Get Nerdy with Lightning Experience Page Layouts
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Transcript of Get Nerdy with Lightning Experience Page Layouts
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Get Nerdy with Page Layouts in Lightning Experience Inspecting Lightning Layout Components
September 27, 2017
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Today’s Speaker
Gillian Bruce Sr. Admin Evangelist
Salesforce
Kristi Guzman Salesforce Operations Manager
MapAnything
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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.
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Get Social With Us!
@salesforceadmns
#awesomeadmin
Salesforce Admins
Salesforce Admins
Salesforce Admins
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This Webinar is Recorded
The video will be posted to YouTube & the webinar recap page:
bit.ly/pagelayoutsinlightning
This webinar is being recorded!
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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
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Today’s Agenda
• “Pages” in Lightning
• New Awesome Things in Lightning Experience
• Leverage your Classic Comfort Zone
• Resources
• Q&A
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Emotional Stages of Learning Lightning
AMAZING Pretty
Awesome
Not Going Away
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Pages in Lightning Experience
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Types of Lightning Pages
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From Classic Record… Safe & Familiar
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… to Lightning Record New & Different
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LAYOUTS HAVE LAYOUTS #LayoutInception
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Lightning Components are Like Legos
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Custom / Managed Standard! More Standard!
Components Come in Many Shapes and Sizes
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Component Spotlight: Path / Guided Selling
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Component Spotlight: Flow
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Custom Components - Managed & Unmanaged Component Spotlight: MapAnything Nearby
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But It’s Not ALL New
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Details Component is Your Classic Page Layout
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Related List—Single & Related Lists are Classic Related Lists
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Remember #LayoutInception Highlights Panel is the Compact Layout
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Actions Are Everywhere! Global Actions
Productivity Actions
Object-specific Actions
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Take Another Look at Actions Global Actions - Can access from any part of the app
- Not related to other records
- Setup | User Interface | Global Actions
Object-specific Actions - Can access from a specific object
- Related to other records
- Setup | Object Manager | Object | Buttons, Links, and Actions
Productivity Actions - Can access from Chatter or Activity
tabs
- Pre-defined by Salesforce
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Granular Page Controls Stop, Activate & Listen
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Why NOT Lightning? Stretch your Classic comfort zone
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Resources
Trailhead Modules:
• Lightning App Builder
• Lightning Experience Customization
Resources on admin.salesforce.com:
• Month of Lightning
• Learn Lightning: Compact Layouts
• Pro Tip: Tailor the Activity Timeline for Your Lightning Experience Users
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Q&A bit.ly/AdminWebinarGroup
Survey bit.ly/awsurvey-pagelayouts
Slides bit.ly/pagelayoutsinlightning
Wrapping Up
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