Introduction to Lightning for Salesforce Admins
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The document introduces Salesforce Lightning and its key capabilities for admins: 1) The Lightning Experience provides a modern, efficient user interface for desktop, tablet and mobile that resembles consumer apps. 2) Lightning Connect allows connecting to external data sources through the OData standard and accessing the data as if it were custom objects. 3) Lightning Process Builder visually designs business processes by connecting different steps without code through a point-and-click interface. 4) The Lightning Design System provides common UI elements, templates and best practices to customize the look and behavior of applications consistently.
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Introduction to Lightning for Salesforce Admins
- 1. Introduction to Lightning For Admins Matthew Morris Salesforce Consultant matt@technologyflows.com @matmorris Create your own elevator speech on the topic of Salesforce Lightning
- 2. “The Lightning Experience brings a reimagined consumer-like experience that is modern, efficient and smart to Salesforce users across every device - desktop, tablet and mobile.” Salesforce’s Own Products Using Lightning Technologies Salesforce Lightning Experience https://developer.salesforce.com/lightning http://www.salesforce.com/lightning Home, Accounts & Contacts, Opportunities, Reports, List Views, The Opportunity Board Person Accounts (Beta), Campaigns (Beta), Opportunity Teams, Assets, Work Orders, Files Connect, Filtered Dashboards…
- 3. Multiple databases, not just Salesforce data Complex business process, which change over time Whatever we build needs to work on ANY device (this year and the next…) Customise & Integrate : The Admin’s Challenge
- 4. Our Project Lifecycle Customise Appearance & Behaviour Connect to Data Sources Implement Business Processes Deliver The Application Business changes Technology changes
- 5. Meet the family! The Admin Lightning Experience Connect Process Builder App Builder Component Framework Design System
- 6. Connect to Data Sources Connect Process Builder App Builder Component Framework Design System
- 7. Code with Apex Connecting External Data
- 8. Code with Apex Tools + Salesforce API Connecting External Data
- 9. Code with Apex Tools + Salesforce API Lightning Connect Connecting External Data
- 10. Access the data in 4 easy steps: 1. Select the external data tables you want to use 2. Sync the table and field definition into Salesforce (no typing) 3. Add relationships between Salesforce & External objects 4. Edit page layouts Lightning Connect Connect to any source supporting the OData standard
- 11. External Objects Work Like Custom Objects ✓ Tabs ✓ List Views ✓ Detail Pages ✓ Chatter Feeds ✓ Visualforce pages ✓ Lightning components ✓ REST/SOAP API access ✓ Read & Write ✓ Available on Classic desktop, Lightning Experience desktop & mobile app
- 12. Visit Odata.org Try it for yourself Weigh Up Cost vs. Benefit Remember the cost of maintenance! Subtext placeholder Take Action Evaluate the value of Lightning Connect to your organisation
- 13. Implement Business Processes Connect Process Builder App Builder Component Framework Design System
- 14. Lightning Process Builder “DECLARACTION!” Visually layout a process Point-and-click development Collaborate with business owners Improve visibility & maintainability Create “headless flows” Revamp existing workflow rules Replace many basic Apex triggers* Orchestrate calls to Apex & Flow & Approvals
- 15. Dreamforce Video Channel Success Community Grow Into Visual Workflow Sessions + HOTS from DF15 recorded Take Action Become a master of Process Builder (& Visual Workflow) rakeshistom.wordpress.com/learning-flow
- 16. Customise Appearance & Behaviour Connect Process Builder App Builder Component Framework Design System
- 17. Lightning Design System What is it?
- 18. Page layouts, CSS & icons Download as a Zip file or unmanaged package Is it for Admins? YES! Use the icons & colours in your own Visualforce Make sure your developers know it & use it Save time with your design team A Design System All the resources you will ever need
- 19. Standard Components Built by Salesforce Custom charts Data entry tools Custom data layout Dynamic maps Left nav Publisher bar Feed items Tasks Sliders Multi-view charts Pass/Fail Custom Components Built by customer developers AppExchange Components Built by Partners Lightning Component Framework
- 20. Lightning Builder Drag & Drop Build with standard, custom & partner Lightning Components Deliver The Application Design apps for every screen from one canvas
- 21. You can add Lightning Components to Visualforce pages! http://peterknolle.com/lightning-components-in-visualforce/ BONUS FEATURES Lighting Components For Visualforce You can add Lightning Components other websites e.g. A Chatter feed on a Sharepoint site Order status on a custom PHP web application http://www.slideshare.net/developerforce/lightning-out- components-for-the-rest-of-the-world Lightning Out (Beta)
- 22. Success Groups Salesforce University Trailhead Subtext placeholderSubtext placeholder Take Action Educate yourself about Components, Design System & App Builder Lightning App Builder Lightning Out Lightning Components for Communities
- 23. We Have The Technology Customise Appearance & Behaviour Connect to Data Sources Implement Business Processes Deliver The Application Business changes Technology changes
- 24. Q & A Matthew Morris Salesforce Consultant matt@technologyflows.com @matmorris
- 25. Thank You Matthew Morris Salesforce Consultant matt@technologyflows.com @matmorris Remember to tell us what you think in the event survey www.LondonsCalling.net/survey/