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In this article, we will discuss a no-code approach of adding a lightning app for our Salesforce Org. This approach is helpful to launch any Salesforce Object (Standard or Custom) as an application without using any code.

In the upcoming sections we will see the detailed steps to configure SObject to launch as a Lightning App.

Create a Custom Object ["Students"]

We can add a new Custom Object “Students” as shown in the steps below-

Step-1: Click on “Object Manager”

Step-2: Click “Create” and select “Custom Object” to launch a “New Custom Object” screen

Step-3: Specify Label for the object, let’s call it “Students”

Step-4: Select “First Name” as a record identifier. This is just a demo so anything works just fine but in a more sensible solution I would rather choose “Student Id” an auto-generated number as a record identifier

Step-5: Select any “Optional Feature” you deemed fit for the Object

Step-6: Select any “Object Classification” feature as you deemed fit for the Object

Step-7: Click “Save” to submit the changes

Step-8: Once the SObject is added successfully, we can see the details section of the newly created object

Step-9: We can see the API name for this newly created object, this API name will be helpful when we will write Apex code or other Declarative Solutions based on the “Students” object

Add a new Tab for “Student” Object

We can add & assign a new tab to the “Student” object as shown in steps below-

Step-10: Search for “Tabs” in Setup

Step-11: Select “Tabs” under “User Interface” navigation menu

Step-12: Under “Custom Object Tabs” section, click “New” to add a new tab for “Students” object

Step-13: Select the object you want to assign a tab to, in this case, we will choose “Students” object

Step-14: Click on the “Search” icon to select a style from “Tab Style Selector” screen

Step-15: Choose a suitable tab style from the “Tab Style Selector” and click “Next”

Step-16: Select all the profile you want this Tab available for, for this demo, I keep the defaults and click “Next”

Step-17: Select all the custom apps you want this Tab available for, for this demo, I keep the defaults and click “Next”

Step-18: Once the Tab is added successfully, it will be displayed in “Custom Object Tabs”

Create a Lightning App for “Students” Object

We can add a new Lightning App for the “Students” object as shown in the steps below-

Step-19: Search for “App Man” in Setup

Step-20: Click on “App Manager” under “Apps” navigation menu

Step-21: On the “Lightning Experience App Manager” screen, click on the “New Lightning App” button in the toolbar. This will launch the “App Details & Branding” screen

Step-22: Enter the app name as “Students App”

Step-23: Enter the developer name as “Student_App”, this will be helpful to refer the apps by API Name in Apex & declarative solutions

Step-24: Enter description as required

Step-25: Choose an Image for your app

Step-26: Select the color scheme as per branding directions from business

Step-27: Shows the preview of the Application look & feel

Step-28: Click “Next” to configure the options for the App

Step-29: Choose Navigation options as required, I will keep the defaults for this demo

Step-30: Choose Setup Experience options as required, I will keep the defaults for this demo

Step-31: Select the require utility items for the App, Utility Items are reusable components that can be used with any app. We can add or modify items associated with the app later as well

Step-32: Click “Next” to configure navigation items

Step-34: Select the require navigation items for the App, in this case, will search for “Students” Tab

Step-35: Click “Students”

Step-36: Add “Students” Tab to the Selected Items section

Step-37: Click “Next” once you are done with the selection

Step-38: On the “User Profiles” screen, choose the user profiles that can access this App. For this demo, I want only system admins to have access to this app. Search for “Sys” to locate for “System Administrator”

Step-39: Select “System Administrator” profile that can have access to this app

Step-40: Click add icon to move “System Administrator” profile to “Selected Profiles”

Step-41: Click “Save & Finish” to finish configuring the App

Step-42: That is all to create and set up the new app for “Students” Object. Now if go to “App Launcher” screen

Step-43: We should be able to see the “Students App” Icon

Step-44: When we click on “Students App” Icon, it will take us to the ListView form of the Student Object

Hope you enjoyed this article. Please leave your comments to let me know how you do like the content and how you do find it helpful to learn the topic.

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Salesforce User Interface: How to Add a New Lightning Application in your Salesforce Org

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Create a Custom Object ["Students"]

Add a new Tab for “Student” Object

Create a Lightning App for “Students” Object

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