If the field is on Task/Event then you have to add those field to Global Action layout to view them in lightning. Setup->>in quick find enter “Global action”->>click on New event->>edit layout->>drag and drop custom field->>save. Share
- Select the name of the user.
- Click Profile.
- Under Apps, click Object Settings then click the object.
- Under Field Permissions, click Edit.
- Select the Read and Edit checkbox for the preferred fields they must see.
- Save.
How do I view custom fields in Lightning?
If the field is on Task/Event then you have to add those field to Global Action layout to view them in lightning. Setup->>in quick find enter “Global action”->>click on New event->>edit layout->>drag and drop custom field->>save.
How to create a hidden input field in a lightning component?
I want to create a hidden input field in a lightning component to pass a default value. You could use SLDS styling classes, .slds-hide or .slds-hidden, to hide your component from user and let it hold the value for later use.
How to override the edit page with Visualforce?
However, you can use Visualforce and override the edit page or Detail page such that you only show selected fields. 2)To override the Statndard EDIT page with your VF EDIT page > go to Setup > Customize > Contacts (for e.g.) > Buttons, Links, and Actions > setup your page as the EDIT page.
Can I use a page layout inside a Visualforce page?
You can even use your page layout inside a visualforce page. The apex:detail component in VF allows you to stick your page layout into your VF page. You could also embed a VF page into your page layout. So only the parts of the UI that need to have formula or JS logic need go in that part.
How do I make a custom field visible in Salesforce?
Log in to your Salesforce account. Go to Setup. Select Permission sets....To add these and other fields to your Tasks:Go to Setup.Go to Object Manager.Go to Task.Click on Page Layouts and then your Page Layout Name.Add the fields you would like visible in your Tasks, then save:
How do I change the visibility of a field in Salesforce?
Go to setup and type field accessibility in quick search box.Now click the object, you want to change field accessibility for.Next page will show two options. ... To change field accessibility click on the field access,a page will open.You can make field visible, required or read only from here.Save You changes.
How do I display a field in Salesforce?
Create Custom Fields in Salesforce to Display RecommendationsSelect Text Area (Long), and click Next.Enter a field label. For example, Discovery Explanation . ... On the Establish field-level security page, specify the field's access settings for each profile. ... Choose which page layouts display the field.
Why field are visible in classic but not in lightning?
If the field is on Task/Event then you have to add those field to Global Action layout to view them in lightning. Setup->>in quick find enter “Global action”->>click on New event->>edit layout->>drag and drop custom field->>save.
How do I unhide a field in Salesforce?
To change that profiles field visibility, simply click on their current status. That'll land you on the page displays that profile's current field-level security (and below that page layout, but ignore the page layout section here). Uncheck “Visible” on the field you're trying to hide. And you're all set!
How do I make fields visible to all users in Salesforce?
Find the custom field and click on it. Then click on the Set Field-Level Security button. Make it Visible across all profiles, all at once! You are done.
How do you display object fields in lightning component?
Use the lightning-output-field component in lightning-record-view-form to display the value of a record field on a Salesforce object. Use the field-name attribute to specify the API field name.
How do you add a field to a Lightning record page?
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 I show a field in another object in Salesforce?
Click on the object you will be adding the Look Up field to....Click Next.Choose who will see the new field and do not make it read only. Click Next.Choose which Account Layouts will display this field. Click Next.Choose which Vendor Account Layouts will display this field. Click Save.
How do I enable a field in Salesforce?
From Setup, enter Field Service Settings in the Quick Find box, then select Field Service Settings. Enable Field Service, and click Save to display more settings. Note If you don't have a Field Service add-on license, you just see an option to enable work orders, which is on by default.
Why is field not visible on page layout Salesforce?
If users don't have access to a custom field, it won't appear in the Field settings. To make it visible: Go to Setup > Object Manager > Select Lead/Contact/Account > Fields & Relationships > Select the custom field not appearing > Make it visible in the Field-Level Security settings.
Why is a field not showing in report Salesforce?
Go to Setup / Customize / Accounts / Fields, click on the custom field, click Set Field Level Security, and add Visible to your profile. If you're on Professional Edition or lower, you'll instead need to add the field to your account page layout. Setup / Customize / Accounts / Page Layout.
1. Simplify & Consolidate
I can’t tell you how many times I’ve logged into a client’s org for the first time to make some requested updates to a Lightning Record Page and I come to list like this:
2. Set Alerts!
When I first became a Salesforce Admin, I remember there was a request to show on the account when a customer escalates a case to Tier 2 support. The wish was a big banner that could not be missed, and they wanted only their Tier 2 team to be able to put the banner on the account.
3. Share Instructions
Have you ever wanted to give users a little more to go on than just Help Text? Or maybe you’ve got users hounding you about how to do something repeatedly? Or maybe some third-party vendor gave you a custom component that works great, but only under specific circumstances? Well, similar to the Alerts section above, the Rich Text Component is your new best friend..
4. Training Wheels
Following on from Instructions, ‘Training Wheels’ are another great use case.
5. Leverage Formulas
I’ll keep this simple, because formulas and Component Visibility could lead us into a deep rabbit hole. You can make infinitely complex formulas that component visibility work from.
6. Custom Permissions
I’ll finish this out with something that was a bit of an afterthought to me for years: Custom Permissions. Yeah, I saw it on profiles – yeah, I saw it in permission sets – but it was always empty, so I ignored it.
Summary
I hope that this article lived up to its promise – to make you fall in love with Lightning Record Pages. In this article, I’ve highlighted a few of my favorite things that I’ve discovered, but honestly, there are so many more things you can do!