How to Create a Custom Lightning App in Salesforce | Lightning App Manager and Builder | GoLogica

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  • Опубліковано 1 лип 2024
  • How to Create a Custom Lightning App in Salesforce | Lightning App Manager and Builder |GoLogica
    #gologica #costom #lighting #salesforce #youtube #online #tech #building #cryptocurrency #management #applications
    Introduction
    In this video, we will show you how to create a custom Lightning App in Salesforce, enabling you to optimize your CRM functionalities. Stay tuned as we dive into the prerequisites, step-by-step creation process, and tips for customization.
    Prerequisites
    Before we start, ensure you have:
    Admin access to Salesforce
    Basic knowledge of Salesforce Lightning Experience
    Step 1: Login to Salesforce
    Begin by logging into your Salesforce account using your admin credentials.
    Step 2: Navigate to Setup
    Once logged in, click on the gear icon in the top right corner and select 'Setup'. This will take you to the Salesforce setup page where you can manage all configurations.
    Step 3: Create a New Lightning App
    In the Quick Find box, type 'App Manager' and select it.
    Click 'New Lightning App' in the top right corner.
    Fill in the app details such as the app name, description, and select the app branding including logo and colors.
    Click 'Next' to proceed through the wizard.
    Step 4: Customize Your App’s Branding
    In this step, you can customize the app’s navigation bar, set utility bar items, and define the app’s primary tabs. Personalize the branding to align with your company’s visual identity.
    Step 5: Add Components to Your App
    Choose the components you want to include in your app, such as standard and custom objects, Chatter, and other tools. Drag and drop the desired components into your app layout.
    Step 6: Assign the App to Profiles
    Assign your custom Lightning App to specific user profiles. This ensures that only the intended users have access to the app’s functionalities.
    Step 7: Test Your Custom Lightning App
    After setting up the app, it’s crucial to test it to ensure everything works as expected. Log in as a user with access to the app and navigate through its features to verify its performance.
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