How to Create Salesforce Lightning App

Some companies using improveit 360 Lightning prefer not to use the improveit 360 console App and instead create their own custom App, adding only the Objects applicable to their business or a specific division within the business. 

In this Article we will cover creating a custom App specifically for the Sales Team at an organization to use. 

Only the System Administrator User is able to create Apps and make them available to Users. 

Navigate to Setup

Go to the App Manager menu

Click the New Lightning App button

Provide a Name for the App, in this Example we will name it "Universal Sales App" and upload our company logo as additional branding for the App. 

Click Next and set App Options.

Note: Some companies prefer the Standard Navigation, while others prefer the Console Navigation. Set your App according to your company's preferences. 

Next you will Add the Utility Items your Users need to access. This is most likely the Quick Lead tool, Support Link, Texting Utility Bar and possibly Product Feedback (this allows your Users to provide immediate feedback to the improveit 360 development team).

When finished it will look something like this: 

Click Next. 

For Navigation Items you will only want to select the Objects which the Sales Team Users should have access to. So for this example we will add the Welcome Hub, Tasks, Staff Calendar, Sales Appointments, Sales, Reports and Dashboards to the Navigation Items. Then click Next. 

Lastly, you will select which User Profiles can access this new App. 

Then click Save and Finish. 

Now let's take a look at this new App when we login as one of our Sales Rep Users.

Go to the App Launcher menu and click on the new App you've just created.  

Notice when the App loads that the User has the Tabs across the Toolbar which were selected in the App setup options. 

NOTE: If the User does not have access to the native improveit 360 Console App, and their Profile does not have Read access on select Objects, they will not be able to access other Tabs or Objects from the App Launcher menu. 

Also notice the Utility Items appear at the bottom right of the page, just like in the improveit 360 Console app, allowing team members to use the Quick Lead tool to enter new Leads. 

A combination of Profile Settings and Custom Apps will allow your System Admin to "lock down" the improveit 360 Lightning platform so that your Users can only see what is most applicable to their job.