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Category: Customization

Salesforce Lightning: Create and Customize List Views

Posted on by Shantelle Smith

  List views allow you to see a filtered list of records, such as contacts, accounts, or custom objects. For example,  you can customize list views to only see a certain type of opportunity, lead, account, contact, campaign, dashboard, or even a custom object. A Salesforce Administrator is not needed to create a list view…

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Salesforce Lightning: Create and Customize Lightning Apps

Posted on by Shantelle Smith

What is a Lightning App? Within Lightning Experience, members of your organization can work more efficiently by being able to switch between apps. Users are also able to open apps from the App Launcher. What can you include in a Lightning App? Standard Objects Custom Objects Visualforce Tabs Lightning component tabs Canvas apps via Visualforce…

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Salesforce Lightning: Set Up Your Organization

Posted on by Shantelle Smith

Hi there! This tutorial will provide step by step instructions on how to customize and configure Salesforce to meet your organization needs. First, let’s review what custom objects and fields can do. Custom Objects: You can extend your organization’s data by defining custom objects. Custom objects are like database tables that store company information. Custom…

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