Mastering Salesforce Apps

Salesforce is a compelling platform that can be customized to meet the specific business needs of any organization. One of the most important ways to customize Salesforce is by creating apps. In this blog post, we’ll cover everything you need to know about Salesforce apps, including what they are, the different types of apps, and how to create them.

What is a Salesforce App?

A Salesforce app is a set of objects, fields, and other functionalities that support a business process. It is a group of tabs that work together to provide the application’s functionality. At its most basic level, an app consists of a name, a logo, and an ordered set of tabs. A simple app contains only one tab.

Types of Salesforce Apps

There are two types of apps in Salesforce – standard and custom apps.

Standard Apps

Standard apps come with every instance of Salesforce by default. They include App Launcher, Call Centre, Community, Content, Marketing, Sales, Salesforce Chatter, and Site.com. You can customize the standard apps based on the requirements of your organization. However, changing the label, description, and logo is restricted.

Custom Apps

Custom apps are built to meet your organization’s specific business needs and requirements. They are made by grouping standards and custom tabs. Logos in custom apps can be added, and they can be changed after that, too.

How to Create a Custom Salesforce App?

Creating a custom Salesforce app is straightforward.

Follow the path: Setup → App Manager → New Lightning App.

Let’s look at the main fields you must fill when creating a Lightning app.

App Name

This name appears in the navigation bar so your users can see the app name they’re currently using.

Developer Name

Used by the API and managed packages, this name must be unique across all apps.

Description

Help your users by entering a brief description of your app. The description displays alongside your app icon in the App Launcher.

Image

App images represent your app in Lightning Experience and mobile. Choose a JPG, PNG, BMP, or GIF image smaller than 5 MB. For best results, upload an image that’s 128 by 128 pixels. Images larger than that may be resized, but this can affect quality.


Takeaways

  • Salesforce apps are essential for customizing Salesforce to meet your organization’s needs.
  • Standard apps come with every Salesforce instance, but custom apps can be created based on your business requirements.
  • You can add logos and customize tabs to make the app uniquely yours.

In conclusion, Salesforce apps are a powerful tool that can be customized to meet your organization’s needs. Creating custom apps can streamline your business processes and improve productivity. Whether you’re a small business or a large enterprise, Salesforce apps can help you take your business to the next level.

Leave a Reply

Related Posts

Ameer. M.A

Full Stack Developer

I am a Full Stack web developer, Progressive Web Apps (PWA) Developer, Hybrid mobile app developer, and ERP consultant from Kerala, India.

Ameer. M.A

Explore