Sticking with the Standard Components, simply drop a Tabs component in the Right Panel. The Enhanced Page Layout Editor is the go-to place for customizing a Lightning Experience record pages fields and related lists. Click a tab style to select the color scheme and icon for the custom tab. Scroll down to the Related Lists section. Salesforce: How To Edit Fields In Search Results. Trailhead. On the next screen, give the page a name, select Quote as the object, and then click Next. Hover over the Mobile field, then click the wrench icon. . Envisioning and playing a changemaker role in bringing optimization through people, process and technology. Lightning apps are created and managed in Lightning Experience. 2. 1 month ago 9 . As a result, its essential to audit the user interface and review business processes periodically. By hiding the rest, you can declutter the interface and make it easier and more user-friendly. While in Setup, navigate to the Object Manager tab then Click on the Quote object. Keep reading to find out how to do it. Set the Quick Action and Component Visibility for each of the Record Types. Go to System Settings > Objects and Fields. Lastly, click the Save button to save the changes to the Page itself. How To Add Custom Links To Record Pages In Salesforce Lightning - The Nina Example App. From the page level actions in the Highlights panel, select, Change the opportunitys amount to be over $1,000,000, change the stage to Closed Won, then click. Lets get started. Dev Careers. Easy peasy. Is the Related Record also Case? By understanding the business processes of your users, you can identify which external resources, key reminders, or reference materials they need most. In some cases, components may only be relevant for specific users or scenarios. Salesforce: How To Edit Fields In Search Results. In addition, by keeping the compact layouts focused on the essential information, you can help prevent data overload and ensure that users can find what they need quickly and easily.
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