天阔阔雪漫漫共谁同航 这沙滚滚水皱皱笑着浪荡

Salesforce Lightning

|
  1. 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. They also give your users access to sets of objects, tabs, and other items all in one convenient bundle in the navigation bar.

  2. So what things can you put in a Lightning app?
    • Most standard objects, including Home, the main Chatter feed, Groups,and People
    • Your org’s custom objects
    • Visualforce tabs
    • Lightning component tabs
    • Canvas apps via Visualforce tabs
    • Web tabs
    • Lightning page tabs and utilities like Lightning Voice
  3. Tips for Creating Apps in Lightning Experience
    • Talk to your users. Ask them what their priorities are.
    • Customizing tabs in apps gives you a unique opportunity to engage with your users.
    • Each group of users has its own priorities. Find out which objects and items represent their highest priorities.
    • Ask users to post feedback to a chatter group
    • Publish polls
    • Schedule lunch sessions
  4. Customize list view for one standard object,
    • Create new list view
    • Add filter by setting a specified field, operator and target value.
    • Customize by selecting fields to display.
    • Also can create list view chart on a standard object page.
  5. Customize record highlights with compact layouts
    • Compact layouts control the fields your users see in the highlights panel at the top of a record and the fields that appear in the expanded lookup card you see when you hover over a link in record details.(shows on one page but set on different object compact layout)
    • Create new compact for an object in object manager and assign it to the object.(Make it the primary compact layout)
  6. Lightning pages are a collection of Lightning components arranged in regions on the page. You can customize the layout of the page and the position of its components with the Lightning App Builder

  7. Two ways to customize a page in Lightning experience. Customize a page’s layout(), customize its content(page layout editor).

  8. Customize Record details with page layouts using Page layout editor:
    • Control which fields(and order of fields), lists of related records, and custom links users see
    • Determine whether fields are visible, read only, or required
    • Control which quick actions appear on the page
  9. Enhanced Page Layout Editor
    • is the go-to place for customizing a Lightning Experience record page’s fields and related lists.
    • has two basic parts: a palette on the upper portion of the screen and the record’s page layout on the lower portion of the screen.
    • This Highlights Panel section in the page layout editor controls the highlights panel on pages in our Classic UI. It’s of no use to us in Lightning Experience.
  10. Create a new page layout and assign it to profile so somebody can see it.

  11. Custom Buttons and Links
    • Custom links can include Salesforce fields as tokens within the URL.

Useful link:

  1. Creating Custom Web-To-Case Forms Using Visualforce and Sites
  2. user interface setting
  3. JIRA(Atlassian) for agile team, to plan track and release, real-time reporting, match the way your team works, create issue easy and manage bug by dragging, check the bug log. convenient.
  4. Conga for data management, salesforce appexchange

Comments