Lightning Experience Customization - Set up your org

Ursa Major Solar Consulting Team

• The team uses a custom object called Energy Audit to track information about customers' energy usage and recommend solar panel installation options.

Creating Custom Fields

• Custom fields are created to capture specific information, such as the account associated with the audit and the customer's energy usage.
• A picklist field is used to allow consultants to choose from a list of solar panel installation options.
• Additional custom fields are created to capture the customer's monthly energy usage and payment, as well as the audit evaluation.

Creating Energy Audit Records

• The Energy Audit object requires records to be filled out, which were previously tracked in a spreadsheet.
• Maria, the admin, enters the audit records into Salesforce for use later in the module.

Enabling Feed Tracking

• Feed Tracking is enabled on the Energy Audit object to allow energy consultants to follow changes to the energy audit records and see feed updates when those audit records are changed.

Ursa Major Solar Company Overview

• Ursa Major Solar is a Southwest-based supplier of solar components and systems with around 200 employees.
• The company is growing fast and using Salesforce to help its business expand.
• Maria Jimenez, the admin, is responsible for configuring and customizing Salesforce to meet the company's needs.

Creating a Custom Object

• A custom object called Energy Audit is created to track information about customers' energy usage and recommend solar panel installation options.
• This custom object is used to build an energy consulting app for Ursa Major Solar.

Creating a Custom App

• The custom object and custom fields are used to create a custom app for Ursa Major Solar's energy consulting business.
• The custom app is built using Salesforce and does not require any special app installation.