To create a custom record list in Salesforce using a customized picklist, here are the steps to this method:
- Locate the Action column
- Select Edit (next to the field marked Industry)
- Select required values from the ones listed
- Add or remove values as needed
- Click Save
How do I change the lead page layout in Salesforce?
First, we need to find and open the lead page layout. From Setup, click Object Manager. Click Lead to open the object and then click Page Layouts. Click Lead Layout. Now that we’ve opened the lead page layout, let’s make an update.
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.
How do I customize the fields on my Lightning Experience record pages?
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.
Is it possible to customize page layout while creating'new record'?
It appears that 'most' of the options available for customizing page layout, only affects the 'edit' page layout and not the 'new' record page layout. I am looking at customizing page layout while creating 'new' record. a. Do I have to go with creating new VF page?
How do I create a custom detail page in Salesforce?
Customize Detail Page ButtonsFrom the management settings for the object whose page layout you want to customize, go to Page Layouts.Click Edit next to the page layout you want to customize.Do one of the following. ... Click Save on the page layout.Click Save.
How do I edit details in Salesforce lightning?
Edit Your Lightning PageIn Setup, make the global party ID field visible and read-only before creating the Lightning page.In Setup, navigate to User Interface | Lightning App Builder.Create a record page for the object, or modify an existing one.Drop each component where you want on the Lightning record page.More items...
How do you change the layout of a Lightning record?
How to do this. When you view a Lightning page's properties in the Lightning App Builder, click “Change” next to the Template field to start the template switching process. There will be follow-up steps that walk you through mapping your previous layout to the new layout. Hope this is a useful tip!
What is record Detail page 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.
How do I edit a record in Salesforce?
Update RecordsFind and open the record you want to edit.Click Edit.Enter or edit values in the fields. Tip Salesforce Help includes field definitions for most objects. Search the help for the object name + “fields”. ... Save your changes, when you finish entering or editing values.
How do I change the detail page in Salesforce?
Log into Salesforce and click Setup in the top right-hand corner of the page.In the left menu, under App Setup, click Customize.Under Account, Opportunity, Product, Work Order or Asset, select Page Layouts. ... Click Edit beside a page layout.More items...•
How do I create a record layout in Salesforce?
Hover over the Salesforce Mobile and Lightning Experience Actions section. to activate this section and customize the predefined actions....Drag these fields to the Salesforce Mobile and Lightning Experience Actions section:Archive.Assign.Change Record Type.Edit.Edit as Draft.Post.Publish.Restore.More items...
How do I customize page layout in Salesforce?
Navigate to >> setup >> Object Manager >> select the object >> Page layout. Click on Edit button. Customize the fields in Record pages: Drag and drop required fields to the layout, as shown in the below picture.
What is the difference between page layout and lightning record page?
Lightning page layouts are specific to Lightning Experience, while standard page layouts are more "classic" oriented, however, will display in LEX. You will find that Lightning page layouts do not support the same elements as the ones in classic page layouts, for example: Expanded lookups.
What is the difference between detail page and edit page?
Detail Page means : To Display list of fields of record in a layout. Edit Page : This is like a form where you get the fields pre-populated with corresponding record values , allowing the user to change in form and save record.
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.
How do I view the detail page in Salesforce?
Create a new Data Detail page in Experience Builder and pick a supported object. Add the Record Headline and Record Information components to the page and configure the component properties in the property panel. Publish your changes.