Introduced earlier this year in Spring ’17, the Utility bar adds another dimension to your Lightning Apps by giving your users another way to access information fast. As recently mentioned in my 4 Amazing Lightning Experience Features to Implement post, this is an easy effective way to present Lightning Components to your users that can save them time and clicks.
1. First ensure you are in the Lightning Experience. This ensures that you can get access to the “App Manager” which allows you to create fantastic Apps for your users which are customisable way past the previous Classic Apps. Navigate to Setup > App Manager > New Lightning App
2. Next it’s time to setup the basis for your new App. Remember that essentially Lightning Apps are the same as Classic Apps, but you have a much greater variety of options to customise. For example, you can now upload an image directly from your computer instead of uploading via the Documents tab, as well as setup a colour scheme.
3. Next select which type of App you wish to create, Standard or Console. For the purposes of this tutorial and setting up the Utility bar, it is done in the exact same way but the Apps are very different. For more information please see this link on Console’s.
4. After selecting the type of App you would like to create, we can now have some fun with the Utility Bar. By Clicking “Add” you will already have a selection of Components to choose from. As always Components are split into three categories, Standard, Custom (Your own code) & Managed (AppExchange). Out of the box you get a great array of Standard components to check out, but I would highly recommend going to the AppExchange as there are some great free Components there. Here’s a little insight into some of the standard Components.
Chatter Feed – Quick access to your very own Chatter feed
Chatter Publisher – Interact with Chatter by posting to groups and followers
Filter List – Display a list view of your choice
Flow – Enable a visual flow to be launched
History – Allows you to see the most recent tabs you have been working on (Only available for Console)
Notes – See your most recent notes and their associated records
Open CTI Softphone – The standard protocol that allows you to interact with your CTI Softphone
Recent Items – Simply shows the records you have last viewed
Report Chart – Display a Report chart similar to that on the ****home page component ****
Rich Text – Display a nice message for your users using a Rich Text field.
5. Adding various components to your utility bar, you can customise them using the panel to the right. After you have saved the App, and assigned it to the various profiles, the utility bar will appear at the bottom of your screen. Enjoy!