Use Visualforce in Lightning Experience
Learning Objectives
Use Visualforce in Lightning Experience
- With some important exceptions, Visualforce “just works” in Lightning Experience. If you’ve written Visualforce apps for your organization, you can expect that they work whether your users access them in Lightning Experience or Salesforce Classic.
- If your Visualforce pages use the built-in standard components, their look-and-feel matches Salesforce Classic, whether your users access them in Lightning Experience or Salesforce Classic. If you want your pages to match the Lightning Experience styling, you have some work to do.
- If your Visualforce pages make use of JavaScript, there are things you need to check. Visualforce doesn’t “own” the whole page when shown in Lightning Experience, and because of that your JavaScript code needs to play by some new rules.
- There are other things that have changed about how Visualforce runs when it’s running inside Lightning Experience. For the most part, these are turning the “just works” crank, but you’ll want to be aware of them all the same.
And finally, did we mention that some things have moved around? Have they ever! Lightning Experience is a complete rethinking of how to use Salesforce, and while the job’s not done yet, we’re really excited about where we’re going. To get you oriented for where your Visualforce is in the new environment, let’s take a quick tour of some of the places you can use Visualforce in Lightning Experience.
Where You Can Use Visualforce in Lightning Experience
The following are some of the ways you can add Visualforce to your Lightning Experience organization. This is just a quick tour, though. For more details on how to customize your organization using Visualforce pages, see the resources at the end of this unit.
Open a Visualforce Page from the App Launcher
Click a custom app (1) to activate it. Items in the app display in the navigation bar, including any Visualforce tabs you’ve added to the app. Note that you need to add your Visualforce pages to tabs for them to be accessible in the App Launcher. Visualforce tabs that aren’t in apps can be found in All Items (2).
Add a Visualforce Page to the Navigation Bar
(And hey, does a “ForceUI” utility page sound interesting? Keep reading this module!)
Display a Visualforce Page within a Standard Page Layout
Add a Visualforce Page as a Component in the Lightning App Builder
Launch a Visualforce Page as a Quick Action
Display a Visualforce Page by Overriding Standard Buttons or Links
Resources
- Trailhead: “How to Find It: Navigation and Setup in Lightning Experience” in Lightning Experience Features
- Trailhead: App Customization Lite
- Trailhead: Lightning App Builder
- Trailhead: Visualforce Basics
- Visualforce Developer’s Guide
- Build Apps Visually with Lightning App Builder