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Lightning Components and App Builder for admins
The document discusses the use of Lightning components and App Builder for Salesforce admins, emphasizing their ability to create reusable building blocks for applications. It covers various components, including standard and custom options, how to assemble them into Lightning pages, and their usage across different interfaces like Lightning Experience and Salesforce1. Additionally, it highlights the importance of actions, utility bars, and the process for using components in the Salesforce AppExchange.
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Lightning Components and App Builder for admins
- 1. Lightning Components andApp Builder for Admins WIT Paris – 26th September 2016
- 2. Alba Azcona Architecture Leadat FinancialForce.com @Alba_Arivas Linkedin: alba-azcona-rivas Who I am
- 3. GREAT ALONE. BETTERTOGETHER. • 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 defaultin 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 Iuse 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 (AppBuilder) 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 (AppBuilder) 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 Iuse 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 Iuse 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 Iuse 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 Iuse 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 Iuse 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 Iuse a component? (continued) • Persistent footer in Lightning Apps, configured per app • OpenCTI • Lightning Components Utility Bar (LEX) (Winter 17)
- 18. Components in theAppExchange 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 theAppExchange Free (Managed or unmanaged) • Free security review Paid(Managed) • Security review 1000$ per component or per group of components
- 20. Continue working…! • Migrateto 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
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