Adding Customizable Lightning Components to a FinancialForce Workspace or Lightning App page

This topic describes how to add customizable components to FinancialForce Workspace and Lightning app pages.

Tip: Before you begin, make sure you have permission to access the relevant objects and ensure that a list view exists that displays the appropriate information. For more information about creating list views, see the Salesforce Help.

To add a customizable component to a Lightning page:

1. From Setup, navigate to the Lightning App Builder.
2. Navigate to the Lightning App page or workspace that you want to customize.
3. (Optional) Clone the App page or FinancialForce workspace. The new app page is displayed.
4. Click and drag one of the customizable components to the relevant part of the Lightning page layout.
5. Use the options in the Component Properties pane to configure the component. See the related topics for information about how to customize each specific component.
6. Save and activate the Lightning page.

For more information on Lightning App Builder, including how to clone or create a Lightning page and add components, see the Salesforce Help.