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Get Nerdy with Lightning Experience Page Layouts


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This webinar is for any Salesforce Admin who appreciates the power of custom page layouts in Classic and is excited to learn the possibilities in Lightning Experience. Let’s open an investigation into page layouts in Lightning Experience, inspecting the source for each panel and component to ensure that we’re making the most of new features - and still leveraging the work already done in Classic.

Published in: Software

Get Nerdy with Lightning Experience Page Layouts

  1. 1. Get Nerdy with Page Layouts in Lightning Experience Inspecting Lightning Layout Components September 27, 2017
  2. 2. Today’s Speaker Gillian Bruce Sr. Admin Evangelist Salesforce Kristi Guzman Salesforce Operations Manager MapAnything
  3. 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, 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 products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of, 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., inc. assumes no obligation and does not intend to update these forward-looking statements.
  4. 4. Get Social With Us! @salesforceadmns #awesomeadmin Salesforce Admins Salesforce Admins Salesforce Admins
  5. 5. This Webinar is Recorded The video will be posted to YouTube & the webinar recap page: This webinar is being recorded!
  6. 6. 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
  7. 7. Today’s Agenda •  “Pages” in Lightning •  New Awesome Things in Lightning Experience •  Leverage your Classic Comfort Zone •  Resources •  Q&A
  8. 8. Emotional Stages of Learning Lightning AMAZING Pretty Awesome Not Going Away
  9. 9. Pages in Lightning Experience
  10. 10. Types of Lightning Pages
  11. 11. From Classic Record… ​ Safe & Familiar
  12. 12. … to Lightning Record ​ New & Different
  13. 13. LAYOUTS HAVE LAYOUTS #LayoutInception
  14. 14. Lightning Components are Like Legos
  15. 15. Custom / ManagedStandard! More Standard! Components Come in Many Shapes and Sizes
  16. 16. Component Spotlight: Path / Guided Selling
  17. 17. Component Spotlight: Flow
  18. 18. ​ Custom Components - Managed & Unmanaged Component Spotlight: MapAnything Nearby
  19. 19. But It’s Not ALL New
  20. 20. Details Component is Your Classic Page Layout
  21. 21. Related List—Single & Related Lists are Classic Related Lists
  22. 22. ​ Remember #LayoutInception Highlights Panel is the Compact Layout
  23. 23. Actions Are Everywhere! Global Actions Productivity Actions Object-specific Actions
  24. 24. Take Another Look at Actions Global Actions -  Can access from any part of the app -  Not related to other records -  Setup | User Interface | Global Actions Object-specific Actions -  Can access from a specific object -  Related to other records -  Setup | Object Manager | Object | Buttons, Links, and Actions Productivity Actions -  Can access from Chatter or Activity tabs -  Pre-defined by Salesforce
  25. 25. ​ Granular Page Controls Stop, Activate & Listen
  26. 26. Why NOT Lightning? ​ Stretch your Classic comfort zone
  27. 27. Resources ​ Trailhead Modules: •  Lightning App Builder •  Lightning Experience Customization Resources on •  Month of Lightning •  Learn Lightning: Compact Layouts •  Pro Tip: Tailor the Activity Timeline for Your Lightning Experience Users
  28. 28. Q&A Survey Slides Wrapping Up