In the example above, we’re looking at an Account page. You can choose from different pre-built page templates for your record pages. Record pages can use different templates that have sections for sidebars and a main content area. Out of the box, your record pages will have similar components, but the layout of those components might be different. There are three types of Lightning Pages: App pages, Record pages, and Home pages. Lightning pages are made up of Lightning Components and they allow you to do a lot more than just move fields around. Changing page layouts in Lightning is where you will add, remove, and re-order fields but the majority of your customization will happen via the Lightning App Builder. In fact, if you’re on a record page and try to use the setup cog to edit the page layout, you’ll be taken to a whole new screen: the Lighting App Builder. When to edit a Lightning page and when to edit a page layout is one of the first things to sort out when customizing your user experience in Lightning. Understand the difference between page layouts and Lightning pages

If you’re looking at an opportunity on a mobile device, would a link to the primary contact be more useful than the opportunity owner? If so, add it to the list, and move it up to one of the first four fields. Gain an understanding of what “at-a-glance” information is most helpful to your users. You can create and assign different compact layouts to different record types. To customize a compact layout, go to the object manager in the setup menu, choose the object you want to edit, and find the compact layouts section. They also pop up when you hover over a link.Ĭompact layouts will display the first five fields you assign when looking at Salesforce on your desktop, and the first four when you’re on a mobile device.

In Lightning, compact layouts appear at the top of the page when you’re looking at record in the Highlights Panel. Control the first fields users see with compact layoutsĪ compact layout gives users a few key pieces of information about a record. Here are five tips to help you customize the new user interface.

All content provided on this blog is for informational purposes only.Customizing Salesforce’s Lightning Experience is more complex than just changing page layouts, but it’s also more powerful. All views expressed are mine and mine alone. The Audit9 Blog provides content for Architects, Developers and ISVs with a technical interest in the Salesforce cloud platform and Salesforce Marketing Cloud.īlog authored by Mark Cane, Salesforce Certified Technical Architect, Certified Scrum Professional and former Principal Consultant.

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