In this Salesforce tutorial, we will learn to view the Record Page assignments through Record Page Layouts. In Salesforce, we assign or activate a Lighting Record Page to apps and profiles and whenever required we can view the Record Page assignments. In this assignment, we can check whether the record page is assigned to apps or profiles.
View Record Pages Assignments in Salesforce
To view Record Pages Assignments in Salesforce, we need to log in to the Salesforce account first and then follow the steps below.
Step 1- On the Setup page of Salesforce Lightning, click on the Object Manager tab as shown in the picture below.
Step 2- In the Object Manager, select the object with an existing custom record page. In this case, I have an existing custom record page in the object Campaign.
Step 3- Now in this step, go to the Details sidebar and there select the option Lightning Record Pages.
Step 4- In the Lightning Record pages click on the button View Page Assignments, which is on the upper right side of the screen.
Step 5- In this step, go to the section Look Up an Assignment and under the label, tag App click on Select an App, and from the dropdown select the application. In this case, I have selected the Sales Tech App.
Step 6- After selecting the app, go to the Profile tab and select the profile. I have selected the profile Analytics Cloud Security User and in the last click on Find Pagebutton.
As we click on Find Page, we will see the profile and app assigned to this lightning record page Campaign Record Page. Here the page displayed showed Campaign Record Page and if it shows System Default, in that case, this record page is not assigned to the application.
In this way, we can view the Assignments of Lightning Record Pages in Salesforce Lightning.
Conclusion
In this tutorial, we have learned to view or look up the Assignments of a Lightning Record Page.
You may like to read:
- How to Add Tabs on Lightning Record Pages in Salesforce
- How to Customize Record Page with page layout in Salesforce
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