Lightning Experience Customization - Create and Customize Lightning Apps

Podcast

Play an AI-generated podcast conversation about this lesson

Questions and Answers

What does a checkmark in the Visible in Lightning Experience column indicate?

The app is only accessible in the App Launcher.

The app is only enabled for Salesforce Classic UI.

The app is accessible in Lightning Experience via the App Launcher and is fully functional. (correct)

The app takes advantage of the enhancements offered by Lightning Experience.

What happens to Classic apps that don’t have a checkmark in the Visible in Lightning column?

They take advantage of the enhancements offered by Lightning Experience.

They are accessible in Lightning Experience via the App Launcher.

They are only enabled for our Salesforce Classic UI. (correct)

They are removed from the App Launcher.

What is required to create a Lightning app?

Knowledge of Salesforce Classic UI.

Technical expertise and coding skills.

Experience with app development.

A few simple steps in the Lightning App Wizard. (correct)

What is the purpose of customizing tabs in a Lightning app?

To engage with users and understand their priorities. Signup and view all the answers

What is the first step in planning Lightning apps for your org?

Talk to your users about their priorities. Signup and view all the answers

What should you do with low-priority items in a Lightning app?

Put them at the bottom of the menu. Signup and view all the answers

What can users do to access items they use less often?

Go to the App Launcher. Signup and view all the answers

What is the benefit of creating a custom Lightning app?

It puts everything about a specific topic at users’ fingertips. Signup and view all the answers

What is the main purpose of a Lightning app in Lightning Experience?

To give users access to a set of objects, tabs, and other items in one convenient bundle Signup and view all the answers

What do sales reps typically consider most important?

Accounts, events, and organizations Signup and view all the answers

What is the navigation bar in a Lightning app?

A container for a set of items and functionality Signup and view all the answers

What can be included in a Lightning app?

Lightning page tabs, utilities, and custom branding Signup and view all the answers

What is the purpose of the App Launcher in Lightning Experience?

To enable users to switch between apps easily Signup and view all the answers

What is the App Manager in Lightning Experience?

A go-to place for managing apps for Lightning Experience Signup and view all the answers

What is the difference between Classic and Lightning apps in the App Manager?

The difference is not specified in the content Signup and view all the answers

What can be enabled in a Lightning app to provide instant access to productivity tools?

A utility bar with integrated voice and other tools Signup and view all the answers

Study Notes

What Is a Lightning App?

A Lightning app is a collection of items that work together to serve a particular function in the Lightning Experience.
It provides users with access to sets of objects, tabs, and other items all in one convenient bundle in the navigation bar.
Apps can be branded with a custom color and logo.

The navigation bar is a container for a set of items and functionality that changes based on the app being used.
Items that can be included in a Lightning app are objects, tabs, and utilities like Lightning Voice.
A utility bar can be enabled in an app, allowing instant access to productivity tools in the Lightning Experience footer.

App Launcher and Switching Apps

The App Launcher allows users to switch between apps and access the items, objects, and pages they need most.
Users can easily switch contexts and still have access to necessary items and pages.

App Manager

The App Manager is the go-to place for managing apps for Lightning Experience.
It shows all connected apps and Salesforce apps.
The App Manager can be used to manage and create apps.

Visible in Lightning Experience Column

The Visible in Lightning Experience column in the App Manager shows which apps are accessible in Lightning Experience via the App Launcher and are fully functional.
Classic apps without a checkmark in the Visible in Lightning column are only enabled for Salesforce Classic UI and are not accessible in Lightning Experience.

Creating a Lightning App

Creating and editing a Lightning app involves giving the app a name, setting its primary color, uploading a logo, specifying which items appear in the app's navigation bar, and assigning the app to user profiles.
The Lightning App Wizard guides users through the creation process.

Tips for Creating Apps in Lightning Experience

Talk to users to understand their priorities and customize tabs in apps accordingly.
Create a master list of objects that everyone in the org wants and trim it down for each user group.
Keep high-priority items at the top of menus and low-priority items at the bottom or remove them altogether.

Studying That Suits You

Use AI to generate personalized quizzes and flashcards to suit your learning preferences.

Description

Learn about Lightning apps in Salesforce, how they provide access to sets of objects, tabs, and other items, and how to customize them with branding and utility bars.