Customize Salesforce in a Flash with Lightning
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We will be showing you how to use Lightning App Builder to make page customizations without any code. This enables admins to tailor Lightning Experience for end users to help them be more productive. We will also talk about the great new features on the roadmap.
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Customize Salesforce in a Flash with Lightning
- 1. Customize Salesforce in a Flash With Lightning March 15, 2017
- 2. Today’s Speakers LeeAnne Templeman Senior Admin Evangelist @leeanndroid Michael Gonzales Director, Product Management
- 3. Forward-Looking Statements Statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
- 4. Get Social with Us! @salesforceadmns #awesomeadmin Salesforce Admins Salesforce Admins The video will be posted to YouTube & the webinar recap page (same URL as registration). This webinar is being recorded!
- 5. Join the Admin Webinar Group for Q&A! Don’t wait until the end to ask your question! • We have team members on hand to answer questions in the webinar group. Stick around for live Q&A at the end! • Speakers will tackle more questions at the end, time-allowing bit.ly/AdminWebinarGroup
- 6. Today’s Agenda • Customize with Lightning App Builder • Build and Customize Lightning Pages • Customize Record Pages + Demo • Roadmap • Resources • Q&A
- 7. Customize with Lightning App Builder
- 8. Have You Ever Wanted to Rearrange the Layout of a Page?
- 9. Lightning App Builder Easily create and edit component powered Lightning Pages with clicks! Since Summer ‘16 for use in Lightning Experience GA
- 10. Template Regions Lightning Pages Metadata drives the experience Header Body Sidebar Subhead
- 11. Lightning Components Lightning Pages Metadata drives the experience Highlights Panel Body News Sales Path Activities Tabs Related Lists
- 12. New Page Templates Even more choices to deliver customized pages App Page Templates Record Page Templates
- 13. Standard Components Built by Salesforce Custom Components Built by customer developers AppExchange Components Built by Partners Lightning Component Ecosystem
- 14. Build and Customize Lightning Pages
- 15. Record Pages Customize standard and custom object detail pages Home Pages Customize home pages per profile App Pages Create new pages to add into the navigation menu 3 Types of Lightning Pages
- 16. Home Pages Create a welcoming experience for all of your users Individual Pages can be assigned to one or more profiles for role specific content Org-wide default page Focused on Sales Productivity
- 17. Record Pages Customize the detail pages for standard and custom objects Your existing metadata powers the experience: Page Layouts control fields, related lists, and actions Compact Layouts control the fields in the Highlights Panel
- 18. Salesforce1 Phone App Pages Build a new page once and deploy it to Lightning Experience and Salesforce1 Lightning Experience DesktopSalesforce1 Tablet
- 19. Lightning App Pages & Lightning Apps App Pages Built with Lightning App Builder using standard & custom components End users access via Tab Available to be added to a Lightning App Lightning Apps Built in App Manager Collection of Tabs End users access through App Launcher
- 21. Lightning Pages per App Deliver custom task-oriented experiences Standard Account Page - Default page look & feel - Designed for sales users App-specific Account Page - Customized with components - Unique Record Page experience for standard & custom Lightning Apps
- 22. Record Type and Profile Specific Pages Fine-tuned assignment for Record Pages Precise control over Record Page content for every scenario - App - Record Type - Profile
- 24. Roadmap
- 25. Even More Flexibility for App Builder On the Roadmap • Bring the Page Layout Editor to App Builder • Customize Page for Mobile • Control Pages Dynamically with Picklists
- 26. Dynamic Lightning Pages Control visibility of components Conditionally show components based on data from the record being shown Additional contexts planned: - Related Records - Profile
- 27. Resources
- 28. Resources Lightning Now! Group success.salesforce.com 3 Custom Home Pages You Can Build in Lightning admin.salesforce.com/3-custom-home-pages-in-lightning Trailhead Badges Lightning App Builder Lightning Apps