Doing this will ensure that your users have a consistent experience, regardless of which object they use. Enter all the details given below. Stay up to date on the latest in Salesforce - news, tips & career advice. Dev Careers. or export Salesforce records. Based on their job responsibilities, you should be able to identify which tabs are relevant to their needs and ensure they are easily visible. In Lightning App Builder, open your Case Record Page. Youve taken your first steps into a larger world. Im just on the point of starting the UI de-clutter and making home pages more relevant and useful, got loads of ideas in this article. Keeping your Lightning Record Pages simple and organized can help users navigate easily and get the necessary information. You can do this by creating Update Quick Actions for each Record Type, and then adding 5 Related Record components to the page, each using a different Quick Action for the fields, and then filter visibility for each component based on the Record Type. Perfect timing! In addition, a well-organized page can make it easier to add new fields and records in the future. Right now, everyone in the org who views an Energy Audit record sees the information from that default layout. (Or, if you're wanting to filter for the Record Type of the related record, navigate through the appropriate lookup relationship, and then to the Case Record Type and RT Name field). Salesforce has come avery long way with regards to the design of page layouts and record page customization. 1 month ago 9 . Its time to spread the awesomeness! 3. As an example, lets look at the default Quote Record Page below: Above all, as displayed in the previous example, Salesforce Lightning Experience provides a lot of great tools right out of the box to get any user up and running on their platform from day 1. To expand or collapse the task list, go to the View tab and click the Outline button. 3 months ago . Your email address will not be published. Keeping your Lightning Record Pages simple and organized can help users navigate easily and get the necessary information. 362 80 . Component Visibility its a game-changer! United Kingdom However, analyzing and understanding data can be challenging, especially for business users unfamiliar with Salesforce. This simple tip can help improve your organizations efficiency and ensure everyone can get the most out of Salesforce. 4. In some cases, components may only be relevant for specific users or scenarios. Tewkesbury Ganesh Maripudi - Salesforce Lightning Developer - Tyco Electronics The default Salesforce Lightning page layout creates one Details tab with all the fields associated with the page layout. Insert Field Value Reference Within Rich Text Component in Lightning Page Why? What you see when you log in to Salesforce for the first time is just the start. The Rich Text components in Salesforce are a powerful tool for admins to improve efficiency and productivity. Now that youre more familiar with page layouts and the page layout editor, you can start creating layouts that give your users just what they need. Therefore, it is essential to take the time upfront to design an intuitive Salesforce UI that will promote user adoption and ensure data quality.

Packers London Tickets 2022, How Many Hours Can A Retired Nc Teacher Work?, How Tall Is Kokichi Ouma, Articles H