Lightning Record Pages are a fundamental component of Salesforce's Lightning Experience, allowing administrators to create customized, dynamic page layouts for viewing and editing records. These pages are built using the Lightning App Builder, a powerful drag-and-drop interface that requires no cod…Lightning Record Pages are a fundamental component of Salesforce's Lightning Experience, allowing administrators to create customized, dynamic page layouts for viewing and editing records. These pages are built using the Lightning App Builder, a powerful drag-and-drop interface that requires no coding knowledge.
Lightning Record Pages consist of three main regions: Header, which displays the record's key information and action buttons; Highlights Panel, showing important fields at a glance; and the Body, where administrators can arrange various components in single or multiple columns.
Administrators can add standard components like Related Lists, Activities, Chatter, and Record Details to these pages. Additionally, custom Lightning components developed by your organization or installed from AppExchange can be incorporated to extend functionality.
One of the most powerful features is Dynamic Forms, which allows administrators to place individual fields and sections anywhere on the page, breaking free from the traditional page layout constraints. This enables more flexible and intuitive user interfaces tailored to specific business needs.
Visibility rules can be applied to components, making them appear or disappear based on criteria such as user profile, record type, field values, or device type. This conditional visibility ensures users see only relevant information, reducing clutter and improving productivity.
Lightning Record Pages can be assigned at multiple levels: org-wide as defaults, to specific apps, to particular record types, or to user profiles. This granular control allows different user groups to have optimized experiences based on their roles and responsibilities.
Administrators manage Lightning Record Pages through Object Manager, where they can access the Lightning Record Pages section for any object. From there, they can create new pages, clone existing ones, or modify assignments. The activation process includes choosing assignment scope and determining which combinations of apps, record types, and profiles will use each page configuration.
Lightning Record Pages: Complete Guide for Salesforce Administrator Exam
What are Lightning Record Pages?
Lightning Record Pages are custom page layouts built using the Lightning App Builder that control how record detail pages appear in Lightning Experience. They allow administrators to customize the user interface for specific objects, record types, and user profiles by arranging components on a flexible canvas.
Why are Lightning Record Pages Important?
Lightning Record Pages are essential because they:
• Enable administrators to create tailored user experiences for different teams and roles • Improve user productivity by displaying relevant information prominently • Allow addition of custom and standard components beyond traditional page layouts • Support dynamic forms and conditional visibility for fields and components • Provide flexibility to show different pages based on record type, profile, or app
How Lightning Record Pages Work
Lightning Record Pages operate through several key mechanisms:
Page Templates: You select a template that defines the overall structure (header, columns, regions) of your page. Common templates include Header and Three Columns, Header and Two Columns, and Header and One Column.
Components: Standard, custom, and AppExchange components are dragged onto the canvas. Common components include Record Detail, Related Lists, Chatter, Path, Highlights Panel, and Activities.
Activation: Pages must be activated to be visible to users. You can activate a page as the org default, for specific apps, for specific record types, or for combinations using form factors (desktop, phone).
Assignment Priority: When multiple activations exist, Salesforce follows this priority order: App and Record Type, then App, then Record Type, then Org Default.
Key Features to Understand
• Dynamic Forms: Allows placing individual fields on the page outside the Record Detail component, enabling field-level visibility rules • Dynamic Actions: Enables conditional display of actions based on criteria • Component Visibility: Set filters to show or hide components based on field values, device type, permissions, or other criteria • Related Lists - Single: Displays one related list with more customization options than the standard Related Lists component
Exam Tips: Answering Questions on Lightning Record Pages
Tip 1: Know the Activation Hierarchy Remember that app-specific and record type-specific assignments take precedence over org defaults. Questions often test whether you understand which page users will see when multiple activations exist.
Tip 2: Understand Component Limitations Dynamic Forms are not available for all objects. Standard objects like Tasks, Events, and Person Accounts have limitations. Know which features work where.
Tip 3: Distinguish Between Page Layouts and Lightning Record Pages Page Layouts control field arrangement and related lists in the Record Detail component. Lightning Record Pages control the overall page structure and which components appear. Both work together.
Tip 4: Remember Assignment Methods Lightning Record Pages can be assigned through Lightning App Builder activation or through Lightning apps in App Manager. Know both methods.
Tip 5: Know Required Components The Highlights Panel shows key fields at the top. The Record Detail component displays the page layout. Questions may ask which component to use for specific requirements.
Tip 6: Understand Form Factor Considerations Pages can be configured differently for desktop and phone. When a question mentions mobile users, consider phone-specific page assignments.
Tip 7: Watch for Keywords When questions mention customizing the look of a record page, adding components, or showing different information to different users on the same object, Lightning Record Pages are likely the answer.
Common Exam Scenarios
• A sales team needs to see different components than the service team on Account records - Use app-specific activation • Display a component only when a field meets certain criteria - Use component visibility rules • Add individual fields with conditional visibility - Use Dynamic Forms • Show a custom Lightning component on a record page - Add it through Lightning App Builder