Record-specific actions (3) are in the pull-down menu next to each related record. Youre probably thinking: buttons, lists, record details? What you see when you log in to Salesforce for the first time is just the start. Shes going to assign it to her sales teams user profile so when they view Energy Audit records, theyll see the revised view of the fields and the new related list. Save everything, and users will only see the Related Record component corresponding to the correct Record Type when they look at the record page. Implementing this tip will help them feel confident and comfortable using Salesforce, leading to greater efficiency and productivity. To learn more, see our tips on writing great answers. Envisioning and playing a changemaker role in bringing optimization through people, process and technology. Find the Related Records Lightning Component and drag and drop that within the Addresses tab. About. Perfect timing! Have something to share? Properly implemented, this feature will help ensure that your users have the information they need when they need it, without clutter or distractions. As a Salesforce Admin, one of the best ways to empower your users is by leveraging the functionality in the Utility Bar. For now, lets take a quick tour of the page layout editor by adding and changing a basic field on a lead record. Its all handled by the Lightning App Builder. With Global Actions, users can efficiently multitask, creating new tasks or sending emails from any unrelated record in Salesforce. In Lightning App Builder, open your Case Record Page. This blog post will teach you the fundamentals you need to know about simplifying your Salesforce screens here are 19 ways to optimize your Salesforce UI today! Add the Path component to the region below the highlights panel. Then, under Set Component Visibility, click Add Filter, then Advanced for Filter Type. Create an Activity tab. When Lightning came out, I had a lot of resistance to switching, and It wasnt until Winter 18 that I got really excited about the potential of Lightning. The only think Ive noticed is that in the release notes it says there should be a Tablet option but I only ever see Phone and Desktop so there may be some other limitations Im not aware of. The following is a quick rundown of the Lightning App Builder: In the following example, we will first create a custom Quote Record Page, then add and customize standard components, as well as add our own exclusive CloudFirst Labs custom Agile Quote components to the page. Salesforce Lightning Experience comes with a slick user interface that is easy to navigate and even easier to use right from the beginning. Much appreciated. Salesforce: A Leader In Supporting The Military Community. New Salesforce Sales and Service Suites Largest Feature Bundles Yet! Congratulations, you just successfully used the Lightning App Builder to create and activate a custom Lightning Record Page! Doing this will ensure that your users have a consistent experience, regardless of which object they use. One of the best ways to streamline and optimize Salesforce for your business users is to gain a deep understanding of their needs and processes. You might seem dubious about this if youre new to Lightning I dont blame you. The Recent Items tab is now in the first position in the tabs component. Lastly, click the Save button to save the changes to the Page itself. , Click the Tab Style lookup icon to show the Tab Style Selector. You may be thinking, This is great, but what if I change my mind? Salesforce Custom Settings - The Ultimate Guide. Want to tell your story? At this point, we dont typically expect any business users to log in and modify the status. Why? For Data Type, select Text Area (Long), and click Next. . This step will help to identify areas where clutter on the screens is causing confusion and frustration. Equation alignment in aligned environment not working properly. An intuitive and simplistic UI will help maximize adoption and ensure your business users get the most out of the platform. Great post! Lets go check it out. Because the Lightning App Builder can't customize buttons, actions, and fields on pagesyet. Put the Developer Name (usually has underscores instead of spaces) in the Value of the filter, leaving Equal as the Operator: Add four more Related Components, each one under the last, so you end up with 5 stacked on top of each other. 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. You can make infinitely complex formulas that component visibility work from. It seemed odd to me that this would not be a standard configuration option within Salesforce Lightning App Builder, and even more odd that when I Googled the question, I was only met with this Salesforce Success Community Article and others like it with comments from vendors pitching their costly solutions to this problem on the AppExchange. Now that we have a plan of attack, lets navigate to a Contact record and access the setup of that object by clicking on the gear icon and selecting Edit Object. You can litter answers all throughout the system: on the home page, on record pages, for different profiles, or even down to a specific user who keeps forgetting the steps to log into their phone. This will display the Lightning App Builder Page. Lightning pages are a collection of Lightning components arranged in regions on the page. Stay up to date on the latest in Salesforce - news, tips & career advice. In the Object Manager find the Page Layouts in the menu. What data do they need access to do their jobs effectively. Is the Related Record also Case? How to select the fields that are visible on a Related Record component on a lightning page ? GL20 5NX. Customize the Fields in Your Record Details, Open Trailhead screen reader instructions, User Interface Elements for the Enhanced Page Layout Editor, Customize Search Layouts to Show Results Users Want. Im not sure about whether its only available for certain objects. I tried on pages for both standard and custom object and components of different types. Great job! In addition, a well-organized page can make it easier to add new fields and records in the future. Add a Related Record Component. You can customize a pages contents, such as the fields and buttons that appear on the page, by using a different tool called the page layout editor. Use the Lightning App Builder to add, remove, or reorder components on a record page to give users a customized view for each objects records. Are you on the Advanced tab as shown in the screenshot? This tab ensures that users have quick access to log calls, create new tasks, create new events and send emails. In the Make Available column header, deselect the checkbox. Salesforce Announces New WhatsApp Integrations, Salesforce Summer 23 Release Date + Preview Information, Salesforce Code Builder The Developer Productivity Tool, 30 Salesforce Admin Interview Questions & Answers, 6 Free Salesforce Career & Certification Courses for 2023. The Different Subscription Plans Offered By Salesforce. By leveraging the Path functionality, organizations can improve efficiency and effectiveness, leading to better results. You can use it to enforce data integrity by indicating that something is missing, or to traverse records for example, lets say youre on a case and you want to remind users that the associated contact is missing an email address. 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. Now it is time to select a page template to use. Step 2: Click on the New Action button located on the right-hand side of the screen. However, this can also be somewhat of a double-edged sword, as it can be easy to get carried away with creating custom objects and forgetting the importance of consistency. How To Sync Salesforce Address Field To Hubspot. A cluttered interface can frustrate users and lead to confusion about where to find the needed information. The Path feature is a powerful tool that can help increase an organizations visibility and transparency. Add another Rich Text component right below the first one. In the Components list, scroll down to the custom Lightning Components section. *but, still back this up with Validation Rules for data integrity. Implementing this tip will benefit your users so that they can quickly and easily find all of the related lists available to them. By hiding the rest, you can declutter the interface and make it easier and more user-friendly. As a result, In-App Guidance can help to reduce the learning curve for new users, making it easier for them to become proficient in using Salesforce. Learn what it takes to become a Salesforce Developer . Implementing this enhancement means that users always have the most up-to-date information at their fingertips, making it easier to stay on top of their work. This behavior applies to standard components, custom components, and components from AppExchange. Through this component, users with the appropriate permissions will also be able to review and merge duplicate records with a few simple clicks. Or maybe some third-party vendor gave you a custom component that works great, but only under specific circumstances? Salesforce: A Leader In Supporting The Military Community. Devin is a 15x Certified Salesforce Consulting Manager with Eide Bailly who loves biking with his family and is looking forward to season two of Firefly. On the next screen, give the page a name, select Quote as the object, and then click Next. Click on Buttons, Links, and Actions within the Contact Object Manager menu. Create an Update Records Action on the object you want to highlight key fields on. Find the Tabs Lighting Component on the left side of the screen. On record pages, the Related tab should always appear alongside the Details tab. Why do we use the dual-UI page layout editor tool to help customize page content in Lightning Experience? By incorporating training materials into the Salesforce screens, you can minimize the need for individualized one-on-one training requests and empower users to be self-sufficient in learning Salesforce at their own pace. The default Salesforce Lightning page layout creates one Details tab with all the fields associated with the page layout. Stack Exchange network consists of 181 Q&A communities including Stack Overflow, the largest, most trusted online community for developers to learn, share their knowledge, and build their careers. For example, a sales manager might benefit from seeing All Open Opportunities grouped by sales rep. A Customer Support Leader might want to see all cases created within the last 12 months, grouped by Case Type. Easy peasy. So, if youre looking for ways to improve your Salesforce implementation, make sure that Global Actions are appropriately configured and not overly cluttered for your business users. Then we will activate the newly created page for our org. Click on the New Action button and complete the fields to show the following: Step 6: Once the page editor is displayed, remove all the default fields and add the Phone, Mobile, Home Phone, and the Other Phone. You did it! Classic apps are created and managed in Salesforce Classic. The Different Subscription Plans Offered By Salesforce. Apex Lightning Web Components Salesforce Flow Developer Experience APIs and . My end users need different set of fields to be visible on a Related Record component of a Lightning Page for each record type on cases. Now that the Page has been created, we have a blank slate of 3 panels to add components to. 5. What's the Best Way to Learn Salesforce Flow? Yes the related record is also a case AND I want to keep one Lightning Page assigned to all five of the Case Record Types? This requires creating a visualforce page and/or lightning component. Adjust the menu on the right-hand side of the screen to the following: Step 12: Repeat these steps with the Phone tab. By taking advantage of this functionality, you can ensure that your users only see the information that is relevant to them, making Salesforce more user-friendly and efficient. Subsequently, it is quick and easy to create a custom lightning record page in Salesforce. Lets give it a shot. Well, similar to the Alerts section above, the Rich Text Component is your new best friend. For example, click Accounts if you want to create an account record. Add a Tabs component to the lower left region. has its own unique record page provided by Salesforce, consisting of several standard lightning components, also provided by Salesforce. Make the page the default object record page for specific Lightning apps. Identifying all of the clutter and irrelevant elements on each screen will result in a better user experience for everyone on the team, as they will only see the information they need on each screen. There was no way I was going to go back to my client and advise them to pay for an app to meet this small and simple requirement, so instead, we came up with a solution (that some may call a hack) that delivers this exact functionality. Well also make sure its assigned to both the desktop and phone form factors, so we can view it in both places. 3. A wide column in the lower left corner of your record pages provides maximum real estate for important data and features that users will need to access. Wherever possible we use referral links, which means if you click one of the links in this video or description and make a purchase we may receive a small commission or other compensation. Its of no use to us in Lightning Experience. 1 month ago 9 . By keeping duplicate records to a minimum, you can improve the accuracy of your data and make it easier for users to find the information they need. Click the Activation button in the top right corner of the screen. On cases there are 5 different case record types Ultimately, this will lead to better data quality and higher overall adoption rates. Thats why ensuring you apply the same layout structure for all pages on all standard and custom objects is essential.
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