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Mastering Salesforce CRM Administration

You're reading from   Mastering Salesforce CRM Administration An Advanced Administration Certification Handbook

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Product type Paperback
Published in Mar 2017
Publisher
ISBN-13 9781786463180
Length 412 pages
Edition 1st Edition
Concepts
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Author (1):
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Rakesh Gupta Rakesh Gupta
Author Profile Icon Rakesh Gupta
Rakesh Gupta
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Toc

Table of Contents (13) Chapters Close

Preface 1. A Deep Dive into the Salesforce Lightning Experience FREE CHAPTER 2. Security Settings in Salesforce 3. Territory Management 4. Extending Salesforce with Custom Objects and Applications 5. Getting More Value from Sales Cloud 6. Increasing Service Agent Productivity by Using Service Cloud 7. Optimizing Business Processes with Visual Workflow and Approval Processes 8. Automating Complex Business Processes 9. Analyzing Productivity with Reports and Dashboards 10. E-mail and Mobile Administration 11. Different Ways of Deploying an Application between Environments 12. Basics of Apex and Visualforce Page

Creating Lightning record pages


Now you can give your users a customized view for each object's records, using the Lightning App Builder. The Lightning App Builder allows you to add, remove, or reorder components on a Lightning record page. To create Lightning record pages for a registration object, follow these steps:

  1. Click on Setup (gear icon) | Setup | PLATFORM TOOLS | Objects and Fields | Object Manager.

  2. To find the registration object, enter the first few characters of its label or name in the find in page box.

  3. The next step is to navigate to the Lightning Record Pages section and click on the New button:

    It will redirect you to a new page where you have to select the Lightning page type. For the current business scenario, select Record Page, as shown in the following screenshot:

    Once you are done, click on Next.

  4. The next step is to select a page template. For the current business scenario, select the Header and Two Columns template, as shown in the following screenshot:

    Once you are...

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