Browse Author: Kiran Patil

Salesforce 1 Lightning Overview

This is the introductory post for new Salesforce 1 Lightning feature.

Salesforce 1 Lightning provides component based framework and tools for developers as well as business people, which can be used for building apps, integrate data and automate the processes with Lightning fast speed.

Lightning comprises of following technologies/terms/tools:-
1. Lightning Connect
2. Lightning App Builder
3. Lightning Components
4. Lightning Process Builder.

Let’s take deep dive into each of them.

1. Lightning Connect:- This feature is GA since Winter’15 release.

Use Lightning Connect to integrate data from an external data source, without writing a line of code, and without duplicating any data into Salesforce.

Lightning Connect enables your users to view and search records that are stored outside Salesforce, such as data in an enterprise resource planning (ERP) system. Instead of copying the data into Salesforce, which would be redundant and inefficient, use external objects to reference the data and access the data in real time via Web service callouts.

Lightning Connect external objects map to data tables in external data sources and are available to Salesforce tools such as lookup relationships, record feeds, the Salesforce1 app, SOSL and SOQL queries, Salesforce APIs, and deployment via the Metadata API, change sets, and packages. To connect to an external data source, Lightning Connect uses the Open Data Protocol (OData) version 2.0. refer this link for demo of Lightning connect.

2. Lightning App Builder:-

With the new Lightning App Builder, both developers and business users can now build custom user interfaces for their applications that are designed to work perfectly on desktop and mobile devices.
• Visually create apps with drag-and-drop components
• Create beautiful, responsive UIs for Salesforce1 Apps
• Use custom or off-the-shelf Lightning Components

Lightning Pages are the underlying technology for the Lightning App Builder. A Lightning Page is a custom layout that lets you design specific pages in Salesforce1. Lightning Pages are composed of components.

App Builder Demo

3.Lightning Components:-

A Lightning component is a compact, configurable, and reusable element that you can drag and drop onto a Lightning Page in the Lightning App Builder.
You can use standard, custom, and third-party components in the Lightning App Builder.

a)Standard Components
Standard components are Lightning components built by Salesforce. The Lightning App Builder supports these standard Lightning components.

  • Filter List (List View)
  • Recent Items
  • Report Chart
  • Rich Text
  • Visualforce Page

b)Custom Components

Custom components are Lightning components that you or someone else have created. With some modifications, custom Lightning components can work in the Lightning App Builder.

The Lightning Component framework is a UI framework for developing dynamic web apps for mobile and desktop devices. It’s a modern framework for building single-page applications engineered for growth.

The framework supports partitioned multi-tier component development that bridges the client and server. It uses JavaScript on the client side and Apex on the server side.

c)Third-Party Components on AppExchange

The AppExchange provides a marketplace for Lightning components. You can find packages containing components already configured and ready to use in the Lightning App Builder.

4. Process Builder:-

The Process Builder is a workflow tool that helps you easily automate your business processes by providing a powerful and user-friendly graphical representation of your process as you build it. The Process Builder’s simple and powerful design allows you to:

  • Create your processes using a convenient layout with point-and-click efficiency.
  • Create your whole process in one place rather than using multiple workflow rules.
  • Create processes by collaborating with different teams in your business.
  • Stop using Apex code to automate simple tasks.

Automated processes in the Process Builder are based on records and consist of:

  • Criteria that determine when to execute action groups.
  • Immediate and scheduled actions to execute when those criteria are met.

Any change that causes a record to match the criteria can automatically trigger the action group.

Process Builder

You can use the more powerful and flexible Process Builder to perform the same actions as workflow. The process builder doesn’t support outbound messages, but you can easily create one yourself with Apex. With the Process Builder, you can:

  • Create a record
  • Update any related record—not just the record or its parent
  • Use a quick action to create a record, update a record, or log a call
  • Launch a flow—you can’t schedule this action with workflow
  • Send an email
  • Post to Chatter
  • Submit for approval

Note:- The content of this post is from official site and release notes.

Dubai experience as Salesforce Consultant

It’s all started with the client interview process. After interview I thought that I won’t be able crack this opportunity as the interview was tough and I couldn’t predict if the interviewer was satisfied with my answers or not.

Then next day I got the news from Nishant that I have cracked it and I have to travel on the same weekend. I was in dilemma at that time, as I was happy that after taking so many interviews I was the ONE to whom client had shortlisted 🙂  was excited about working onsite with a Salesforce professional who is using Salesforce since its inception and at the same time was planning for the visit to world’s tallest manmade structure BURJ KHALIFA and was little bit tensed about first time going onsite in Middle East.

And the day came on March 21st 2015 I flew to Dubai on the auspicious day of Gudi Padwa 🙂 I joined the office the next day (Sunday .. yeah it’s working day in Dubai when all your friends are having holiday you are working in the office) as a Salesforce Consultant. The office is located in one of the free zone area of Dubai city. I met some of senior Salesforce developers already working in the company as well as the some new consultants who joined with me. I had learnt lots of new things which will help me in my professional and personal life. Also came to know “What to do and what not to do” when you are working onsite and I would like to thanks Nanostuffs for giving me this opportunity.

Burj_Khalifa_AtTheTop Burj_KhalifaAtTheTop

Burj Khalifa_Dubai Mall Fountain

What is the difference between Flow (or Visual Workflow) and Workflow?

Although workflow and visual workflow have similar names they are completely different features. The only common thing in both of them is that they both help in automating business processes.

Here are some key differences between Visual Workflow and Workflow:-

Flows are apps which are triggered by user instead of an event which is the case with Workflow rules.

Visual workflow offers screens for displaying and collecting information from the user running the flow. However workflow executes rules and actions behind the scenes.

Workflow rules and actions are associated with a specific object (and can cross objects only to update fields on related master record), flows can look up, create, update, and delete records for multiple objects.

Google Apps integration with Salesforce.

If an organization uses Salesforce and Google Apps, we can enable connection between them. This will enable user to track the email conversation with customers in salesforce. Also allows us to link Google Docs with a customer’s record.
Steps to follow:-
Step 1: Configuring Google Apps Domain settings.
Go to Setup| Administer |Google Apps| Settings page in Salesforce. Click Edit.
Choose a user for “Google Apps Administrative Contact”.
Enter Google Apps Domain (eg:
Step 2: Activating Google Apps Services.
In the “Activate Google Apps Services” select the services that you want to activate.
For example:-
To activate Google Docs Service, click Edit next to Add Google Docs to and then select ‘Active’ checkbox to activate it.

After Add Google Docs to Salesforce service is enabled:
1. The Notes & Attachments related list on accounts, assets, contacts, contracts, leads, opportunities, products, and custom objects is renamed to Google Docs, Notes, & Attachments.
2. The Attachments related list on cases, solutions, and campaigns is renamed to Google Docs & Attachments.

We can integrate Gmail to Salesforce in two ways:-
Gmail to Salesforce :-
Gmail to Salesforce allows to automatically log emails and chats that we send from our Gmail account as activities on Lead, Contact, Opportunities and other records that support activities in salesforce.
To activate ‘Gmail to Salesforce’ for our organization from Setup click Email Administartion|EmailToSalesforce.
To configure personal Gmail to Salesforce, from personal settings click Email| My Email to Salesforce.
Gmail Buttons and Links :-
This feature adds Gmail links next to email fields on all records and adds Compose Gmail button in Activity History related lists on contacts and leads.
To activate Gmail Buttons and Links go to Google Apps|Settings.
In the Activate Google Apps Services list, click Edit next to Gmail Buttons and Links. Select Active checkbox to Activate.
If an organization enables Gmail Buttons and Links but does not enable Gmail to Salesforce, we can still use the Gmail links on contact and lead records; however, Salesforce does not log emails we send from our Gmail account., or automatically populate the BCC field on the Compose Mail screen with an Email to Salesforce address.

Need more help?

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