Sales reps depend on 2 important tools one is CRM to store information related to opportunities and leads and second is emails to communicate with contacts. CRM and Email are 2 different applications and sometimes it is annoying to toggle between apps to create records in salesforce when user is busy following up with multiple clients or customers at a time viz emails. It is also important to keep track of all interactions, activities and events into Salesforce.
The “Salesforce Lightning for Outlook” add-in can solve this problem. This plugin will give user a small side window panel, where user can create records in salesforce without having to login to salesforce separately in a browser. This will be like mobile version of salesforce in outlook.
Once you install the plugin, you need to login to either sandbox instance or Production Instance. You can create records of almost all objects. If you want a specific record type record to be created, you can create Global Actions for the same. This is a standard feature of salesforce.
There will be some scenarios where you may need to customize things as per business scenarios. And to add the custom-built logic, sometimes you need to build a custom solution either in Lightning Aura Component or in Lightning Web Component. But how to add the custom build module in the side panel in your outlook or Gmail plugin, we will see that in this post.
Use the lightning-record-edit-form component to create a form that’s used to add a Salesforce record or update fields in an existing record. If you need a solution with custom screen, you need to use this tag. Whole layout need to be customized. The component displays fields with their labels and the current values, and enables you to edit their values.
lightning-record-edit-form supports the following features.
Editing a record’s specified fields, given the record ID.
Creating a record using specified fields.
Customizing the form layout
Custom rendering of record data.
If there is no customization required then you can go ahead with <lightning-record-form /> tag for development.
To Create, Edit and View a record “Quickly” you can use “<lightning-record-form />” tag. Salesforce automatically Loads all fields in the object’s compact or full layout, or only the fields you specify. There is no manual custom field tag that user need to add and customize the layout. Salesforce handles everything for you including the lookup fields.
Overall if you are looking for a quick solution to create a record instantly, you can go with <lightning-record-form />.
Every tag comes with some attributes. For this tag there are few important attributes that are usually used.
Component is where you do actual UI design for the module that is being developed. Lightning has its own set of tags which are called aura tags. When you create a component with above steps you see salesforce created a default tag for lightning component.
// User Interface Code Here.
Salesforce introduced lightning platform way back in 2014 and to build custom applications on lightning platform salesforce introduced Lightning Aura Components in Sprint 2015. Salesforce lightning is best known for its modern UI interface and beautiful look, which is a Platform as a Service (PaaS) platform that allows developers to create add-on applications that integrate into main salesforce.com application. These third-party applications are hosted on Salesforce.com’s infrastructure. In this blog we will see what a Lightning Aura Component contains.
The Lightning Component framework is a UI framework for developing single page applications for mobile and desktop devices. Lightning includes the Lightning Component Framework and some exciting tools for developers. Lightning makes it easier to build responsive applications for any device like desktop, mobile, tablet etc. As per Sprint’19 release you can build lightning component using two programing models.