Lightning App Builder

Get Started with the Lightning App Builder

Understand how the Lightning App Builder can help you build responsive apps and custom pages for Lightning Experience and the mobile app Understand the layout of the Lightning App Builder user interface Describe the difference between a Lightning page and a Lightning component
  • Lightning App Builder can be used to update the app’s branding, navigation, options and to manage the lightning pages assigned to that app.
    • This section explores Lightning page creation.
  • A lightning page is a custom layout that lets you design pages for use in Salesforce mobile app or lightning experience. You can build:
    • Single-page apps that drill down into standard pages
    • Dashboard-style apps that provide information at a glance
    • “Point” apps that solve a particular task
    • Custom record pages
    • Custom home pages
  • Three Lightning Page Types:
    1. App Page: create a home page for a third-party app
    2. Home Page: custom home pages with features relevant to specific types of users
    3. Record Page: customized versions of an object’s record pages

Build a Custom Home Page for Lightning Experience

Create a custom Home page for your Lightning Experience users Assign different Home pages to different profiles Set the default Home page
  • Can create a custom Home page in a few ways:
    1. Create from scratch with a template
    2. Clone from another custom home page
    3. Edit a page from the Home tab in a lightning app
  • Edit an existing page via: Cog » Edit Page
    • Creates a copy of the original page as well as a reference to it, so future updates can cascade into the edited version
  • Create a new, custom home page from scratch via: Setup » Quick Find » “App Builder” » Lightning App Builder » New » Home Page
  • Pages must be activated to be assigned to users
    • Pages can be assigned to Apps and Profiles during acitvation via: App and Profile » Assign to Apps and Profiles » Select an App » Select a Profile

Build a Custom Record Page for Lightning Experience and the Salesforce Mobile App

Create a customized object record page for Lightning Experience and the Salesforce mobile app. Add visibility rules to a record page component. Activate the custom record page for your users.
  • Record pages can be used to give users access to a record page customized specifically for the context of the app they’re working in.
  • Custom record pages are supported in Lightning Experience on desktop as well as in the mobile app.
  • Component visibility proprties are a means to only show components in a page when the filter logic criteria are met.
    • For example, you can make a rich text component display when an opportunity’s Amount is greater than or equal to $1 million and its Stage is Closed Won.
  • Four options when activating pages:
    1. Make the page the org default
    2. Make the page the default object record page for specific apps
    3. Assign the page to a combination of apps, record types, and profiles.
    4. Assign the page to a form factor, like desktop or phone.

Build an App Home Lightning Page

Add components to a Lightning page Configure the properties of a Lightning page and a Lightning component Add actions to a Lightning page Add a Lightning page to Lightning Experience and the mobile app
  • A custom home page for an app lets your users easily access the objects and items more important in that app.
  • When activating the app, the “Activate for System Administrators Only” option is useful when working on the Lightning page. This restriction means admins can see and test it without exposing it to the broader user base.

Work with Custom Lightning Components

Install a custom Lightning component Use your mobile device to preview your app in the Salesforce mobile app
  • Creating a custom Lightning component from scratch requires programming skills. You can also install an existing Lightning component from the AppExchange. https://appexchange.salesforce.com/
    • Two programming models for creaing Lightning components:
      • Lightning Web Components
      • Aura Components
  • Custom Lightning components don’t automatically work on Lightning pages or in the Lightning App Builder. First:
    1. Configure the component its bundle so they’re compatible with the App Builder and Lightning pages.
    2. Deploy MyDomain in the org.
  • After a Custom Lightning component is installed, such as this one, it will be available in the Lightning App Builder as a Custom Component. It can be dragged into the app screen like any other component.