Lightning Out pulls in your Lightning components app over a secure connection, spins it up, and inserts it into the DOM of the page it’s running on. After it reaches this point, your Lightning web component code takes over and runs the show.
Is Lightning Out beta?
Note This release contains a beta version of Lightning Out, which means it’s a high-quality feature with known limitations. You can provide feedback and suggestions for Lightning Out on the IdeaExchange.
Does Lightning Out require authentication?
Authentication from Lightning Out. Lightning Out doesn’t handle authentication. Instead, you manually provide a Salesforce session ID or authentication token when you initialize a Lightning Out app.
Does Salesforce have a secure connection?
In addition to some straightforward markup, there’s a modest amount of setup and preparation within Salesforce to enable the secure connection between Salesforce and the origin server. And, because the origin server is hosting the app, you need to manage authentication with your own code.
Can you create an app with Lightning?
Creating an app using Lightning Out is generally like creating any app with Lightning web components. However, because your components are running outside of Salesforce, there are a few issues you want to be aware of.
Can you deploy Lightning to Salesforce?
Developing Lightning web components that you can deploy anywhere is generally the same as developing them to run within Salesforce. Everything that you know about component development still applies. The difference is how you embed your app in the remote web container, or origin server. Add Lightning Out to external apps in the form ...
Can Lightning run outside of Salesforce?
Use Lightning Out to run components outside of Salesforce servers. Whether it’s a Node.js app running on Heroku or a department server inside the firewall, add your Lightning web components to a standalone Aura dependency app. Then, run them wherever your users are.
What is Lightning App Builder?
Use the Lightning App Builder to configure the default record page to match your users' workflow. Your Lightning page consists ofarticle page layouts and the components you choose for your users.
What is sharing for Lightning Knowledge?
Sharing for Lightning Knowledge lets you take advantage of the features you already know, such as organization-wide defaults,access by owner role hierarchies, and criteria-based rules. When you make the switch to sharing for Lightning Knowledge, you canmanage article access based on fields within the article instead of data categories.
How many versions of Salesforce Knowledge are there?
Every Salesforce Knowledge article can have several versions: one draft, one published, and several archived versions, and each ofthese versions can have multiple translations. Thus, the total number of article versions in an org can be much higher than the numberof articles. When scaling your org, pay attention to both the total number of article versions and edition-specific limits on articles.
What is Salesforce Knowledge?
Salesforce Knowledge is "KCS Verified" by the Consortium for Service Innovation, which recognizes best practices in customer Do you need guidelines, resources, and current discussions on the evolving world of knowledge orientated service? support methodologies. By implementing Knowledge-Centered Support (KCS) features, you can create more efficient collaboration within your team and provide pertinent and accurate information to your customers. Consider the following tips when planning and using Salesforce Knowledge:
How to see how many versions of Salesforce?
To see how many versions and articles you have: 1. Go to Settings. 2. In the Search box, type StorageUsage. 3. Select Storage Usage. The total number of versions in the org is listed under “Knowledge Versions.” The number of articles in the org is listed under “Knowledge.” SEE ALSO: Plan Your Knowledge Base in Lightning Experience Data and File Storage Allocations 8 Salesforce Knowledge Knowledge Scalability
How many languages are there in Salesforce?
For orgscreated before the Spring '18 release, the default limit for all editions is 16 languages. To request an extension for these allocations,contact Salesforce support.
Is Salesforce Knowledge available in all orgs?
Available in: Salesforce Classic (not available in all orgs) and Lightning Experience Salesforce Knowledge is available in Essentialsand the UnlimitedEdition with Service Cloud. Salesforce Knowledge is available for an additional cost in: Professional,