![]() Now it is time to select a page template to use. On the next screen, give the page a name, select Quote as the object, and then click Next.ħ. Click to create a Record Page, and then click Next.Ħ. The Lightning App Builder opens with a Create new page wizard. In the left panel, click Lightning Record Pages.ĥ. While in Setup, navigate to the Object Manager tab then Click on the Quote object.ģ. ![]() In Salesforce, click the Setup icon (Gear) and click SetupĢ. Then we will activate the newly created page for our org. In the following example, we will first create a custom Quote Record Page, then add and customize standard components, as well as add our own exclusive CloudFirst Labs custom Agile Quote components to the page. The following is a quick rundown of the Lightning App Builder:Ĭreate a New Custom Lightning Record Page However, Salesforce also gives its users full flexibility to design a record page however you’d like to through a tool called the Lightning App Builder. ![]() – has its own unique record page provided by Salesforce, consisting of several standard lightning components, also provided by Salesforce.Īs an example, let’s look at the default Quote Record Page below:Ĭustomize Your Own Record Page with Lightning App BuilderĪbove all, as displayed in the previous example, Salesforce Lightning Experience provides a lot of great tools right out of the box to get any user up and running on their platform from day 1. By default, each object – Accounts, Contacts, Opportunities, etc. A Lightning Record Page is a collection of several components within a single web page. Subsequently, it is quick and easy to create a custom lightning record page in Salesforce. ![]() Lightning is built entirely out of what Salesforce calls Lightning Components, which are miniature applications designed to help users accomplish tasks. Salesforce Lightning Experience comes with a slick user interface that is easy to navigate and even easier to use right from the beginning.
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