The document describes a workshop on building custom apps with Lightning App Builder. It discusses creating a custom object and fields to track demo equipment requests. A quick action and flow are built to allow reps to easily submit requests from opportunities when certain conditions are met. The path component is also customized to highlight the status of demo requests.

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Welcome to

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Building Custom Apps with
Lightning App Builder
Michael White
@SFDCAdvocate

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Getting Set Up
Setting up the Hands-on Environment

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Step-by-step guide in GitHub
https://git.io/fpGid
URL IS case sensitive!
Instructions, links, and additional content will be available here for follow-up
after the session.

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Setting up the Hands-on Environment
https://bit.ly/workshoplauncher

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Setting up the Hands-on Environment

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Install Package
Return to GitHub
Copy the package link from step #4
Paste this in the address bar of your
demo org replacing everything after
the first slash in the address.
Select ‘Install for Admins Only’ then
‘Install’ at the bottom.

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Assign Permission Set
From Setup:
Administration > Users > Permission Sets
Click ‘Demo Request User’, ‘Manage
Assignments’, then ‘Add Assignments’
Check the box next to ‘User, User’ and then
‘Assign’

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Building the App
Creating Solutions with Lightning Enabled Features

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Overview
Use Case
“Spacely Sprockets has implemented Sale Cloud features that enable their
team to perform account management and opportunity tracking in
Salesforce. Sam, the Sales Manager, would like to extend the current
functionality to allow the Reps to request demo equipment for customers
via Salesforce.
Working with her team, she has identified the following requirements:
· The demo request feature should be accessible from the Opportunity
· Sales Reps should provide a reason for the eval request
· The request should indicate the duration of the eval period
· A Request Date should be provided in the new record
· Requests should list the associated Account and Opportunity

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Custom Object: Demo Request
Several custom fields to meet the requirements of the use case.
An Opportunity object specific Quick Action called Demo Request
A Permission Set providing access to the the custom objects and fields
Additional configuration items to be used during the session
Contents of the Unmanaged Package

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Quick Action:
Add an object specific quick action to create the demo request record and
populate specific values.
Provides easy access to create record using a button on the detail page.
Solving for the Use Case

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Reviewing the Quick Action
From Setup:
Object Manager > Opportunity >
Buttons, Links, and Actions
Click the ‘Demo Request’ action
to view the details.

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Quick Action Page Layout
Click ‘Edit Layout’
Note that the following fields are included.
• Request Date
• Demo Duration
• Request Comments
Cancel or Save to return.

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Set Predefined Values
Use predefined value feature to auto-set the
Requested By field for the new record.
Click ‘New’
• Select the Requested By field
• Add ‘$User.Id’ to the value field.
• Save.

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Add Quick Action to Opportunity Layout
Page Layouts > Opportunity Layout
Scroll to “Salesforce Mobile and Lightning
Experience Actions”
Click the Wrench icon to override actions.
Drag the ‘Demo Request’ quick action from
Mobile & Lightning Actions section of the
layout bar into the far left position of the
‘Mobile and Lightning Experience Actions’
section on the page layout.

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Add the Related List
In the Opportunity Page Layout
Editor:
Scroll to Related Lists
Drag ‘Demo Requests’ into the
Related Lists section on the
Opportunity Record Detail page.
Press ‘Save’

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See it in Action
Use the Demo Request Quick Action
Click the ‘App Launcher’ and select the ‘Sales’
App.
Click the ‘Opportunity Tab’ and open the
“Express Logistics Portable Truck Generator”
record. Save this to the Favorites list.
Click the ‘Demo Request’ quick action in the
upper right corner.
Fill out the requested record details and Save.

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Handling New Requirements
Extending the solution with Lightning features

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New Requirements
Feedback
“Sam has received positive feedback from the Sales Reps regarding the
new Quick Action. This feature has made it very easy to create and follow-
up on demo requests for customers. In fact, this feature is a bit too easy to
use and demo requests are being submitted for Accounts and Customers
that are not eligible for the demo equipment. Sam states that the
following conditions should be met before demo requests are created.
· Demo Requests should only be made for accounts rated as ‘Hot’
· The Opportunity stage should be ‘Value Proposition’

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Lightning Flow
Flow Overview
Setup > Process Automation > Flows
Select ‘Demo Request Screen Flow’
Click Open
1 – Screen Element – Start Message
2 – Screen Element – User Input
3 – Create Demo Request Quick Action
4 – Screen Element – Complete Message

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Add Flow to Page
From the Opportunity detail
record:
Click Setup > Edit Page
Drag the ‘Flow’ component to the
top of the right side bar.
Select the ‘Demo Request Screen
Flow’
Check ‘Pass record ID to this
variable’

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Conditional Visibility
Set Component Visibility values:
Rule #1
Filter Type = Advanced
Field = Record > Account Name > Rating
Operator = Equal
Value = Hot
Rule #2
Filter Type = Record Field
Field = Stage
Operator = Equal
Value = Proposition
Save > Back

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See it in Action
Use the Screen Flow to Create A Demo Request
Click the ‘App Launcher’ and select the ‘Sales’ App.
Open the “Express Logistics Portable Truck Generator” Opportunity.
Note that the page layout looks the same as before and the flow isn’t visible.
Edit the ‘Express Logistics and Transport’ account and set Rating to ‘Hot’.
Return to the Opportunity page and note the new element in the right sidebar.

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Conditional Visibility and Lightning Flow

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Customizing the Object
Using Path to Highlight Status Values

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Open the Demo Request record from the
related list on the Opportunity.
Navigate to Setup > Edit Page
Drag the ‘Path’ component to the space
just under the Highlights Panel.
Click Set Up Path and click “Enable”
Then click Save
Path Setup

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Path on Custom Objects

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Links & Resources

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Links & Resources
Take your App Customization Skills to the Next Level

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Q & A