Wednesday, 8 April 2020

[#Blogged] -5 Standard Lightning Components You can Use Today with little experience

The depth and breadth of Salesforce Tools you can use daily seems to grow with each scheduled release.  As Lightning has picked up more traction, transitioning from Classic to Lightning is a “Must-Do” to continue using the Salesforce platform. So what exactly is “Lightning”? The Lightning Component framework is a UI framework for developing single-page applications for mobile and desktop devices. Think of Lightning Components as squares of a quilt with different functionality, sewn together on a “blanket” of a page. 

For admins or developers starting in Salesforce or for users just transitioning to Lightning recently, this can seem like information overload.  How can you possibly get a handle on all that Lightning has to offer? The key is to master a few things at a time, and one of the best ways to do that is to start using bits and pieces of the Lightning component framework as soon as possible.  
Lightning Components can range from very basic, standard functionality, to customized and complex pieces that can fit a specific need, but may require development.  Whether you are just learning Lightning or are a seasoned developer, the following five standard Lightning components provide great functionality with little time or learning required. Let’s dive in!
  • Chatter Feed - The Chatter Feed can be a really useful tool on an object or team-based page to show chatter posts that person follows, posts that are directed to them, or posts they’ve bookmarked.  Chatter is great for documentation of activities and communications that occur on certain records, and keeping it all in line makes it easy for busy sales reps, for example, to stay on top of what’s going on that day without having to search through hundreds of records that they are associated with.  

  • Dashboard - Having a dashboard snippet is a great way to show data that is useful at a glance with a visual indicator, such as a bar graph, pie chart, or tabular list. Dashboard pages are great for collecting lots of information in a “one-stop-shop”, however, using the dashboard Lightning component on a page saves clicks and keeps the Salesforce user from navigating away to another tab. These small benefits have a big impact on time! When customizing your Dashboard Lightning component, you can choose the size based on pixels, and choose to hide an error message if something keeps the dashboard from loading on the page, such as a permissions error with your user and the dashboard folder.

  • List View - A list view is another Lightning component that saves time by reducing navigation and clicks by your users.  You can use this on a variety of objects, from Accounts to Opportunities, to Contacts. Another helpful piece of this component is the built-in filter (dependent on the object) that allows customization for what is more useful for your page. For example, in a ListView component for the Account object, you can choose to see “All Accounts”, “My Accounts”, or even accounts created during a certain time frame such as this week. You can also select how many records you would like for the Lightning component to filter to keep your page from being overwhelming for your users. This is a great way to show “Top Ten” Accounts, Contacts, or Opportunities that need attention from your users for the week.

  • Recent Items - This component can be a lifesaver for users who have a lot going on! As your Salesforce users navigate through the platform throughout their workday, they will probably touch hundreds of records across many objects. Having the Recent Items Lightning Component on a page can help them have a place of record where they know they can go to find the contact record they spoke to earlier in the day, or find the account page they needed to speak to their manager about.  On the component, you can also select which Objects you wish to display for your users as well. It may be more beneficial to only show Accounts, or it may work better for your organization to show a variety of objects, such as cases, contacts, leads and opportunities. Just like many other components, you can also select how many items you wish to list in your component, to keep the list from being too long and taking up too much space.

  • Rich Text - The Rich Text Lightning component is often undervalued but is a great way to communicate with your Salesforce users. It’s a very unassuming way to deliver messages to your users, such as reminders of important events, deadlines, meetings, or changes in procedure. This can help cut down on emails and messages exchanged and encourage everyone to be on the same page. You can also format this component to show as a card with a white background or transparent background, and can choose a variety of fonts, alignments and colours to make your messages stand out so they are not missed.  This component also allows you to embed a hyperlink, which can be useful for making sure your users can easily navigate to another area of Salesforce or see a company-specific page. This can be sized as well to fit the column shapes you have determined for your Lightning page and can range from a long rectangle across the top to a shorter bar above a component to be aesthetically pleasing while still getting the message across.
These 5 Lightning Components are easy enough to set up in an afternoon of work, but provide a great impact to your users by reducing navigation issues and providing efficient use of their time.  Most of these are customizable by filters to make sure your users are seeing what means the most to them and will keep them coming back to Lightning Components for more!

References:
What is the Lightning Component Framework:

https://developer.salesforce.com/docs/atlas.en-us.lightning.meta/lightning/intro_framework.htm
Further Reading Suggestion:
https://developer.salesforce.com/docs/component-library/overview/components

1 comment:

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