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Salesforce: How To Create & Customize Lightning Record Pages

Quick how-to for creating and customizing Salesforce lightning record pages. Basic step-by-step for those who have not created or configured these in Salesforce yet and also good as a refresher. Steps: 0:00 - Intro 0:04 - Step 1: Open the Settings page and navigate to the Lightning App Builder 0:16 - Step 2: Choose the object for which you want to create a record page 0:26 - Step 3: Click "Lightning Record Pages" tab, then click on the "New" button to create a new record page 0:40 - Step 4: Select the appropriate record page type based on the requirements (App Page, Home Page, or Record Page) 0:52 - Step 5: Use the Lightning App Builder to add, remove, or rearrange components on the record page layout 1:12 - Step 6: Adjust the properties of each component on the page, such as fields, related lists, visibility filters, and more 1:25 - Step 7: Preview and Save - Preview the record page to ensure it meets your expectations, then save your changes 1:35 - Step 8: Assign Record Page - Assign the newly created record page to the desired profiles or apps 1:57 - Step 9: Publish the changes to make the custom record page visible to users 2:10 - Step 10: Navigate to the front-end to see your changes in effect 2:14 - Conclusion: By following these key steps, you can easily create customized Salesforce record pages to enhance user interfaces and boost productivity 2:19 - Outro If you need help with Salesforce or want to contact us please visit our website: https://www.qsolinc.com Submit any questions at: [email protected] Contact by phone: (651)447-7561