Reader small image

You're reading from  Salesforce for Beginners - Second Edition

Product typeBook
Published inOct 2022
PublisherPackt
ISBN-139781803239101
Edition2nd Edition
Concepts
Right arrow
Authors (2):
Sharif Shaalan
Sharif Shaalan
author image
Sharif Shaalan

Sharif Shaalan was first introduced to Salesforce as an end user in 2007. His range of experience, from a sales rep to technical architect, helped him successfully lead more than 100 implementations including projects that were showcased on the main stage at Dreamforce. In 2013, Sharif was chosen as a Salesforce MVP, and in 2020 he was inducted into the Salesforce MVP Hall of Fame. Sharif is a regular speaker at Salesforce conferences and has obtained more than 10 Salesforce certifications. He is the founder and CEO of Agile Cloud Consulting and continues to be an active Salesforce community contributor
Read more about Sharif Shaalan

Timothy Royer
Timothy Royer
author image
Timothy Royer

Timothy Royer is the VP of Delivery at Agile Cloud Consulting and a Salesforce Certified Application Architect. Timothy began his Salesforce career in 2012 as an accidental administrator and has since participated in a number of implementations in a variety of roles. Timothy has experience as a Salesforce customer, a Salesforce partner, and as a member of the Salesforce.org professional services team.
Read more about Timothy Royer

View More author details
Right arrow

Lightning Experience Customization

Lightning pages are custom layouts that allow you to design pages for Lightning Experience that are mobile responsive. These pages are built using templates that divide the page into regions that adjust for visibility based on the device used to view the page. Lightning pages support standard components, custom components, and third-party components downloaded from the AppExchange.

In this chapter, we will cover the following Lightning page features in detail:

  • Creating Lightning pages
  • Understanding Lightning page layouts
  • Using Lightning page components
  • Assigning and activating Lightning pages

With the help of these topics, you will be able to configure and deploy Lightning pages in your Salesforce org.

Technical requirements

For this chapter, make sure you log in to your development org and follow along as we work through the different customizations to Lightning pages available to a system administrator.

Lightning pages overview

Lightning pages allow you to add custom items to a page with much more flexibility than the older page layouts that are used in Salesforce Classic. Lightning pages allow you to pull in the page layouts and add much more customization and flexibility. You can create three types of Lightning pages:

  • An app page that you can add to the navigation bar of a Lightning app, which makes it appear when that app is viewed in both Lightning Experience and the Salesforce mobile apps
  • A customized home page for Lightning Experience
  • A custom record page for Lightning Experience and the Salesforce mobile app

For our example, we will create a customized record page for Lightning Experience and the Salesforce mobile app.

Business use case

You are the Salesforce admin for XYZ Widgets. The business has asked for an Account Lightning page for the Standard User profile, which would default to show the record details and have a more user-friendly...

Summary

In this chapter, we learned how to create Lightning pages. We understood the different sections that make up Lightning page layouts. We added Lightning components to the layout, and finally, we explored how to assign and activate Lightning page layouts.

In the following chapter, we will cover Approval Processes.

Questions

  1. What are the three types of Lightning pages you can create?
  2. What are the three types of Lightning components?
  3. How do you add components to sections of the page?
  4. What are the three ways you can assign layouts?

Further reading

Join our community on Discord

Join our community’s Discord space for discussions with the authors and other readers: https://packt.link/rlptF

lock icon
The rest of the chapter is locked
You have been reading a chapter from
Salesforce for Beginners - Second Edition
Published in: Oct 2022Publisher: PacktISBN-13: 9781803239101
Register for a free Packt account to unlock a world of extra content!
A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.
undefined
Unlock this book and the full library FREE for 7 days
Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of
Renews at $15.99/month. Cancel anytime

Authors (2)

author image
Sharif Shaalan

Sharif Shaalan was first introduced to Salesforce as an end user in 2007. His range of experience, from a sales rep to technical architect, helped him successfully lead more than 100 implementations including projects that were showcased on the main stage at Dreamforce. In 2013, Sharif was chosen as a Salesforce MVP, and in 2020 he was inducted into the Salesforce MVP Hall of Fame. Sharif is a regular speaker at Salesforce conferences and has obtained more than 10 Salesforce certifications. He is the founder and CEO of Agile Cloud Consulting and continues to be an active Salesforce community contributor
Read more about Sharif Shaalan

author image
Timothy Royer

Timothy Royer is the VP of Delivery at Agile Cloud Consulting and a Salesforce Certified Application Architect. Timothy began his Salesforce career in 2012 as an accidental administrator and has since participated in a number of implementations in a variety of roles. Timothy has experience as a Salesforce customer, a Salesforce partner, and as a member of the Salesforce.org professional services team.
Read more about Timothy Royer