Slaesforce FAQ

what is record page in salesforce

by Destinee Block Published 2 years ago Updated 2 years ago
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Full Answer

What is a a record in Salesforce?

A record in Salesforce is a record like in any database. So an Account Record is the record that has the info about a company, a Contact record is a person, an Opportunity is a deal or transaction etc. Signing up for Salesforce allows you to offer different business processes, picklist values, and layouts to different users.

Can I create custom Record pages in Salesforce lightning experience?

However, unlike the Home page, custom record pages are not only supported in Lightning Experience on desktop but also in the Salesforce mobile app. We’re going to create a record page using a template, then check out how it looks on a desktop and on a phone.

How do I activate a page in Salesforce?

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. The New Page column is populated with the name of the page we’re activating: New Opportunity Page.

What is a page layout in Salesforce 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. The "Related" tab contains related lists which are defined in the page layout.

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What are record pages in Salesforce?

A Lightning Record Page is a collection of several components within a single web page. By default, each object – Accounts, Contacts, Opportunities, etc. – has its own unique record page provided by Salesforce, consisting of several standard lightning components, also provided by Salesforce.

What are types of record pages in Salesforce?

We have mainly three kind of pages in Lightning leaving community pages for now in Lightning App Experience.Home Page.Record Page.App Page.

What is the use of lightning record page in Salesforce?

A Lightning page is a custom layout that lets you design pages for use in the Salesforce mobile app or Lightning Experience. Lightning pages occupy a middle ground between page layouts and Visualforce pages. Like a page layout, Lightning pages allow you to add custom items to a page.

How do I create a record 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 Record Page and start stepping through the wizard.Name your page New Opportunity Page , and select Opportunity. ... Choose the Header, Subheader, Right Sidebar template, and click Finish.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 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.

How many types of lightning pages are there?

Lightning Page Type The four options are App Page, Home Page, Record Page, and Embedded Service Page.

What is homepage in Salesforce?

The home page is what your users see first after logging in. This page can be customized to highlight information specific to the user. Easy access to pertinent information = increased efficiency. We customize the home page through the use of the Lightning App Builder.

What is a Visualforce page in Salesforce?

A Visualforce page is similar to a standard Web page, but includes powerful features to access, display, and update your organization's data. Pages can be referenced and invoked via a unique URL, just as they would be on a traditional web server. Visualforce uses a tag-based markup language that's similar to HTML.

Where is the record page in Salesforce?

0:4812:47Lightning Record Pages - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo when you click on lightening record pages on the object manager. You will see here. Let's clickMoreSo when you click on lightening record pages on the object manager. You will see here. Let's click on the view page assignments. And see what that means. So this will actually show you how. This how

What is flexiPage in Salesforce?

In Salesforce Lightning component the flexiPage Represents the metadata associated with a Lightning page. A Lightning page represents a customizable screen made up of regions containing Lightning components. A Lightning page region can contain upto 25 components.

What are flows in Salesforce?

A flow is the part of Salesforce Flow that collects data and performs actions in your Salesforce org or an external system. Salesforce Flow provides two types of flows: screen flows and autolaunched flows. To automate a business process that collects data from people, use a screen flow.

What is Lightning Record Page?

What is the Lightning Record Page? Lightning Record Page is not the same as Page Layout, it is more than the Classic Page Layout. 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. The "Related" tab contains related lists which are ...

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 record type in Salesforce?

Record types in Salesforce allow you to have different business processes, picklist values, and page layouts to different users based on profile. You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each.

What is page layout?

Page layouts control the layout and organization of buttons, fields, Visualforce, custom links, and related lists on object record pages. They also help determine which fields are visible, read only, and required. Use page layouts to customize the content of record pages for your users.

How to create a new page layout in Lightning?

From Setup, click Object Manager and select Account. Click on Page Layouts, click New, Drag and drop components (fields, buttons) to the layout and save page layout.

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