10 Must-Have Lightning Components for Your Salesforce Org

Introduction

Salesforce Lightning is a seamless platform that can help organizations boost their productivity, streamline processes, and improve user experience. One of the key features of Salesforce Lightning is the ability to use pre-built Lightning components. That allows you to add reusable pieces of code to your Salesforce org. These elements can make it simpler to manage and visualize your data and assist you in making interfaces for your users that are more efficient and user-friendly. So, we will discuss the top 10 must-have Lightning components for your Salesforce org and show you how to set them up and use them effectively. Whether you’re new to Salesforce Lightning or a seasoned user, these components can help you take your org to the next level. So let’s dive in!

Overview of Lightning Components

Before diving into the top 10 must-have Lightning components for your Salesforce org, it’s essential to understand what Lightning components are and how they work.

Lightning components are pre-built pieces of code that can help build applications on the Salesforce platform. It is simple to combine and customize these elements to build seamless interfaces adaptable to your organization’s particular requirements.

Moreover, there are three main types of Lightning components: standard components, custom components, and third-party components. Salesforce creates and includes standard components in the platform, whereas custom components are generated by developers within your organization. Third-party components, on the other hand, are built by external developers and can be easily integrated into your Salesforce org.

Lightning components can help create a wide range of functionality, from simple UI elements like buttons and forms to complex features like data visualization and workflow automation. They can be easily added to Lightning pages, record pages, and even mobile apps, making them a versatile tool for enhancing user experience and productivity.

Top 10 Must-Have Lightning Components for Your Salesforce Org

Kanban Board

The Kanban Board Lightning component is a visual tool that enables you to manage leads, opportunities, and other records using a drag-and-drop interface. With this component, you can easily track the status of your entries and quickly move them through your sales process. You only need to customize the fields and filters you want to display after adding the Kanban Board component to a Lightning page to get it set up.

Related Record

The Related Record Lightning component will allow you to view and edit related records directly from a primary record page. That can save you time and improve productivity by eliminating the need to navigate multiple pages to access the required information. Moreover, you must add it to a Lightning record page and configure the related object and fields you want to display.

Calendar

The Calendar Lightning component is a powerful tool for scheduling appointments, managing events, and tracking deadlines. This feature allows you to rapidly create and amend events in addition to browsing your calendar in either a monthly or weekly format. You must include the Calendar component on a Lightning page and then set the desired fields and filters to use it.

Path

You can assess progress and spot opportunities for improvement with the help of the Path Lightning component, which gives your sales process or other business processes a visual depiction. The path component is highly customizable, allowing you to add and remove stages, update field values, and more. You must add the Path component to a Lightning record page and define the phases and fields you wish to display to set up the Path component.

Rich Text

The Rich Text Lightning component is a versatile tool for formatting notes, creating templates, and adding visual elements to your records. With this component, you can easily create and edit text, add images, and apply to formats like bold, italic, and underline. You can utilize the Rich text component by adding it to a Lightning page and configuring the fields and settings you want to display.

News

The News Lightning component can help keep up with business news and inform your colleagues about company changes. This component pulls in articles and posts from various sources, including news outlets, blogs, and social media. Before you use the News component, you need to add it to a Lightning page and configure the sources and display filters.

Dashboard

The Dashboard Lightning component is a powerful tool for visualizing data and tracking key metrics. With this component, you can easily create and edit charts, graphs, and tables that show you the information you need to make informed decisions. You need to configure the Dashboard component with the components and data sources you wish to display before you can use it.

Recent Items

Furthermore, you may resume where you left off thanks to the Recent Items Lightning component, which offers quick access to your recently viewed information. You can add this component to any Lightning page or app, and it requires no additional configuration.

Lookup

The Lookup Lightning component is a powerful tool for searching for and linking records in your Salesforce org. Moreover, you can leverage Lookup to easily search for data using keywords, filters, and advanced search options. To use the Lookup component, you can add it to a Lightning page and configure the fields and settings you want to display.

Lightning Pages

The Lightning Pages component is a versatile tool for customizing your Salesforce pages and improving your user experience. With Lightning pages, you can easily add, remove, and rearrange custom components on your pages and create custom layouts for different types of users. You can use the Lightning Pages component by creating a new Lightning page and adding the Lightning components.

Conclusion

In conclusion, Salesforce Lightning Components are a powerful tool for customizing and optimizing your Salesforce org. By incorporating these components, you can improve productivity, streamline processes, and enhance the user experience.

At Cymetrix, we understand the importance of maximizing the potential of Salesforce Lightning Components, and we are committed to helping our clients achieve their goals through customized solutions tailored to their specific needs.

If you are interested in learning more about how Cymetrix can help you take advantage of these cutting-edge tools, don’t hesitate to contact us today. Our team of experts is always ready to assist you in optimizing your Salesforce org and achieving your business objectives.