Howdy Salesforce disciples!
It is rightly said that User Interface is like a joke. If you have to explain it then it’s not good enough. This episode will talk about customizing your Salesforce user interface to improve user experience.
We will learn about App builder, how to create App and Tabs in Salesforce, Customizing Page Layouts using Record Types and Mini & Compact Page Layouts.
Agenda
- App Manager & Tabs
- Customizing Page Layouts using Record Types
- List Views & Related Lists
- Mini & Compact Page Layouts
- App Builder
- Q & A
Here is some keynote from our session
App Manager : –
- An app is a collection of items that work together to serve a particular function.
- You can find your available custom apps in the App Launcher
Tab
Custom tabs let you display custom object data or other web content in Salesforce.
Record Types & Page Layouts
Page Layouts: – control the layout and organization of buttons, fields,
s-controls, Visualforce, custom links, and related lists on object record
pages. They also help determine which fields are visible, read only, and
required. Use page layouts to customize the content of record pages for
your users.
Record Types: – let you offer different business processes, picklist values
Related Lists
- Are used to see the information about all child records related to a parent records.
- They are controlled by PageLayout.
List Views
List view let’s you to view the filtered set of records of an object. For
example, Account, Contact, Custom Object & etc.
Compact Page Layouts & Mini Page Layout
- Compact page layout displays the record’s key field in a single glance in both Salesforce Mobile app and Salesforce Lightning environment.
- You can define mini page layouts for the records that appear in the mini view of the Agent console, hover details, and event overlays
Lightning App Builder
- Lightning App Builder is a Point & Click Tool which is used to create Record, App & Home pages.
- In Lightning, Details pages are known as Lightning Record Pages.
- Using Lightning App Builder, we can give users in a single place what they need.
- With the Help of Lightning app builder, a complete application can be developer which is compatible for both mobile and lightning.
Here is recording of session.
Episode 3 was presented by Amit Singh on Aug 5, 2019 at 7 PM Indian Standard Time.
Further Learning
- App Customization
- Lightning Experience Customization
- Customizing the Interface for Recruiting App
- Lightning App Builder
- Lightning Experience Customization
Here is playlist link for all recording. Please check Episode 4 to learn about Aggregating & Validating Salesforce Data .
Thanks,
Salesforce Apex Hours
Comments(7)
Amit Pande says:
August 5, 2019 at 3:12 pmHi,
Thanks for covering lots of topics today on user interface. Along with each day recording, could you please make sure to post 1. ppt slide deck,2. trailhead links and 3. Additional url links on this archives section.
Even if formatting and uploading of recording may take time, can you please post trailhead links and additional urls immediately after the session? Request to post from Episode 1.
admin says:
August 6, 2019 at 1:05 amTrailhead Modules
1 – App Customisation Lite: – https://trailhead.salesforce.com/content/learn/modules/lex_migration_customization
2 – Lightning Experience Customisation: – https://trailhead.salesforce.com/en/content/learn/modules/lex_customization
3 – Customising the Interface for Recruiting App :- https://trailhead.salesforce.com/en/content/learn/projects/customize-the-ui-for-a-recruiting-app
4 – Lightning App Builder : – https://trailhead.salesforce.com/en/content/learn/modules/lightning_app_builder
5 – Lightning Experience Customisation :- https://trailhead.salesforce.com/en/content/learn/modules/lex_customization
Amit Pande says:
August 6, 2019 at 11:54 amHi,
Thanks for providing trailhead for Session 3. Can you also provide trailhead links and additional urls for Session 1 and 2 too?
Deepak Pal says:
August 26, 2020 at 11:45 amYou guys did a fantastic demo. Keep it up.
Detailed and precise.
Kishore says:
August 27, 2020 at 2:30 pmHi i have been watching most of the videos they are awsome very detailed and briefly explained.
Aparna says:
November 13, 2020 at 4:21 pmIs there a way to get the mini project outline. Thanks
Aparna says:
November 13, 2020 at 4:22 pmCan I get the mini project outline. Thanks