In this Salesforce tutorial, we will learn how to create custom headers in Salesforce.
While working with an organization that uses Salesforce, I got a task where I needed to create custom headers in Salesforce. To fulfill this requirement I use the name credentials object that is present under security.
So after looking at the multiple solutions, I found a solution that helped me to create the custom header in Salesforce. Now, let us see in detail, how to create custom headers in Salesforce Lightning. This external custom header is only available in Salesforce Lightning under the external credentials.
Custom Headers in Salesforce
In Salesforce the custom header is defined as the customized section that is present at the top of the user interface. It also holds supplementary methods like branding elements and navigation options particular to a user’s needs.
This type of customer header also increases the user experience by giving them access to that features that are used regularly or showing important information.
On this customer header, we can also add a custom navigation menu or buttons that permit the users to quickly approach frequently used pages or also performed particular actions. It can also show important alerts or notifications like system updates, and new messages that are relevant to the users.
The custom header can also involve details of the users that are logged in like as their name, and profile picture.
Within the customer header, we can involve the search bar that permits the user for searching the records without crossing to a separate page.
Here we are creating the customer header that can be present under the external credential in Salesforce Lightning.
In this way, we have learned about the custom header in Salesforce. Now, let’s move further and see how to create the custom header in Salesforce. We will explore the salesforce experiences: Salesforce Lightning.
How to create custom headers in Salesforce Lightning
Here we are creating the custom header in Salesforce Lightning. Follow the below steps, to create a custom header in salesforce lightning follow these steps:
1: Login into your Salesforce lightning account, Go to the gear icon. Under the gear icon, there are two options present first one is Setup and another one is Service Setup. Here we are clicking on the Setup option.
2: After clicking on the setup option, the setup page is open. Enter the named credential in the Quick Find Box and the named credential come at the top. Click on the named credential. And these named credentials are present under the security in the left sidebar.
3: After clicking on the named credentials, the named credentials page is open. Here you can see that there is two option first one is name credentials and the second one is an external credential. Here we want to create a new external credential.
Click on the external credentials option and here you can see that the USAExternalCred external credential is already created. click on the USAExternalCred.
4: After clicking on the USAExternalCred external credential, the USAExternalCred page is open where the details of the external credential is shown we can also edit and delete this credential.
5: After opening the USAExternalCred page, scroll to the bottom of the page and here you can see that there is a custom header section inside this section no custom header is created and we want to create a new custom header.
For creating the new custom header, click on the new button that is present on the right side of the customer header section.
6: After clicking on the new button the create custom header page is open. Now fill in the complete information related to the custom header. First, fill in the name here we are filling in the name as Customer authorization and after that fill in the value and then fill in the sequence number.
After that click on the save button that is present at the bottom of the create custom header page.
7: After clicking on the save button, the customer authorization custom header is created successfully and the pop-message is come up on the screen that the Customer authorization was saved.
In this way, we understand how to create a custom header in Salesforce Lightning.
Here we have learned about the custom header in Salesforce. The custom header is defined as the customized section that is present at the top of the user interface. This type of customer header also increases the user experience by giving them access to that features that are used regularly or showing important information.
On this customer header, we can also add a custom navigation menu or buttons that permit the users to quickly approach frequently used pages or also performed particular actions.
In addition to this, we learn about this topic that we have discussed in this blog:
- Custom Headers in Salesforce
- How to create custom headers in Salesforce Lightning
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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.