![]() Where those actions show up on the page depends on how you order them as well as the type of action. Once you click on the section, you’ll see a long list of actions that can be re-ordered or removed and up above in the page layout palette you can see all available actions. If you haven’t customized this section you’ll see a message letting you know that the actions are pre-defined but you can override those defaults. ![]() ![]() Buttons and actions in Lightning are controlled in a section called “Salesforce1 and Lightning Actions.” To change the buttons and actions that are available on your pages and their order, head to the page layout editor. Customize your buttons and actions, or leave them alone #Chatter not showing in lightning app builder code#There are even more components available on the AppExchange (though, you’ll need to deploy “mydomain” first), and you can code your own if you’re so inclined. You can even add flows and rich text areas to your pages, all right out of the box. You can also add components for filter lists, report charts, or custom Visualforce pages. You’ll want to keep the main components pretty consistent across different record pages (users probably wouldn’t like it if the activity component was on the left side of the page for some records and the right for other records) but you should remove components your users don’t need and think about how you can bring relevant information front and center. Then you can assign different record pages to different apps, record types, and profiles. You can add, edit, remove, and reorder components for each type of record in your organization. You can choose a default for users to land on the related list tab, the record details tab, or any other tabs you have added, by selecting that tab as the default here. Here, we also have a smaller tab component for Chatter and Activities. You’ll see the highlights panel that we customized earlier at the top of the page but the bulk of the real estate on most record pages is taken up by a tab component for record details and related lists. 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. Customizing Salesforce’s Lightning Experience is more complex than just changing page layouts, but it’s also more powerful. ![]()
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