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Salesforce CRM Admin Cookbook

You're reading from   Salesforce CRM Admin Cookbook Solutions to help you implement, configure, and customize your business applications with Salesforce CRM and Lightning Experience

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Product type Paperback
Published in Dec 2017
Publisher
ISBN-13 9781788625517
Length 358 pages
Edition 2nd Edition
Concepts
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Author (1):
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Paul Goodey Paul Goodey
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Paul Goodey
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Table of Contents (16) Chapters Close

Title Page
Credits
About the Author
Acknowledgements
About the Reviewer
www.PacktPub.com
Customer Feedback
Preface
1. Salesforce CRM's Home Page is Where the Heart is... FREE CHAPTER 2. Making a Picture Paint a Thousand Words... 3. Automating Work with Salesforce CRM 4. Improving Data Quality in Salesforce CRM 5. Implementing Approval Processes 6. Productivity Tools for Superusers and Advanced Administration 7. Extending Lightning Experience Record Pages 8. Building a Search-First-Before-You-Create Lightning Component

Composing a system notification message on the Lightning Experience Home page


Often there is a need to communicate with the users of your Salesforce CRM application and give updates and status alerts for various reasons.

You can send emails, Chatter posts, and instant messages, for example, to give users dynamic messages about planned releases, system maintenance, and so on; however, to ensure that everyone reads and is shown a more static notification, you can create a message within Salesforce CRM.

In this recipe, we will compose a system notification message on the Home page using Lightning App Builder to edit a customized Home page.

How to do it...

Carry out the following steps to edit an existing Home page to add a system notification message using Lightning App Builder:

  1. Click on the Setup gear icon, as shown in the following screenshot:

Note

The Setup gear icon is located in the top right-hand corner of the main Home page.

  1. Click the Setup option, as shown in the following screenshot:
  1. Type app builder in the Quick Find search box, as shown in the following screenshot:
  1. Select the Lightning App Builder option.
  2. Click the Edit link for the Home_Page_Default customized Home page, as shown in the following screenshot:

  1. In the resulting Lightning App Builder page, drag and drop the Rich Text component from the standard Lightning Components pane to the top of the Home page canvas, as shown in the following screenshot:
  1. Click on the newly added Rich Text component.
  2. Enter Please be aware of routine Salesforce CRM maintenance on 4th July! into the Rich Text properties section.
  3. Choose the text font, size, and color using the text formatter in the right-hand section of the Lightning App Builder, as shown in the following screenshot:
  1. Click on Save, as shown in the following screenshot:
  1. Finally, click on Back.

How it works...

The customized Home page for the assigned users will appear with a system notification message, as shown in the following screenshot:

See also

See the Cloning the standard Home page for a customized Lightning Experience recipe in this chapter.

You have been reading a chapter from
Salesforce CRM Admin Cookbook - Second Edition
Published in: Dec 2017
Publisher:
ISBN-13: 9781788625517
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