You can customize the content of your record pages in Lightning Experience using tools you’re already familiar with: page layouts and compact layouts.
In this chapter ... • Page Layouts in
Lightning Experience
• Compact Layouts in Lightning Experience
Page Layouts in Lightning Experience
EDITIONS
Available in: Lightning Experience
Page layouts are available in: All Editions
Creation and deletion of page layouts is available in:
Enterprise, Performance,
Unlimited, and Developer
Editions
When you customize your object record pages in Salesforce Classic, they affect the content of object record pages in Lightning Experience. However, in Lightning Experience, the page elements display differently, and some aren’t supported.
If you’re in an organization that supports multiple page layouts, you can create page layouts directly from the Page Layouts related list on any object in the Object Manager. You can also edit or delete an object’s page layouts by clicking on a page layout in the Page Layouts related list. Here’s a sample contact record in Lightning Experience. The highlights panel, which contains key fields for the record, is the only part of a record page that you can’t customize using the page layout editor. The fields in the highlights panel are customized using a compact layout.
These page layout elements are supported in Lightning Experience. Actions
Actions display in different places, such as the highlights panel, Activity tab, and the Collaborate tab. The actions are derived from the list of actions in the Salesforce1 and Lightning Experience Actions section of the page layout. Some actions aren’t supported in Lightning Experience.
For more information, see Actions in Lightning Experience on page 63. Canvas Apps
Canvas apps are supported in Lightning Experience. Custom Links
Custom links display under the Details tab. Fields
Fields display under the Details tab. You can remove or reorder fields on a page layout only via the page layout editor.
Page Layouts in Lightning Experience Your Layouts Can Customize Lightning Experience Records
Related Lists
Related lists are included as Lightning components in Lightning Experience. The first eight related lists show related list buttons, the first several records from the list, and a link to open the full list of records. For any additional related lists, only the list name appears in the card. Users can still work with these related lists—simply click the related list name to access the full list. Here, users can see records in the list and use related list buttons (such as New) or row-level record actions. Not all related lists are supported in Lightning Experience. For example, the Object History related list isn’t supported.
Standard and Custom Buttons
Standard and custom buttons are treated as actions in Lightning Experience, just like in Salesforce1.
Important: Custom buttons that point to a URL or call JavaScript aren’t supported in Lightning Experience. Visualforce Pages
Visualforce pages that you’ve added to the page layout appear under the Details tab. Only Visualforce pages with Available for Salesforce mobile apps and Lightning Pages enabled display in Lightning Experience.
Visualforce pages that have been put into the Mobile Cards section as components don’t appear in Lightning Experience. These page layout elements aren’t supported in Lightning Experience:
• Blank spaces
• Expanded lookups
• Mobile cards
Note: The Twitter card that you see on account, contact, and lead record pages in Lightning Experience isn’t the same as the Twitter component available as a mobile card in the page layout editor. The Twitter card in Lightning Experience is a Lightning component. You must have Social Accounts and Contacts enabled for it to appear.
• S-controls
• Sections
• Tags
Note: You can’t use the enhanced page layout editor to customize the layout of Lightning Experience record home pages. All users see the same record layout in Lightning Experience, regardless of profile or record type.
Compact Layouts in Lightning Experience
If you’ve completed the Salesforce1 Mobile Basics module, you’re familiar with compact layouts and how they work in Salesforce1. Compact layouts play the same role in Lightning Experience: displaying a record’s key fields in the highlights panel of a record page. Compact layouts let you put the most important fields at the top of a record page where your users can easily see them. If your organization supports record types, you can assign compact layouts to different record types, just like you can with page layouts.
In Lightning Experience, the first five fields that you add to a compact layout display in an object’s record highlights panel. The field you put first displays at the top in bold.
Compact Layouts in Lightning Experience Your Layouts Can Customize Lightning Experience Records
Tip: Put the object’s Name field first to provide context for your users when they view a record.
You can create and edit compact layouts from the Compact Layouts related list on any object in the Object Manager in Lightning Experience.
Changes you make to a compact layout are reflected in both Salesforce1 and Lightning Experience.
Compact Layouts in Lightning Experience Your Layouts Can Customize Lightning Experience Records