Lightning Components and App Builder for admins

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Lightning Components and App Builder for AdminsWIT Paris – 26th September 2016

Alba AzconaArchitecture Lead at FinancialForce.com@Alba_ArivasLinkedin: alba-azcona-rivas

Who I am

GREAT ALONE. BETTER TOGETHER.

• Working with Salesforce since 2009• Salesforce investor• 650+ employees, based in San

Francisco

3

Agenda• Lightning Experience• Lightning Components

– In Lightning Pages– In Lightning Component Tabs– In Communities– In Visualforce– Anywhere with Lightning Out– Actions (Winter 17)– Utility Bar (Winter 17)

• Lightning AppExchange

Lightning Experience

Component based development • Reusable building

blocks• Anyone can build!

App Builder• Drag &

Drop• Any device

App Exchange for components

Lightning ComponentsRecord scoped• Context Specific• Data changes based on the context • Can be dragged onto record home page and record community

page

Global• Not context specific• Data does not change• Can be dragged onto any page

Lightning ComponentsStandard

Components (by default in the

platform)

Custom Components (developed by

ourselves or from the AppExchange)

Let’s install one custom component from the AppExchange:• Enable Lightning Experience• Deploy MyDomain takes a while• Look for the component and install it

(https://appexchange.salesforce.com/components)

Where can I use a component?

• Home Page (LEX)• standard: Assistant, Quaterly Performance, Today’s tasks, Top Deals …

• Record Home Page (LEX)• standard: Activities, Feed, Highlights …

• App Page (LEX and Salesforce1)

Lightning Pages (App Builder): assemble components

• (LEX and Salesforce1)

Lightning Component Tabs: one single component

Lightning Pages (App Builder)1. Home Page (LEX):

– Go to the home page, click on “Edit Page” OR open it from “Lightning App Builder”

– Activate and assign to profiles – Global components

2. Record Home Page (LEX):– Go to the record home page, click on “Edit Page” OR open it from

“Lightning App Builder”– Global and record scoped components

• Id {!recordId} (backwards compatibility)– Winter 17 different record home pages by application (safe

harbour)

3. App Page (LEX & Salesforce1)– Open it from “Lightning App Builder”– Global components

Lightning Pages (App Builder)3. App Page (LEX & Salesforce1) - continued

– Needs to be embedded in a “Lightning Page Tab”• LEX

– Custom LEX Navigation Menu:» Create the custom LEX Navigation Menu» Add the app page tab to it» Assign custom navigation menu to profile/s

• Salesforce1 – Add the app page tab to “Salesforce1 Navigation” menu

Where can I use a component? (continued)

• Home Page (LEX)• standard: Assistant, Quaterly Performance, Today’s tasks, Top Deals …

• Record Home Page (LEX)• standard: Activities, Feed, Highlights …

• App Page (LEX and Salesforce1)

Lightning Pages (App Builder): assemble components

• (LEX and Salesforce1)

Lightning Component Tabs: one single component

Lightning Component Tabs (LEX & Salesforce1)• Can contain one single component• LEX:

• Custom LEX Navigation Menu:– Same steps as in previous slide

• App Launcher:– Create a new App of type “Custom app” App Launcher– Add the component tab to it– Assign the new custom app to profile/s

• Salesforce1:• Add the component to “Salesforce1 Navigation” menu

Where can I use a component? (continued)

• Go to community builder• Drag your component and publish the changes!

Communities

• Create Lightning App that contains the component• Reference the app in your visualforce page and create the component dynamically

Visualforce page

• You have to handle authentication with Salesforce

Anywhere with Lightning Out! (BETA)

Where can I use a component? (continued)

• Go to community builder• Drag your component and publish the changes!

Communities

• Create Lightning App that contains the component• Reference the app in your visualforce page and create the component dynamically

Visualforce page

• You have to handle authentication with Salesforce

Anywhere with Lightning Out! (BETA)

Where can I use a component? (continued)

• Go to community builder• Drag your component and publish the changes!

Communities

• Create Lightning App that contains the component• Reference the app in your visualforce page and create the component dynamically

Visualforce page

• You have to handle authentication with Salesforce

Anywhere with Lightning Out! (BETA)

Where can I use a component? (continued)

• Component must specifically support Actions• Create an Action for an object under setup and associate it with the component• Component will appear on Layout editor (Salesforce1 and Lightning Actions)• Embedded in a popup with close button• Can read recorId (global or record scoped components)

Actions (LEX & Salesforce1) (Winter 17)

Where can I use a component? (continued)

• Persistent footer in Lightning Apps, configured per app• OpenCTI • Lightning Components

Utility Bar (LEX) (Winter 17)

Components in the AppExchangeUnmanaged package

• No IP protection• No upgrades• Free

Managed package

• IP protection• Upgrades• Free or Paid (choose price

structure)• Benefits of ISV program (push

upgrades, license management, subscriber, free trials…)

Components in the AppExchange

Free (Managed or unmanaged)

• Free security review

Paid(Managed)

• Security review 1000$ per component or per group of components

Continue working…!• Migrate to Lightning Experience

– https://trailhead.salesforce.com/en/trail/lex_admin_migration• Get Started with Lightning Experience

– https://trailhead.salesforce.com/en/trail/lex_admin_implementation

• Code examples for Signature Component – https://github.com/keirbowden/sigcapapp

• Lightning Components from Record home pages– http://peterknolle.com/lightning-components-for-record-home-pages/

• Using a Lightning Component from an action– https://andyinthecloud.com/2016/08/21/winter17-using-a-lightning-component-from-an-action/

• Using a Lightning Component from the Utility Bar– https://andyinthecloud.com/2016/09/10/unlocking-the-lightning-experience-utility-bar/

• Winter 17 Lightning Navigation features– http://es.slideshare.net/partnerforce/winter-17-lightning-navigation-august-23-2016

• Build and Package Lightning Components for the Lightning Exchange– https://www.youtube.com/watch?v=Fp_wD2cksKs

Q & A

Questions?

Thanks!

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