Slaesforce FAQ

how to lighten salesforce pages

by Prof. Buster Koss MD Published 2 years ago Updated 2 years ago
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To style your Visualforce page to match the Lightning Experience UI when viewed in Lightning Experience or the Salesforce mobile app, set lightningStylesheets= "true" in the <apex:page > tag. When the page is viewed in Salesforce Classic, it doesn’t get Lightning Experience styling. <apex:page lightningStylesheets="true">

Full Answer

How do I create custom lightning console pages?

Use the Lightning App Builder to create custom Lightning pages to ensure that your console users always have the records they need in a layout that works best for them. Lightning console apps are available for an extra cost to users with Salesforce Platform user licenses for certain products. Some restrictions apply.

What are the differences between Salesforce classic and lightning experience?

Note In Lightning Experience, you control the appearance of your components differently than in Salesforce Classic. Size—The page template for your record page determines the size of the component region. For example, the Three Regions page template provides a main region width of 50%, and the side region widths are each 25%.

How do I edit a page in the Lightning app builder?

The component is also responsive so if your browser size is large, you will see more columns of links. TIP: Use ‘Esc’ to quickly close a related list hover. Go to the Lightning App Builder. From a record detail page, click the gear icon in the top right and then click ‘Edit Page’.

How do I analyze my Lightning page layout?

If you want to play along, open up your best or worst Lighting page layout, click on the cog, then select ‘Edit Page’. You’ll be taken to the Lightning App Builder, where you’ll find the analyze button in the top, right hand corner. It should run automatically, but if not, click ‘Analyze’ and you’ll get instant recommendations!

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How do I customize pages in Salesforce?

From your personal settings, enter Customize My in the Quick Find box, then select Customize My Pages. No results? Enter Display in the Quick Find box, then select Change My Display. For your Home tab, select the dashboard snapshot to display on the Home tab.

How do I edit lightning pages in Salesforce?

Click Lightning Record Pages and click on one of our default pages. Then click Edit. From Setup, go to the Lightning App Builder page, then click Edit next to the page name.

How do I customize page layout 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 lightning page layout in Salesforce?

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.More items...•

How do I change the layout of my lightning page?

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.

How do I change my lightning page?

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 I change the view in Salesforce?

Edit List View Filters in Salesforce ClassicClick Edit next to the list view name. If you see Clone instead of Edit, you don't have permission to edit this list view. ... In Specify Filter Criteria, change your Filter By Owner selection, if desired. ... Click Save to apply your edited filters to the list view.

How do I change the detail page in Salesforce?

From the management settings for the appropriate object, go to Page Layouts. Alternately, if you're using the Enhanced Page Layout Editor, which is enabled by default, you can customize a standard object's page layout by clicking Edit Layout on the object's detail page.

When you modify page layouts you can Salesforce?

When you modify page layouts, you can: Change whether a field is required. Change the order of the fields on the page. Assign custom page layouts to different user profiles.

What is the difference between a page layout and a lightning 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.

What is the difference between lightning page and lightning tab?

Lightning page tabs only facilitate inclusion of the Lightning page in the Salesforce app and Lightning Experience. You can create a custom tab only for an App Page type of Lightning page. What Is a Lightning Page Tab? Lightning Page Tabs let you add Lightning Pages to the mobile app navigation menu.

What is a Salesforce lightning page?

The Lightning App Builder is a point-and-click tool that makes it easy to create custom pages for the Salesforce mobile app and Lightning Experience, giving your users what they need all in one place. The Lightning App Builder is also a one-stop shop for configuring Lightning apps.

Reduce clicks by increasing the number of visible action buttons in the Highlights Panel

By default, the Highlights Panel will show the Follow / Following button, along with the first 3 action buttons from a user’s assigned page layout. Any additional action buttons will be accessible via a dropdown.

Additional Resources

Check out the other posts in the Lightning Experience Pro Tips blog series for more help with your Lightning Experience rollout.

About the Authors

Emily Witt is a former Not-for-Profit Admin turned User Experience Researcher at Salesforce who is passionate about making the tools that Salesforce provides as easy to use as they are powerful.

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