Join Christopher Matthew Spencer for an in-depth discussion in this video Apps and branding for business needs, part of Learning Salesforce Admin.
- [Instructor] So in Salesforce, you're going to get used to the idea of apps. The apps come in different flavors. You've got apps for interacting with data, and then you have apps that you can download from the AppExchange. And this is where it can be a little confusing. Apps from the AppExchange are totally different than apps that you use for reviewing and editing data. We're going to use the app that you use for managing data. And apps are a collection of components that include tabs like you see here on the screen. These are tabs.
And it also includes things like reports, dashboards, custom pages which we call Visualforce pages. And a Visualforce page is something that's coded, but you can also use an editor. There's a Visualforce page editor within Salesforce. And this is how you tailor your system to an individual user or a group of users' specific needs. That's how you get the data in the hands of people the way they want to see it. There are standard apps which can be customized or you can setup new apps which is what we're focused on today.
And that particular app that we're going to make is for a business process. So let's do it. We're signed in at the home tab. You can see that we're signed in. And now we're going to click on the gear cog icon on the top right. Then what you do is click setup, and from setup you're going into a section which is for actually creating new apps. And we're going to type in the word App in the quick find box. And then we have a thing called the App Manager. Let's go ahead and click on App Manager.
Now let's try to connect the dots. You have different kinds of apps. You have apps that are lightning apps and you have classic apps. Salesforce Classic is the previous version. Some of these apps are available when you switch to the Classic Experience. And users can still switch over to Classic Salesforce, although I'm telling everyone, "Hey, stick to the Lightning Experience. "It's better. "That's where it's headed so stay there." So we're going to focus on building apps for Lightning.
Let's flip back over to the tab here at the top where we're still at Salesforce in our app, our Sales app, the app name appears right here. If you click the App Launcher, that's the tic-tac-toe, that little tic-tac-toe on the left, you'll see all your apps. There are these cartouches here and all the apps are there. And when you click on a particular app like Sales Operations, it changes the available tabs and the look and feel of the screen. All the underlying data remains.
It's all still there, exactly the way it was before, but each time you switch to a different app, you're going to see a different experience. So that individual row within your company, the people might want to have a different experience. Let's go ahead and make a different experience. We'll click on the setup tab again and we're going to create a new app. Now let's go ahead and click New Lightning App and then we're going to give it a name. All apps have to have a name. We're going to call this Outside Sales.
And then a unique name auto-populates when we press the tab key. Let's give it a description. And then let's upload our logo. I have a logo on the computer. Click upload, and navigate to where your logo is. This is logo is square. It's better if it's square. It's going to look better. So I click on it and then I click Open. And then it's uploaded. You can see the logo right there. Now we can change the color of our app so that it has a different look and feel, and you can you know move this around until you find the color you want.
And make the adjustments here. And you can certainly do that. I'm going to go ahead and put in a hex color. You could put in RGB or you can use hexadecimal. And I've got the hexadecimal color for my company brand which I will just punch in. And I'll replace this one with my own. And that will allow the color to look just like the brand color. You see how it matches up. And then let's go ahead and scroll down a little bit more.
And then you can see here, it says Use the app's image and color instead of the organization's custom theme. I'm going to go ahead and check that box and then I'll click Next. And then we have Navigation styles. Standard navigation is what I use, it's what I'm used to. I'm going to go ahead and leave that as the default. And then we have a couple of personalization questions. Do we want to disable the end user personalization of nav items in this app? Probably not because people like to have their own personal way of doing things. And don't automatically create temporary tabs.
So in Salesforce, any time you open up a data object, it will dynamically create a tab for it. That's not permanent, but it allows the user experience to be slightly enhanced. That's a new feature within Salesforce. And I'd say leave it alone because people like to have those tabs. Click next, and then in the next section is utility items. You can explore this on your own, but people like Chatter. Chatter is the social media aspect of Salesforce that people really like to use for collaboration. You can add all these things to the Utility bar, but I'm just going to click Chatter Feed.
That adds that to the utility bar. Let's leave all these default settings alone. And click Next. And then let's push over one data object. It's leads. We just want leads. We have a sales team. They should look at leads and that's it. And that keeps them hyper focused on what they're doing. They don't need to see everything else. And then click Next. Now what we'll do here is assign which profiles will be able to use this new app. And we want our outside sales team to use it.
That's for sure because we want outside sales to see it. But for testing purposes, keep in mind you can switch between apps. So if you're the administrator, you can have all the apps assigned to you. So I'm going to push over System Administrator and then I'll click save and finish. Now only two profiles can see the new app. Let's go ahead and flip back over from our setup tab here to our Salesforce account. Let's go ahead and click on the App Launcher. And you'll notice that immediately, the outside sales team, that is sitting right there.
And did you notice that if I drag it up, I can make it the first item? Look at that. Isn't that cool? Just make sure you've got that four-way arrow. If you want to move something around, it's got to be like that. And then when we click on outside sales, and we open it up, notice that the color has gone to our custom branding. Our logo is there, and everything is exactly the way we want it. Sales people just see leads. So apps and branding allow you to have the delivery of the information for the correct user experience.
It's the user experience that's going to really get you focused on what you want to be doing. It's a great tool to present data for your team in a way that helps them stay focused and on track with what they require without cluttering up the screen.
- Planning a transition to Salesforce
- Administering user accounts
- Managing permissions
- Capturing and converting leads
- Customizing views
- Setting up opportunities
- Creating campaigns
- Customizing fields and pages
- Building and sharing reports
- Importing data
- Batch processing data
- Enforcing data security with auditing and policies