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Creating Lightning Pages in Salesforce

 

🚀 Complete Tutorial: Creating Lightning Pages in Salesforce

🔹 1. What are Lightning Pages?

Lightning Pages are customized layouts in the Lightning App Builder where you can drag-and-drop components (standard, custom, or AppExchange) to design record pages, home pages, and app pages.

Think of it like page builder for Salesforce — no code needed, just drag-and-drop.

🔹 2. Types of Lightning Pages

  1. App Page → A one-page app with custom dashboards, lists, or reports.

  2. Home Page → Custom homepage for different profiles.

  3. Record Page → Customized layout for a specific object (e.g., Account, Contact, or a custom object).

🔹 3. Step-by-Step: Create a Lightning Page

Step 1: Open Lightning App Builder

  1. In Salesforce, click the ⚙️ Gear Icon (top right).

  2. Select Setup.

  3. In Quick Find, type App Builder.

  4. Click Lightning App Builder.

Step 2: Create a New Lightning Page

  1. Click New.

  2. Choose the page type:

    • App Page (dashboard-like view)

    • Home Page (custom home page)

    • Record Page (custom object page layout)

  3. Example: Select Record Page.

  4. Choose the object → e.g., Account.

  5. Enter a label: Account Custom Page.

Step 3: Select a Page Template

Salesforce gives layouts (1 region, 2 regions, header + sidebar, etc.).
Pick one → e.g., Header and Three Regions.

Step 4: Add Components

You’ll see a drag-and-drop builder:

  • Left Panel → Standard Components (Tabs, Related Lists, Report Charts, Path, Tabs, Visualforce, etc.).

  • Middle → Canvas Area.

  • Drag components to the page.

👉 Example:

  • Add Highlights Panel (shows key account info).

  • Add Related Lists.

  • Add a Report Chart to show account performance.

Step 5: Assign the Page

After designing:

  1. Click Save.

  2. Click Activate.

  3. Choose where to make it active:

    • Org Default → Applies to all users.

    • App Default → Only applies inside a specific app (e.g., Sales App).

    • App, Record Type, Profile → Assign based on conditions.

Step 6: Test the Page

  1. Go to App Launcher → open Sales App (or your custom app).

  2. Open an Account record.

  3. You should now see your new Lightning Page layout. 🎉

🔹 4. Example: Create a Home Page for Sales Users

  1. Go to App Builder → New → Home Page.

  2. Add Dashboard component.

  3. Add Recent Items.

  4. Add Report Chart (e.g., Opportunities by Stage).

  5. Save → Activate → Assign only to Sales Profile.

  6. When Sales Users log in, they’ll see this custom Home Page.

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