Awesome Admin: Lightning Challenge – Day 5

Challenge: Customize a standard or custom record page using Standard Lightning Components

Sample Solution: Create a Custom Lightning Record Page

  • Setup
  • Enter App Builder in the Quick Find box,
  • Screen 1
    • Select Lightning App Builder.
    • Click New.
    • Select Record Page
    • Click Next

day5_challenge_step1

  • Screen 2
    • Choose the Header, Subheader, Two Columns template

day5_challenge_step2

  • Screen 3
    • Name your page New Account Page – Awesome Admin Accounts PL.
    • Select Account.
    • Click Finish.

day5_challenge_step3

  • When Finished your screen should look like this
  • day5_challenge_step4NOTICE: Custom Components do not appear since we have not deployed Salesforce’s MY DOMAIN settings,
  • Standard components available for account record pages are located in the components pane (Upper half of left sidebar)
    • Drag the Highlights Panel component into the top region of the page.
      • Highlight section provide the most basic information about an account.
    • Drag the Report Chart to the middle region of the page.
      • Section the report in the report details pane.
      • Select how the report will be associated with the record.
      • Note: This component requires a valid lightning report with a chart.
    • Drag a Tabs component to the Lower Left region.
      • In the Tabs component details pane
        • Click Add Tab.
          • Add News Tab:
            • Click the second Details tab  and from the Tab Label drop-down menu, select Custom, and give the tab a new label: News.
            • Click Done
            • Drag the News tab to the top of the Tabs list in the properties pane.
            • Add a News component to the News tab.
          • Update Details Tab
            • Move Details to the second item on the list
            • Add a Record Detail Component to the Details tab.
          • Update Related Tab
            • Add Related Lists component to the Related tab
    • Create an Activity pane to the Lower Right region.
      • Add Activities component to the Activity Pane
    • Click Save
    • Activate.

Final Result:

Day5_Challenge_Day5_Final.png

Source Resource:

Building a Custom Record Page for Lightning Experience

Awesome Admin: Lightning Challenge – Day 4

Challenge: Convert a Classic App to Lightning and select your branding and logo

Classic Salesforce Apps will work in Lightning Experience, however, you should upgrading them to take advantage of custom branding and the enhanced navigation features.

Sample Solution:

STEP 1

  1. From Setup, search APP in the Quick Find box.
  2. Find the classic app you want to update in the list.
  3. Click the down arrow next to the app and select Upgrade.
    1. Rename if needed.
  4. Click Upgrade.

STEP 2

  1. Edit the App you just saved
    1. Add a Description
      1. NOTE: It not really for you … it is for your users and the next admin sitting in your seat.
  2. Upload an Image (Animated Gif will work here)
  3. Add the APP’s branding color (Hex Values)

Awesome Admin: Lightning Challenge – Day 3

Challenge: Create a new custom calendar in Lightning Calendar

In lightning experience anyone can create a calendar from a standard or custom object by choosing a date field representing data they want to track. The calendar displays data in that field as calendar items.

Sample Solution: Create an Custom Opportunity Calendar

  1. Select Calendar from the Toolbarlex_sales_tabs
  2. Click the gear next to My Calendars and Select New Calendar.lex_calendar
  3. Choose an object to base the calendar on.lex_oppty_calendar
  4. Complete the fields on the Create Calendar setup popup.
    lex_calendar_settings
  5. Date Type Considerations:
    1. If you select a (Date) field, the calendar displays items across the top (as all-day items).
    2. If you select a (Date/Time) field in Field for Start, the calendar displays items in time slots. If you also select a field in Field for End (it’s optional) and the items’ duration exceeds 24 hours, the calendar displays the items across the top (as all-day items).
  6. Challenge Calendarday3_challenge_calendar

 

Resource from Release Notes:

 

Awesome Admin: Lightning Challenge – Day 2

Challenge: Create a Lightning List View Chart

Sample Solution:

  • You can add list view charts Salesforce in Lightning Experience. Your reps can view and create charts to visualize information about the records that they refer to most often. Three types of charts are available: vertical bar, horizontal bar, and donut.
  • Select Object: Opportunity
  • Select List View: My Opportunities
  • Click the Chart Icon to open the Chart Pane
day2_challenge_listchart

  • Custom Charts:
    • Out-of-the-box charts are provided for standard objects.
      • To create or edit custom charts, your reps click charts gear icon in the Charts panel
        • In the New Chart dialog box, they select the type of chart. The aggregate type lets reps specify how field data is calculated: by sum, count, or average.
        •  The aggregate field specifies the type of data to calculate. And the grouping field labels the chart segments.

day2_challenge_customchart

Awesome Admin: Lightning Challenge – Day 1

Challenge: Turn on Lightning Experience for Yourself

Solution:

  • New Permission Set –
    • Setup – Manage Users – Permission Sets
    • New
    • day1_challenge_permset
      • Name: Lightning Experience
      • API Name: Lightning_Experience
      • Description: Lightning Experience permission set
      • No License Type: Choose ‘–None–‘ if you plan to assign this permission set to multiple users with different user and permission set licenses.
    • System Permission:
      • Edit
      • Enable Lightning Experience User Permission :Access the Salesforce Lightning Experience. Users with this permission can individually enable or disable this user interface.
  • Turn on Lightning
    • Setup -click Lightning Experience in the Setup menu.
    • Enabled Lightning Experience

Lightning Experience Enablement button on setup page