Lightning Experience Customization

Set Up Your Org

Describe the business value of custom objects and fields. Create and edit custom objects and fields. Create a custom tab for a custom object.
  • Custom objects are created from the Object Manager in Setup.
    • Can select Launch New Custom Tab Wizard after saving this custom object to create a new tab after creating the new object. This creates a new page for the object, visible by default.
  • Custom fields are added under the Object Manager as well.
  • Creating new records is possible by selecting the App Launcher, any given object, creating a new record, and filling in the appropriate parameters.

Create and Customize Lightning Apps

Describe the benefits of Lightning apps. Create a Lightning app with custom branding. List two best practices for planning Lightning apps for your org.
  • App: collection of items that work together to serve a particular function. Lightning apps give users access to sets of objects, tabs, and other items in one convenient bundle in the navigation bar.
    • The app name displays on the left side of the navigation bar and custom colors and branding make each app unique and easy to identify.
    • Your users can access other items and apps by clicking the App Launcher icon.
    • Your users can create records and access recent records and lists directly from the navigation bar for items like Opportunities.
  • Apps are managed within the App Manager that is available by searching for “app” in the setup menu.
    • Create an app by clicking New Lightning App.

Create and Customize List Views

Create a custom list view. Create a custom list view chart. Edit and sort list views.
  • List Views are predefined filters on objects.
  • List views are created on a given Object tab by selecting the cog icon and then “New.”
  • List Views can have predefined charts, viewable under the chart icon for that view.

Customize Record Highlights with Compact Layouts

Describe how compact layouts help your users. Create a custom compact layout.
  • Compact layouts control which fields users see:
    • in the highlights panel at the top of a record and
    • the fields in the expanded lookup card when hovering over a link in record details and
    • the details section when you expand an activity in the activity timeline.
  • They make the team more productive by presenting them with key record info at a glance.
  • Compact Layouts are accessible under specific objects within the object manager.
    • To make a compact layout active it needs to be assigned by clicking into the Compact Layout Assignment button.

Customize Record Details with Page Layouts

Create and manage page layouts. Use the page layout editor. Assign a page layout to a profile. Explain how the page layout editor drives record detail content in Lightning Experience.
  • Object Record Pages are accessible by clicking on an individual record from any object
  • Two ways to customize object record pages. Separate tools are required.
    • Change page’s layout (Lightning components arranged in regions) – Lightning App Builder <- can’t customize buttons, actions, fields on pages yet
    • Customize page’s contents (fields and buttons that appear on the page) – Page Layout Editor (“Page Layouts”) <- This is the focus of this section
  • Open the Page Layout Editor via: Setup » Object Manager » select an object to edit
  • Two parts to the page layout editor:
    • (1) Pallete
    • (2) Record’s page layout on the lower portion of the screen
  • The Page Layout Editor lets you:
    • Control which fields, lists of related records, and custom links users see
    • Customize the order that the fields appear in the page details
    • Determine whether fields are visible, read only, or required
    • Control which standard and custom buttons appear on records and related lists
    • Control which quick actions appear on the page
  • The icons next to the field labels have specific meanings:
    • The field must have a value to save the record, but isn’t required on the page layout itself.
    • The field must be included on the page layout because an administrator configured the field as universally required or Salesforce automatically requires the field. Although you can’t remove such fields, you can move them to different locations.
    • The field is a controlling field.
    • The field is a dependent field.
    • The field is read-only.
  • With a page layout, you can control:
    • Which fields, lists, links, and buttons a user sees on related, details, and edit pages
  • When you modify page layouts, you can:
    • Change whether a field is required
    • Change the order of the fields on the page
    • Assign custom page layouts to different user profiles
    • Arrange fields in logical sections
  • Where do the fields and sections from a page layout appear when you view a Lightning record page?
    • Under the Details tab
Create custom buttons and links. Add them to a page layout. Explain the difference between a custom button and a custom link.
  • Custom buttons and links help you integrate Salesforce data with external URLs, applications, your company’s intranet, or other back-end office systems.
  • The interface to create and edit these is under the Buttons, Links, and Actions page within the Object Manager.
  • There are three primary types of custom buttons and links that you can create.
    • List button—Appears on a related list on an object record page.
    • Detail page link—Appears in the Links section of the record details on an object record page.
    • Detail page button—Appears in the action menu in the highlights panel of a record page.

Empower Your Users with Quick Actions

Describe how actions help your users. Describe the difference between object-specific and global actions. Create an action and add it to a page layout.
  • Actions let your users quickly do tasks, such as create records, log calls, send emails, and more. With custom actions, you can make your users’ navigation and workflow as smooth as possible by giving them quick access to information that’s most important.
    • When thinking about what actions you might want to create, ask your users what they really wish they could do.
  • 2 Types of Quick Actions:
    • Object-specific actions have automatic relationships to other records and let users quickly create or update records, log calls, send emails, and more, in the context of a particular object.
      • Can be added to Page Layouts for objects
    • Global actions: They’re called global actions because they can be put anywhere actions are supported. Use global actions to let users log call details, create or update records, or send email, all without leaving the page they’re on.
      • Can be added to the Global Layout (plus sign, top right)
  • Custom actions help your users by: making it fast and easy to interact with information in your organization.
  • The main difference between object-specific actions and global actions is: object-specific actions have automatic relationships, and global actions don’t.
  • To see a custom, object-specific action on the palette of the page layout editor: select Mobile & Lightning Actions in the list of element types.