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.