Lightning In Salesforce: 9 Configurations In Lightning Experience Tips You Need To Learn Now.

If you have question how to setup an org or how to configure components or how to create Quick Actions or how to upgrade salesforce classic app to Lightning App in Lightning Experience, then you are on right blog. This blog demonstrates you how to set up your salesforce org and other out of box components.

1. Create Custom Objects:

Salesforce contains standard objects and fields which are generic or common like account, contacts, lead, opportunity etc. But every organizations requirement is different so they need unique objects. Salesforce provide functionality to manage this unique requirement which is Custom objects. Salesforce admin easily manage custom objects by point and click.

To create custom object,

Go to Setup and then Click on Object Manager, click Create and then click on Custom Object.
Enter the required details and click save button.
Once object created then add custom fields which actually store data related to objects. Every custom field have data type like text, number, formula, checkbox, picklist and many more.
While creating a new custom field is figuring out what data you want to store into that that is which type of field you need.

And do not forget that it’s easy to modify an existing custom field to fit your needs at any time.

2. Create a Custom Object Tab:

We have custom object but how users access records of custom object?

Answer is, using Custom Object Tab.

Important Note: This is important step in configuring a custom object. Without a custom tab, you cannot add a custom object to an app.

While creating custom tab, salesforce provides one check box: Launch New Custom Tab Wizard after saving this custom object. After custom object save, new window opens for tab configuration.

Click the Tab Style lookup icon, and select any tab style and icon for the custom tab. Follow the next steps to create custom object tabs.

3. Create Lightning App:

An app is a group of any tabs that work as a unit or in IT words, team to provide functionality. In Lightning Experience, app give access to set of objects, Visualforce tabs, Lightning component tabs, Canvas apps via Visualforce tabs and Web tabs to your users.
Even you can include Lightning page tabs and utilities like Lightning Voice.
You can brand each Lightning app with custom colour and logo.

Lightning Experience App Manager shows all connected apps and salesforce apps.
Lightning Experience App Manager have column App types which have two values: Classic and Lightning.
“Visible in Lightning” column indicate whether the app is accessible in Lightning Experience or not. Classic apps do not contain checkbox for Visible in Lightning column.

Steps to create Lightning App:

Go to Home Tab in setup, search for App in the Quick Find box.
Select App manager and click on New Lightning App.
Enter the required details and Click Save and Finish to exit the wizard.

Note: In lightning experience, you can set animated GIF as app images. Cool, isn`t it?

4. Upgrade a Salesforce Classic App to a Lightning App:

Everybody loves up-gradation. In upgradation we get new features or bug fixes and any other options.

Salesforce classic apps work in Lightning Experience. Then why salesforce ask them to upgrade to Lightning Apps? Any clue? After upgradation classic apps to lightning apps, you and your users can take advantage of new feature like custom branding and also can use enhanced navigation features.

If you didn’t Installed Warehouse App in your org please installed it from URL https://login.salesforce.com/packaging/installPackage.apexp?p0=04tA0000000ALX1

While installing warehouse app, select Install for Admins and click on Install button.
Installation take 2-3 mins based on your internet bandwidth speed.

You have installed Warehouse app in Salesforce classic. Now let’s upgrade it to Lightning App:

Steps:

·        Go to Setup and select Home Tab.

·        Search App in quick find box and click App Manager

·        Search Warehouse app and click on drop down arrow in Visible in Lightning column.

·        Select Upgrade.

·        Leave the suggestions and click on Upgrade button.

After upgradation, you will see two versions of one app, one is in Classic and other for Lightning.

Now search for Warehouse Lightning app in list and Click on same drop down arrow.

Click on Edit.

Update the App details if needed.

In App branding section, Change Primary color Hex Value to #0070D2. Immediately you can see preview of app in below section.

Click on Save button.

Then go to Select Items tab in same window. And Choose the items to include in the app. You can re- arrange the order in which items appear.

Click on Save.

Then go to Assign to User Profiles tab in same window and Choose the user profiles that can access this app.

Important Note: If you have Lightning pages in your org, you can see them in the Available Items list. Being able to add Lightning pages to the navigation bar is another interesting options about Lightning apps.

Now click on 9 dots button on tap tab, i.e. from the app navigation bar. And Warehouse Lightning app is started visible in App Launcher with the customize branding. Based on your organization brand your own apps with custom color.

5. Create and Customize List Views:

List views allow users to filter records based on conditions. Once you open object tab, you see List of records. Every user can create their own List views.

In List views, those records display to whom you have access i.e. records which you own, have read or write access or shared with you. Also you can access records shared with users in roles below you in role hierarchy.

Steps to create List views:

Go to App Launcher, search for Sales App and select Contacts tab.
From the list view controls select New and give name like Customer contacts.
Click Save.
Click on Add filter and add field which indicate customer contacts and click Done and save.

6. Create a List View Chart:

Lightning experience gives one good feature, List View Chart. With the help of List View Chart, you can visualize list view data.

For example, you want to see which accounts represent the most overall pipeline value.

Go to the Sales app, click the Opportunities tab, and select the All Opportunities list view.
Click on pie chart symbol icon then click on setting icon and click on New chart.
Give Name the chart like, Total Pipeline values

Chart Type: Donut Chart

Aggregate Type: Sum

Aggregate Field: Amount

Grouping Field: Account Name

Click on Save.

So Easy.

7. Create a Compact Layouts:

In one view if I want to show key record information? Answer is Compact Layouts.

With compact layouts, you can highlight whatever your users need to see in a quick look when they look at any record. When you create a custom object, it’s assigned to a system default compact layout, which has only one field on it: the object name, you can add more fields which you want.

For example, on Opportunity record page, show Account name, close date, Amount and Opportunity owner.

Steps to create a Compact Layouts:

Go to Setup and click on Object Manager.
Click on Opportunity object and click on Compact Layouts.
Click New button.
Give the compact layout a label.
Add fields in Selected Fields from Available Fields.
Click on Save button.
Click Compact Layout Assignment and then Edit Assignment.
Select Compact Layout which you created now and click Save. (The primary compact layout defines the fields that display when this object's records appear as list view items in Salesforce1.)

8. Page Layouts in Lightning Experience:

In Lightning Experience, we have two ways to customize page.

Customize a page’s layout

Customize page layout contents

Lightning pages is bundle of Lightning components. Using Lightning App builder, you can customize the layout and the positions of components.

Customize page layout contents means customize fields and buttons which display on page called as page layout editor.

Page Layout editor customize below things:

Fields, list of records and custom links
Order of fields and buttons
Make field read only or required or visible.
Customize related lists
Quick actions

9. Quick Actions in Lightning Experience:

What do you mean by Quick Actions, as the name defines, quickly perform action like create record or send mail or many more. As Quick Actions perform task quickly, user quickly perform task as smooth as possible.

In Lightning Experience, we can create two types of Quick actions:

Object-specific actions
Global Actions

Object-specific actions:

Let’s say user want to create new Case from contact record quickly and prepopulate some fields on new Case. As this is an object-specific action (on contact object), new Case directly tied to related account.

Steps to create an Object-specific actions:

Go to Setup and go to Object Manager
Search for Contact and click on Buttons, Links, and Actions
Click on New Action Button.
Select Action type: Create a Record
Select Case as Target Object
Give label: Create Case
Give Success Message like “Case record created successfully”.
Click on Save button.
Now select the fields which you want to display on page and click on Save button.
Go to Predefined Field Values and add fields with default values which you want to prepopulate.

Next step is we have to add this new action on page layout. Right now there are two sections in page layouts:

a. Quick Actions in the Salesforce Classic:

Actions in this section appear only on the Chatter publisher in the full Salesforce site and may appear in third party apps that use this page layout.

b. Salesforce1 and Lightning Experience Actions:

Actions which are in this section appear in Lightning Experience mode and in the Salesforce1 action bar and may appear in third party apps that use this page layout.

Go to Contact Layout in Contact object. And drag newly created quick action in both sections mentioned above.

You can adjust the order of the actions based upon your requirement by dragging them on layout.

Global Actions:

Let`s say user want to create lead from any page no matter where they are in Salesforce.

Global actions menu appears at the top of every record page.

Global actions are pretty similar to object-specific action except you start on a different page in Setup.

Steps to Create Global actions:

· Go to Setup, click the Home tab.
· Search Global Actions in the Quick Find box and click Global Actions.
· Click New Action.
· Select Action type = Create a Record
· Select Lead as Target Object
· Give label: Create Lead
· Give Success Message like “Lead created successfully”.
· Click on Save button.

Now select the fields which you want to display on page layout and click on Save button.

Global actions have their own special layout namely global publisher layout.

The global publisher layout populates all the global actions menu.

Steps to Add Global actions to the Global Actions Menu:

· Go to Setup, click the Publisher Layouts.
· Click on Edit link next to Global Layout.
· If the Salesforce1 and Lightning Experience Actions section isn’t customized, click on override global publisher layout to override it.
· Add newly created actions in both sections i.e. Quick Actions in the Salesforce Classic and Salesforce1 and Lightning Experience Actions.
· Click on Save button.

Nice work guys!

Don’t forget to like or comment or share the blog.

Other blogs:

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`Learn Salesforce Lightning Experience Basics In 15 Minutes`

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