Where do the Fields and Sections from a Page Layout Appear when you View a Lightning Record Page?
Are you also struggling to find Fields and Sections in your Salesforce Lightning Page Layout? We recently found that a few of our Titan friends needed some help and thought we might share the process here with you too. So let’s dive in!
Upskill at your Pace with Titan
A Page Layout in Salesforce Lightning creates the foundation of your user interface. With a Page Layout, you can control, customize, and select which objects and information you would like to display to Salesforce users. But before you get started, it’s important to understand Fields and Sections, as these two features are the key components in Salesforce Page Layouts. And that’s why you are here as well, right? To find out where they are in Lightning Experience.
Let us explain in more detail
So, Fields and Sections in a Lightning Page Layout have a host of advantages, including streamlining how you enter data into Salesforce and improving the experiences that your staff have when working with the interface. Generally, Page Layouts in Salesforce gives you the power to set up fields, related lists, and other components where you want on a record detail page. However, when you choose the Lightning Experience, the Fields and Sections are located in specific locations on a Record Detail page. Follow us below to see where they can be accessed and how they can be used.
Highlights Panel | Salesforce
The Salesforce Highlights Panel is a Section found at the top of the record page. Use this section to give users a few short bits of information that relates to the Record page and what they can expect to find on it. Most Salesforce users add essential information to the Salesforce Highlight Panel so that users can view it first to gain an understanding of the Record page quickly.
Record Detail | Salesforce
In a Salesforce new record page layout, the Record Detail is the primary section of your page. This is where most of the Fields on your Page Layout will appear in a tabular format. Your Fields can store URLs, images, or references to external resources and may also appear in numerous Sections depending on your Page Layout.
Just a note to set up the pane that displays images, resources, and definitions effectively with the page layout editor. (We discuss the page layout editor later in this article, so stick around if you want to know more).
Related Lists | Salesforce
Related lists are used to show records from associated objects. They tend to have a lookup connection with a record, and you can find your Related Lists for an object in an individual or separate Section on your Record page.
Activity and Chatter | Salesforce
Activity and Chatter are both Sections, and they are found below the Record Detail section. Use the Activity and Chatter sections to show information related to tasks, events, or chatter feeds related to the record.
Custom Components | Salesforce
Custom Components include an event table layout generator, Lightning Web Components, 3rd-party applications, Visualforce pages, and so much more. These custom components can be arranged anywhere you like on a Lightning Record Page. Custom Components are excellent at providing added functions that can help you interact in more ways with your record data.
Salesforce Page Layout Settings for Streamlined Data Displays
You can set up and customize your Lightning Record Page with Page Layout Settings in Salesforce to obtain the exact format that you need to display data. Every organization’s Lightning Record Page will be unique and different as they all have specific business needs. For this reason, Salesforce allows your administrators to design custom Page Layouts for Lightning Record Pages so that your staff can view and access data that is relevant to their workflow processes.
Before we leave you, we thought it was best to also add some other popular topics surrounding Page Layouts to this article for your perusal
How to Edit a Page layout in Salesforce Lightning
You can easily edit a Page layout in Salesforce Lightning.
Follow the steps below and let us know if they helped:
How to Add an Element to the Center Section of the Header to Display the Current Date
To add an element to the center section of the header to display just the current date is quite easy too.
Follow the below steps to implement the feature on your page. This functionality can totally enhance your home page layout in Salesforce.
It’s that simple! You will now notice that when you look at your object’s detail page, your current date is added to the center of your header section.
Please remember to also check documentation from Salesforce if you need help with any of these steps. Salesforce Lightning may have changed the layout editing process depending on when you read this article.
Why should you take the time to customize the Salesforce mobile app?
There are so many great reasons for customizing the Salesforce mobile app for your users. We have compiled a short list below for your benefit to see the value of customizing the Salesforce mobile app:
Tailor-made Salesforce Solutions from Titan
Thank you for reading our article discussing Fields, Sections, and Page Layouts on Salesforce Lightning Record Pages. We have other articles on Salesforce Dynamic Forms and overviews of forms for Salesforce. Check them out, and if you have any further questions, please feel free to contact us on one of our social media channels below. Titan is a powerful no-code digital experiences platform for Salesforce, and we have solutions for any use case!
We hope to see you soon
Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.