In this Salesforce tutorial, we will discuss solving the issue where the Edit Button is not visible on Salesforce Lightning Page.
Generally, whenever we open a record page related to any object in Salesforce Lightning, an Edit button is available on the Salesforce Lightning Page. The role of this Edit button is to edit or modify the record details of an object.
However, in our case, this Edit button was not visible on the Salesforce Lightning Page. So, in this Salesforce tutorial, we will discuss how to solve this issue and make the Edit button visible in Salesforce Lightning.
- Issue: Edit Button not visible on Salesforce Lightning Page
- Solution of Edit Button not visible on Salesforce Lightning Page
Issue: Edit Button not visible on Salesforce Lightning Page
In Salesforce, the record page offers various options whenever we open a record related to any object. For example, the Delete button to delete that particular record, Sharing button to share the record within groups, users, etc.
In the same fashion, a record page in Salesforce also consists of an Edit button whose main role is to edit the record details. But, recently when I was working on the records of the Opportunity object, I was unable to find or access the Edit button on the Salesforce Lightning Page.
Now, this is a very common issue in Salesforce which usually occurs when we don’t add the Edit button to Lightning Page Layout.
So, to overcome this issue first we need to check if the Edit button exists in the Lightning Page Layout. And if the Edit button does not exist, then we will see how to add it in Salesforce.
Solution of Edit Button not visible on Salesforce Lightning Page
Step-1: First login to your Salesforce Lightning account by clicking on the gear icon (⚙️) and then clicking on the Setup option from the top pane. This will open the Home Setup page in Salesforce Lightning.
Step-2: Now, from the Home page, click on the Object Manager option. And from the list of objects, choose the required object and click on it to open it.
Here we are opening the Opportunity object from the object list. However, once we will click on the Opportunity object, it will open the detail page for Opportunity object.
Step-3: Once we land on the object details page, from the side menu, we need to click on the Page Layout option.
Step-4: From the Page Layouts list, select the required page layout. For our example, we selected the Opportunity Layout option which will open the Page Layout page for the Opportunity objects
Step-5: Now, from the Opportunity Layout action, scroll to the Mobile and Lightning Experience Actions tab and try to find the Edit button. If you are unable to find the Edit button in the Mobile and Lightning Experience Actions tab, follow the next step.
Step-6: Next, from the Opportunity Layout options, move to the Mobile & Lightning Actions section. And drag the Edit button from the Mobile & Lightning Actions section to Salesforce Mobile and Lightning Experience Actions tab.
Step-7: At last, click on the Save button to add the Edit button to the Page Layout of the Opportunity object in Salesforce Lightning.
Now, let us look at the Opportunity Object page for any of the records. And this time, we can find that the Edit button is visible once we click on the drop-down icon (⬇️).
Also, check the solution for related errors in Salesforce.
- New Task button not showing in Salesforce Lightning
- Delete button missing on Lead object in Salesforce
- Details tab missing from case layout in Salesforce Lightning
So, with the end of this Salesforce tutorial, we have understood how to solve issues related to the missing Edit Button from Salesforce Lightning Page. Moreover, to solve this issue in salesforce, we have covered a step-by-step.
Here is the set of topics that we have discussed in this tutorial.
- Issue: Edit Button not visible on Salesforce Lightning
- Solution of Edit Button not visible on Salesforce Lightning
I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.