Slaesforce FAQ

can record detail be on twop ages salesforce

by Wilton Considine Published 2 years ago Updated 2 years ago
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Yes, it is possible to modify just the record detail page for a specific custom object, but you'll need to create that page first. When you are in Community Builder, go to Page Manager > + > Create Object Page > [Choose your Object] > Create. Check the screenshot for the first 3 steps.

Full Answer

Does the child record get deleted automatically in Salesforce?

Hope you are asking in the junction object scenario, if you answer is Yes the child record will get deleted automatically. One Object can have only two Master-Detail relationships. If we delete record A (First Master detail relationship is always primary) – then child record c will be deleted.

How do I create a parent record in Salesforce essentials?

While logged into Salesforce Essentials, at the top of your screen click on the Accounts tab 2. For new Account records, click the new button found in the upper right location of your screen 3. Enter in all of the appropriate information and click save. This is known as a parent record.

What happens when you delete a record in Salesforce?

If we delete record A (First Master detail relationship is always primary) – then child record c will be deleted. If we delete record B then in this case also child record C will be deleted. If we delete record c then only C will be deleted , master record will not be deleted.

What do you see when you log in to Salesforce?

What you see when you log in to Salesforce for the first time is just the start. You can customize and personalize many things on a given object record page using page layouts. There are two ways to customize a page in Lightning Experience. You can customize a page’s layout, or customize its contents.

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What is record detail pages in Salesforce?

Detail pages show you details about a record, for example, details about a particular account. Let's navigate to the Accounts home page and click an account name. The account details you see depend on how your administrator configured the page layout and your user permissions for that account.

Where is the record Detail page in Salesforce?

When you open any record , look in the URL address bar, there you can see the record ID. Hi, After you create a record in Salesforce, the record appears on its own detail page.

Can we post on record Detail page?

Yes, it is possible to modify just the record detail page for a specific custom object, but you'll need to create that page first. When you are in Community Builder , go to Page Manager > + > Create Object Page > [Choose your Object] > Create . Check the screenshot for the first 3 steps.

What is the difference between page layout and lightning record page?

Like a page layout, Lightning pages allow you to add custom items to a page. However, these items, instead of being fields or Visualforce components, are Lightning components, which allow much more flexibility. The structure of a Lightning page adapts for the device it's viewed on.

How do you customize the client record Detail page?

Customize the Client Record PageClick. ... In the Quick Find box, enter lightning app , then select Lightning App Builder.Next to the Client Record page, click Clone.Click Relationships in the body of the client record page.More items...

How do you show record Detail page in community?

On the All Communities page, click Builder next to the community where you want to update the record detail page. On the Home page, click the drop-down arrow to the right of Home and select Record Detail.

How do you add lightning component in record Detail page?

Edit a Page to Add a Lightning ComponentDisplay a desired record page for editing.Click the Gear icon and select Edit Page. ... From the left navigation pane, scroll down the Lightning Components to select a component.Click and drag the component into the right pane.More items...•

How do you display record details with lightning component?

View Record Data with lightningrecordFormIn the Developer Console, create a new Aura component with the name BrokerCard.Click the Lightning Record Page checkbox, then click Submit.Add the following code to the component. ... Save the file.Click the Setup icon.More items...

How do you create a record Detail page in lightning?

Let's get started.From Setup, enter App Builder in the Quick Find box, then select Lightning App Builder.Click New.Select Record Page and start stepping through the wizard.Name your page New Opportunity Page , and select Opportunity. ... Choose the Header, Subheader, Right Sidebar template, and click Finish.More items...

Can a record type have multiple page layouts?

Yes, this is standard Salesforce functionality. You will want to create your multiple page layouts and then when you go to create your multiple record types you will be able to assign which record types use which layouts.

Can a record type have multiple page layouts in Salesforce?

Additionally, you can use multiple record types to display multiple page layouts. Let's say a customer had purchased both your software offering and professional services in two separate sales processes — you could use two record types to display two page layouts on the same object.

Can we assign different page layout of the same record type?

That is, the same record type may have different page layouts for open and closed cases. With this additional setting, when users close a case, the case may have a different page layout that exposes how it was closed. You can't specify custom record types for the home tab.

Page Layouts

What you see when you log in to Salesforce for the first time is just the start. You can customize and personalize many things on a given object record page using page layouts.

Customize the Fields in Your Record Details

Customizing the fields on your record pages is easy, and you can do it with just a few clicks. The Enhanced Page Layout Editor is the go-to place for customizing a Lightning Experience record page’s fields and related lists. It’s called “enhanced” because there’s an earlier version of it. We’ll just refer to it as the page layout editor here.

Create a Page Layout

Maria wants to create an Energy Audit page layout just for her sales team so they can have the necessary field and related list information at their fingertips when they view the Energy Audit records.

Assign a Page Layout to Profiles

Maria wants Ursa Major Solar’s salespeople to see this new page layout. She’s going to assign it to her sales team’s user profile so when they view Energy Audit records, they’ll see the revised view of the fields and the new related list. Let’s get started.

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