Prerequisite:
- In Salesforce, you have the Customize Application permissions on your profile
From Setup
1) Click on Object Manager
2) In the search on the right, type Account - Keep in mind this search can be whatever object you’re adding Spekit Search to
3) Click on the object name - my example below is Account
- From the object you clicked on in the search result - my example below is Account
4) Click Lightning Record Pages
5) Click on the object record page you want to add Spekit Search to
6) Click Edit
Lightning App Builder
5) Left-click and hold Search_Spekit, drag and drop Search_Spekit on the Account Record Page
6) On the top right of the page, click the blue Save button
7) Click the blue Activation button
Activation: Account Record Page (the title of this page will vary based on the object you're setting up) Look under the APP DEFAULT header
8) Click the white Assign as App Default button - **Please keep in mind that this will depend on the configuration of the org, so the Admin can make the choice that makes the most sense for their Salesforce org**
Select Apps
- Look under the column showing Lightning Apps (#)
- Locate the empty checkbox to the left of Sales
9) Add a checkmark in the checkbox
10) Click Next
Select Form Factor Under the FORM FACTOR header
11) Click to select one of the three options (For the example below I selected Desktop and phone)
12) Click Next
Review Assignments (#) What shows under Review Assignments depends on what you selected in the previous step (In my example, you can see (2) form factors, Phone & Desktop, however, you can opt to use the form factor(s) to fit your needs)
13) Click Save
The Spekit Lightning Component will now appear on all Account records (If you want the Spekit Lightning Component to appear on other object records, just follow the previous steps for that object)
