Skuid for Sales: A Turn-Key Template to Augment Lightning Sales Cloud

New and improved, the Skuid for Sales CRM Lightning app is a set of ready-to-use sample pages designed to take full advantage of Lightning while augmenting the experience with Skuid features. These pages use standard Lightning components alongside custom-built Skuid pages—which are implemented using the Skuid Page Lightning component—to allow the best of both worlds.

This tutorial will tell you how to get the app up and running so you can modify the pages for your own CRM needs. After installing this package, you can look forward to an integrated Lightning-Skuid experience when using these standard Salesforce objects:

  • Account
  • Campaign
  • Contact
  • Lead
  • Opportunity
  • Product


As always, Skuid recommends you first test this package in a non-essential org to ensure you are familiar with the steps listed below.


Before you begin, there are three major preparatory steps that must be taken for any org where this package may be installed:

  1. A Lightning-enabled Salesforce org
  2. My Domain must be enabled within the org.
  3. Skuid v11.1.13 or higher must be installed in the org

Finally, Skuid recommends testing this package within a fresh developer org. Doing so will allow you to become familiar with the package, note the amount of settings it requires, and better understand how it will fit within the unique customizations of your own production orgs.

Install the package

  1. Click the following link: Production or Developer Edition Orgs.
  2. Select which users to install this app for.
    • Note: If installing in a production org, Install for Admins Only is recommended.
  3. Click Install.

If a warning appears asking What if existing component names conflict with ones in this package?, you should not have any conflicts. By default, the process should use the Do not install option, which will prevent any potential issues.


If you wish to update or reinstall this package, you must first uninstall it from the Apps > Installed Packages page within Salesforce setup.

Unpack Skuid Pages

The Skuid pages for the Skuid for Sales app now exist within your org, but they are stored inside of a page pack. You’ll need to unpack these pages to make them accessible to the app.

  1. Open the Skuid app.
  2. Navigate to the Pages page.
  3. Click the arrow next to Create New Page, and in the picklist, select fa fa-briefcase Unpack Pages from Page Pack.
  4. Select the SkuidforSalesPages pack.
  5. Click Unpack.

Setting Overrides

With the Lightning pages now installed within the org of choice—and the Skuid pages supporting those Lightning pages unpacked—you must set the appropriate overrides for the pages to display.

Home Page

To update the home page for your Lightning-enabled org, navigate to Feature Settings > Home in Salesforce setup.

From this page you can deploy a home page to your entire org or to specific profiles.


If you are working within a production org, Skuid recommends testing the home page with specific profiles before deploying to the entire org.

Option 1: To assign the home page to specific profiles:

  1. Click Set Page Assignments.
  2. Select which profiles should have access.
  3. Click Next.
  4. Select the Home_SkuidforSales page.
  5. Click Next.
  6. Click Assign.

Option 2: To deploy the home page to the entire org:

  1. Click Set Default Page.
  2. Select the Home_SkuidforSales page.
  3. Click Next.
  4. Click Assign.

To update your assignments at any point, repeat the above steps.


After installing the package with your org, you’ll now need to set overrides to establish which pages should display in lieu of standard Lightning pages.

To do this, navigate to the Object Manager tab within Salesforce Setup. This tab displays a full list of all objects—standard and custom—within your org. To fully deploy the Skuid for CRM package, update the Buttons, Links, and Actions for each of the objects below:

  • Account
  • Campaign
  • Lead
  • Opportunity
  • Product

To update the overrides for each object, click fa-caret-down > Edit beside each object. You’ll then be able to set the override for that object’s tab page.

Click the Lightning Component Bundle radio button and select the appropriate page for the objects (as listed below).


Label Name Override With
Accounts Tab Tab c:AccountTabOverride


Label Name Override With
Campaigns Tab Tab c:CampaignTabOverride


Label Name Override With
Leads Tab Tab c:LeadTabOverride


Label Name Override With
Opportunities Tab Tab c:OpportunityTabOverride


Label Name Override With
Products Tab Tab c:ProductTabOverride

Assigning Permissions

With the proper overrides in place, deploy the Skuid for Sales app to users by granting them access permissions.


If deploying this app within a production org, ensure that you have properly tested that the app functions alongside the customizations of your org.

Within Salesforce Setup:

  1. Navigate to Apps > App Manager.
  2. Beside the Skuid for Sales app, click fa-caret-down > Edit.
  3. Click the Assign to User Profiles tab.

From this tab, select which profiles the Skuid for Sales should be deployed to:

  1. Click a profile.
  2. Click fa-caret-right to add the profile to the Selected Profiles list.

Revoke access to the app by selecting a profile within the Selected Profiles list and clicking fa-caret-left.


Select more than one profile type at a time by using the Shift and Command/Control keys as needed.

After setting permissions as appropriate, click Done to save your changes.


  • When I navigate to a Skuid for Sales page, it seems to be blank or missing content.
    • Check that the Skuid pages for the app have been unpacked. See the Unpack Skuid Pages section.
  • I have assigned Skuid for Sales pages to my entire org, but some users are still seeing different pages.
    • These users may have more specific page assignments associated with their Salesforce profile. Review the Setting Overrides section, and ensure there are no additional page assignments affecting the deployment—particularly in the Home Page section.