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How does Lightning determine which page layout to use for the 'New' button (for Case object, for example)? How do I change it?Thanks

1 Kommentar
  1. 21. Dez. 2017, 05:11
    Hi @Mardi Diamond

    lightning uses the underlying "classic" page layouts. Therefore to change the one that the user sees you need to make sure that the profile the user is attached has the correct page layout assigned for the particular record type.

    So basically it is a 2 step process

    1. Design the correct page

    2. Allocate it to the record type and profile

    Here is the link to the page layouts help.

    https://help.salesforce.com/articleView?id=customize_layout.htm&language=en_gb&r=https%3A%2F%2Fwww.google.com.au%2F&type=5

    Hope that makes sense!

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