Knock! Knock! Who's There? Lightning Components!
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This presentation introduces Lightning Components in Salesforce. Lightning Components are reusable blocks that can be dragged and dropped onto Lightning pages to customize pages. The presentation highlights some key component types and where they are used. Specific components are spotlighted, including Related Records to display related record details, and Report Chart to add charts to pages. A demo case is shown for a customer who wants to use components to conditionally display information and enforce a validation rule. Additional resources for learning more about Lightning Components are also provided.
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Knock! Knock! Who's There? Lightning Components!
- 1. Knock Knock! Who’s there? Lightning Components [email protected] @flavia.waters Flavia Waters Implementation Consultant at makepositive
- 2. 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. Statement under the Private Securities Litigation Reform Act of 1995 Forward-Looking Statement
- 3. Flavia Waters Salesforce Implementation Consultant Speaker Logo First Time World Tour Speaker!
- 4. We will cover… • What are Lightning Components? • Component Spotlight • Let’s see it in Action
- 5. What are Lightning Components? • Compact, configurable and reusable blocks that you can drag and drop onto a Lightning page • App builder –one stop tool for configuring components • Deploy once….run anywhere
- 6. What are the Components Types?
- 7. Where are Lightning Components used? Record Pages Home Pages App Pages Customize standard and custom object detail pages Customize home pages by user profile Create new pages to add to the navigation menu
- 8. Component Spotlight: Related Records What is it? Ability to display details of a related record on any record page e.g. Show Accounts details on a Case Why use it? Ability to use inline edit, unlink records and link a new one Can also be used on Current, Parent and Lookup Record
- 9. Component Spotlight: Report Chart What is it? Ability to add a chart directly onto the lightning page Setting a filter is supported only for record pages Why use it? Powerful way to display important information to the user Can set the filter option to customize the report
- 10. Component Spotlight: Rich Text What is it? Add text and images into a component that can be displayed anywhere Why use it? Dynamic component feature that allows you to show/hide component based on field data Simple and Powerful
- 11. 1. Cloud RockStars Ltd are very keen to switch to Lighting and improve user experience 2. Eliminate the need of Account Record Types and Page Layouts 3. Provide Quick accessibility of data 4. Reduce clicks where possible Cloud RockStars Ltd. Rachel Sales Director Cloud RockStars Ltd
- 12. Customer Use Case • Rachel wants to see different information for Gold, Silver and Bronze SLA depending upon the picklist value chosen on the Account - Conditional Related Record • She also wants to see a visual representation of all the open cases against an particular account - Report Chart • She wants to enforce a product has been added before she can progress the opportunity – Rich Text Validation rule Jane Salesforce Admin Cloud RockStars Ltd
- 14. Demo Recording
- 15. Behind the Scenes • Create quick action on the Account object • Assign the fields to the quick action layout • Add the Related Record lightning component to the page and configure it to use the update action. • Add your component filters Conditional Related Records
- 16. Behind The Scenes • Create rollup summary field that counts opportunity products to reference as a control field • Add Rich Text Component and display the error message • Make the Rich Text Conditional • If you really want to enforce the rule, give the users no other choice – Make every other component conditional and only display the product related list Rich Text Validation Rule
- 17. These are a number of useful links for more information • https://trailhead.salesforce.com/users/fwaters/trailmixe s/knock-knock-whos-there-lightning-components • https://help.salesforce.com/articleView?id=lightning_p age_components.htm&type=5 Additional Resources
Editor's Notes
- #3: Key Message Salesforce is a publicly traded company. Customers should make buying decisions only on the products commercially available. Talk Track Before I begin, just a quick note that you should base your purchasing decisions on products and services that are currently available.