Lightning Navigation and Apps Winter ‘17

Eric Jacobson Sr. Director, Product, Lightning Platform Aug 23, 2106

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Agenda

● Updated Navigation in Lightning Experience

● New capabilities for apps

● App customization

● Packaging

● Q&A

Updated Navigation in Lightning Experience Winter ‘17

Current Navigation UI Through Summer ‘16

● Vertical left-side navigation

● Fixed navigation items;

defaults to Sales app ● Admins can optionally

assign custom navigation menus to users

● No app switching

Updated Navigation UI Winter ‘17 for all orgs

● Horizontal navigation bar

● Full screen width available

for app content ● App switching via the

App Launcher (now located in nav bar)

● App branding

The Navigation Bar

Items within the current app Change

Apps Current

App

Current app’s branding color Currently selected item

● The Navigation Bar gives users an experience that’s familiar from Salesforce Classic

● Additional features increase efficiency of navigation

● Admins / app developers decide the order and set of tabs (items)

included in an app. Users cannot “Customize My Tabs” in Lightning.

The Navigation Bar

Change Apps

Current App

● Shortcut menus provide quick access to key functionality & lists

● Menus appear on standard and custom objects.

Menu content is currently not admin configurable but may be in future releases

Updated App Launcher

● Organized into two sections: apps and items

● Easily search across

both sections ● All Items section is

equivalent to the “+” tab in Classic

Changing Apps via the App Launcher

Lightning Apps Winter ‘17

Lightning Apps

● New app type specifically for Lightning Experience ● Provides a new set of capabilities for apps:

•  App branding •  Lightning Pages per app •  Utility Bar

● Custom apps from Classic will work as-is in

Lightning, but can be upgraded to leverage new capabilities

•  “Customize My Tabs” changes to the app will not be reflected in Lightning

Upgrade Classic Apps To Leverage New Features

● App Branding ● Lightning Pages

per app ● Utility Bar

Updated Admin UI for Managing Lightning Apps

● Current Navigation Menus admin UI has been transformed

● Guided wizard for creating

new apps; tabbed UI for making quick edits

● Configure new capabilities,

such as app branding ●  In Lightning Setup under

Apps > App Manager

App Branding in Lightning With Winter ‘17, admins can edit all Lightning Apps to specify an app icon and color. Apps can provide defaults, but admins can still override

Apps Get Unique Experiences

Utility Bar provides one click access to productivity tools

● Persistent footer in Lightning, configured on a per app basis

● Voice or OpenCTI can be easily

added with one click in Winter ‘17 ● Salesforce will add more standard

Utilities over time, or you can create your own using Lightning components

Apps and Packaging

Classic Apps in Lightning Experience

Winter ’17 Existing installed Classic apps appear in Lightning Experience Newly installed Classic apps appear in Lightning Experience Spring ‘17 and Beyond Classic Apps will need to be updated for new installs to work in Lightning

Lighting Apps in Lightning Experience

Winter ’17 Lightning Apps are packageable and supported in Metadata API

App specific page overrides Utility Bar

Spring ‘17 and Beyond Tooling API support Push Upgrades supported

New CustomApplication Metadata

Form Factor (Dev upgradeable) Large = show in Lightning Experience

Utility Bar (Dev upgradeable) Tabset (Dev upgradeable for Lightning Apps) Branding (Subscriber controlled)

Logo Color

Packaging Strategy

You can deliver both Classic Apps and Lightning Apps in the same package. *If a package contains both types, then the form factor metadata MUST be set. Starting in Spring ‘17: Classic Apps will need to be updated to be marked “Show in Lightning Experience” No regression for existing users Update your packages before Feb 2017 to ensure continued support for new customers

Q&A

thank y u

Next Steps

● Look for a short survey and give us feedback

● Visit Trailhead and complete the Lightning Superbadge

•  https://developer.salesforce.com/trailhead/en/super_badges/superbadge_lex

● Check out the Winter release live in your sandbox environment this September

● Make plans to attend Dreamforce 2016 (Oct 4-7) and visit us in the Lightning Zone