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Create the Battle Station App

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Attention, Trailblazer!

Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This project is designed for Lightning Experience.

You can learn about switching between interfaces, enabling Lightning Experience, and more in the Lightning Experience Basics module here on Trailhead.

Not so long ago in a galaxy not so far away…

It is a dark time for your company. Your recent multi-gazillion dollar project to build and deploy an orbiting Battle Station has gone awry. On its maiden voyage a shabby group of troublemakers managed to blow it up with a lucky shot to an exhaust port. Of all places! The story has it that he even took the shot with his eyes closed!

To say that morale is low at your company is an understatement. Everyone dresses in black and gray now, is afraid to gather around the water cooler and co-workers are getting choked out by your boss left and right.

Last week your asthmatic boss called you into his cubicle and assigned you to a new task: build a new Battle Station to defeat this band of motley rabble-rousers. But this time, do it right. On time, on budget and with no exposed exhaust ports! Or else!

Your primary goals are to construct the Battle Station and live longer than your predecessor. You decide to manage your project "in the cloud" with Salesforce. This way everyone on your team can collaborate, be successful and stay alive. The last thing you want is to receive an email from your boss with the subject, "You have failed me for the last time."

Introduction

In this project, you will learn how to build an application on the Salesforce Platform from start to finish, without writing any code. If you're new to the Salesforce Platform, the goal is to introduce you to the basics of app building. It's fun, easy and won't leave you short of breath. You need a free Trailhead Playground or Developer Edition org to complete this project. You can find it at the bottom of this page. Click Launch to open the Trailhead Playground in a new browser tab (login required).

You will build a super-awesome project management app that allows users to manage the resources and supplies used to build a Battle Station. These same point-and-click skills are applicable to building almost anything on the Salesforce Platform. Here's what you'll be doing:

  • Create the app and a data model for the application. This simple application requires only a few custom objects with a small number of fields.
  • Modify the user interface on the browser and on the Salesforce mobile app using page layouts, compact layouts, and global actions.
  • Implement business logic using formulas, validation rules and a process builder.
  • Build reports and dashboards to track the status of supplies and analyze how well the company manages resources.

Let's get started. This app isn't going to build itself!

Create the Battle Station Construction App

Navigate to Setup

  1. If you haven't already, log in to Trailhead, then launch your Trailhead Playground by clicking Launch at the bottom of this page. Make sure you switch to Lightning Experience to complete this project. If you haven't yet enabled Lightning Experience, do that now.

  2. In your Trailhead Playground, click the Gear icon in the Lightning Experience header icon and select Setup Screenshot of the Setup Home page.

Before we move further with creating an app, let’s create an object Battle Station.

Create the Battle Station object

  1. Click Object Manager tab next to the Home tab.

  2. Click on Create dropdown at the right side and then select Custom Object.

  3. On the Custom Object Definition page, create the object as follows:

    • Label: Battle Station
    • Plural Label: Battle Stations
    • Record Name: Battle Station Name
    • Check the Allow Reports checkbox
    • Check the Allow Search checkbox
    • Click Save.
  4. Now create a custom tab. Click the Home tab, enter Tabs in Quick Find and select Tabs.

  5. Under Custom Object Tabs, click New.

  6. For Object, select Battle Station.

  7. For Tab Style, select any icon.

  8. Leave all defaults as is. Click Next, Next, and Save.

  9. Now we need to enable Feed Tracking for the Battle Station object. From Setup, enter Feed in the Quick Find and select Feed Tracking. Click on Battle Station, and check the Enable Feed Tracking checkbox. Check the Battle Station Name and Owner checkboxes. Click Save.

    Screenshot of the Feed Tracking page available through Setup, highlighting the Save button.

Create the Battle Station Construction app

  1. From Setup, enter App Manager in the Quick Find and select App Manager.

  2. Click New Lightning App. Enter Battle Station Construction as the App Name, then click Next.

    App Manager is used to create a new Lightning App and specify the details and branding.

  3. Leave Standard Navigation selected, then click Next.

  4. Click Next.

  5. From Available Items, select Battle Stations, Reports, and Dashboards and move them to Selected Items. Click Next.

  6. From Available Profiles, select System Administrator and move it to Selected Profiles. Click Save & Finish.

  7. To verify your changes, click theApp Launcher icon in the Lightning Experience header App Launcher and select the Battle Station Construction app.

Tour the App

Screenshot of the Battle Stations tab showing all recently viewed records. The App Lancher, App name and Navgation menu are highlighted.

  1. App Launcher—Displays available apps.
  2. App Name—Displays the current selected app.
  3. Navigation menu—Displays the tabs available inside the app.

Resources

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