How to Edit Salesforce Lightning Record Pages

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  • เผยแพร่เมื่อ 8 ก.ย. 2024
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    Learn how to edit Salesforce Lightning record pages in this intro to the Lightning App Builder.
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ความคิดเห็น • 8

  • @swifstart_7777
    @swifstart_7777 ปีที่แล้ว +1

    Great video ! I learned so much

    • @Rotive
      @Rotive  ปีที่แล้ว

      Glad it was helpful! We appreciate the comment

  • @Hatsonline
    @Hatsonline ปีที่แล้ว +1

    Can you customise the colours for each accordian section/bucket section? I want to separate the fields based on the role of the person updating the data. eg Sales staff fill in the blue section, Production Staff - fill in the green section. I don't need restrictions on access as every role can change whatever is needed... these are just a guide for staff so it isn't so confusing with a heap of fields. TIA :)

    • @Rotive
      @Rotive  ปีที่แล้ว

      I like that idea, but there is no way that I'm aware of to customize the look of that standard accordion. You may be able to find a custom lightning component that lets you do this.

  • @benmauriceprecious9304
    @benmauriceprecious9304 ปีที่แล้ว +1

    Thank you for this. I'm just wondering if we can remove the fields from the "edit Lightning record pages" or would we have to do that in the page layout?

    • @Rotive
      @Rotive  ปีที่แล้ว

      Good question. It depends how the fields got there. The default configuration has the Details component on the lightning page. You can only edit that from the page layout.
      However, if you added the fields individually from the Lightning Record Page using the dynamic forms feature, you can remove them there too.

  • @saifullah1334
    @saifullah1334 2 ปีที่แล้ว

    I dont see the edit page option, any suggestions?

    • @Rotive
      @Rotive  2 ปีที่แล้ว

      Hey Saif, It's most likely a profile limitation. System Administrators and other profiles with the right permissions can edit lightning record pages. Click on your picture in the upper right. Then click on Settings and go to Advanced User Details. You can see your profile there. You may need another Admin to give you the appropriate permissions or upgrade your profile.