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