Lightning Experience Customization - Customize Record Page Components and Fields

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Questions and Answers

What can you customize on object record pages in Salesforce using a combination of the Lightning App Builder and page layouts?

Nothing, they are fixed

Many things, including page structure, components, and record detail fields (correct)

Only related lists

Only page structure

What is a Lightning page in Salesforce?

A collection of workflows

A collection of reports

A collection of components arranged in regions on the page (correct)

A collection of dashboards

What tool is used to control the buttons, links, actions, and related lists on a page?

Report builder

Page layout editor (correct)

Record page editor

Lightning App Builder

What is the focus of this unit?

Customizing the page structure, components, record detail fields, and related lists Signup and view all the answers

What does Maria want to create for her sales team?

An Energy Audit record page Signup and view all the answers

What can be modified on a Lightning page?

The structure of the page, the position of its components, and the record detail fields it displays Signup and view all the answers

What will be covered in later units?

Customizing buttons, links, actions, and related lists on Lightning pages Signup and view all the answers

What is the purpose of the Lightning App Builder?

To customize the page structure, components, and record detail fields Signup and view all the answers

When the Energy Audit custom object was created, what else was created by default?

A system default Energy Audit record page Signup and view all the answers

What is the main purpose of Dynamic Forms in Lightning page customization?

To migrate fields and sections into individual components Signup and view all the answers

What is the first step in customizing a record page for sales people?

Migrate fields and sections into individual components Signup and view all the answers

What does Maria want to achieve by customizing the Energy Audit record page?

To show only sales people a revised view of the fields and related lists Signup and view all the answers

What is the benefit of arranging components and fields in logical sections on a record page?

It makes it easier for users to store and manage important data Signup and view all the answers

What is the result of assigning the customized record page to the sales team's user profile?

Sales people can view the customized record page on their desktops and mobile devices Signup and view all the answers

What is the purpose of activating the Lightning page?

To make the customized record page live for users Signup and view all the answers

What is added to the Energy Audit record page as a result of Maria's customization?

A Files related list Signup and view all the answers

Study Notes

Customizing Lightning Record Pages

Lightning pages are a collection of components arranged in regions on the page, and can be customized using the Lightning App Builder and page layouts.
The Lightning App Builder allows customization of page structure, component position, and record detail fields.
The page layout editor controls other page contents, such as buttons, links, actions, and related lists.

Customizing Page Contents

Buttons, links, actions, and related lists can be customized to create a personalized view for different teams and processes in an org.
Customizing page structure, components, record detail fields, and related lists can be done using the Lightning App Builder and page layout editor.

Creating a Custom Lightning Record Page

A custom record page can be created for a specific team or process, and can be assigned to a user profile or form factor.
Dynamic Forms can be used to migrate fields and sections from existing record pages into individual components.
Components can be configured, added, removed, or moved around to give users only the fields and sections they need.

Related lists can be added to a custom object using the page layout editor.
Activating a Lightning page makes it live for assigned users, and can be assigned to a user profile or form factor, such as desktop or mobile devices.

Activating a Lightning Page

There are four options for activating a Lightning page.
A customized page can be assigned to a specific user profile, such as a sales team, and form factors, such as desktop and mobile devices.

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Lightning Experience Customization - Customize Record Page Components and Fields

Podcast Beta

Questions and Answers