how to edit lightning record page in salesforce

• Display a desired record page for editing.
• Click the Gear icon and select Edit Page. The Lightning Components display on the left navigation pane.
• From the left navigation pane, scroll down the Lightning Components to select a component.
• Click and drag the component into the right pane. The selected component turns light green as in the sample screen below.
• Drag and drop the component up or down based upon the location where you want it to display. ...
• Click Save.
• Click Activate.
• Click Assign as Org Default.
• Click Next.
• Click Save.

Full Answer

How to activate Salesforce Lightning?

Set the Default Interface to Lightning Experience

• From Setup in Lightning Experience, enter Lightning in the Quick Find box, then select Lightning Experience Transition Assistant. ...
• Select the Roll Out phase.
• Click Launch Lightning Experience to expand the stage.
• Click Switch Users next to Make Lightning Experience the default interface. ...
• Click the + button next to the users you want to switch.

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What do you need to know about Salesforce Lightning?

Specifically, we think that:

• You should be comfortable reading and writing JavaScript. ...
• It would be great if you know Apex. ...
• If you’re coming to Lightning components from Visualforce, be sure to add the Apply Visualforce Skills to Lightning Components trail to your task list. ...

How to enter data into Salesforce lightining?

Use the Data Import Wizard

• Start the wizard. From Setup, enter Data Import Wizard in the Quick Find box, then select Data Import Wizard. ...
• Choose the data that you want to import. ...
• Map your data fields to Salesforce data fields. ...
• Review and start your import. ...
• Check import status. ...

How to get ready for Salesforce Lightning?

Get Ready to Troubleshoot

• Learning Objectives. Explain the benefits of working with unminified code. ...
• Lightning Web Components Have Unique JavaScript Challenges. ...
• Before You Begin. ...
• Follow Along with Trail Together. ...
• Set Up Your Troubleshooting Environment. ...
• Open DevTools. ...
• DevTools Menu. ...
• Change the Location of DevTools. ...
• Enable Custom Formatters. ...
• Use Ignore List. ...

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How do I edit a record page in Salesforce?

From the Setup menu on a record page, select Edit Page. When you select Edit Page for the first time, Salesforce makes a copy of the standard page. This copy is what you edit in the Lightning App Builder. If a customized page exists and is active, selecting Edit Page opens that page to edit.

How do I add a editing page 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...

Where is the edit page in Salesforce lightning?

The ability to open in Page Layout is still there, but it is now located in the Setup (Gear icon) drop down and called Edit Page. The Edit Page link will open any screen, including quick action layouts making them easier to find and maintain.

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.

How do I add a field to a Lightning record page in Salesforce?

Add Local Name Fields to a Page Layout in Lightning ExperienceFrom Setup, select Object Manager.Select the object with the local name field.Select Page Layout and click the page layout to edit it.Drag the local name field to the record section.Click Save.

How do you add components to the Lightning record 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 I access a lightning page in Salesforce?

Let's get started!From Setup, enter App Builder in the Quick Find box, then select Lightning App Builder.Click New.Select App Page, and then click Next.Name your Lightning page Top Accounts and Opportunities .Select the Two Regions template, and click Finish. ... Drag the List View component into the first region.More items...

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.

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.

How to wire up lightning input in Salesforce?

Wire up the lightning-input component to the Salesforce field using the getRecord wire adapter and provide your own label. The wiring is done automatically when you use lightning-input-field, but not when you use lightning-input. Submit the record data using the onsubmit event handler on lightning-record-edit-form. In the event handler, perform the validation check using setCustomValidity() and update the fields with the user input value.

How to edit a record in a form?

To edit a record, use the record-id and object - api - name attributes. When you provide a record ID, the component uses view mode by default , which displays output fields with edit icons. If you click an edit icon, all updateable fields in the form become editable. The editable form displays a Save button that updates the record, and a Cancel button that reverts changes.

What is lightning input?

lightning - input provides attributes for custom validation, such as min, max, and pattern. For more information, see the lightning - input reference documentation.

How to specify which fields appear on editable form?

You can specify which fields appear on the editable form, either by providing an array of field names or importing references to the fields.

How to provide custom layout for form fields?

To provide a custom layout for your form fields, use the lightning-record-edit-form component. Pass in the fields to lightning-input-field, which displays an input control based on the record field type. This example displays several fields using a custom layout. Add this example component to a contact record page to inherit its record - id and object - api - name properties.

What is lightning record edit form?

lightning-record-edit-form implements Lightning Data Service and doesn't require additional Apex controllers to create or update record data. This component also takes care of field-level security and sharing for you, so users see only the data they have access to. For more information, see Lightning Data Service.

What is Salesforce record ID?

Each Salesforce record is associated with a Salesforce object. For example, a contact record is associated with the Contact object. Record IDs are created with prefixes that indicate the object. The lightning-record-edit-form component requires you to specify the object-api-name attribute to establish the relationship between a record and an object. The object API name must be appropriate for the use of the component. For example, if you include lightning-record-edit-form on a record page for an account, set object-api-name="Account". The component submits changes only if the record ID agrees with the specified object API name. If there's a mismatch, and the component includes lightning-messages, users see an error indicating the API name is invalid.

How to enable record editing?

To enable record editing, pass in the ID of the record and the corresponding object API name to be edited. Specify the fields you want to include in the record edit layout using lightning-input-field. For more information, see the lightning-input-field documentation.

What is the default type of lightning button?

The default type on lightning-button is button, which does nothing unless you include an onclick handler. If you use an HTML button element within lightning-record-edit-form, the default is type="submit". When you submit the form, the component fires the custom events in this order.

What is the display density setting in Salesforce?

In the Salesforce user interface, the Display Density setting lets users choose how densely the content is displayed. The Comfy density shows labels on top of the fields and more space between page elements. Compact density shows labels next to the fields and less space between page elements.

What is Lightning Data Service error?

A Lightning Data Service error is returned when a resource becomes inaccessible on the server or an invalid record ID is passed in , for example.

How to customize behavior of a form when it encounters an error on submission?

To customize the behavior of the form when it encounters an error on submission or when data is submitted successfully, use the onerror and onsuccess attributes to specify event handlers.

How to assign a page to a sales app?

Click the App, Record Type, and Profile tab. Click Assign to Apps, Record Types, and Profiles. Assign the page to the Sales app, the Desktop and phone form factor, the Master record type, and the System Administrator profile. Review the page assignments.

What to do if you use Trailhead in a different language?

If you use Trailhead in a language other than English, make sure that your hands-on org is set to the same language as the challenge instructions. Otherwise you may run into issues passing this challenge. Want to find out more about using hands-on orgs on Trailhead? Check out Trailhead Playground Management.

Can you customize a Lightning record page?

Even cooler, you can customize a record page and assign it to specific Lightning apps to give your users access to a record page customized especially for the context of the app they’re working in. Just like the Home page, you can create a custom record page in different ways: Create it from scratch using a template, ...

Can you create a custom record page in Salesforce?

However, unlike the Home page, custom record pages are not only supported in Lightning Experience on desktop but also in the Salesforce mobile app.

Can you create a customized record page?

Note the last bullet in the list. Not only can you create a page that is customized for the needs of your users, but you can go a step further and customize a page based on how your users access it. You can create uniquely customized record pages that only your mobile users see, containing only what they need while on the road or in the field. At the same time, desktop-only record pages can serve the needs of your users while they’re working on their PCs or laptops.

Create Case Record Page

In order for Ada and her team to be as productive as possible, Ada would like a custom layout for viewing case information. She wants the case record page to be simple and to include all the information she and her team need to access when working on a case, all available in one screen.

Create a Custom Compact Layout

Ada requests specific information be shown in the highlights panel of the service console app. She’d like you to add Account Name, Case Owner, and Date/Time Opened fields related to the case so she and her team can access this information quickly when viewing and managing a case. Do this by creating a custom compact layout for the highlights panel.

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 the Lightning Record Page?

Lightning Record Page is not the same as Page Layout, it is more than the Classic Page Layout.

What can you see when opening a lightning record page?

By opening a lightning record page, you can see if the page is assigned to which app, record type, and profile, also form factor.

How to view Lightning page assignment?

Go to the object manager, open the object and find the Lightning Record Pages tab, you can open the Lightning record page or view page assignment. You can view and lookup the lightning page assignment from the View Page Assignments button. Lightning Record Page can be assigned by:

What is page layout in Lightning?

Page layout (under the Detail tab) is part of a lightning record page. Page layout is required to show fields of the object, until Dynamic Forms widely available.

What is Salesforce Lightning?

Salesforce Lightning components can be quickly and easily added to a record page to have an immediate view of information , such as the GL Current Balance for a selected GL account. Another example would be as a multi-ledger user, including the Ledger Manager component provides easy access for ledger management. These components are available from the Gear icon by selecting Edit Page.

What is expense line add edit?

The Expense Line Add Edit component provides the ability to add and/or edit Expense Lines on an Expense Report from the Expense and Mileage Lines data grid. The data grid includes an Expenses tab and a Mileage tab. That way, you can select each tab to enter the information separately. With this component added, the date and/or dollar amount on each line can be adjusted directly from the data grid. In addition, you have the option to add an internal comment and/or invoice comment directly from the data grid.

What is a ledger manager?

For multi-ledger users, the Ledger Manager component provides an easy way to set and change the active ledger for working in a desired ledger. In addition, it provides an easy way to view or identify your active ledger.