Slaesforce FAQ

how to set component visibility in salesforce

by Raphaelle Leannon Sr. Published 2 years ago Updated 2 years ago
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The solution.

  • Click the Log a Call action to view the action attributes.
  • Click + Add Filter under the Set Field Visibility section.
  • Select Advanced as the Filter Type.
  • Select Permissions > Custom Permission > Access_Exclusive_Cupcake_Order_Components as the Field [Note: This is the API name of the custom permission.
  • Leave the Operator as ‘Equal’ and ‘True’ as the Value.
  • Click Done to save the changes.
  • Complete the steps above for the Process Order, Complete Order, and Edit actions.
  • Save the changes to the Lightning record page.

Using User record to set component visibility
  1. Choose the component in the Lightning Home Page builder and select set component visibility from left panel.
  2. Click add filter –> Choose Field –> User –> Choose field required to filter (for Ex: Role)

Full Answer

How do I set component visibility for a contact?

Just click on the Advanced tab in the Component Visibility and navigate to that field on the contact: You can set it based on the: 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?

What do you use component visibility for?

I use Component Visibility to tell the user what they need to do to get the component they need to show up. Let me explain: I use to Component Visibility hide a component that has what the user needs, eg. a form or button, and use the opposite logic on a Rich Text Component to tell the user what they need to do to get the component to show up.

What is rich text component visibility in Salesforce?

Well, similar to the Alerts section above, the Rich Text Component is your new best friend. I use Component Visibility to tell the user what they need to do to get the component they need to show up.

How do I use component visibility in a screen flow element?

You can use component visibility in a Screen flow element. In the demo example, where a warning text was shown “If you selected ‘Phone’ as the Best Method of Contact, ensure the Phone field is not blank.”, the component visibility is set on the Display Text component.

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How do you set visibility in lightning component?

1:383:29Salesforce Lightning Component Visibility - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd record you can choose equal or not equal to. Or depending on the type of field. You will getMoreAnd record you can choose equal or not equal to. Or depending on the type of field. You will get different options such as contains or not equal to and then the value. Here what you can see is device.

How do I hide lightning components in Salesforce?

Hidden / Visible# You can hide an element but reserve the space on the page for when the element is made visible again. To hide the element, use the slds-hidden class. To make it visible again, use the slds-visible class. Note that .

How do I enable dynamic pages in Salesforce?

When can I get Salesforce Dynamic Forms? Dynamic Forms are available now! Simply go to the Lightning record page of a custom object and select the “Highlights Panel” or the “Record Detail” component, then you'll see the option to “Upgrade Now” and can choose between migrating an existing page or starting from scratch.

How do I enable lightning components in Salesforce?

In documentation is says: Enable Lightning components. To do so, from Setup, enter Lightning Components in the Quick Find box, select Lightning Components, and then select Enable Lightning Components.

How do you hide or display visibility of a lightning component?

0:508:09show or hide lightning components | salesforce lightning tutorial - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo basically I want to hide our show this lightning component based on some certain criteria rightMoreSo basically I want to hide our show this lightning component based on some certain criteria right so click on the settings here click on the edit. Page.

How do I hide a component in Salesforce?

Click the component you want to hide to open the properties panel. Scroll to the bottom of the panel and click Hide on Mobile.

What is difference between dynamic and page layout?

The more fields that you have on your page layout, the more that the Record Detail component becomes a monolithic block of fields that you can't customize. With Dynamic Forms, you can migrate the fields and sections from your page layout as individual components into the Lightning App Builder.

How do I hide sections in a page layout in Salesforce?

All you have to do now is find the field you'd like to hide and click, hold, and drag it up to the box of fields at the top of the page (so that you see the green ✅ appear), then release. And you're all set, the field is now hidden from the page layout!

What is dynamic action in Salesforce?

What are Dynamic Actions in Salesforce? Dynamic Actions enables you to create uncluttered, intuitive, and responsive pages that display only the actions your users need to see based on the criteria you specify.

Where we can display lightning components?

Answer: Lightning component can be displayed at following places:Lightning Experience.Salesforce1 App.Template-based Community.Standalone Lightning App.Visualforce Pages (Using Lightning out).

How do I add a component to a Salesforce page?

From the object management settings for the object whose page layout you want to edit, go to Page Layouts.Click Edit next to a page layout.Click Custom Console Components.Next to the sidebar in which you want to add your component, choose how to display and organize your components by Style .More items...

How many components are there in Salesforce?

Here you have three components. Salesforce Cloud: It is to bind server as well as client. Server side: Apex Controller manages server-side.

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