Lightning Experience Customisation

Create and Customise Lightning Apps

Lightning App:

A collection of objects which fulfil your particular business requirement (function).

Lightning apps give your users access to sets of objects, tabs, and other items all in one convenient bundle in the navigation bar.

Even you add multiple cosmetic changes according to business requirements.

So what things can you put in a Lightning app?

1. Most standard objects, including Home, the main Chatter feed, Groups, and People

2. Your org’s custom objects

3. Visualforce tabs

4. Lightning component tabs

5. Canvas apps via Visualforce tabs

6. Web tabs

Create a Lightning App

1. Find ‘App Manager’ in Setup quick search

2. Click New Lightning App

3. Fill required data

4. Save and Finish

5. You can find it in App Launcher

Create and Customise List Views

Customise List Views means applying a filter on List and exporting it with some other name in the navigation bar tabs. Let’s see how can we do that

1. Open a tab with all data.

2. Open list control, select new

3. Name the list

4. Select All users can see this list view

5. Save

6. Click Add Filter

7. Now apply filter logic by setting

• From the Field dropdown menu
• Choose operator
• Select what value, you want to see

8. Done & Save

9. Now you can check this filter list in the tab for which you created

Customise Record Highlights with Compact Layouts

A compact layout helps to see the most important data instantly. Most helpful on a Mobile app, where you have a small screen.

So you can customise it, let’s see how

1. Open Setup Page

2. Find your Object in the Object Manager

3. Click on Compact Layout. you can see a system default layout.

4. Create a New

5. Choose Fields, you want to show in the highlight

6. Save

7. Click on Compact Layout Assignment, Edit the assignment, and Select your layout.

8. Save, Now your layout is the default.

Customise Record Details with Page Layouts

Page Layouts: Either you customise the page layout or its’ content, which can be done in Lightning App Builder.

Some modification requires to do in classic UI as lightning doesn’t support customised buttons, actions, and fields on pages.

The page layout editor lets you:

1. Control which fields, lists of related records, and custom links users see

2. Customise the order that the fields that appear in the page details

3. Determine whether fields are visible, read-only, or required

4. Control which standard and custom buttons appear on records and related lists

5. Control which quick actions appear on the page

Let’s customise it, and see how

1. Open Setup Page

2. Find your Object in the Object Manager

3. Click on Page Layout.

4. Click on Object[Name of Object] Layout

5. Now you can add, remove, and add constraints like required, read-only, etc.

6. Save

Assignments are required when you are making changes for different roles.

Create Custom Buttons and Links

Custom Button and Links give access to integrate external URLs and applications to Salesforce Data.

There are three primary types of custom buttons and links that you can create.

1. List button — Appears on a related list on an object record page.

2. Detail page link — Appears in the Links section of the record details on an object record page.

3. Detail page button — Appears in the action menu in the highlights panel of a record page.

If you want the button or link to launch a custom page or other code, consider a Visualforce page.

let’s see how we can implement

1. Select your Object in the Object Manager

2. Click Buttons, Links, and Actions, then New Button or Link

3. Design and Define your button work

4. Save

5. Open Page Layout of Object Layout where that button should appear

6. Select the 🔧 icon and Add that button to the layout.

7. Save

Empower Your Users with Quick Actions

Quick Actions:

There are 2 types of quick action

1. Object-specific Actions

2. Global Actions

Object Specific Action

Object-specific actions have automatic relationships to other records so, It allows users to create quick actions on records like create record, update record, send emails and etc.

This Action button will be available for particular object records only.

There are the following types of object-specific actions.

• Create a record
• Update a record
• Log a Call actions let users enter notes about calls, meetings, or other interactions that are related to a specific record.
• Send Email which is only available for Cases
• Custom actions invoke Lightning components, flows, Visualforce pages, or canvas apps that let users interact with or create records that have a relationship to an object record.

Let's see how can we create:

1. Open Object Manager from the Setup Page

2. Click Buttons, Links, and Actions, then click New Action.

3. Select Object Specific Actions Type as above mentioned.

4. Select Target[on which you have to perform operation] object

5. Enter the action Label

6. Save

7. Add all required fields in Action Layout

8. Save

9. Now Add this action button to the page layout

10. Enable Mobile & Lightning Action layout by clicking on 🔧 wrench icon

11. Drag the action button to Mobile & Lightning Action

12. Save

Global Action

• Create global actions in a different place in Setup than you create object-specific actions.
• It is called global action because you can put it anywhere.
• Global actions live on a special layout of their own, known as the global publisher layout

Let's see how can we create:

1. Click Global Actions in the Quick Find box

2. Click New Action

3. Select Object Specific Actions Type as above mentioned.

4. Select Target[on which you have to perform operation] object

5. Enter the action Label

6. Save

7. Add all required fields in Action Layout

8. Save

9. Click Publisher Layouts by finding it in the Quick Find box

10. Edit

11. Enable Mobile & Lightning Action layout by clicking on 🔧 wrench icon

12. Drag the action button to Mobile & Lightning Action

13. Save

14. You can see the action button by clicking ➕ Global action menu