In this Salesforce tutorial, we will discuss, how to create an app in salesforce. And we will also learn to change the logo of the application.
As we know salesforce is a customer relationship management solution that brings companies and customers together. So, while working as Salesforce Developer, I was tasked with creating a custom application for a library management system.
I have done some research and documented the procedures for developing a custom salesforce app. The topics that we will cover in this Salesforce tutorial are as follows.
- What is an application in Salesforce?
- Types of applications in Salesforce
- How to create a custom application in Salesforce
What is an application in Salesforce?
In short form, application means the app. A salesforce app is a logical collection of components such as objects, tabs, process, reports, and services that are connected to a specific business function.
In simple words, we can say that a salesforce app is a group of tabs that functions together as a single unit to provide functionality. And each and every app is identified by a name, a logo, and a certain set of tabs.
Types of applications in Salesforce
In Salesforce, there are two types of applications.
Standard Apps:
- The applications included by default with every Salesforce instance are standard apps.
- These apps include Community, Call Center, Content, Sales, Marketing, Salesforce Chatter, Site.com, and App Launcher.
- A standard app’s label, logo, and description cannot be changed.
Custom Apps:
- The apps are created in accordance with business needs and requirements are custom apps.
- These apps can be built by grouping standard as well as custom tabs.
- A custom app’s label, logo, and description can be changed easily.
How to create a custom application in Salesforce
In Salesforce, we have two modes lightning and classic. So, we can create custom apps in both modes of salesforce. So, let’s learn to build a custom app for both salesforce modes lightning as well as classic.
Build our own app in salesforce lightning
Follow the below-given steps to build our own first salesforce app in lightning mode.
Step 1: Search apps in the Quick Find search box and select App Manager.
Step 2: Click on New Lightning App.
Step 3: Provide the App Name, and the Developer Name is automatically populated. If you want to give more description about the application, add to the Description.
Step 4: If you want to change the log of the application and do the branding, Upload the Image. You can also change the color of the default logo by changing the Primary color Hex Value.
Step 5: Click on the Next button, then again click on the Next button.
Step 6: Set Utility Bar Alignment as Default and click on Next.
Step 7: Select the standard objects from the Available Items and transfer them to Selected Items with the help of the arrow that you want in our app.
Step 8: Click on Next.
Step 9: Select the profile for our application. By default, salesforce is assigned us a System Administrator profile. So, we will move the System Administrator profile from Available Profiles to Selected Profiles.
Step 10: Select Save & Finish.
Step 11: You can see the application that you have built by clicking on the App Launcher, then on View All.
Step 12: Open the newly created custom app, and you can view that it contains the standard object named accounts.
With this, we have learned to create an app in salesforce lightning.
Read How to Create Records in Salesforce
Build our own app in salesforce classic
If you want to build a custom app in salesforce classic mode simply follow the below steps.
Setup -> Build -> Create -> Apps -> New -> Custom app -> App Label -> Next -> Upload Image -> Standard Object -> Check Profile -> Save.
In salesforce classic, we have two methods to create a custom application. So, let’s learn each method in detail with an example.
Create an APP in salesforce classic using the shortcut method
Follow the below-given steps to build our own first salesforce app in classic mode using Quick Start.
Step 1: Click on avatar and select Switch to Salesforce Classic first.
Step 2: Click on Setup.
Step 3: There is no need to navigate every time, simply enter the keyword apps in the Quick Find / Search Box.
Step 4: Click on Apps located under Create < Build.
Step 5: Click on Quick Start.
Step 6: The window will pop up, now enter App Name, App Label, and Plural Name. And finally, click on Create.
Labels that are displayed in applications are those that are visible to end users.
App Name are mostly used by developers for back-end and programming purposes.
Step 7: Click on Go To My App.
Step 8: It will open the newly created custom app.
Read How to Create a Custom App Page in Salesforce Lightning
Create an APP in salesforce classic using the complete method
Follow the below-given steps to build our own first salesforce app in classic mode using New.
Step 1: Click on avatar and select Switch to Salesforce Classic first.
Step 2: Click on Setup.
Step 3: There is no need to navigate every time, simply enter the keyword apps in the Quick Find / Search Box.
Step 4: Click on Apps located under Create < Build.
Step 5: Select the type of app you want to create. Here, I select the custom app radio button. Then, click on Next.
Step 6: Provide the label of the app and the app name is automatically populated. If you want to give more description about the application, add to the Description. Then, click on Next.
Step 7: If you want to add the log to the application and do the branding, Insert an Image. But make sure, the file size of the custom app logo must be smaller than 20 KB. Then, click on Next.
Step 8: Now, choose the tabs that you want to include in your custom app. Select the specific tabs from the Available Tabs and move them to the Selected Tabs. Then, click on Next.
Note: By default, Home Tab is always included in the custom app.
Step 9: Click on the visible checkbox of the profile, in which you want to visible your new custom app. Then, click on Save.
Step 10: Click on +, then on the All Tabs dropdown, and you can see that your new custom app is created here.
With this, we have learned to create an app in salesforce classic.
Conclusion
In this tutorial, we have learned how to create a custom app in salesforce lightning and classic mode. Additionally, we have learned the two different methods to build custom apps in salesforce classic.
- What is an application in Salesforce?
- Types of applications in Salesforce
- How to create a custom application in Salesforce
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I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.