Contents
How do I edit a Lightning record page in Salesforce?
Let’s get started.
- From Setup, enter App Builder in the Quick Find box, then select Lightning App Builder.
- Click New.
- Select Record Page and start stepping through the wizard.
- Name your page New Opportunity Page , and select Opportunity.
- Choose the Header, Subheader, Right Sidebar template, and click Finish.
How do I use Salesforce on my iPad?
Accessing Salesforce Lightning UI from an iPad
- One you have logged into your Salesforce instance, click the Share Button from the top right corner, then scroll to the right to find additional sharing options.
- Click “Request Desktop Site” for Safari to refresh the Salesforce page to display Lightning.
How do I get rid of lightning page?
Open the page in Lightning App Builder and click Activation to deactivate it.
Can I use Salesforce on iPad?
As an alternative to Lightning Experience on iPad Safari (which is similar to Lightning Experience at a desktop or laptop), some Salesforce functionalities are also supported on iPad through the Salesforce Mobile App, installed from the App Store.
How are records displayed in Salesforce mobile app?
When you open a record in the Salesforce mobile app, you see highlights about that record in the header of the page. Compact layouts control which fields appear in the header. For each object, you can assign up to 10 fields, including the Name field, to display in that area.
How to create a lightning record in Salesforce?
Create a Custom Lightning Record Page. From Setup, enter App Builder in the Quick Find box, then select Lightning App Builder. Click New. Select Record Page and start stepping through the wizard. Name your page New Opportunity Page, and select Opportunity. Start typing an object’s name in the Object
How do I Change my Contact record in Salesforce?
Let’s check out the new contact detail page for our prospective buyers. Open Salesforce on your device. Tap to open the navigation menu, then tap Contacts . Select the contact you created earlier. Pull down to refresh the record page. Ta-dah! The contact record page has some new key details. Sure, it’s a minor change.
How to test compact layout in Salesforce App?
Test the Compact Layout in the Salesforce Mobile App 1 Open Salesforce on your device. 2 Tap to open the navigation menu, then tap Contacts . 3 Select the contact you created earlier. 4 Pull down to refresh the record page.