Sales App or any custom app we have created. When we select an app in the org like a sales app or service app or any other custom app the page that appears is known as APP Page. Assign the home page to org default and then close.Drag and drop the components that we want to display on the home page and remove the unwanted components on the page.This page contains all the standard and custom components we have installed in our org. The home page template will open in the Lightning App builder in Edit mode.So that the home page will appear in the selected format. Choose the page template or clone salesforce default page.Click on New, will be redirected to ‘Create a new Lightning Page’ popup.If a User expanded the Path on Account and navigated away, Salesforce will remember this preference. Once in the Setup menu, find App Manager from the search box. One last note about Salesforce Path is that from the main Path page in Setup, you can check a box to have the system “remember” User preferences. The App Launcher allows you to switch between different Salesforce applications.
SALESFORCE LIGHTNING APP BUILDER ENABLE UPDATE
I use the default Format of Linear (versus a Non-Linear Path) and elect to “Hide path update button.” This removes the “Mark as Complete” button to the right of my Picklist values, essentially making it a read-only display.įor my Account Based Marketing Example, the final result is the following: With the Component still highlighted in Lightning App Builder, I can edit the Path’s Properties over in the right side panel. Set the Path Properties for the Component When I do this I can immediately see my newly created Path. In this case, I will drag and drop Path onto the Account Layout, directly below the Highlights Component. The last thing we need to do is put the Path Component onto the Lightning Page Layout, using the Lightning App Builder.
(As a rule in Salesforce, it seems, innocuous features are Inactive by default, and potentially harmful ones are Active.) The third and final step in creating your Path is to make it Active by clicking on the radio button and then Finish. This feature is an excellent way to introduce a new methodology or simply reinforce process! A Picklist value without Key Fields and Guidance cannot be expanded, or will collapse the section automatically. In this example, I added both Key Fields and some rich text Guidance. Note that you do not have to add anything, or you can mix and match with Key Fields in one, both in another, and so on. In Step 2 we’ll go through each Picklist value, adding Key Fields where appropriate and up to 1000 characters of relevant text for Guidance for Success. To support this I created a Custom Field called ABM Engagement to use in my Path. (note: Solution is yet available in Lightning) In the screenshot below I am creating a Path to support an Account Based Marketing (ABM) initiative. If this Path is on Lead, Opportunity, or Case, if you specify a Record Type than the corresponding Business Process will determine which Picklist values are displayed. By clicking new you can create new lightning page. You need to go to quick search box and search for 'lightning app builder'. A side option here is to specify a particular Record Type. Februat 2:43 pm Lightning app builder is enabled by default. Step 1 (of three) requires you to select the Object and Field. Once enabled, you can click New Path to create your Path. (If necessary, create a Custom Field of Data Type Picklist.) If this is your first Path, you may need to Enable Path, which only requires a simple click. Next you need to choose a Standard or Custom Picklist Field for Path to display. The first step is deciding on which Object you want to add Path. This is perfect for ramping staff up on a new process, and ensuring staff enter important information when it is needed.
A user simply needs to click on the carat to the left of the Path. Guidance can include rich text such as bold, italics, links and bullets, along with images. We’re even able to display it for Picklists on Accounts and Contacts!īeyond its availability on many Objects, Path can display Key Fields for each stage, along with corresponding “Guidance for Success”. Like many features in Salesforce, Path is available for use on Custom Objects. Marketers are able to use it on Campaigns. Support teams use Path to visualize support processes. Organizations use it to reinforce methodology, such as sales teams through their Leads or Opportunities. Click on New, will be redirected to Create a new Lightning Page. In its simplest form, Salesforce Path provides a visual indicator of progress along a set of stages, statuses or custom picklist values. From Setup, Go to Quick Find / Search and enter App Builder then click Lightning App Builder.
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