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Creating Lightning Record Pages
Updated over 6 months ago

Lightning record pages are an upgraded version of Page Layouts in Salesforce that can be used to control the appearance of fields on a record in Salesforce. Lightning record pages can override the standard page layout for users accessing Salesforce through the Lightning Experience or the Salesforce mobile app.

Creating Lightning Record Pages

  1. Create a record page for Lightning Experience in one of these ways.

    • From the Setup menu on a record page, select Edit Page.

      When you select Edit Page for the first time, Salesforce makes a copy of the standard page. This copy is what you edit in the Lightning App Builder. If a customized page exists and is active, selecting Edit Page opens that page to edit.

    • 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.

      To create an empty page, select a page template. To create a page pre-populated with standard components, clone the system default page.

    • 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.

  2. In the Lightning App Builder, add, edit, or remove components to change the page’s layout. Reorder components by dragging them around the canvas.

  3. In the page properties, give your customized page a unique, descriptive label. To get to the page properties, click Page from the breadcrumb icon at the top of the properties pane.

  4. Save your page.

  5. To make your customized record page available to your Lightning Experience and mobile users, you must activate it. You can activate the page from the Save dialog when you save it for the first time or later using the Activation button.

  6. Activating a page will allow you to choose who you would like to view this page layout.

    • ORG Wide Default

    • App Default

    • Record Type and Profile Default

For Visual Learners: How to Edit Salesforce Lightning Record Page

Lightning Record Pages, Dynamic Forms/Actions and Page Assignments

Want to learn more? Check out our article on Dynamic Forms

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