Lightning Experience Customisation Flashcards
It gives your users access to sets of objects, tabs and other items all in one convenient bundle in the navigation bar.
Lightning App
Best tip to Organise a Lightning App.
Talk to your users and set what objects are their priorities in setting the Lightning App.
These control which fields your users see in the highlights panel at the top of a record. These also control the fields that appear in the extended lookup card you see when you hover over a link in record details.
Compact Layouts
The layout you see when viewing an object record in an app.
Page Layouts
It is where you can customise a page’s contents such as the fields and buttons that appear on the page.
Page Layout Editor
Name two parts of Page Layout
- Related Tab
2. Detail Tab
It lists of other records that are associated with the record you are viewing.
Related Tab
It shows information about a record.
Details Tab
In page layouts, you can control:
a. whether a user sees related or details pages.
b. The fields that display in the highlight panels.
c. Which fields, lists, links and buttons a user sees on related, details and edit pages.
d. The size of a margins of a page.
e. All of the above.
c
When you modify page layouts, you can:
a. Change whether a field is required
b. Change the order of the fields on the page
c. Arrange fields in logical sections.
d. All of the above.
All of the above
These help you integrate Salesforce data with external URLs, applications, your company’s intranet, or other backend office systems.
Custom Buttons and Links
Part of the Custom Buttons and Links which can be linked to an external URL. It can also include Salesforce fields as tokens within the URL.
Custom Links
Part of the Custom Buttons and Links that can connect users to external applications, such as web pages, and launch custom links.
Custom Buittons
Name 3 primary types of Custom Buttons and Links
- List Button
- Detail Page Link
- Detail Page Button
Custom Buttons and Links type that appears on a related list on an object record page.
List Button