Contents
- 1 How do you assign a lightning component to a profile?
- 2 How do I add a path to the Lightning record page?
- 3 What kind of information can be displayed in sales path guidance?
- 4 What kind of information can be displayed in the sales path guidance Rich Text?
- 5 How to set profile permission for Lightning components?
- 6 How does the path in Lightning work in Windows 10?
- 7 Where can I Find my Lightning Experience profile?
How do you assign a lightning component to a profile?
Under Settings, select Security > Field Accessibility. Under App Setup, select Administer > SecurityControls > Field Accessibility. Under Select one, select Coveo Lightning Settings. Select View by Profiles, and then select a profile that should have access to your Coveo Lightning components.
How do I add a path to the Lightning record page?
Tutorial
- First navigate to Setup > Path Settings > New Path.
- Enter basic details about your path including Name, Record Type & Picklist.
- The next stage is so simple that you don’t even need a tutorial to do it!
- Once this is complete you are pretty much done.
- Once the component is added to page, voila!
How do I create a custom path in Salesforce?
Set up the path in the Setup menu.
- From Setup, enter Path in the Quick Find box, then select Path Settings.
- Click Enable, and then click New Path to create a path.
What kind of information can be displayed in sales path guidance?
Paths guide your sales users and help them stay focused on important sales tasks so they can close their deals quickly. The Path component is used on the opportunity, lead, campaign, contract, contact, order, and custom object record detail pages in Lightning Experience.
What kind of information can be displayed in the sales path guidance Rich Text?
Salesforce Path Features Guidance can include rich text such as bold, italics, links and bullets, along with images. A user simply needs to click on the carat to the left of the Path.
How do I change the color of a path in Salesforce?
You can’t configure directly the color of the Path but the color is set by the ones used in the Lightning theme applyied to your org. You can check them in Setup / Themes and Branding.
How to set profile permission for Lightning components?
Provide Permission Settings for lightning Components as we have for VF pages and Classes as in above screenshot. Assume that we have 10 Users on Same profile and we want to give permission on lightning components for 5 users. We will remove permission from profile level than we grant using the permission set.
How does the path in Lightning work in Windows 10?
A lightning:path component displays the progress of a process, which is based on the picklist field that’s specified by Path Settings in Setup. The path is rendered as a horizontal bar with a chevron for each picklist item. The key fields and guidance for success are displayed below the path.
How to set up path in Salesforce Lightning?
Go to ‘Quick Find’ (top left) and search for ‘Path Settings’ Read the text shown and click ‘Enable’: The ‘Enable’ button is replaced with ‘New Path’. Pay attention to ‘Remember user’s Path preferences’. By default, the Path component is collapsed on a Page.
Where can I Find my Lightning Experience profile?
The first scenario – under the Roll Out Your Custom Record Page to Your Lightning Experience Users section. You may find that your User>Profile>Name is “System Administrator”. Check in Setup>Profiles. You can also use filter logic for more complex conditions.