The sales team in our Salesforce org required a record page that contained all necessary information and actions in one place, improving their efficiency in managing sales opportunities. As a system admin, I created that custom Lightning record page for the Opportunity object according to the sales team’s requirements.
In this Salesforce tutorial, I will explain how to Create a Custom Lightning Record Page. Since this feature is not available in the Salesforce Classic edition, we can create a record page only in the Salesforce Lightning version.
We will also cover the two different techniques for creating a custom Record page in Salesforce Lightning.
Record Page in Salesforce
In Salesforce, a Lightning Record Page is a collection of several components within a single web page. Salesforce Accounts, Contacts, Opportunities, etc. has its own unique record page provided by Salesforce, consisting of several standard lightning components, also provided by Salesforce. We can also create a custom record page according to our requirements with the help of standard components.
Create a Custom Lightning Record Page in Salesforce Lightning
To Create a Custom Lightning Record Page in Salesforce Lightning, log in to your Salesforce account and follow the below steps.
1. On Salesforce Lightning’s setup page, go to the Quick Find then search and select Lightning app builder.
2. In the Lightning App Builder setup window, click on the New button.
3. After clicking the New button, we will select the Record Page option in the next window and then click the Save button.
4. Under the Label tag, enter the name of the custom record page, select the Object for which you are creating the record page, and click Next.