Salesforce Trailhead學習筆記(五) Lightning Experience Customization

7/8進到Admin Beginner的下一個Module:Lightning Experience Customization,今天會學到如何客製化一些基本的功能,不用透過寫程式就能完成。(*此學習筆記主要是紀錄操作部分)

(一)設置Org

新增Object、Field、Record:做法請參考前幾篇。

(二) Create and Customize Lightning Apps

What Is a Lightning App?
An app is a collection of items that work together to serve a particular function.

  1. 從Setup進到App Manager。

2. 新增New Lightning App。

3. 按照題目要求填寫+選擇。

4. 在App Launcher裡找到剛新增的APP。

(三) Challange:Create a Custom List View

  1. 新增list。

2. 新增filrter,依照題目設條件。

(四) Customize Record Highlights with Compact Layouts

What Do Compact Layouts Do?
Compact layouts control which fields your users see in the highlights panel at the top of a record.

Challange:Create a Custom Opportunity Compact Layout

(五) Challange:Add a Custom Button to a Contact

  • 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.

What Can Custom Buttons and Links Do?
Custom links can link to an external URL, such as www.google.com, a Visualforce page, or your company’s intranet. Custom buttons can connect users to external applications, such as web pages, and launch custom links.

  1. 到指定的Object,按New Button or Link。

2. 依照題目要求填入資訊,按Save->OK。

3. 成功出現google info按鈕。

4. 點擊按鈕後,會跳到連結畫面。

(六) Empower Your Users with Quick Actions

Quick actions

  • Object-specific actions: They 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.
  • Global actions: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.
  1. Create an Object-Specific Action

2. Add an Object-Specific Action to a Page Layout

3. Create a Global Action

4. Add a Global Action to the Global Actions Menu

本module完成啦~~下一個單元見👋

若有任何問題歡迎留言~