What is a Lightning Page?
Lightning Pages are a type of customizable user interface that are designed to provide a more intuitive and visually appealing way for users to interact with their data and perform tasks within Salesforce. They empower organizations to create tailored, efficient, and responsive experiences for their users, ultimately leading to improved productivity and user satisfaction.
Benefits of Utilizing Lightning Pages
Using Lightning Pages in Salesforce offers several key benefits compared to traditional page layouts:
Enhanced User Experience: Lightning Pages provide a modern and visually appealing interface, making it more engaging and intuitive for users. The user-friendly design encourages user adoption and productivity.
Customization: Lightning Pages offer greater flexibility in customizing the user interface. You can add, remove, or rearrange components to tailor the layout to specific user roles or business processes.
Responsive Design: Lightning Pages are designed to be responsive, meaning they adapt to different screen sizes and devices, including mobile devices. This ensures a consistent user experience across various platforms.
Dynamic Components: You can embed dynamic and interactive components like charts, reports, and custom Lightning components to provide real-time data insights and functionality within a single page.
Streamlined Workflow: Lightning Pages enable you to streamline workflows by presenting relevant information and actions in one place, reducing the need for users to navigate between multiple pages or tabs.
Version Control: You can save different versions of Lightning Pages, allowing you to experiment with layouts and configurations without affecting the live user experience.
How to Create a Lightning Record Page
Use the Lightning App Builder to add, remove, or reorder components on a record page to give users a customized view for each object’s records. Below are steps to create and edit pages:
Create a record page for Lightning Experience in one of these ways.
From the Setup menu on a record page, select Edit Page.
Create a page from the Lightning App Builder list page in Setup. Enter App Builder in the Quick Find box, then select Lightning App Builder, click New, and step through the page creation wizard.
Clone an existing custom Lightning page from its detail page or from the Lightning page list in Setup.
Click New Page from the Pages list inside the Lightning App Builder.
In the Lightning App Builder, add, edit, or remove components to change the page’s layout. Reorder components by dragging them around the canvas.
In the page properties, give your customized page a unique, descriptive label.
Save your page.
Activate the page from the Save dialog when you save it for the first time or later using the Activation button.
How to Assign Lightning Pages to Profiles and Apps:
You can change the default Lightning Page Assignment for other apps by following the below instructions:
Navigate to Setup
Navigate to Lightning App Builder
Click on Swantide Opportunity Page
Click Edit
Click Activation
Click App, Record Type, And Profiles
Select all the apps where this page layout should apply
Click Next
Click Next
Click Master
Select all Profiles where this change should apply
Review and Save