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?

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

    What does Maria want to create for her sales team?

    <p>An Energy Audit record page</p> Signup and view all the answers

    What can be modified on a Lightning page?

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

    What will be covered in later units?

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

    What is the purpose of the Lightning App Builder?

    <p>To customize the page structure, components, and record detail fields</p> Signup and view all the answers

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

    <p>A system default Energy Audit record page</p> Signup and view all the answers

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

    <p>To migrate fields and sections into individual components</p> Signup and view all the answers

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

    <p>Migrate fields and sections into individual components</p> Signup and view all the answers

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

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

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

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

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

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

    What is the purpose of activating the Lightning page?

    <p>To make the customized record page live for users</p> Signup and view all the answers

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

    <p>A Files related list</p> 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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