To Start:
- In Salesforce, click the Setup icon and click Setup
- While in Setup, navigate to the Object Manager tab then Click into the Quote object.
- In the left panel, click Lightning Record Pages.
- Click New to create a new page.
- The Lightning App Builder opens with a Create new page wizard. ...
- 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.
Can I create custom Record pages in Salesforce lightning experience?
However, unlike the Home page, custom record pages are not only supported in Lightning Experience on desktop but also in the Salesforce mobile app. We’re going to create a record page using a template, then check out how it looks on a desktop and on a phone.
How do I create a FAQ record type in Salesforce?
Select FAQ for the Existing Record Type. For Record Type Label, enter How To. For Description, enter For step-by-step instructions. Select Active to make this record type available immediately. Click the checkbox in the Make Available column for the Custom: Support Profile and System Administrator profiles. Click Next.
How do I add a FAQ to a Salesforce page?
Click the Object Manager tab and select Knowledge. From the menu on the left, click Page Layouts. Click the dropdown next to the Lightning Knowledge FAQ Layout and click Edit. Click Mobile & Lightning Actions in the palette, and drag Submit for Approval and Assign to the Salesforce Mobile and Lightning Experience Actions section.
How do I activate a page in Salesforce Lightning?
You have four options for activation. Make the page the org default for the object. Make the page the default object record page for specific Lightning apps. Assign the page to a combination of Lightning apps, record types, and profiles. Assign the page to a form factor, such as a desktop or phone.
How do I create a new record page in Salesforce?
Create a New Custom Lightning Record PageIn Salesforce, click the Setup icon and click Setup.While in Setup, navigate to the Object Manager tab then Click into the Quote object.In the left panel, click Lightning Record Pages.Click New to create a new page.More items...•
How do I set up a Lightning record page in Salesforce?
Assigning custom Lightning Record Pages to standard Lightning console applicationsIn Lightning Experience click Setup | Object Manager.Click an Object from the list.Click on Lightning Record Pages from the left hand panel.Click on the View Page Assignments button in the top right corner.More items...
How do I create a custom page in Salesforce?
Create Custom Pages with Experience BuilderIn Experience Builder, open the Pages menu on the top toolbar.Click New Page at the bottom of the Pages menu.Select the page type: Standard Page. ... Select a standard page to open it. ... Add and configure page components.Preview and publish your site.
What is difference between lightning record page and page layout?
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 I create a custom lightning page?
2:3725:58Build a Custom Record Page for Lightning - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo in this particular example we are going to customize the opportunities record pages right butMoreSo in this particular example we are going to customize the opportunities record pages right but then you can customize accounts contacts campaigns any custom object or anything you want to customize.
How do I deploy Lightning record page assignment?
Deploying this page is the same as any other metadata deployment with Gearset. Simply select the checkbox next to its name, click NEXT , and then DEPLOY NOW . Once the deployment completes, the Lightning page will be available in my target org.
What is lightning record page in Salesforce?
A Lightning page is a custom layout that lets you design pages for use in the Salesforce mobile app or Lightning Experience. Lightning pages occupy a middle ground between page layouts and Visualforce pages. Like a page layout, Lightning pages allow you to add custom items to a page.
What are the different types for creating lightning record pages in Salesforce?
We have mainly three kind of pages in Lightning leaving community pages for now in Lightning App Experience.Home Page.Record Page.App Page.
How do I add a Lightning record page in community?
1 AnswerNavigate to Setup --> Communities and click on builder against your community.Create a new page in the community builder by clicking new page inside builder bottom of pages pane you will see an option to create a new page.Once the page is created, drag and drop the component you wish to see in the community.
What is the difference between page layout and record type in Salesforce?
Page layouts and record types are used in conjunction with one another to customize the views of different types of users. While page layouts control what is shown on the page, record types are used to differentiate between different categories of users and segment user groups for object page customization.
Can a record type have multiple page layouts?
Each with different sales stages and Page Layouts. This means that with Record Types you can now apply multiple Page Layouts per object, per user profile.
How many record types can be created in Salesforce?
200 record typesWe recommend creating no more than 200 record types. While there is no limit, orgs may have difficulty managing their record types if they exceed 200.
How to create a form that enables a user to create a record?
The simplest way to create a form that enables a user to create a record is to use lightning-record-form. To customize the form layout or to preload custom values, use lightning-record-edit-form.
What is lightning record edit form?
lightning-record-edit-form handles form submission and errors automatically. To display an error message above or below the form fields automatically, include lightning-messages before or after your lightning-input-field components.
Add a Lightning Component
Start by adding the Recent Items component to the Candidate record page.
Create a Custom Candidate Compact Layout
The compact layout controls which fields appear in the Highlights Panel component on the record page. Create a custom compact layout that includes more than just the candidate’s name.
Verify Step
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
Introduction
Noah Larkin would like a few more things tweaked for his teams. He'd like you to set up some page layouts (next step of this project), but first you need to lay the groundwork by creating record types. Record types determine the business processes, page layouts, and picklist values users have access to.
Verify Step
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
What is record type?
Record Types determine the page layouts and picklist values users have access to. An FAQ record type already exists. Create a How To record type that allows users to access the How To page layout you just created.
What is FAQ layout?
The FAQ layout is meant for knowledge articles related to Frequently Asked Questions. The information Ada sees and how it is organized on the page is controlled by this page layout.
