Let’s say you have these actions on your Contact page layout in the Salesforce Mobile and Lightning Experience Actions section. You have quick actions (New Account, New Event, New Task), a productivity action (Call), standard buttons (Edit, Delete, Clone, Send an Email), and Chatter actions (Poll, Post).
Full Answer
Where do actions come from in Salesforce lightning experience?
In Lightning Experience, the actions on record pages are derived from the list of actions in the Salesforce Mobile and Lightning Experience Actions section of the page layout for that object. The same section on global publisher layouts determines the global actions that appear in the Global Actions menu.
What can I do with Salesforce Lightning app builder?
Develop custom components that other developers and admins can use as reusable building blocks to customize Experience Builder sites, the Salesforce mobile app, and Lightning Experience. Lightning App Builder empowers admins to build Lightning pages visually, without code, using off-the-shelf and custom-built Lightning components.
What types of actions are available in lightning experience?
You have quick actions (New Account, New Event, New Task), a productivity action (Call), standard buttons (Edit, Delete, Clone, Send an Email), and Chatter actions (Poll, Post). Here’s how those actions appear on a contact record page in Lightning Experience.
How to add custom buttons in Salesforce mobile&lightning experience actions?
When you click to override the predefined actions in the Salesforce Mobile and Lightning Experience Actions section, the custom buttons in the buttons section of the page layout aren’t automatically included in the action list. You must add the custom buttons as actions from the Mobile & Lightning Actions category in the palette.
See more
What can you do with Salesforce Lightning?
SalesSales Force Automation.Revenue Optimization.Sales Engagement.Territory Planning.Sales Enablement.Partner Relationship Management.
What is Salesforce lighting experience?
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 is included in Salesforce Lightning?
Lightning Component Framework, which includes tools and extensions that enable the development of reusable components and standalone apps and customization of the Salesforce1 Mobile App. AppExchange for Components, which makes over 50 partner components available in the App Builder.
What can you include in a Lightning?
What can you include in a Lightning App? Lighting apps also let you brand your app with a custom color, logo, and utility bar. Custom and standard objects, custom tabs, lightning page tabs, and utilities (Lighting Voice) are some of the things that you can expect withing lightning apps.
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.
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 does a lightning developer do?
Lightning App Builder empowers admins to build Lightning pages visually, without code, using off-the-shelf and custom-built Lightning components. Make your Lightning components available in the Lightning App Builder so administrators can build custom user interfaces without code.
What are the features of lightning page?
Top Features of Salesforce LightningKanban View. This feature helps the sales representatives efficiently manage business opportunities. ... An Advanced UI. ... Lightning Path. ... Reports and Dashboard. ... Salesforce Einstein. ... Activity Timeline. ... Live Feeds. ... Lightning Web Component or LWC.More items...•
What is the advantage of Salesforce lightning?
One of the major Salesforce Lightning advantages is that it is a component-based platform. In other words, you can simply integrate the components already built by the Salesforce partners and use them in your application. The best part is that you merely need to drag and drop the components to use them.
How many types of lightning pages are there in Salesforce?
Lightning Page Type The four options are App Page, Home Page, Record Page, and Embedded Service Page.
What's a key benefit of lightning apps?
What's a key benefit of Lightning apps for your users? Users can create records and access recent records and lists directly from the navigation bar.
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 is Lightning Voice for Salesforce?
Speaking of new features, Lightning Voice for Salesforce is a game-changer for salespeople. It connects them to customers and prospects faster than ever by enabling voice calls directly within Sales Cloud. This means wherever you are using Salesforce, including on your mobile device, you can make and receive calls in context, while taking notes and logging these calls at the same time. You can even choose a number that’s local to your territory.
Is Salesforce1 a mobile app?
In fact, the Salesforce1 Mobile App is built on top of the Lightning Platform. Both innovations served as catalysts for the reimagined Lightning desktop experience. Any and every customization that happens there is immediately accessible on any mobile device via Salesforce1.
A Single, 360 Shared View of Every Customer
Welcome to Salesforce Customer 360, One Integrated CRM Platform for uniting Marketing, Sales, Commerce, Service, and I.T. Departments.
Leading Through Change
Watch stories filled with thought leadership, inspiration, and insights from business leaders and our greater community.
What is Salesforce Lightning?
It promised to maximize the productivity of sales reps, provide meaningful insights into customer data, and help you create a new way to sell.
What is Lightning Voice for Salesforce?
Speaking of new features, Lightning Voice for Salesforce is a game-changer for salespeople. It connects them to customers and prospects faster than ever by enabling voice calls directly within Sales Cloud. This means wherever you are using Salesforce, including on your mobile device, you can make and receive calls in context, while taking notes and logging these calls at the same time. You can even choose a number that’s local to your territory.
What is Lightning Community Cloud?
The Lightning Customer Community is the most feature-packed release in the history of Community Cloud, enabling companies to quickly and intelligently engage with their customers. The all-new UX offers a new level of personalized experience, plus engagement opportunities that help your business provide an unparalleled customer experience.
What is highlight panel in Salesforce?
The Highlight Panel helps you customize your most important fields using the Compact Layout per object and have them display at the top of your users’ record pages in the Highlights Panel. First was introduced in Salesforce Mobile App, then they brought this forth to Lightning Experience.
What is a Lightning Snap In?
The Lightning Snap-Ins feature from Service Cloud Lightning is built with Lightning Components. Snap-Ins allow companies to quickly integrate customer support directly into their apps and web pages. This makes it easy to reach customers effectively, right where they are. You can learn about Snap-Ins by watching this video.
What is Salesforce Mobile App?
Salesforce Mobile App is built on top of the Lightning Platform. Both innovations served as catalysts for the re-imagined Lightning desktop experience. Any and every customization that happens there is immediately accessible on any mobile device via Salesforce Mobile App.
What is Salesforce CPQ?
Built 100% on Lightning, Salesforce CPQ (Configure, Price, Quote) makes Sales Cloud the first lead to cash sales platform in the industry. Now reps can easily do complicated quoting, get discount approval, generate branded proposals and contracts, and even collect signatures, without ever leaving their CRM.
How to switch to Lightning Experience?
Here’s how you toggle between the two interfaces: 1 From Lightning Experience: Click your profile picture in the top right corner of the screen and select Switch to Salesforce Classic. 2 From Salesforce Classic: Click your name and select Switch to Lightning Experience.
What is Lightning app builder?
The Lightning App Builder is a super-convenient drag-and-drop tool that makes it easy to create custom apps and user interfaces for the Salesforce Lightning Experience, without ever having to write a single line of code.
What is Salesforce Einstein?
Salesforce Einstein is designed to deliver intelligent insights and predict outcomes by leveraging different AI technologies such as machine learning, natural language processing, and image recognition. It provides up-to-date quality analytics to empower sales, marketing, and service and helps them stay on top of all their customer interactions.
Is Salesforce Classic ending?
While there’s no definite date in sight, there’s no denying Salesforce Classic is approaching its end-of-life. This has been made evident by the fact that Salesforce has provided more Lightning-exclusive updates than Classic-exclusive ones in its recent releases, while functionality is being deprecated from Classic.
Can you switch between Salesforce Lightning and Classic?
Like we said it’s pretty safe to switch between Salesforce Lightning and Classic and you can do this in a pinch. In fact, doing this might help you reap the productivity benefits of Lightning along with utilizing Classic features that failed to make their way across.
How does Salesforce Ideas work?
Year-round, Salesforce users can go on the IdeasExchange platform to post an idea they have, upvote the ideas of others, and leave comments to provide details about how others’ good ideas would also benefit them.
Why is Ideas Important?
Like Salesforce itself, Salesforce users can implement the Ideas platform in their own ways to empower their customers, partners, and employees to share ideas and have a voice in the development of new innovations that improve overall user experience.
The Catch: No Lightning Capability
Salesforce Lightning enhances the overall user experience with centralized information, streamlined features, and tools for better communication, increased productivity, and better reporting (among other improvements).
The Solution: LEX Ideas
The good news is that you can switch to Lightning while enjoying the benefits of Salesforce Ideas. LEX Ideas by Rainmaker allows Salesforce customers to continue managing ideas from their stakeholder groups without having to switch back and forth from Classic to Lightning.
Where are actions displayed in Lightning Experience?
In Lightning Experience, actions display in the Global Actions menu in the header, on related lists, and on list view items. Actions also appear in several places on a record page. Where actions appear on a record page depends on the action’s type.
Where do chatter actions come from in Salesforce?
Actions on reports come from the Quick Actions in the Salesforce Classic Publisher section of the global publisher layout . However, only standard Chatter actions appear on reports, regardless of which other actions are assigned to the global publisher layout.
What is chatter tab in Salesforce?
The Chatter tab (3) contains standard Chatter actions. By default, only the Post, Poll, and Question actions are supported, and if you have Groups, the Announcement action. Some objects support other standard Chatter actions predefined by Salesforce.
Where can I find actions on recommendations?
On the Home page, you can find actions on recommendations in the Assistant. For example, imagine that a sales rep receives an update that an opportunity doesn’t have any open activity. The rep can create a task or event directly from the recommendation. The actions that appear depend on the type of recommendation.
What is the mantra of Salesforce?
If you have been around the Salesforce ecosystem for any amount of time, you are probably familiar with the “clicks not code” mantra, which is a catchy way of saying that declarative development tools are one of the most crucial tools for the future state of digital transformation projects. Salesforce has doubled down on this point ...
Why use workflow rule in Salesforce?
The only reason to use a Workflow Rule is if an integration with Salesforce requires the use of an outbound message, which is already becoming more of an alternative option rather than the leading integration technology itself.
Do record triggered flows support subflows?
Another common argument against Flows is that Record-Triggered Flows do not support Subflows, making it difficult to organize and difficult to follow the single responsibility principle. See the section on Event-Triggered Flows for a closer look at how to optimize your Flow library! . 2.