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Playbook
Apps
App Manager

App Manager

Customise Sales App

Design

User Story
As a Sales User
I want to have a customised sales app
So that all relavant items can be seen from the sales app
 
Note: This includes removing un-needed functionalty
Acceptance Criteria
Given I want to have clear navigation within the system
When users are managing their workload on the sales app
Then they can easily see objects they will commonly use such as Leads, Opportunities, Accounts and Contacts

External Inputs

Please provide a a small comapny logo, ideally this will be a 'simple' logo with no text and a transparent background.

Build

Customise Sales App (LightningSales)

Navigate to Setup> App Manager> Sales (LightningSales) > Edit

App Details & Branding
App Name: company-name Sales
Description: use default
Image: attach image
Primary Color Hex Value: use default
Org Theme Options: False(default)

Utility Items

  • Recent Items
    • Label Recent Items
    • Icon: clock
    • Objects: Lead, Account, Contact, Opportunity
    • Number of Items to Display: 10
  • To Do List (use default settings)

Navigation Items (in this order)

  • Home (Advance Seller Home)
  • Leads
  • Accounts
  • Contacts
  • Opportunities
  • Tasks
  • Analytics
  • Calendar

User Profiles

  • All Custom Sales Profiles
  • System Administrator

Test

Steps:

  1. Open the Sales App
  2. Check the navigation items at the top of the page
  3. Check the utility items at the bottom left of the page

Expected Results:

  1. The app should have the correct navigation items as below:
    • Home
    • Leads
    • Accounts
    • Contacts
    • Opportunities
    • Tasks
    • Analytics
    • Calendar
  2. The utility items should be as below:
    • To Do List (this contains any tasks that are due)
    • Recent Items (this contains the last 10 items viewed)

Service Console App

Design

User Story
As a Support User
I want to have a customised service console app
So that all relavant items can be seen from the service console app
 
Note: This includes removing un-needed functionalty
Acceptance Criteria
Given I want to have clear navigation within the system
When users are managing their workload on the sales app
Then they can easily see objects they will commonly use such as Leads, Opportunities, Accounts and Contacts

External Inputs

Please provide a a small comapny logo, ideally this will be a 'simple' logo with no text and a transparent background.

Build

Customise Service Console App (LightningService)

Navigate to Setup> App Manager> Service Console (LightningService) > Edit

App Details & Branding
App Name: company-name Service Console
Description: use default
Image: attach image
Primary Color Hex Value: use default
Org Theme Options: False(default)

Utility Items

  • History (use default settings)
  • To Do List (use default settings)

Navigation Items (in this order)

  • Home
  • Cases
  • Contacts
  • Accounts
  • Reports
  • Dashboards

User Profiles

  • All Custom Support Profiles
  • System Administrator

Test

Steps:

  1. Click the App Launcher (grid icon) in the top left corner
  2. Open the Service Console App (seach for 'Service Console' if not already visible)
  3. Check the navigation items at the top of the page
  4. Check the utility items at the bottom left of the page

Expected Results:

  1. The app should have the correct navigation items as below:

    • Home
    • Cases
    • Contacts
    • Accounts
    • Quick Text
    • Reports
    • Dashboards

  2. The utility items should be as below:

    • History (this contains any recently viewed items)
    • To Do List (this contains any tasks that are due)

Custom app

App Name: app-name

  • Description: Lorem ipsum dolor
  • Image: attach image
  • Primary Color Hex Value: use default
  • Org Theme Options: False(default)

App Options:

  • Navigation Style: Standard **Navigation(default) | **Console Navigation**
  • Supported Form Factors: Desktop and phone(default) | Desktop | Phone
  • Setup Experience: Setup (full set of Setup options)(default) | Service Setup

App Personalization Settings:

  • Disable end user personalization of nav items in this app: True | False(default)
  • Disable temporary tabs for items outside of this app: True | False(default)
  • Use Omni-Channel sidebar: True | False(default)