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.
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How to activate Salesforce Lightning?
Set the Default Interface to Lightning Experience
- From Setup in Lightning Experience, enter Lightning in the Quick Find box, then select Lightning Experience Transition Assistant. …
- Select the Roll Out phase.
- Click Launch Lightning Experience to expand the stage.
- Click Switch Users next to Make Lightning Experience the default interface. …
- Click the + button next to the users you want to switch.
What do you need to know about Salesforce Lightning?
Specifically, we think that:
- You should be comfortable reading and writing JavaScript. …
- It would be great if you know Apex. …
- If you’re coming to Lightning components from Visualforce, be sure to add the Apply Visualforce Skills to Lightning Components trail to your task list. …
How to enter data into Salesforce lightining?
Use the Data Import Wizard
- Start the wizard. From Setup, enter Data Import Wizard in the Quick Find box, then select Data Import Wizard. …
- Choose the data that you want to import. …
- Map your data fields to Salesforce data fields. …
- Review and start your import. …
- Check import status. …
How to get ready for Salesforce Lightning?
Get Ready to Troubleshoot
- Learning Objectives. Explain the benefits of working with unminified code. …
- Lightning Web Components Have Unique JavaScript Challenges. …
- Before You Begin. …
- Follow Along with Trail Together. …
- Set Up Your Troubleshooting Environment. …
- Open DevTools. …
- DevTools Menu. …
- Change the Location of DevTools. …
- Enable Custom Formatters. …
- Use Ignore List. …
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.
What is difference between lightning record page and page layout?
Page layouts and record types are used in conjunction with one another to customize the views of different types of users. While page layouts control what is shown on the page, record types are used to differentiate between different categories of users and segment user groups for object page customization.
How do you use Lightning record page?
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 are the types of lightning 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.
Can we deploy Lightning record page?
Currently you can add Lightning Record Pages to Outbound Change Sets under the Lightning Page option of the Component Type combo box. However, when uploading the change set, it doesn’t carry over the Org Default assignment or the App Default assignment.
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 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 record types in Salesforce?
“Record types let you offer different business processes, picklist values, and page layouts to different users. You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each.
How do I create a lightning page in Salesforce?
From Setup, Go to Quick Find / Search and enter App Builder then click Lightning App Builder.Click on New, will be redirected to ‘Create a new Lightning Page’ popup.Select ‘Home page’ and click on next.Enter the label name.Choose the page template or clone salesforce default page. … Click on Finish.More items…•
What is the difference between app page and home page?
App Page – you can create a page that appears when you select an App, e.g. Sales App or any custom app you have created. Think of it as a Home Page for each App. 2. Home Page – when a user first logs in, they land on their Home Page.
What are lifecycle hooks in LWC?
A lifecycle hook is a callback method triggered at a specific phase of a component instance’s lifecycle. Lightning web components have a lifecycle managed by the framework. The framework creates components, inserts them into the DOM, renders them, and removes them from the DOM.
How to create a record page 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. Click to create a Record Page, and then click Next.
What is Salesforce Lightning Experience?
Salesforce Lightning Experience comes with a slick user interface that is easy to navigate and even easier to use right from the beginning. Lightning is built entirely out of what Salesforce calls Lightning Components, which are miniature applications designed to help users accomplish tasks. Subsequently, it is quick and easy to create a custom lightning record page 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.
How to assign a page to a sales app?
Click the App, Record Type, and Profile tab. Click Assign to Apps, Record Types, and Profiles. 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.
Can you create a custom record page in Salesforce?
However, unlike the Home page, custom record pages are not only supported in Lightning Experience on desktop but also in the Salesforce mobile app.
Can you customize a Lightning record page?
Even cooler, you can customize a record page and assign it to specific Lightning apps to give your users access to a record page customized especially for the context of the app they’re working in. Just like the Home page, you can create a custom record page in different ways: Create it from scratch using a template, …
What is Lightning app builder?
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.
Is Lightning Experience the same as Lightning App Builder?
You can access it from both classic and Lightning Experience. It is available for available under Group , Professional , Enterprise , Performance , Unlimited, and Developer Editions. The Lightning App Builder supports the same browsers as Lightning Experience. It is not supported on mobile browsers.
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!
What is the difference between Lightning page layouts and standard page layouts?
Lightning page layouts are specific to Lightning Experience, while standard page layouts are more “classic” oriented, however, will display in LEX. You will find that Lightning page layouts do not support the same elements as the ones in classic page layouts, for example: Expanded lookups. Mobile cards. S-controls.
Can you use Lightning app builder in Salesforce?
However, the lightning app builder (s) pages can only be used in a Salesforce app or in Lightning Experience.
