You will see in the bottom of the editor that the action was added.Īnd then when I visit the custom app page, I see the email in the top corner, and I can use that now to send Emails from this page. Its never too early to read, sing, and play to promote healthy brain development. I used the arrows in the middle to move it over, and then you just need to click Ok here and then click Save again on the page. A Lightning page is a custom layout that lets you design. Since I wanted to add the Send Email, I looked for Email which is the label of the action. Custom Home pages containing the components and features that your users use most.
Click the button to see which actions you can add to the page. You will see when you are on the page, that there is an Actions section in the bottom right-hand corner with a Select button. Once I am taken into the App Builder, I want to make sure that I am on the page itself for the purpose of this edit, and not in one of the components.
#Lightning app builder homepage how to#
So now that we know what Global Actions are, how to access them and how to create them, we can work on adding them to our custom page.įrom the Lightning App Builder page, I am going to click Edit next to my custom app: The Send Email is the one I mentioned above and is the one I will use for this example.From here you can click New Action or Edit or View any existing action.Go to setup –> In the Quick Find look for Global –> Global Actions.Now select template for you lightning page. Now enter name for the new lightning page and click on Next button as shown below. In this step, select App page and click on next button as shown below. To see what Global Actions you have available or to create a new one follow these steps: To create, navigate to Build > Lightning Bolt > Lightning App Builder > New. This allows users to send an Email and use an email template from any record/page that they are on.
A great example of this is the Send Email action. If you don’t know what a Global Action is, it is an Action that is not specific to an object in Salesforce. One of the things that I was interested in doing though was adding a Global Action to that page. Recently I was playing around in a dev org and decided to create myself a custom app page in Lightning.