How to Add Fields to Page Layout in Salesforce Lightning?
There are so many benefits to adding fields to a page layout in Salesforce Lightning, such as improving your colleagues’ user experience within the customer relationship management (CRM) platform or providing faster data entry options. We must also not forget that with a clean page layout design in Salesforce Lightning, you can also enjoy the benefit of a well-organized view of only data that is relevant to your specific role.
For these reasons, it’s important to know more about page layouts in Salesforce Lightning. Join us in the article below as we explore how to add fields in Salesforce and other exciting topics surrounding fields, page layouts, and sections.
What is Page Layout in Salesforce Lightning?
Before we start adding fields to a page layout in Salesforce Lightning, we need to understand what a page layout is, right? Well, we got you covered!
The term “page layout” is used to discuss how and where the fields, related lists, and components display on your record detail page in Salesforce Lightning. A page layout lets your Salesforce administrators decide exactly where they would like to display information for users who can view and edit the record detail page.
Use page layouts to personalize your Salesforce Lightning user interface in a way that allows you to work in a streamlined and efficient manner. As you can imagine, all business requirements are different. Therefore all page layouts in Salesforce are unique and will match the data display requirements of the business that it belongs to.
How to Add a Field in Salesforce Lightning?
Now that we know what page layouts are in Salesforce Lightning and why they are so helpful for data management, let us move on to our prime question, how do we add a field in Salesforce Lightning?
Let’s get started! Log in to your Salesforce Lightning account and follow our simple steps below:
It’s that simple Congratulations on adding a field to your Salesforce Lightning layout. Your field should now be able to enter and report on data.
What is the Difference between a Salesforce Page Layout and a Lightning Page Layout?
It’s great to know how to add fields to a Salesforce page layout in Lightning, but what if you don’t have it? Are you part of the community that is using Salesforce page layouts? Would you like to know more about what a Salesforce Lightning page layout can offer?
Then keep reading. We are going to quickly summarize the differences between these two types of Salesforce page layouts.
Salesforce Page Layouts
You can find Salesforce page layouts in the Salesforce Classic edition. This edition contains the older Salesforce user interface, and in this version, page layouts can be used to organize and display your fields, related lists, and buttons in a well-structured format of your choice on a standard record detail page. In this edition, page layouts focus on objects in Salesforce, such as Accounts, Contacts, Leads, or Opportunities. Salesforce administrators can decide how to present data to specific users with page layouts which is useful for making sure the right people have the right access to view and edit data.
Lightning Page Layouts
You can find Lightning pages in Salesforce Lightning Experience. This edition is newer than Salesforce Classic and has a much more modern user interface. Salesforce Lightning Experience also includes upgraded features that make the interface more flexible for users, especially when it comes to page layouts.
With a new product, you also get new names to learn. So in this edition, start getting used to calling page layouts Lightning Record Pages.
Lightning Record Pages are robust and let you create engaging interfaces that include the arrangement and management of components which include charts, paths, custom Lightning, and third-party components. Just a side note, if you are looking for third-party components for your Lightning-layout, you can get them directly from the AppExchange store.
Where do the Fields and Sections from a Page Layout Appear when you view a Lightning Record Page?
This is a question that pops up a lot around Lightning Page Layouts, so we thought we would share it with you too.
Simply put, you can find your fields and sections in your Details tab on your Lightning Record Page. The Lightning Details tab contains the core information about a record, so it is important to know where it is located.
One last thing to note about Lightning Page Layouts is that the greatest benefit of the Lightning Record Pages is that they are responsive. This means that your data can be viewed on multiple devices like desktops, tablets, and smartphones when you choose Salesforce Lightning Experience.
Diving into Field Sets | Salesforce Lightning Feature
Moving on to another powerful tool in Salesforce Lightning that can enhance your page layouts! You get the Field Sets feature now, which helps you to group fields together so that you can present them using a Visualforce page. You could also add your grouped fields in a Lightning Component. It’s interesting to note that with this feature, you do not have to specify each field in your set.
The Field Sets feature is a great customization option to help you create Salesforce dynamic forms, pages, and components. The feature is also quite simple, with the added benefit that Salesforce administrators or developers could use it and not edit any pre-existing code in their projects.
How do I add fields to Lightning page layout?
You can add fields to a Lightning page layout from the Object Manager. Select your object and then choose your page layout. Go ahead and edit the page layout and drag your field to your record section. Save!
How do I customize page layout in Salesforce?
Customize your page layout by navigating to your personal settings and searching for Customize My Pages or Display in the Quick Find box. When it pops up, select either Customize My Pages or Change My Display.
How to add a record type field to a page layout in Salesforce?
You can add a record type field to your page layout with the Object Manager. Select Knowledge in Object Manager and then click on Record Types. You will now be able to click on New and have the option to pick an existing record type or use a template. All you have to do now is to give your record type a label and a description. Simply click on Active to add the record type field to your page layout!
Tailor-Made Solutions with Titan and Salesforce
Thank you for taking the time to read our article on fields in Salesforce. We hope you found it relevant, interesting and helps you in creating more streamlined page layouts.
If you would like to know how Titan can help you extend your Salesforce dynamic forms or digital experiences, please feel free to contact us on one of our social media channels below.
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