As a Salesforce Admin, our Sales Manager requests the addition of a new field on the Account record page. As I open Account record, and click the gear icon to customize the page.
Usually, you expect to see the Edit Page option, which allows you to open the Lightning App Builder. But this time, the Edit Page option is missing. You try refreshing the page and even logging out and back in, but the option is still not there.
In this article, we will discuss how to resolve the issue where the edit page option is missing in Salesforce Lightning.
After trying multiple solutions, we found a few that helped address some of the common reasons for the issue. And in this tutorial, we will cover all these solutions step by step.
Edit Page Option Missing in Salesforce Lightning- Reasons
Before jumping to the solutions, let us discuss the common reasons why the Edit page option is missing in Salesforce Lightning.
In this section, we will discuss some of the common reasons why the Edit page option is 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 the Customize Application permission.
Therefore, if the user does not have the Customize Application permission, the Edit page option will not appear for that user.
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. However, if the user does not have proper access to the Lightning App Builder, they will not be granted 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 has several limitations on customization, including the inability to modify some pre-built Lightning pages or standard record pages.
When accessing the Edit Page option on any page in Salesforce Lightning, we must ensure that the pages are not restricted.
Solution: Edit Page Option Missing in Salesforce Lightning
Now that we have understood the reasons why the Edit page option is missing in Lightning, let’s move on to the solutions. Here, we will discuss the solutions related to each of the reasons we discussed earlier.
Solution 1: Check and Assign Required User Permissions in Salesforce Lightning
- First, log in to your Salesforce Lightning account. After this, open the Home Setup page by clicking the gear icon (⚙️) > Setup option from the top pane.
- On the Home Setup page, use the Quick Find search box to search for “Users.” Then click on the Profiles option given under the Users section.
- 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.
- On the Profile detail page, scroll down to the Administrative Permissions section. Also, 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
- Next, from the Home page, click on the Object Manager option. And under the Object Manager list, click on the Account object.
- After this, we will land on the object details page, and from the side menu, we need to click on the Page Layouts option.
- 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.
- 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.
Conclusion
In this Salesforce tutorial, we learned how to enable the Edit Page option when it is missing in Salesforce Lightning. Moreover, to overcome this issue, we have discussed multiple solutions.
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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.
