Welcome to @NEDreamin #NEDreamin Manchester, NH 2018 Lightning Layout Tricks Tom Hoffman @NEDreamin #NEDreamin Manchester, NH 2018 Me (@AccidentalAdmin) • Practice Lead @ Spark.Orange • Co-founded Pittsburgh Non-Profit User Group, Current Admin User Group Leader • The Accidental Admins Blog • Very active in Answer Community • Dad, Husband & Hopeless Pirates Fan • Read at least one book a week, sometimes in a day. • Top Gun is the best movie ever made…prove me wrong. @NEDreamin #NEDreamin Manchester, NH 2018 Overview & Goals Baseline Experience Simplify Innovate Understand Lightning Identify ways to Recognize when Record detail tabs, pages & how they optimized the user Lightning Pages can conditional interact with other experience to gain reduce the need for components, $User aspects of Salesforce better adoption & record types, page filtered components, results layouts, & automation and more fun. @NEDreamin #NEDreamin Manchester, NH 2018 Forward-Looking Common Sense Statement • Probably going to see a few interesting things today (I hope…) • It’s ok to experiment, but Practice Safe UX – use a sandbox • Identify a good use case & test • Roll out to small group of test users, get feedback • If it makes tasks easier and/or users happier = good • If it makes you look really smart = great (as long as ^ is true too) Make sure it makes sense – just because you can, does not mean you should. @NEDreamin #NEDreamin Manchester, NH 2018 Audience Participation Round! How many of you are with organizations that have migrated to Lightning? @NEDreamin #NEDreamin Manchester, NH 2018 How many made the change in the last 12 months? @NEDreamin #NEDreamin Manchester, NH 2018 Lightning UI Basics Setting a Baseline @NEDreamin #NEDreamin Manchester, NH 2018 App Centric vs Page Centric Page Centric (Classic) loads a single page, all at once, is static, new task = new window/screen App Centric (Lightning) loads multiple components – like a bunch of little websites at the same time @NEDreamin #NEDreamin Manchester, NH 2018 What this really means is… Classic: 6 clicks to attach a file, ~40 to LEX: Drag & Drop attach 10 to one record @NEDreamin #NEDreamin Manchester, NH 2018 4 Types of Lightning Pages App Page – One page app to rule them all. Home page – works the same as record page, kinda. Record Page – the one we’ll rock with for today. That other one. @NEDreamin #NEDreamin Manchester, NH 2018 Quick note on the other one: Email Pane It’s pretty sweet, check it out. @NEDreamin #NEDreamin Manchester, NH 2018 Lightning Components • Lightning Components can be added anywhere on the LEX Page • Provides unlimited flexibility in how you design your user experiences • Can add Custom Components from App Exchange or develop yourself @NEDreamin #NEDreamin Manchester, NH 2018 Pages vs Page Layouts Page Layouts in Lightning are shown on the ‘Record Details’ Component Page layout controls actions in Highlights Panel, Chatter, Activities, and the Related Lists Rest of the Page acts as a container for other components Pages can be assigned by Organization, App, Record Type, and Profile @NEDreamin #NEDreamin Manchester, NH 2018 Using Components @NEDreamin #NEDreamin Manchester, NH 2018 Understanding Conditional Filtering Many of our tricks will rely on conditional filtering Every Advanced gives you some component has powerful options: the ability to • User gives access to +Add Filter user, role & profile • Permissions Sets! • Record values & lookup values The Basic Filter is similar to a list view, select Like List Views & Reports, field, enter you can add conditional criteria logic as well. @NEDreamin #NEDreamin Manchester, NH 2018 Key Components To use the ‘tricks’ coming up, you’ll need to get familiar with a few standard components: • Tabs – container for other components, tab left to right • Accordion – container for other components, unfold vertically • Related List Single – displays a single related list (I know…) • Related Record – displays a quick action • Rich Text – rich text WYSIWYG editor @NEDreamin #NEDreamin Manchester, NH 2018 Tabs vs Accordion Tabs Both Accordion Container for Most commonly used Not widely used components Add tabs horizontally Add windows vertically Can be nested Have a default tab/window Allow custom labels Add multiples to page/filter to avoid page layouts & RTs @NEDreamin #NEDreamin Manchester, NH 2018 Related List Single Displays the related list for a single object Not limited to the current record, can pull related lists through any Lookup OR M-D Relationship Can build your own UX to eliminate long scrolling related list sections @NEDreamin #NEDreamin Manchester, NH 2018 Related Record Displays a Quick Action in the User Interface – not just as buttons Not limited to the current record, can pull related quick actions through any Lookup OR M-D Relationship Fields determined by quick action page layout Inline edit fields on current record (not on page layout) or related records @NEDreamin #NEDreamin Manchester, NH 2018 @NEDreamin #NEDreamin Manchester, NH 2018 Let’s Get Deep Innovative Use Cases @NEDreamin #NEDreamin Manchester, NH 2018 Use Case: Universal Containers Sales Reps have complained that the page layout on the Opportunity & Account ‘Create’ screens are too long, they only fill in a handful of fields when creating a new record. For Accounts – there are too many fields on the screen, its hard to find information easily. For Opportunities - they also noted that they only work with a few fields per stage, so often times the page layout requires lots of scrolling & does not provide a great user experience. Solution: Create Record Detail TaBs @NEDreamin #NEDreamin Manchester, NH 2018 Account Record Detail Tabs Magic Trick 1 of 4 Replace Sections with 1 - Record Type Quick Actions 1 – Page Layout w/ high 2 - Tabs w/ Related level details only Record Components @NEDreamin #NEDreamin Manchester, NH 2018 Primary Tabs at top have standard information, page layout sections replaced with Quick Actions & Related Record Components @NEDreamin #NEDreamin Manchester, NH 2018 Opportunity Record Detail Tabs Magic Trick 2 of 4 1 – Quick Action per 1 - Record Type Stage 1 – Page Layout w/ high 1 – Awesome Experience level details only @NEDreamin #NEDreamin Manchester, NH 2018 Fields are broken up across multiple tabs using Related Record components @NEDreamin #NEDreamin Manchester, NH 2018 @NEDreamin #NEDreamin Manchester, NH 2018 Quick Action Limitations • Page layout determines what is seen on create, QA’s not visible • Have to write validation rules carefully – ex: exclude validation rules when a record is created with AND(Not(IsNew()),ISBlank(FIELD1)) • Does not display images • Mobile – need to click quick action to see fields @NEDreamin #NEDreamin Manchester, NH 2018 Use Case: Universal Containers has 3 different business units that use Salesforce, each of which has its own set of fields they want to see on the Account Page. The UC Admin (Marc Behr) has been asked to deliver a solution to this request while keeping the number of record types, page layouts, and profiles to a minimum. Solution: Conditional Record Detail Components @NEDreamin #NEDreamin Manchester, NH 2018 Conditional Record Detail Components Magic Trick 3 of 4 1 – Page Layout w/ 1 - Record Type common Fields only 1 – Quick Action per 1 – Filter per Component Business Unit @NEDreamin #NEDreamin Manchester, NH 2018 Business Unit fields appear based on the User.Department (or profile, or role, or permission set, etc) @NEDreamin #NEDreamin Manchester, NH 2018 This one requires creating one component per business unit & filtering each. @NEDreamin #NEDreamin Manchester, NH 2018 @NEDreamin #NEDreamin Manchester, NH 2018 Use Case: Universal Containers Sales Manager reviews his reps Opportunities on a weekly basis. He finds that clicking back and forth between the list views and records can takes a lot of extra steps and has requested a simpler method to navigate between opportunities. Solution: Manager specific List View Component @NEDreamin #NEDreamin Manchester, NH 2018 Sales Manager Special Magic Trick 4 of 4 1 - Formula Field: 1 - List View filtered by our $User.ID= Formula Field Owner.ManagerID 1 - List View Component 1 – Component Filter @NEDreamin #NEDreamin Manchester, NH 2018 @NEDreamin #NEDreamin Manchester, NH 2018 @NEDreamin #NEDreamin Manchester, NH 2018 Resources LEX Customization – Trailhead https://trailhead.salesforce.com/en/content/learn/modules/lex_customization Record Detail Tabs – Accidental Admins https://theaccidentaladmins.com/record-detail-tabs Conditional Detail Components– Accidental Admins https://theaccidentaladmins.com/conditional-record-detail-components Filter by Current User – Accidental Admins https://theaccidentaladmins.com/filter-by-current-user-in-salesforce @NEDreamin #NEDreamin Manchester, NH 2018 Q & A @NEDreamin #NEDreamin Manchester, NH 2018.