Podcast
Questions and Answers
What is the primary tool used to customize a record page in Lightning Experience?
What is the primary tool used to customize a record page in Lightning Experience?
- Home Page Customizer
- Salesforce Mobile App
- Lightning App Builder (correct)
- Record Page Editor
How can you create a custom record page in Lightning Experience?
How can you create a custom record page in Lightning Experience?
- Only by editing an existing page
- Only by cloning an existing page
- By creating it from scratch using a template, cloning an existing page, or editing an existing page (correct)
- By using a third-party app
Where are custom record pages supported in Lightning Experience?
Where are custom record pages supported in Lightning Experience?
- Only on mobile devices
- Only on desktop
- On both desktop and mobile devices (correct)
- Only in the Salesforce mobile app
What is a benefit of customizing a record page for a specific Lightning app?
What is a benefit of customizing a record page for a specific Lightning app?
What is the default behavior of the Tabs component in a custom record page?
What is the default behavior of the Tabs component in a custom record page?
What can you do after creating a custom record page?
What can you do after creating a custom record page?
What is an advantage of customizing record pages for mobile users?
What is an advantage of customizing record pages for mobile users?
How many options are available for activating a custom record page?
How many options are available for activating a custom record page?
Study Notes
Customizing Lightning Experience Record Pages
- Use the Lightning App Builder to customize record pages by adding, removing, or reordering components to give users a tailored view for each object's records.
- Customize a record page and assign it to specific Lightning apps to provide users with a record page tailored to the context of the app they're working in.
Creating a Custom Record Page
- Create a custom record page from scratch using a template, by cloning an existing page, or by editing an existing page.
- Custom record pages are supported in both Lightning Experience on desktop and the Salesforce mobile app.
Customizing the Record Page Layout
- Customize the standard record page layout by adding or modifying components.
- The Tabs component comes with default tabs and can be modified to add more tabs.
Activating the Custom Record Page
- There are four options for activating a custom record page.
- Create uniquely customized record pages for mobile users, containing only the necessary information.
- Create customized record pages for desktop users, tailored to their needs.
- Assign the custom record page to a specific app, record type, and profile, and make sure it's assigned to both desktop and phone form factors.
Finalizing the Custom Record Page
- Make the custom record page live by assigning it to the desired app, record type, and profile.
- Further customize the page to make it even better.
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Description
Learn how to customize Lightning Experience record pages using the Lightning App Builder to provide users with a tailored view for each object's records. Discover how to assign customized record pages to specific Lightning apps.