How to I edit the layout for a Related Record in a Lightning page?
- a.) From Setup, enter Object Manager in the Quick Find box, then click Object Manager.
- b.) Enter your Object in the Object Manager search box.
- c.) Click your Object to open the record and then click Page Layouts. Follow below link for more information. Mark as a best answer, if it solves your …
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How do I change the lead page layout in Salesforce?
First, we need to find and open the lead page layout. From Setup, click Object Manager. Click Lead to open the object and then click Page Layouts. Click Lead Layout. Now that we’ve opened the lead page layout, let’s make an update.
How do I create a page template in Salesforce Lightning app builder?
Click the gear icon and select Service Setup. Enter Lightning App in the Quick Find box, and select Lightning App Builder. Click New, then select Record Page. Click Next and fill in the details. Click Next. Under Choose Page Template, select Pinned Header and click Finish. Next, add some components.
How do I customize a page in Lightning?
You can customize the structure of the page and the position of its components with the Lightning App Builder (learn more in the Lightning App Builder module right here on Trailhead). You can customize a page’s contents, such as the fields and buttons that appear on the page, by using a different tool called the page layout editor.
What is the enhanced page layout editor in lightning experience?
The Enhanced Page Layout Editor is the go-to place for customizing a Lightning Experience record page’s fields and related lists. It’s called “enhanced” because there’s an earlier version of it. We’ll just refer to it as the page layout editor here.
How do I change the layout page in Salesforce lightning?
Edit Page Layouts ManuallyLog into Salesforce and click the Setup button.On the left menu, click Objects and Fields and select Object Manager.Click one of the following: Account, Opportunity, Product, Work Order or Asset.Click Page Layouts in the left menu.Click the respective Page Layout.More items…•
How do I customize page layout in Salesforce?
Navigate to >> setup >> Object Manager >> select the object >> Page layout. Click on Edit button. Customize the fields in Record pages: Drag and drop required fields to the layout, as shown in the below picture.
How do I update page layout in Salesforce?
1:318:38How to create and edit page layouts in Salesforce | (On viewer’s request)YouTubeStart of suggested clipEnd of suggested clipSection that we are getting on the left hand side and wanna click on the page layout that we want toMoreSection that we are getting on the left hand side and wanna click on the page layout that we want to edit. So there are five page layouts in here I want to edit the account layout. Now here is the
How do you customize layout in lightning?
To change the related list type, customize the Related List–Single component or the Related Lists component in the Lightning App Builder. Report charts that you add to a page layout appear under the Details tab in Lightning Experience.
When you modify page layout you can?
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.
How do I add a section to a page layout in Salesforce lightning?
Standard or Custom Objects in Lightning ExperienceClick the gear icon | Setup.Click Object Manager.Select the object.Click Page Layouts and click Edit on the dropdown of the desired page layout.Select Fields in the palette.Find Section in the first column, then drag and drop it on the page layout.More items…
How do I edit Lightning record page?
Customize the Lightning Record PageFrom the Admissions Connect app, go to a record page. Click. … From Setup, in Object Manager, click the object name for the page you want to edit. … From Setup, go to the Lightning App Builder page, then click Edit next to the page name.
What is a palette in a page?
The palette contains the basic elements—such as fields, actions, buttons, links, and related lists—that you can add and arrange on your page. You can think of the upper part as the buffet table and the lower part as the plate of food you’re assembling. Here’s the page layout editor for a lead.
Why does Maria want to create an Energy Audit page layout?
Maria wants to create an Energy Audit page layout just for her sales team so they can have the necessary field and related list information at their fingertips when they view the Energy Audit records.
Why is it called enhanced?
It’s called “enhanced” because there’s an earlier version of it. We’ll just refer to it as the page layout editor here. The page layout editor has two basic parts: a palette on the upper portion of the screen (1) and the record’s page layout on the lower portion of the screen (2).
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.
