Using FLOW from an Object-Specific Action (Beta) - Salesforce Winter'18 ☃️

We can add FLOWS to the action menu on your Lightning pages     

without hunting down the Flow’s URL. When we create a flow 

action, we can pick from a list of available flows rather than

enter the flow URL manually.  As of now its in beta, so soon we will have more updates on this feature.

Flow actions can’t be global actions, and they can’t be deployed 
to other orgs, such as with packaging.

This feature is available in the Lightning Experience and all versions 
of Salesforce1 mobile app.

For this, the FLOW which you are using in the Flow Actions, 
must be active and have Screens.

Steps for Creating Flow Action and adding it into the Object:

I have just created a FLOWS on Opportunity object to show how the FLOWS worked when we add this into the Actions.

Below is my activated FLOW on the Opportunity object where I am creating a new record.

After that, we will create a Flow Action. For this go to Setup -> Object (Standard/Custom on which you have created your FLOW) -> Buttons,Links, and Actions ->  New Actions 

Here is my new FLOW Action on opportunity object:

You can add flow actions to an object’s page layout using the page layout editor. To see your org’s flow actions in the page layout editor, check out the Salesforce1 & Lightning Actions category in the palette.

You can see, my "Quick Create" Flow action is added into my Opportunity object.

Here’s how that action appears in the Salesforce1 action bar for Opportunities.

Here is the demo of how records are creating in Opportunities object using this "Quick Create" Flow action.

Related Information

1. Trailhead Project: Create a Satisfaction Survey 

2. Trailhead Module: Build a Discount Calculator

3. Salesforce Winter'18 Release Notes


Stay tuned 📣 for more Winter'18 features.

Thank you!!!

Cleared #Salesforce Platform App Builder- Sharing Experience

Hi everyone. I have cleared the Platform App Builder transition exam and want to share my experience with you all.

If you are preparing for Platform App Builder exam and you have experience in Salesforce configurations then I think  2 weeks are enough to prepare for this certification exam. I have DEV401, so for me its 30 minutes exam, having 20 questions. For those who don't have DEV401, they have 90 minutes exam, having 60 questions. You can get all the details from App Builder Study Guide provided by Salesforce.

Before going for the Platform App Builder certification exam, you must know about the following topics:

1. Lightning App Builder and its components.
2. Relationships and their properties.
3. Order of execution.
4. Types of Sandboxes.
5. Managed vs Unmanaged Packages
6. Overview of Salesforce Automation.
7. Record Types
8. External Objects.
9. App Exchange
10. Social Accounts and Person Accounts.

Last but not the least, you must practice these things in Trailhead. Its the best way for preparation of this certification exams. While practicing in Trailhead, you get the pdf & videos related to these topics. So keep trailing.

All the best for those who are going for the certification. Keep learning Salesforce !!

Build your First App using Lightning App Builder

Here is the tutorial for creating a basic app using Lightning app builder.
While Creating a Lightning App Builder following steps we have to follow:

1. In the Setup menu, select **Build -> Lightning App Builder**
2. Click New under Lightning Pages to start Lightning App Builder
3. Select the template according to the requirements
4. In the Create a New Lightning Page pop-up, set the value Label: My First App and click finish.

   

Now the page looks like:

Here you can toggle between Phone and Tablet (or Tablet Landscape) and set the template according to your requirements .Each templates behaves differently when preview mode changes.

The canvas is an area where you can build your Lightning page.You can add components by dragging components from the left sidebar.You can add standard as well as custom components.

Properties for the currently selected item. This can either be for the page itself, in which case the title will indicate Page. Otherwise you can set properties for individual components. In this instance the title will indicate Page > [SelectedComponent].

You can also select the Actions (only Global publisher actions are allowed) for this page. 

You can add Rich Text also in Lightning Page in which you can set the size, font or you can bold , italic, etc the words also and add it in the canvas area.

And finally you can Save and Activate this page. Save the current definition of your app. Activate adds your app the the Salesforce1 Mobile navigation. Back To Setup exits Lightning App Builder and returns you to the list of Lightning Apps. Help launches the online help for Lightning App Builder.

Hope it helped.

Thanks

Basics of Lightning App Builder

Now anyone can build app faster using Lightning. I am a big fan of lightning components, they make life easy for the admins. I learned allot using trailhead, so sharing it.

                                 
Lightning Pages are the underlying technology for the Lightning App Builder. It is a custom layout that lets you design specific pages in Salesforce1. It is composed of regions that contain components.

You can choose the templates while creating the page , which also controls the lightning page on a given devices.

The Lightning App Builder User Interface

The Lightning App Builder's User interface makes creating app pages for Salesforce1 easy.Here's the parts of the tool:

Header (1)

The header shows you the label of your Lightning Page. It also gives you the opportunity to return to Setup without saving or to view additional help for the Lightning App Builder.

Toolbar (2)

Use the buttons in the toolbar to cut, copy, and paste page content; and to undo , redo , save, or activate your Lightning Page. You can also view your page in different formats and adjust the canvas size to fit your view.

Lightning Components Pane (3)

The components pane contains all standard and custom Lightning components that are supported for your Lightning Page. Click and drag a component to add it to the page.

Lightning Page Canvas (4)

The canvas area is where you build your page. You can drag components to reorder them on the page. If a component has missing or invalid properties, you see an invalid component indicator.

Properties Pane (5)

Depending on what you select on the page, the properties pane shows either the overall page properties or the properties of the component that you’ve selected. 

 thanks, hope it helps!!