Dreamforce 2017 - Up close and personal with Lightning Experience as Platform
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The document discusses the Lightning Experience as a platform for enhancing user experience with Salesforce applications. It covers key features such as usability, consistency, and look-and-feel, along with the importance of container-agnostic components for maximum usability. Additionally, it highlights different navigation types, the creation of lightning applications, and provides insights into customizing user interactions through APIs.
Dreamforce 2017 - Up close and personal with Lightning Experience as Platform
- 1. Up close and personal with Lightning Experience as Platform @andyinthecloud Andrew Fawcett, CTO, FinancialForce
- 2. Andrew Fawcett CTO, FinancialForce Blogger, Author, Salesforce MVP Customer or Salesforce Logo
- 3. About FinancialForce SF+FF Solutions 700+ Financial Management, Professional Services Automation, Billing Central, & Revenue Recognition & Forecasting 1,400+ 40% YoY $110M #1 Cloud ERP on Salesforce The largest Salesforce partner Employees across 7 offices HQ in San Francisco, CA Subscription revenue growthCustomers in 34+ countries With users in 50+ countries Run rate 20% investment from Salesforce Plus investments from TCV & Unit 4 3
- 4. Why view Lightning Experience as it own Platform? Or put another way…. what is in it for the user? In the services economy an enduring solution requires an amazing user experience •But what does that mean in practice? It’s about making a single promise to your users... usability() .then(consistency) .then(lookandfeel) .catch(unhappyusers) Why can this be so hard? •The predator that stalks all software projects... time to market and available resources!
- 5. Lightning Experience and delivering an amazing UX Or put another way…. getting to market rapidly with an amazing UX Think of Lightning Experience as great workplace for your application and others to thrive It should add value with consistent services and facilities that let you focus on what matters! Usability • Safe and Secure • Collaboration • Accessible • Personalisation Consistency • Navigation • Actions • Notifications • Popups Look and Feel • Style, Lightning Design System • Branding • Logo placement
- 6. A brief word on Lightning Containers Container agnostic components
- 7. Lightning Component Containers Lightning Experience - Console Nav •Desktop browser, workspace style navigation Lightning Experience - Standard Nav • Desktop browse, classic style tab navigation Salesforce Mobile •Mobile experience for your components Lightning Communities / Bolt •Mobile experience for your components Lightning Out / Visualforce •Embed your components in other pages or sites Standalone •Basic web page, just your components Knowing the containers is key to ensuring your components thrive Common UX, API’s, Events, Interfaces Your Components Lightning Component Container Your Components Your Components
- 8. One Component to run in them all? Components should be container agnostic for maximum reuse • Try to avoid creating components that only work in one container • The more containers you support the more users and devices you reach Ways to workaround container “quirks” •Utilise component composition if needed to isolate container specific component logic and avoid container conditional logic! Pay attention to container references in the documentation • Make sure you test in all applicable containers Well yes kinda... Lightning Experience MyComponentLEX MyComponent Lightning Community MyComponentBolt MyComponent
- 9. Lightning Experience Application Types Standard Lightning Apps vs Lightning Console Apps
- 10. Choosing an Application Navigation mode Standard navigation • Tab based navigation multiple tabs per object Console navigation • More advanced usability features for users working with multiple tabs per record The Console App type is a bit of hidden gem currently! IMPORTANT NOTE: Console navigation requires an additional license. It is bundled with OEM licenses.
- 11. Demo Standard vs Console Navigation
- 12. Features Comparison Usability Feature Standard Console Home Page X X Favourites X X Utility Bar X X Record List View X X Record List Split View X Record List Charts X X Record Page X X Global Actions X X Tabs Per Object Per Record Sub Tabs X Pin Tabs X Remembers Tabs between Logins X Tab History X Macros X
- 13. Core Services Apps, Tabs, Standard Components, Events, API's
- 14. Lightning Applications Creating Lightning Applications • You may want to have several applications, grouping your different sets of tabs accordingly • Other aspects such as Record Page customisations on Standard Objects can be scoped by application •This feature allows the display of only your customisations for standard Salesforce when running your app • Brand your application carefully so it stands out in the App Launcher Much much more than their Salesforce Classic predecessors!
- 15. Lightning Application Tabs Application tabs can be of various types • Lightning Components, Lightning Pages, Visualforce Pages ... When packaging Lightning Apps selected tabs are upgradable in installed orgs • However admins can add other tabs to your packaged application Tabs bridge the gap between old and new
- 16. Lightning Standard Components and Features Standard Components • Reporting Component • Flow Component • Path Component Standard Features •Kanban List View Leverage the powerful components and features
- 17. Lightning Standard Components and Features : Flow Leverage the powerful components and features
- 18. Lightning Experience API’s Components can send navigation events or call API’s to... • Navigate the user to specific object home, a specific record or a list view. • Navigate to another component (same as redirect to page in classic) - Beta • Navigate to standard record creation modal and pre-populate fields with calculated values • Navigate to the standard file viewer Navigation API’s
- 19. Lightning Experience API’s Determine record in view • force:hasSObjectName, force:hasRecordId Messaging to the user • Display model or hover over notifications • lightning:notificationsLibrary • lightning:overlayLibrary Context and End User Messaging API’s
- 20. Demo Apps, Tabs, Standard Components, Events and API's
- 21. Configure through App Manager under Setup • Components implement flexipage:availableForAllPageTypes Programmatically change label, icon and panel dimensions API Track which record the user is viewing • Implement interface force:hasRecordId Utility Bar Configure, API and Context Session Plug: “Advanced Logging Patterns with Platform Events”
- 22. Utility Bar Context Tracking which record the user is view Implement the force:hasRecordId interface Use change event to monitor changes to the recordId attribute made by the container
- 23. Utility Bar Custom Configuration Your components attributes can be exposed to the App Manager
- 24. Demo Lightning Utility Bar Context Tracking and API’s
- 25. Actions Custom Record Actions, Standard Record Actions and Global Actions
- 26. Custom Record Actions Your component must implement • force:lightningQuickAction OR • force:lightningQuickActionWithoutHeader Also implement • force:hasRecordId • force:hasSObjectName Also known as Quick Actions
- 27. Standard Record Actions Your component must implement ... • lightning:actionOverride Also for View and Edit Actions • force:hasRecordId Also for Tab Actions •force:hasSObjectName View, New, Edit, and Tab IMPORTANT NOTE: Standard action overrides are not supported in Console navigation mode or when using the force:navigateXXX events.
- 28. Global Actions Your component must implement ... •force:lightningQuickAction OR •force:lightningQuickActionWithoutHeader No other context is provided • However you can use the utility and console API’s • Multiple global actions can be kept open by the user Also known as Quick Actions
- 29. Demo Custom Record Actions Standard Record Actions Global Actions
- 30. Pages and Page Templates Realtime, capturable and actionable
- 31. Customise Lightning Page Layouts Implement interfaces • lightning:appHomeTemplate • lightning:homeTemplate • lightning:recordHomeTemplate App Builder integration • flexipage:template • flexipage:region • flexipage:formFactor Beyond the standard App Builder templates Ref: Lightning Developer's Guide
- 33. Console Navigation API Discover and Monitor Navigation • What tabs the user has open • When the user is navigating around tabs Programmatically navigate with the API • Create usability tools such as close all tabs • Intelligently open tabs for the user Navigation monitoring and control Documentation Console API Reference Events Reference
- 35. Resources Documentation •Lightning Developer Guide •Console Developer Guide Blog • http://andyinthecloud.com Demo Code •https://github.com/afawcett/lexapidemos Documentation, Blog and Demo Code
- 36. Q&A