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Mastering Salesforce CRM Administration

You're reading from   Mastering Salesforce CRM Administration An Advanced Administration Certification Handbook

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Product type Paperback
Published in Mar 2017
Publisher
ISBN-13 9781786463180
Length 412 pages
Edition 1st Edition
Concepts
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Author (1):
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Rakesh Gupta Rakesh Gupta
Author Profile Icon Rakesh Gupta
Rakesh Gupta
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Toc

Table of Contents (13) Chapters Close

Preface 1. A Deep Dive into the Salesforce Lightning Experience FREE CHAPTER 2. Security Settings in Salesforce 3. Territory Management 4. Extending Salesforce with Custom Objects and Applications 5. Getting More Value from Sales Cloud 6. Increasing Service Agent Productivity by Using Service Cloud 7. Optimizing Business Processes with Visual Workflow and Approval Processes 8. Automating Complex Business Processes 9. Analyzing Productivity with Reports and Dashboards 10. E-mail and Mobile Administration 11. Different Ways of Deploying an Application between Environments 12. Basics of Apex and Visualforce Page

Creating Lightning apps


In Salesforce, app is a combination of tabs, processes, and services associated with a business function. The next goal is to create a custom app for our registration management. To do so, follow these steps:

  1. Click on Setup (gear icon) | Setup | PLATFORM TOOLS | Apps | App Manager.

  2. Click on the New Lightning App button. It will redirect you to a new screen where you have to enter app details and branding information:

    1. App Name: App name will appear in the navigation bar, so users can easily identify the app name they are currently using. In this case, enter Registration Management as App Name.

    2. Developer Name: This will be autopopulated, based on App Name.

    3. Description: Write some meaningful text, so other developers/administrators can easily understand why this custom app has been created.

    4. App Branding: You can also add an image to your custom app. The file size of a custom app image must be smaller than 5 MB.

      Once you are done, click on Next:

  3. Optionally, you can enable...

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