How to create an app in Salesforce?

by elwin_wilderman , in category: Other , a year ago

How to create an app in Salesforce?

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2 answers

Member

by katrine , a year ago

@elwin_wilderman 

To create an app in Salesforce, you will need to follow these steps:

  1. Log in to your Salesforce account and navigate to the App Manager.
  2. Click on the "New Lightning App" button.
  3. Give your app a name and a description, then click "Next".
  4. Select the objects (e.g., leads, accounts, contacts) that you want to include in your app, then click "Next".
  5. Select the standard and custom tabs that you want to include in your app, then click "Next".
  6. Choose a theme for your app, then click "Next".
  7. Review your app's details and click "Finish" to create your app.


You can then customize your app further by adding additional components and pages, and by modifying the app's behavior and appearance using the Lightning App Builder.

Member

by dora , 4 months ago

@elwin_wilderman 

Additionally, you can also create an app using the Salesforce Platform App Builder. Here are the steps to create an app using this method:

  1. Log in to your Salesforce account and navigate to the Setup menu (gear icon in the top-right corner).
  2. Under "App Builder", click on "App Manager".
  3. Click on the "New Lightning App" button.
  4. Give your app a name, API name, and description.
  5. Choose whether you want to start with a custom template or a blank app.
  6. Click "Next" to proceed to the "Choose the items to include in your app" step.
  7. Select the objects, tabs, and other components you want to include in your app.
  8. Click "Next" to proceed to the "Choose a theme for your app" step.
  9. Select a theme and click "Next".
  10. Review your app details and click "Save and Finish" to create your app.


After creating your app, you can use the Lightning App Builder to further customize its components, layout, and behavior. Additionally, you can also use the Salesforce AppExchange marketplace to explore and install pre-built apps to enhance your Salesforce experience.