Presentation about all the possible places where I can use a Lightning Component, how to build applications with AppBuilder and how to manage AppExchange components. Talk I did on Granada dev group meetup and on Paris Woman In Tech, on September 2016.

1. Lightning Components and App
Builder for Admins
WIT Paris – 26th September 2016

2. Alba Azcona
Architecture Lead at
FinancialForce.com
@Alba_Arivas
Linkedin: alba-azcona-rivas
Who I am

3. GREAT ALONE. BETTER TOGETHER.
• Working with Salesforce since 2009
• Salesforce investor
• 650+ employees, based in San
Francisco
3

4. Agenda
• Lightning Experience
• Lightning Components
– In Lightning Pages
– In Lightning Component Tabs
– In Communities
– In Visualforce
– Anywhere with Lightning Out
– Actions (Winter 17)
– Utility Bar (Winter 17)
• Lightning AppExchange

5. Lightning Experience
Component based
development
• Reusable building
blocks
• Anyone can build!
App Builder
• Drag & Drop
• Any device
App Exchange for
components

6. Lightning Components
Record scoped
• Context Specific
• Data changes based on the context
• Can be dragged onto record home page and record community page
Global
• Not context specific
• Data does not change
• Can be dragged onto any page

7. Lightning Components
Standard
Components (by
default in the
platform)
Custom Components
(developed by
ourselves or from the
AppExchange)
Let’s install one custom component from the AppExchange:
• Enable Lightning Experience
• Deploy MyDomain  takes a while
• Look for the component and install it
(https://appexchange.salesforce.com/components)

8. Where can I use a component?
• Home Page (LEX)
• standard: Assistant, Quaterly Performance, Today’s tasks, Top Deals …
• Record Home Page (LEX)
• standard: Activities, Feed, Highlights …
• App Page (LEX and Salesforce1)
Lightning Pages (App Builder): assemble components
• (LEX and Salesforce1)
Lightning Component Tabs: one single component

9. Lightning Pages (App Builder)
1. Home Page (LEX):
– Go to the home page, click on “Edit Page” OR open it from
“Lightning App Builder”
– Activate and assign to profiles
– Global components
2. Record Home Page (LEX):
– Go to the record home page, click on “Edit Page” OR open it from
“Lightning App Builder”
– Global and record scoped components
• Id  {!recordId} (backwards compatibility)
– Winter 17  different record home pages by application (safe
harbour)
1. App Page (LEX & Salesforce1)
– Open it from “Lightning App Builder”
– Global components

10. Lightning Pages (App Builder)
3. App Page (LEX & Salesforce1) - continued
– Needs to be embedded in a “Lightning Page Tab”
• LEX
– Custom LEX Navigation Menu:
» Create the custom LEX Navigation Menu
» Add the app page tab to it
» Assign custom navigation menu to profile/s
• Salesforce1
– Add the app page tab to “Salesforce1 Navigation” menu

11. Where can I use a component? (continued)
• Home Page (LEX)
• standard: Assistant, Quaterly Performance, Today’s tasks, Top Deals …
• Record Home Page (LEX)
• standard: Activities, Feed, Highlights …
• App Page (LEX and Salesforce1)
Lightning Pages (App Builder): assemble components
• (LEX and Salesforce1)
Lightning Component Tabs: one single component

12. Lightning Component Tabs (LEX & Salesforce1)
• Can contain one single component
• LEX:
• Custom LEX Navigation Menu:
– Same steps as in previous slide
• App Launcher:
– Create a new App of type “Custom app”  App Launcher
– Add the component tab to it
– Assign the new custom app to profile/s
• Salesforce1:
• Add the component to “Salesforce1 Navigation” menu

13. Where can I use a component? (continued)
• Go to community builder
• Drag your component and publish the changes!
Communities
• Create Lightning App that contains the component
• Reference the app in your visualforce page and create the component dynamically
Visualforce page
• You have to handle authentication with Salesforce
Anywhere with Lightning Out! (BETA)

14. Where can I use a component? (continued)
• Go to community builder
• Drag your component and publish the changes!
Communities
• Create Lightning App that contains the component
• Reference the app in your visualforce page and create the component dynamically
Visualforce page
• You have to handle authentication with Salesforce
Anywhere with Lightning Out! (BETA)

15. Where can I use a component? (continued)
• Go to community builder
• Drag your component and publish the changes!
Communities
• Create Lightning App that contains the component
• Reference the app in your visualforce page and create the component dynamically
Visualforce page
• You have to handle authentication with Salesforce
Anywhere with Lightning Out! (BETA)

16. Where can I use a component? (continued)
• Component must specifically support Actions
• Create an Action for an object under setup and associate it with the component
• Component will appear on Layout editor (Salesforce1 and Lightning Actions)
• Embedded in a popup with close button
• Can read recorId (global or record scoped components)
Actions (LEX & Salesforce1) (Winter 17)

17. Where can I use a component? (continued)
• Persistent footer in Lightning Apps, configured per app
• OpenCTI
• Lightning Components
Utility Bar (LEX) (Winter 17)

18. Components in the AppExchange
Unmanaged package
• No IP protection
• No upgrades
• Free
Managed package
• IP protection
• Upgrades
• Free or Paid (choose price
structure)
• Benefits of ISV program (push
upgrades, license
management, subscriber, free
trials…)

19. Components in the AppExchange
Free (Managed or
unmanaged)
• Free security review
Paid(Managed)
• Security review 1000$
per component or per
group of components

20. Continue working…!
• Migrate to Lightning Experience
– https://trailhead.salesforce.com/en/trail/lex_admin_migration
• Get Started with Lightning Experience
– https://trailhead.salesforce.com/en/trail/lex_admin_implementation
• Code examples for Signature Component
– https://github.com/keirbowden/sigcapapp
• Lightning Components from Record home pages
– http://peterknolle.com/lightning-components-for-record-home-pages/
• Using a Lightning Component from an action
– https://andyinthecloud.com/2016/08/21/winter17-using-a-lightning-component-from-an-action/
• Using a Lightning Component from the Utility Bar
– https://andyinthecloud.com/2016/09/10/unlocking-the-lightning-experience-utility-bar/
• Winter 17 Lightning Navigation features
– http://es.slideshare.net/partnerforce/winter-17-lightning-navigation-august-23-2016
• Build and Package Lightning Components for the Lightning Exchange
– https://www.youtube.com/watch?v=Fp_wD2cksKs

21. Q & A
Questions?

22. Thanks!