Can you customize page layout in lightning experience?
Customizing the Page Layout is not possible in Classic or Lightning Experience (LEX), but when switching to LEX some fields are visible while others are hidden. This makes the process of creating a new record problematic. Campaign field is visible in Classic, but missing in LEX when creating a new Lead.
Can you put a classic URL into lightning?
Since Spring ‘17, the Lightning URL contains the record ID and putting a Classic URL into Lightning will just work. Great! But the URL format for Lightning users is different than it was. In Classic, the format is very simple: your instance’s My Domain and then the record ID after the slash.
How to expose a Salesforce classic url in Lightning?
In Lightning Experience, click the Gear and choose Developer Console. In the Developer Console, click New > Lightning Component. Name your component ClassicURL, give a Description, and check the option for Lightning Record Page. Once you click Submit, you will have a new tab open in the Developer Console with your ClassicURL.cmp (component) open.
How to display a related list in Lightning?
To display the Related List in Lightning, the Custom Object’s Field Level Security must be set to “Visible” for all profiles (not set as “Hidden”). So check for the field permission as well.
How do you update the status of a lead?
The traditional way to update a lead’s status is to click Edit while viewing the lead’s record, change the Lead Status, and click Save. We cover a couple other ways to do it in the next unit. Qualifying a lead indicates that you believe the lead has a use for and interest in your products, and that a sale is a definite possibility.
How to change the lead page layout in Excel?
From Setup, click Object Manager. Click Lead to open the object and then click Page Layouts. Click Lead Layout. Now that we’ve opened the lead page layout, let’s make an update. As we all know, fax machines are so last century. So let’s remove that field. Drag the Fax field off the page layout and back onto the palette.
How to change the default Lightning record page?
The default Lightning record page is up first. This page has been slightly modified from the default, but the template remains the same. This template is using the Highlights panel in the top section, with a tabs component on the left showing a variety of information spread across different pages, and the related list component on the right column.