Customize Salesforce in a Flash with Lightning

30
Customize Salesforce in a Flash With Lightning March 15, 2017

Transcript of Customize Salesforce in a Flash with Lightning

Customize Salesforce in a Flash With Lightning March 15, 2017

Today’s Speakers

LeeAnne Templeman Senior Admin Evangelist @leeanndroid

Michael Gonzales Director, Product Management

Forward-Looking Statements

 Statement under the Private Securities Litigation Reform Act of 1995:

 This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.

 The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site.

 Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

Get Social with Us!

@salesforceadmns #awesomeadmin

Salesforce Admins

Salesforce Admins

The video will be posted to YouTube & the webinar recap page

(same URL as registration).

This webinar is being recorded!

Join the Admin Webinar Group for Q&A!

 Don’t wait until the end to ask your

question! •  We have team members on hand to answer

questions in the webinar group.

Stick around for live Q&A at the end!

•  Speakers will tackle more questions at the end, time-allowing

bit.ly/AdminWebinarGroup

Today’s Agenda

•  Customize with Lightning App Builder

•  Build and Customize Lightning Pages

•  Customize Record Pages + Demo

•  Roadmap

•  Resources

•  Q&A

Customize with Lightning App Builder

Have You Ever Wanted to Rearrange the Layout of a Page?

Lightning App Builder  Easily create and edit component powered Lightning Pages with clicks!

Since Summer ‘16 for use in Lightning

Experience

GA

Template Regions

Lightning Pages  Metadata drives the experience

Header

Body

Sidebar

Subhead

Lightning Components

Lightning Pages  Metadata drives the experience

Highlights Panel

Body

News

Sales Path

Activities

Tabs

Related

Lists

New Page Templates Even more choices to deliver customized pages

App Page Templates Record Page Templates

Standard Components Built by Salesforce

Custom Components Built by customer developers

AppExchange Components Built by Partners

Lightning Component Ecosystem

Build and Customize Lightning Pages

Record Pages Customize standard and custom object detail pages

Home Pages Customize home pages per profile

App Pages Create new pages to add into the navigation menu

3 Types of Lightning Pages

Home Pages Create a welcoming experience for all of your users

 Individual Pages can be assigned to one or more profiles for role specific content

Org-wide default page

Focused on Sales Productivity

Record Pages  Customize the detail pages for standard and custom objects

 Your existing metadata powers the experience:

 Page Layouts control fields, related lists, and actions

 Compact Layouts control the fields in the Highlights Panel

Salesforce1 Phone

App Pages Build a new page once and deploy it to Lightning Experience and Salesforce1

Lightning Experience Desktop Salesforce1 Tablet

Lightning App Pages & Lightning Apps

App Pages

Built with Lightning App Builder using standard & custom components

End users access via Tab

Available to be added to a Lightning App

Lightning Apps

Built in App Manager

Collection of Tabs

End users access through App Launcher

Record Page Customization

Lightning Pages per App  Deliver custom task-oriented experiences

 Standard Account Page

 - Default page look & feel

 - Designed for sales users

 App-specific Account Page

 - Customized with components

 - Unique Record Page experience for standard & custom Lightning Apps

Record Type and Profile Specific Pages  Fine-tuned assignment for Record Pages

Precise control over Record Page content for every scenario

-  App

-  Record Type

-  Profile

DEMO: Record Page Customization

Roadmap

Even More Flexibility for App Builder  On the Roadmap

•  Bring the Page Layout Editor to App Builder

•  Customize Page for Mobile

•  Control Pages Dynamically with Picklists

Dynamic Lightning Pages  Control visibility of components

 Conditionally show components based on data from the record being shown

 Additional contexts planned:

 - Related Records

 - Profile

Resources

Resources

 Lightning Now! Group success.salesforce.com

3 Custom Home Pages You Can Build in Lightning admin.salesforce.com/3-custom-home-pages-in-lightning

Trailhead Badges Lightning App Builder

Lightning Apps

Q&A bit.ly/AdminWebinarGroup

Survey bit.ly/awsurvey-customize

Slides bit.ly/aw-customizelightning

Wrapping Up