Buttons and Actions in the Salesforce Lightning Experience

Over the years, Salesforce CRM has established a standing that matches none other. It has changed the way companies used to manage the customer relationship. Its large customer base has created a need for a much finer and smoother user experience. With this in mind, Salesforce launched Lightning Experience, a completely new CRM experience to accelerate adoption and generate more value for Salesforce clients.

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Key Features of Salesforce Lightning Experience:

• Post and Poll standard Chatter actions appear in the composer on the Chatter tab in Lightning Experience. However, standard actions like Thanks and Links are not available in the new interface.
• Log a Call, New Task, and New Event Actions from object’s page layout appear in the composer on the Activity And if the Send an Email button is included on the object’s page layout, the Email action shows up in this composer too. Such actions create records related to what the user is viewing. Else Global Actions menu in the header can be used to take actions not related to the current record.
• Standard and supported custom buttons on object’s page layout including the Editbutton appear in the action menu. Other Global and object-specific actions on the page layout, including Visualforce and Force.com Canvas actions appear in the menu as well.

Setting up Actions and Buttons in Lightning Experience:

1. Navigation Menu

In Lightning Experience, you get a default list of tabs on the left side of the page, unlike Salesforce Classic where tabs were located on top of the page. Users need to create and customize navigation menu for each profile depending on what they need to access. Though users can access their applications through the new App Launcher, the tabs don’t become part of Navigation Menu by default.

*Steps to create/customize Navigation Menu

• After Lightning Experience is activated, click on the Gear icon on the upper right-hand corner of the page and click Setup Home.
• Type Navigation in the Quick Find box and click Navigation Menus.
• Create a new menu by clicking New in the upper-right corner of the page.
• Provide a Name and Description and click Next.
• Drag and drop items in the navigation menu and click Next.
• After assigning the menu to the desired profile, click Save & Finish.

2. Dashboards

Lightning Experience adds aesthetic value to dashboards. Existing dashboards can be easily converted to the new design language with Salesforce. Despite that, you need to manually update some components to derive meaningful metrics. It is important to remember that modifications made to dashboards in Lightning Experience makes them read-only in Salesforce Classic. The best way round to deal with this is to clone and modify dashboard in Lightning Experience to avoid any functional issues in Salesforce Classic.

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