Tutorial 11-How to Create Custom Application in Salesforce

Summary

In this tutorial, Deepika from mytutorialrack.com demonstrates how to build a custom recruiting application in Salesforce. The process includes creating custom objects like Position, Candidate, and Job Application. She guides users through creating a new Lightning app, customizing the app's interface, selecting navigation styles, adding essential tabs like Reports and Dashboards, and managing user access for different profiles. Deepika also explains the difference between Classic and Lightning UIs and how to navigate between them. By the end of the tutorial, users will understand how to create and manage a custom recruiting app in Salesforce.

Takeaways

• 😀 Salesforce allows the creation of custom applications, just like standard apps such as Sales or Service.
• 😀 In the app creation process, you can customize the name, description, logo, and color of your application.
• 😀 Salesforce provides two types of navigation styles for applications: standard navigation and console navigation.
• 😀 You can choose to make your application accessible on desktop, phone, or both.
• 😀 The app setup process involves adding utility items like history or list views, and selecting what tabs (like reports or dashboards) will appear in the application.
• 😀 You can set specific profiles to have access to the newly created application, such as giving access to all profiles or only system admins.
• 😀 Once the application is created, you can view and manage it from the App Manager in Salesforce.
• 😀 The Recruiting Application can be accessed and launched through the App Launcher in Salesforce.
• 😀 Salesforce allows you to edit or delete applications and modify navigation and utility items after the app is created.
• 😀 Applications created in Salesforce Lightning are not visible in Salesforce Classic UI, highlighting the differences between the two interfaces.
• 😀 The tutorial emphasizes using the Salesforce Lightning UI for the best user experience, though Classic UI is still available for some users.

Q & A

What is the purpose of the 'Recruiting Application' in Salesforce?

The Recruiting Application is designed to help track open job positions, candidates, and job applications in a company. It allows users to manage the hiring process efficiently.

Where can you create a custom application in Salesforce?

You can create a custom application in Salesforce by accessing the 'App Manager' under the setup menu. This is where you manage both standard and custom applications.

What is the difference between Salesforce Classic and Lightning UI?

Salesforce Classic is the older user interface, while Lightning UI is the newer, more advanced interface that Salesforce encourages users to adopt for its improved features and better user experience.

How do you change the appearance of your custom application in Salesforce?

You can change the appearance of your custom application by uploading a logo, selecting colors, and customizing the app launcher’s look. This can be done during the application creation process in App Manager.

What are utility items in Salesforce, and why would you add them to an application?

Utility items are features like recent items, list views, or history that are added to enhance the app's functionality. These can be added during the application setup to provide quick access to commonly used data or actions.

How can you ensure that certain users have access to your custom application in Salesforce?

You can control access to your custom application by selecting the appropriate profiles during the application creation process. This allows you to restrict access to specific users based on their roles or permissions.

What tabs did Deepika add to the 'Recruiting Application'?

Deepika added three key tabs to the 'Recruiting Application': Home Page, Reports, and Dashboards. These tabs are essential for managing and visualizing recruiting data.

Can a custom application created in Salesforce be used in both desktop and mobile versions?

Yes, when creating a custom application in Salesforce, you can choose to make it available on both desktop and mobile devices. This setting ensures accessibility across different platforms.

What happens if you try to access the 'Recruiting Application' in Salesforce Classic?

The 'Recruiting Application' will not be available in Salesforce Classic because it was created in the Lightning UI. Custom applications created in Lightning are only accessible within the Lightning experience.

What is the role of the 'App Manager' in Salesforce?

The 'App Manager' in Salesforce is used to manage and control all the applications within the Salesforce environment. It allows users to create new custom apps, edit existing ones, and control access to those apps based on user profiles.