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.

1. Knock Knock!
Who’s there?
Lightning Components
Flavia.waters@makepositive.com
@flavia.waters
Flavia Waters
Implementation Consultant at makepositive

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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