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.
What do you need to know about Salesforce Lightning?
Specifically, we think that:
- You should be comfortable reading and writing JavaScript. ...
- It would be great if you know Apex. ...
- If you’re coming to Lightning components from Visualforce, be sure to add the Apply Visualforce Skills to Lightning Components trail to your task list. ...
How to enter data into Salesforce lightining?
Use the Data Import Wizard
- Start the wizard. From Setup, enter Data Import Wizard in the Quick Find box, then select Data Import Wizard. ...
- Choose the data that you want to import. ...
- Map your data fields to Salesforce data fields. ...
- Review and start your import. ...
- Check import status. ...
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. ...
What is the use of lightning record page?
A Lightning page is a custom layout that lets you design pages for use in the Salesforce mobile app or Lightning Experience. Lightning pages occupy a middle ground between page layouts and Visualforce pages. Like a page layout, Lightning pages allow you to add custom items to a page.
What are the types of lightning record pages in Salesforce?
Lightning Page Type The four options are App Page, Home Page, Record Page, and Embedded Service Page.
What is difference between page and lightning page?
Lightning page layouts are specific to Lightning Experience, while standard page layouts are more "classic" oriented, however, will display in LEX. You will find that Lightning page layouts do not support the same elements as the ones in classic page layouts, for example: Expanded lookups.
What is the difference between lightning page and lightning tab?
Lightning page tabs only facilitate inclusion of the Lightning page in the Salesforce app and Lightning Experience. You can create a custom tab only for an App Page type of Lightning page. What Is a Lightning Page Tab? Lightning Page Tabs let you add Lightning Pages to the mobile app navigation menu.
What is the difference between app page and Home Page?
App Page - you can create a page that appears when you select an App, e.g. Sales App or any custom app you have created. Think of it as a Home Page for each App. 2. Home Page - when a user first logs in, they land on their Home Page.
Where is Lightning record page in Salesforce?
In Salesforce, click the Setup icon and click Setup. While in Setup, navigate to the Object Manager tab then Click into the Quote object. In the left panel, click Lightning Record Pages.
What is difference between lightning record page and page layout?
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 are types of record pages in Salesforce?
We have mainly three kind of pages in Lightning leaving community pages for now in Lightning App Experience.Home Page.Record Page.App Page.
What are Salesforce record types?
“Record types let you offer different business processes, picklist values, and page layouts to different users. You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each.
How do I assign a Lightning record to a page?
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...
How do I deploy a Lightning record page in Salesforce?
Setup Lightning Record Page Go to the object manager, open the object and find the Lightning Record Pages tab, you can open the Lightning record page or view page assignment. You can view and lookup the lightning page assignment from the View Page Assignments button. Lightning Record Page can be assigned by: App.
What is a Visualforce page in Salesforce?
Visualforce pages are basic building blocks for application developers. A Visualforce page is similar to a standard Web page, but includes powerful features to access, display, and update your organization's data. Pages can be referenced and invoked via a unique URL, just as they would be on a traditional web server.
What is the Lightning Record Page?
Lightning Record Page is not the same as Page Layout, it is more than the Classic Page Layout.
What can you see when opening a lightning record page?
By opening a lightning record page, you can see if the page is assigned to which app, record type, and profile, also form factor.
How to view Lightning page assignment?
Go to the object manager, open the object and find the Lightning Record Pages tab, you can open the Lightning record page or view page assignment. You can view and lookup the lightning page assignment from the View Page Assignments button. Lightning Record Page can be assigned by:
What is page layout in Lightning?
Page layout (under the Detail tab) is part of a lightning record page. Page layout is required to show fields of the object, until Dynamic Forms widely available.
Lightning Components
One of the gorgeous parts of Lightning Experience is its modularity. The power to create robust, functional, and UX-focused interfaces is possible due to Lightning Components.
Dependent Components Within Lightning Record Pages
Individual Lightning Components within Lightning Record Pages can be made visible based on specified conditions. This functionality is huge and offers a more dynamic way to engage with the record.
Path
Path is a fantastic way to add a visual process to any object. It allows you to view various record stages in a flow style as well as show key fields and information at each stage of the deal.
Report Chart Component
Use the Report Chart Component to include a chart from a report in your Lightning Page. If you leave the component’s label field blank, the component’s label will be derived from the report’s label.
How to assign a page to a sales app?
Click the App, Record Type, and Profile tab. Click Assign to Apps, Record Types, and Profiles. Assign the page to the Sales app, the Desktop and phone form factor, the Master record type, and the System Administrator profile. Review the page assignments.
How many points is the font in a component?
In the component properties, make the text bold and centered, 18-point size, and change the font to something that appeals to you.
What to do if you use Trailhead in a different language?
If you use Trailhead in a language other than English, make sure that your hands-on org is set to the same language as the challenge instructions. Otherwise you may run into issues passing this challenge. Want to find out more about using hands-on orgs on Trailhead? Check out Trailhead Playground Management.
Can you customize a Lightning record page?
Even cooler, you can customize a record page and assign it to specific Lightning apps to give your users access to a record page customized especially for the context of the app they’re working in. Just like the Home page, you can create a custom record page in different ways: Create it from scratch using a template, ...
Can you create a custom record page in Salesforce?
However, unlike the Home page, custom record pages are not only supported in Lightning Experience on desktop but also in the Salesforce mobile app.
Can you create a customized record page?
Note the last bullet in the list. Not only can you create a page that is customized for the needs of your users, but you can go a step further and customize a page based on how your users access it. You can create uniquely customized record pages that only your mobile users see, containing only what they need while on the road or in the field. At the same time, desktop-only record pages can serve the needs of your users while they’re working on their PCs or laptops.
Back To The Future – An Evolution from Salesforce Classic to Lightning Experience
Let’s take a quick tour back to where things started. At the time I got introduced to Salesforce, which was still in the good old Salesforce Classic times, we used to work with Page Layouts to design and structure the contents of the Salesforce user interface (we’re ignoring any Apex coding for now and focus on declarative development).
How Salesforce Page Layouts, Lightning Record Pages and Dynamic Forms Get Along
Now, each has its own features and specifications and do depend on one another. Let’s go through step by step and understand when to use which one.
Cancel reply
You are commenting using your WordPress.com account. ( Log Out / Change )