Adding a customized color to your dashboard gives it personality and brings it to life! You can choose either a light or dark theme and one of 14 color palettes. Themes and color palettes helps you organize the data on your dashboard. For example, you can highlight a set of summary metrics by choosing a…
Tag: salesforce lightning
Salesforce Lightning: Create and Customize List Views
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…
Salesforce Lightning: Create and Customize Lightning Apps
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…
Salesforce Lightning: Set Up Your Organization
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…
Salesforce Lightning: Create a New User
Hi everyone! This tutorial provides a video tutorial and step by step instructions on how to create a new user in Salesforce Lightning. Instructions: Step 1: Click on the Setup menu and select Users within the Administration category. Step 2: Click on the New User button. Step 3: Enter the first name, last name, alias, email address, username…