Lightning Experience 基本操作（建立app 修改filter page layout等）

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1，Lightning Experience app管理

開啟setup 在setup中輸入app manager如所示 可以進行 建立app 等操作

 app 中能載入的內容 Web標籤，標準和定製對象，Lightning Voice一樣的實用功能

• Most standard objects, including Home, the main Chatter feed, Groups, and People
• Your org’s custom objects
• Visualforce tabs
• Lightning component tabs
• Canvas apps via Visualforce tabs
• Web tabs

2，建立filter列表

如在右側齒輪處點擊new

可以點擊右側的縮排今昔縮放filter

建立立的filter在下面這個列表中可以選擇並修改

 

3 comapct layout做成如

4 編輯畫面顯示

• Control which fields, lists of related records, and custom links users see
• Customize the order that the fields appear in the page details
• Determine whether fields are visible, read only, or required
• Control which standard and custom buttons appear on records and related lists
• Control which quick actions appear on the page

畫面如下在pagelayout中我們可以修改畫面的layout

 

• ―The field must have a value to save the record, but isn’t required on the page layout itself.
• ―The field must be included on the page layout because either an administrator configured the field as universally required or Salesforce automatically requires the field. Although you can’t remove such fields, you can move them to different locations.
• ―The field is a controlling field.
• ―The field is a dependent field.
• ―The field is read only.

可以修改一下頁面來改變使用者所使用的pagelayout

 

5 自訂按鈕

按鈕有以下幾種狀況

• List button—Appears on a related list on an object record page.
• Detail page link—Appears in the Links section of the record details on an object record page.
• Detail page button—Appears in the action menu in the highlights panel of a record page.

 list button 只能用在關聯tab中

 在檔案中選擇share

取得連結後的地址

追加按鈕

在Buttons, Links, and Actions中點擊new追加按鈕 然後寫入link內容從/sfc開始

在關聯tab中追加內容

 

關於報表

許可權為

me

other person

The dashboard viewer《--這個選線是動態根據使用者權限選擇的 使用者選自己就是自己 選all就是全部 等於是前兩個的結合

dashboard的資料可視許可權【個數】如下

Your organization can have up to 5 dynamic dashboards for Enterprise Edition, 10 for Unlimited and Performance Edition, and 3 for Developer Edition.

• Dynamic dashboards don’t support following components.
• You can’t save dynamic dashboards in private folders.
• You can’t schedule refreshes for dynamic dashboards. They must be refreshed manually.

Lightning Experience 基本操作（建立app 修改filter page layout等）