16 Questions
What does a checkmark in the Visible in Lightning Experience column indicate?
The app is accessible in Lightning Experience via the App Launcher and is fully functional.
What happens to Classic apps that don’t have a checkmark in the Visible in Lightning column?
They are only enabled for our Salesforce Classic UI.
What is required to create a Lightning app?
A few simple steps in the Lightning App Wizard.
What is the purpose of customizing tabs in a Lightning app?
To engage with users and understand their priorities.
What is the first step in planning Lightning apps for your org?
Talk to your users about their priorities.
What should you do with low-priority items in a Lightning app?
Put them at the bottom of the menu.
What can users do to access items they use less often?
Go to the App Launcher.
What is the benefit of creating a custom Lightning app?
It puts everything about a specific topic at users’ fingertips.
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
What do sales reps typically consider most important?
Accounts, events, and organizations
What is the navigation bar in a Lightning app?
A container for a set of items and functionality
What can be included in a Lightning app?
Lightning page tabs, utilities, and custom branding
What is the purpose of the App Launcher in Lightning Experience?
To enable users to switch between apps easily
What is the App Manager in Lightning Experience?
A go-to place for managing apps for Lightning Experience
What is the difference between Classic and Lightning apps in the App Manager?
The difference is not specified in the content
What can be enabled in a Lightning app to provide instant access to productivity tools?
A utility bar with integrated voice and other tools
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.
Navigation Bar and App Content
- 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.
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.
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