Lightning Apps Setup
- I hate the home page - now that we can remove the silly Opportunity graph, there is nothing much on there.
- Assistant ONLY works if you use Tasks on Opportunities, and you don't use Tasks, do you? (see Action Views, Tasks and Report Alerts for an alternative to Tasks)
- Oh and Account Insights, just like Data.com doesn't work in Aus so we disable that right away! Go to Accounts Settings
- But now, we can have ANY page as the Home Page, AND customise the home page even more, so now it's a bit more useable.
- AND the users can decide which page they have on the home page.
- So I would probably just add lots of Report Charts on the home page if I had one.
- Note: Dashboards don't look good on the Home Page - so just make a Dashboard the home page if you really need to, and stick the other things in the Utility Bar.
- I LOVE Utility Bar so for regular users, ditch the home page and put the following on the utility bar
- A Rich Text area for links to your help documents and links to key reports
- Recent Items
- Chatter Feed
- Post to Chatter
- Maybe one key list view that they will always go to.
- Put a logo on the app - grab one from here https://www.lightningdesignsystem.com/icons/ or use the Company logo and a colour related to the Company logo.
Also go to App Manager and hide the unnecessary apps from showing in the App Launcher.
Console Apps
- I haven't played too much with them yet, but it is on my agenda.