Customizing Your Own Record Page with Lightning App Builder

The Lightning App Builder in Salesforce provides users with a powerful tool to design their own record pages, giving them full flexibility to create a page that meets their specific needs. This article will walk you through the process of creating a custom Quote Record Page and customizing it with standard components as well as exclusive CloudFirst Labs custom Agile Quote components.

Getting Started

To start building your custom record page, navigate to Setup in Salesforce and click on the Object Manager tab. From here, select the Quote object and then click on Lightning Record Pages. This will open the Lightning App Builder, where you can create a new custom lightning record page.

The first step is to create a new custom lightning record page. Click on 'Create New Page' and follow the wizard prompts to set up your page.

Components in a Lightning Record Page

A Lightning Record Page is made up of several components, which are miniature applications designed to help users accomplish tasks. These components can be added to your record page to provide additional functionality and customization options. For example, standard components provided by Salesforce include the Account Summary, Contact Information, and Opportunity Timeline.

Customizing Your Record Page

Once you have created your custom lightning record page, it's quick and easy to customize it with your own exclusive components. In this example, we will add some CloudFirst Labs custom Agile Quote components to our page. These components provide additional functionality for managing quotes in Salesforce.

To add a component to your page, simply drag and drop the component from the left-hand panel onto your page. You can then customize the component's settings and layout to suit your needs.

Activating Your Record Page

Once you have customized your record page, it's time to activate it for your org. To do this, navigate back to Setup in Salesforce and click on the 'Activate' button next to your custom lightning record page.

With these simple steps, you can create a custom Quote Record Page that meets your specific needs and provides additional functionality for managing quotes in Salesforce.

The Lightning App Builder in Salesforce is a powerful tool that provides users with full flexibility to design their own record pages. By using standard components provided by Salesforce as well as exclusive custom components, you can create a page that is tailored to your specific needs. Whether you're looking to customize the layout of your page or add additional functionality, the Lightning App Builder has everything you need to get started.

Lightning app builder in salesforce