In this Salesforce tutorial, we will discuss how to resolve the issue where edit page option missing in Salesforce Lightning.
Recently, I was working on the Accounts object records using Salesforce Lightning. And when trying to access or use the Edit Page option, the Edit Page option was missing.
So, after trying multiple solutions, we came across a few solutions that helped solve some of the common reasons for the issue. And in this tutorial, we will cover all these solutions step by step.
However, before jumping to the solutions, let us discuss the common reasons why the Edit page option missing in Salesforce Lightning.
Edit page option missing in Salesforce Lightning- Reasons
In this section, we will undergo some of the common reasons why the Edit page option missing in Salesforce Lightning.
Reason-1: Lack of user permissions
The Edit page option in Salesforce is utilized to modify the Lightning page in Salesforce Lightning. However, for this task, we need proper permission to edit the page. Generally, in Salesforce Lightning, we require to Customize Application permission.
So, if the user does not have the Customize Application permission, for that user, the Edit page option will not appear.
Reason-2: Incorrect Page Type
In Salesforce Lightning, the Edit Page option is available for community and standard record pages. However, we try to access this option for some other sort of page, the Edit Page option will not appear.
Reason-3: Lack of Lightning App Builder Access
Usually, whenever we click on the Edit Page option, it opens the Lightning App Builder page which is utilized to modify the page layout. But, if the user does not have proper access to the Lightning App Builder, it will not give access to the Edit Page option.
As a result, the Edit Page option will not be visible in that case.
Reason-4: Customization Restrictions
Salesforce Lightning includes several limitations on customization, such as the inability to change some pre-built Lightning pages or regular record pages.
So, while accessing the Edit Page option on any page in Salesforce Lightning, we need to ensure that the pages are not restricted.
Read: Details tab missing from case layout in Salesforce Lightning
Edit page option missing in Salesforce Lightning- Solutions
Now that we have understood the reasons why the Edit page option missing in Lightning, let us jump to the solutions. So, here we will discuss the solutions related to each of the reasons that we discussed earlier.
Solution-1: Check and assign required user permissions in Salesforce Lightning
Step-1: First login to your Salesforce Lightning account. After this, open the Home Setup page by clicking the gear icon (⚙️) > Setup option from the top pane.
Step-2: On the Home Setup page, use the Quick Find search box and search for Users. Then click on the Profiles option given under the Users section.
Step-3: Once we click the Profiles option, it will open a Profile Setup page. On this page, click on the Edit link given corresponding to the required profile. This will open the Profile detail page in Salesforce Lightning.
Step-4: On the Profile detail page, scroll down to the Administrative Permissions section. And check if Customize Application is enabled or not. If this permission is not enabled, enable it and click on the Save button.
With this, we have successfully enabled the Customize Application option in Salesforce Lightning.
Solution-2: Check and verify the Page type in Salesforce Lightning
- Once you log in to your Salesforce account, navigate to the required page that you want to edit in Salesforce Lightning.
- For example, if we want to edit the record page of the Account object, we will navigate to App Launcher > Accounts > select a required record from the List View.
- On the record page, click on the gear icon (⚙️) and then click on the Edit Page option.
- However, if we want to edit a Lightning Home Page, first, navigate to the home page. Then click on the pencil icon (🖋️) given in the top-right corner of the page to edit the page.
Solution-3: Check and verify the Page Layout Assignment in Salesforce Lightning
1: Next, from the Home page, click on the Object Manager option. And under the Object Manager list, click on the Account object.
2: After this, we will land on the object details page, and from the side menu, we need to click on the Page Layouts option.
3: Once we click on the Page Layouts option, it will open a page containing different page layouts. On this page, click on the Page Layout Assignment option.
4: Next, make sure that the required profile is assigned to the relevant Page Layout. For example, in our case, the Profile is System Administrator and its page assignment is Account Layout.
You may also like to read the following Salesforce tutorials.
- Convert button on lead not visible in Salesforce Lightning
- Merge case button not showing in Salesforce
So, in this Salesforce tutorial, we understood how to enable the Edit Page option when the Edit page option missing in Salesforce Lightning. Moreover, to overcome this issue, we have discussed multiple solutions.
Here is the list of solutions that we discussed.
- How to check required user permissions in Salesforce Lightning
- How to check and verify the Page type in Salesforce Lightning
- How to check and verify the Page Layout Assignment in 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.