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Create a Lightning App and Custom Objects

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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.

What You’ll Do in This Project

In this project, we help Muenzpraeger's Home for Wayward Cats, a group that fosters and places cats in their furr-ever homes. We use Einstein Vision to analyze cat photos and identify the breed of each cat. Then we build a process to post in Chatter to a breed interest group whenever a cat of that breed is available for adoption.

Here’s what you’ll do.

  • Create custom objects and a Lightning app for Muenzpraeger's Home for Wayward Cats.
  • Create an Einstein Platform account.
  • Install an unmanaged package in your org.
  • Create an Apex class and Lightning components.
  • Create, train and test an Einstein Vision dataset.
  • Create public Chatter groups and use Process Builder to post to a group.
  • Test your process.

First we add some custom objects to your Trailhead Playground (TP) org and create a Lightning app for Muenzpraeger's Home for Wayward Cats. One object represents cats that can be adopted, and the other object represents people who are interested in adopting a cat.


Create a Cat Object

  1. From the Object Manager in Setup, click Create | Custom Object.
  2. Fill in the details.
    • Label: Cat
    • Plural Label: Cats
    • Object Name: Cat
  3. Select Launch New Custom Tab Wizard after saving this custom object.
  4. Leave the rest of the values as they are, and click Save.
  5. Select a Tab Style of your choice (sorry, no cats there yet).
  6. Click Next, then Next again.
  7. Choose the custom apps that you want the new custom tab to be available in. We haven’t created our custom app yet, so deselect Include Tab.
  8. Click Save.

Create an Interested Person Object

  1. From the Object Manager in Setup, click Create | Custom Object.
  2. Fill in the details.
    • Label: Interested Person
    • Plural Label: Interested People
    • Object Name: Interested_Person
  3. Select Launch New Custom Tab Wizard after saving this custom object.
  4. Click Save.
  5. Select a Tab Style of your choice (may we suggest People?).
  6. Click Next, then Next again.
  7. Deselect Include Tab.
  8. Click Save.

Create a Lightning App

  1. From the Home tab in Setup, enter App in the Quick Find box, then select App Manager.
  2. Click New Lightning App.
  3. Walk through the Lightning App Wizard, creating an app with these parameters.
    App Name
    Cat Rescue
    Developer Name
    Cat_Rescue
    Description
    Track cats and cat adopters.
    Image
    Your choice
    Primary hex color value
    Leave as-is
    App options
    Leave as-is
    Utility Items
    Don’t add one
    Select items
    Cats and Interested People
    Assigned to user profile
    System Administrator
  4. Click Save & Finish to exit the wizard.

Create Some Cat and People Records

Even though Muenzpraeger's Home for Wayward Cats is overflowing with cats (and people who are interested in adopting them), their Salesforce org is a little empty at the moment. Let’s fix that by entering some data.

  1. Click the App Launcher icon (App Launcher), then select Cat Rescue.
  2. Select the Cats tab and click New.
  3. For Cat Name, enter Elvis.
  4. Click Save & New.
  5. For Cat Name, enter Amanda.
  6. Click Save & New.
  7. For Cat Name, enter Marissa.
  8. Click Save.
  9. Now select the Interested People tab and click New.
  10. For Interested Person Name, enter Tim.
  11. Click Save & New.
  12. For Interested Person Name, enter Mark.
  13. Click Save & New.
  14. For Interested Person Name, enter Sue.
  15. Click Save.

Great! Now we have an app and some data. Next we get ready to match the cats with the people by capturing information about cat breeds.

Copyright

Rights of ALBERT EINSTEIN are used with permission of The Hebrew University of Jerusalem. Represented exclusively by Greenlight.

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