Using Connect in Salesforce Lightning Experience apps

Owned by Helen Griffith
Apr 18, 2017

You can use Connect in Salesforce Lightning Experience apps. Before you can use Connect in a Lightning app, your supervisor must add a component to page layouts, the utility bar, or both. For information about adding the component, see Adding Connect to Salesforce Lightning Experience apps.

Depending on your configuration, the Connect component appears in the page layout for your chosen object type for the applicable agents, the utility bar, or both.

Connect component in an object's page layout in Salesforce Lightning Experience

Connect in page layout

Connect component on the utility bar in Salesforce Lightning Experience

Connect on utility bar

Functionally Connect works in a Lightning app in exactly the same way as in a Salesforce Classic app. For information about using Connect, see Making calls using Connect.

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