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Add images to email templates in Salesforce Lightning easily by dragging an image component from the left-hand sidebar on to the email canvas. Quickly create industry-specific experiences with Lightning Bolt solutions. Built by our ecosystem of partners, Lightning Bolts contain industry process flows, app, and components that integrate seamlessly into your experience and with the Salesforce Platform. You can make components conditionally appear based on criteria you set. For example, if you have a default homepage, you could make the Performance component appear only for users with the Sales Profile. I used images by saving them in the related tab files of the template.
Customize your experience with drag-and-drop components. Choose from our library of prebuilt, drag-and-drop components with Experience Builder. Eliminate lead conflict, automate lead routing, and streamline quoting. And with Einstein AI, partners can intelligently surface the content and files they need to be more productive. Use Salesforce Knowledge to create a responsive portal where customers can search for answers to their most pressing questions about your product and brand.
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How to replace with the new home page for a particular profile. I created a Salesforce homepage for a recruitment team and included some useful views to show open and closed jobs, as well as a report chart. Just for reference, here’s an example of the standard default Home page. Think of this as the “before” in this Home page makeover. Click App and Profile, then click Assign to Apps and Profiles. Add Today’s Events to the lower left region and add Key Deals to the lower right region.
There are a few things you need to be aware of when building a new Lightning page template. The most important thing is to decide where you want your template to be used. You must specify if you want it available on an App, Home or Record page. You have to pick only one, since you can’t use more than one interface.
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Move the currently selected object, API Anomaly Event Store, into the Available column by selecting it and clicking the Left Arrow. Drag the Recent Items component to any spot in the canvas. Deliver a rich, branded, and device-responsive mobile experience. Apply color, fonts, and style to match your brand.
To make it easier, you may also choose to clone it. Now all users with the System Administrator profile see your New Home Page while working in the Sales app. Don’t show this message again, which, when checked, prevents the dialog from reappearing.
Integrate data and processes from third-party systems.
The next thing to be aware of the .svg file, which is an image type. This file works differently for Lightning page templates than Lightning components. For a component, an .svg would show up in the left-hand bar of the Lightning App Builder. For a Lightning page template, it shows up on the screen where you select which template you want to use. No matter what you do, your custom templates will appear in the new page wizard, but if you leave the .svg alone, it will be hard to distinguish your templates from each other.
Customers can access critical data in their profile, cases, claims or custom objects. You can have multiple homepages in Lightning, assigned as the org default, or assigned to Apps or specific profiles. This ensures that different groups of users see what’s relevant to them. I am a System Admin and created a Lightning Email Template with the Template Builder. I saved the template in the Public Email Templates folder, but when I try to insert a template it does not appear in the list of available templates.
Share pre-built materials and allow partners to create co-branded content. When you activate your homepage, go to the “App and Profile” tab and assign to a profile. I am not sure, but you cannot open previously created lightning templates to Builder. You have to create a new template first, and then click Edit in Builder. This has confused me in the beginning too. I had this issue too Tom, in my case I realised it was because I had selected the ‘Related Entity Type’ as Opportunity, but I was trying to email from a Contact.
The sales performance or opportunity top deals components, which are provided out of the box on the Homepage, give sales people a very good insight into their sale activities. Typically it will be field permissions. Troubleshooting questions to help you navigate are does this work for Admin, but not other users; can you see the field on the page layout; does this work for classic email templates. You can also log a case with Salesforce support and they will be able to guide you.
This book will help you implement advanced user interface techniques to improve the look and feel of Salesforce CRM. To use the Custom Record Layout Template create the Salesforce Lightning component using the following code. Drag the Today’s Events component to any spot in the canvas. Drag the Today’s Tasks component to any spot in the canvas. Drag the Chatter Feed component to any spot in the canvas. Show Chatter posts where the support rep is @mentioned.
When I went back to the template and saved ‘Related Entity Type’ instead as –None– it then would appear under templates in the email on the Contact. Once in the email screen itself (which we’ll fully explore in the next section), you will probably want to update the background color as your first action item. This part is not mandatory, just very helpful to all your users, so they can share and access email templates amongst themselves. Go to Setup and search for Lightning Email Templates. Select from our prebuilt themes and add the color, fonts, and style that match your design or brand. And tailor your experience to cater to a variety of audiences within your site.
From Setup, enter Lightning App in the Quick Find box and select Lightning App Builder. Eliminate friction by delivering tailored sales content your partners will love. Help customers quickly find answers with self-service portals. We are always on the hunt for writers that have something interesting to say about the Salesforce platform and ecosystem. Join our group of 400+ trusted guest posters – Click here to start the conversation. If you saved previously and didn’t activate the page, you can click the Activation button in the toolbar to be ready for the next section.
I have created a lightning email template that is connected to email alerts. I am creating a flow that will send a schedule-triggered email every day to people whose membership to our organization will expire in 30 days. I have the custom objects created and the flow rules set up to only send to those whose membership hits the 30-day window each day. The left panel of the standard layout is not flexible and the right panel is too narrow to show list components in the "Enhance List" mode. Because of this reason, it is useful only to show the activity timeline, non-enhanced lists or chatter but not lists of related objects with full details or more data-rich elements.
Give your users everything they need to manage their day from the Home page in Lightning Experience. Your sales reps can see their quarterly performance summary and get important updates on critical tasks and opportunities. You can also customize the page for different types of users and assign custom pages to different apps and app-and-profile combinations.
Of course, we can’t forget our design file. You’ll notice that we decided to make our columns and the left and right smaller than the middle column. Our users have fallen in love with the new home page and already have brilliant ideas about other kinds of record pages that they would love. The black box here identifies where the .svg will appear. Salesforce CRM Admin Cookbook – Second Edition.
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