Development

Salesforce Lightning App builder for user-friendly apps

Veronika Ovchynnykova
Veronika Ovchynnykova
5 minJune 3, 2024
Salesforce Lightning App builder for user-friendly apps
Salesforce Lightning App builder for user-friendly apps

Feeling lost in the labyrinth of Salesforce features? Do not give up! Lightning, Salesforce’s updated app development framework, and the Lightning app builder, in particular, allow you to create a streamlined workspace that puts everything you need right at your fingertips. It is like good old LEGO with a plethora of building blocks – but here you play not with colored bricks but work with data, reports, and management tools. You choose the ones you use most and neatly organize them all in one place. Let's explore the exciting possibilities of what you can include in your very own Lightning App. It is time to become a Salesforce pro!

Overview of Salesforce Lightning

Salesforce Lightning is a powerful framework and design system created by Salesforce to boost User Experience (UX) and productivity in its cloud-based CRM and business apps. Compared to the older Salesforce Classic, the Lightning design system provides an upgraded interface with enhanced performance and responsiveness. It acts like your personal architect that helps you build your custom workspace and choose the tools and information relevant to your specific business task.

Lightning is designed for all users. It can be used by beginners who simply need better data access and by experts who can utilize advanced features like programmatic event handling with Apex code. The platform has a unified user interface that scales for everyone. Therefore, it is an ideal solution for teams that may include members with different roles or skill levels.

Main features of Salesforce Lightning

Let’s have a look at what is inside the platform.

  • Lightning Experience

It is an advanced user interface (UI) with a clean and intuitive design that simplifies navigation.

  • Lightning App Builder

This empowers users and administrators to create custom Lightning Apps with the help of pre-built components. These apps function as personalized dashboards, equipped with specific tools, data, and functionalities relevant to a particular team.

  • Lightning Component Framework

These are the building blocks for your Lightning Apps. They come pre-built with specific functionalities like reports, charts, or data fields and enable you to create custom experiences within Salesforce.

  • AppExchange for Components

It is an online marketplace that can be compared to an app store for your Lightning Apps. Here, you can find and download additional components created by the Salesforce community.

  • Design System

It is like a style guide that provides best practices for design and helps you make your custom Lightning Apps feel cohesive and user-friendly.

  • Lightning Connect

It is all about connection with external data sources. You can securely access and display real-time data from other applications directly within your Lightning Apps.

Lightning app components

These are building blocks for apps hosted on Salesforce. They are reusable, self-contained units of code that you can mix and match according to your needs. These components follow two main programming models: Aura Components and Lightning Web Components (LWC). They can function side by side in one application. All Lightning components come with .cmp extensions and are built using the Apex, HTML, CSS, and JavaScript languages. The main benefit is that you can customize these components to your liking – you can create an app of any complexity, from single-page to an enterprise-level application. For examples and more information, visit Lightning Component Library.

  • Standard components

These form the backbone of Lightning App development and represent a set of standardized elements to create efficient and user-friendly applications within the Salesforce ecosystem. These components are pre-made by Salesforce and installed in object page layouts. You have the option to hide or not use them, but you can not remove them entirely.

  • Custom components

These are personalized elements created by developers using the Lightning Component Framework. They are like custom-made tools to meet specific needs in your app, from simple buttons to advanced features. They are built from scratch and can do exactly what you want them to do. Custom components make your app unique and highly tuned.

  • AppExchange components

These are extra features you can add from the Salesforce AppExchange marketplace. They are made by other companies and offer more functions than the ones built into Salesforce. You can easily install them to give your Lightning Apps extra abilities, like special UI elements or advanced integrations, to match your business needs.

How to create a custom Lightning App?

To make things more digestible for those who are new to Salesforce Lightning, here is a short guide on how to create a custom app on the platform. Building an app means arranging Salesforce components such as tabs, reports, and dashboards into a unique business space. Follow this guide to create your first custom app!

  1. Sign in to your Salesforce account.
  2. Find the App Manager (enter it in the Quick Find box and select it).
  3. Select the "New Lightning App" option.
  4. Name and describe your app. Do not forget about usern iterface design—select colors and add a logo for branding consistency.
  5. Configure the utility bar. Add items such as notes, history, and custom components for quick access.
  6. Select app navigation items. Choose the standard objects and custom objects you want to include (e.g., accounts, contacts, custom orders).
  7. Lightning app design. Drag-and-drop components allow you to customize home pages and record pages.
  8. Add data management tools. Use data import tools to bring in existing data and data export tools for reporting.
  9. Set up data Integration and third-party integrations. Salesforce Lightnings allows you to connect with external systems via integration APIs for seamless data exchange.
  10. Workflow automation. Tools like Process Builder and Flow Builder will enable you to streamline tasks.
  11. Configure permissions and add security measures. Define role hierarchy and permission sets for safe user access. Protect sensitive information data visibility settings.
  12. Optimize performance. Monitor app performance with debug logs and use tools like the performance analyzer
  13. Deploy the app. Recheck the settings and test the app before final deployment.

Conclusion

So, what’s great about Salesforce Lightning? It is not just for app development experts! This user-friendly platform allows everyone to build custom apps. With drag-and-drop tools and pre-built components, you can design a personalized workspace with all the data, reports, and features you need to simplify your processes.

Do you still feel your app needs to be professionally polished for better efficiency? Contact DreamX, a team of top UI/UX designers. We know all the intricacies of app design to help you move it to the next level. Boost your Salesforce experience with DreamX – we will make your app’s potential a reality!

Team Lead of UX/UI Designers
Veronika Ovchynnykova
Team Lead of UX/UI Designers

Veronika is a UX/UI design team lead driven by a passion for user-centric design. She spearheads the creation of innovative and effective design solutions that elevate the user experience.

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