Lightning Experience Customization

These are technical notes I compiled while studying using Trailhead, Salesforce's free self-learning portal.

Set Up Your Org

• Custom objects are created from the Object Manager in Setup.
  • Can select Launch New Custom Tab Wizard after saving this custom object to create a new tab after creating the new object. This creates a new page for the object, visible by default.

  Create and Customize Lightning Apps

  • App: collection of items that work together to serve a particular function. Lightning apps give users access to sets of objects, tabs, and other items in one convenient bundle in the navigation bar.
    • The app name displays on the left side of the navigation bar and custom colors and branding make each app unique and easy to identify.
    • Your users can access other items and apps by clicking the App Launcher icon.
    • Your users can create records and access recent records and lists directly from the navigation bar for items like Opportunities.
    • Create an app by clicking New Lightning App.

    Create and Customize List Views

    • List Views are predefined filters on objects.
    • List views are created on a given Object tab by selecting the cog icon and then “New.”
    • List Views can have predefined charts, viewable under the chart icon for that view.

    Customize Record Highlights with Compact Layouts

    • Compact layouts control which fields users see:
      • in the highlights panel at the top of a record and
      • the fields in the expanded lookup card when hovering over a link in record details and
      • the details section when you expand an activity in the activity timeline.
      • To make a compact layout active it needs to be assigned by clicking into the Compact Layout Assignment button.

      Customize Record Details with Page Layouts

      • Object Record Pages are accessible by clicking on an individual record from any object
      • Two ways to customize object record pages. Separate tools are required.
        • Change page’s layout (Lightning components arranged in regions) – Lightning App Builder
        • Customize page’s contents (fields and buttons that appear on the page) – Page Layout Editor (“Page Layouts”)
        • (1) Pallete
        • (2) Record’s page layout on the lower portion of the screen
        • Control which fields, lists of related records, and custom links users see
        • Customize the order that the fields appear in the page details
        • Determine whether fields are visible, read only, or required
        • Control which standard and custom buttons appear on records and related lists
        • Control which quick actions appear on the page
        • The field must have a value to save the record, but isn’t required on the page layout itself.
        • The field must be included on the page layout because an administrator configured the field as universally required or Salesforce automatically requires the field. Although you can’t remove such fields, you can move them to different locations.
        • The field is a controlling field.
        • The field is a dependent field.
        • The field is read-only.
        • Which fields, lists, links, and buttons a user sees on related, details, and edit pages
        • Change whether a field is required
        • Change the order of the fields on the page
        • Assign custom page layouts to different user profiles
        • Arrange fields in logical sections
        • Under the Details tab

        Create Custom Buttons and Links

        • Custom buttons and links help you integrate Salesforce data with external URLs, applications, your company’s intranet, or other back-end office systems.
        • The interface to create and edit these is under the Buttons, Links, and Actions page within the Object Manager.
        • There are three primary types of custom buttons and links that you can create.
          • List button—Appears on a related list on an object record page.
          • Detail page link—Appears in the Links section of the record details on an object record page.
          • Detail page button—Appears in the action menu in the highlights panel of a record page.

          Empower Your Users with Quick Actions

          • Actions let your users quickly do tasks, such as create records, log calls, send emails, and more. With custom actions, you can make your users’ navigation and workflow as smooth as possible by giving them quick access to information that’s most important.
            • When thinking about what actions you might want to create, ask your users what they really wish they could do.
            • Object-specific actions have automatic relationships to other records and let users quickly create or update records, log calls, send emails, and more, in the context of a particular object.
              • Can be added to Page Layouts for objects
              • Can be added to the Global Layout (plus sign, top right)

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