Last Updated on January 21, 2022
What Is a Lightning App?
An app is a collection of items that work together to serve a particular function. In Lightning Experience, Lightning apps give your users access to sets of objects, tabs, and other items all in one convenient bundle in the navigation bar.
Lightning apps let you can customize the navigation bar color, brand it with a logo, and make the app available in the App Launcher for the user profiles associated with the finance department.
Each Lightning App Has a Navigation Bar At The Top Of The Page, Letting Your Users
- Find what they need using item names for easy recognition
- Complete actions and access recent records and lists with a single click
- Personalize the navigation bar to suit the unique way they work
Think of the navigation bar as a container for a set of items and functionality. It’s always there, but the items within it change based on the app you’re using.
The App Name
- Displays on the left side of the navigation bar and custom colors and branding
- Make each app unique and easy to identify.
- Your users can access other items and apps by clicking the App Launcher icon.
- Your users can create records and access recent records and lists directly from the navigation bar for items like Opportunities.
To switch between apps, users can use the App Launcher (). This makes it easy for users to switch contexts and still have access to the items, objects, and pages they need most.
Create Lightning Apps
As in Salesforce Classic, you can create apps in Lightning Experience, but with even more bells and whistles. You can brand and customize Lightning apps to help your users work more efficiently. For example, you can create a Lightning app for your finance department that includes all important items (including tabs) that users need to complete common tasks.
From the Home tab in Setup, enter App in the Quick Find box, then select App Manager.
Click the New Lightning App and walk through the New Lightning App wizard.
Here are some things you can do in the wizard:
- Give your app a name, set its primary color, and give it a logo.
- The app description displays alongside the icon in the App Launcher. Make sure that the description is meaningful to your users.
- Choose whether to override a custom theme’s brand image and navigation bar color with the brand image and color from the app.
- Choose which type of navigation to use—standard or console.
- Choose which form factors your app is available for.
- Add a utility bar for common processes and tools, like Recent Items, Notes, Dialler, and Open CTI.
- Customize which items appear in the app’s navigation bar.
When organizing the navigation bar, the item at the top of the list becomes your app’s landing page on both desktop and mobile.
The order of items in the navigation bar also determines the default objects shown in the Top Results page on the search results page. After the user interacts with the app for 15 days, Top Results reflects the user’s most frequently used objects. If the user does not have access or permissions to the app, Top Results includes the Account, Contact, Opportunity, Case, Lead, People (User), and Group objects until the user’s most frequently used objects are determined.
- Assign the app to user profiles.
Lightning Experience App Manager
The App Manager is your go-to place for managing apps for Lightning Experience. It shows all your connected apps and Salesforce apps.
Use the Lightning Experience App Manager to:
- View all your Salesforce apps.
- Create Lightning apps or connected apps (1).
- See which apps are visible in Lightning Experience (2).
- Easily manage apps (3).
What Does That “Visible In Lightning” Column Mean?
You can see in the App Manager that there are two types of apps: Classic and Lightning. A checkmark in the Visible in Lightning Experience column means that the app is accessible in Lightning Experience via the App Launcher and is fully functional.
Classic apps that don’t have a checkmark in the Visible in Lightning column are enabled only for our Salesforce Classic UI. Because you’re working in Lightning Experience, you won’t find those Classic-only apps in the App Launcher. Classic apps marked as visible in Lightning Experience are fully usable in Lightning Experience, but they don’t take advantage of the app enhancements that Lightning Experience offers.