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Hi Team -- my company has just started a transition to Lightning and a common requirement that we're seeing across our channels is the ability to see additional Highlights Panels based on the type of record that a user is looking at.

 

For instance, I'f I'm looking at a Contact record, the standard Highlights Panel might have the name, Account, Title, Phone, Email but then if the Contact is a Producer, we want to see a group of 10 custom Contact fields that contain purchase numbers.  Ideally this group of fields wouldn't be on the Contact page layout because they would only be applicable in certain scenarios and would take up a lot of space if they appeared on every Contact.

 

Is there a Lightning Component that can just display a field set or is the only way to accomplish this to create a visualforce page and place it in a Lightning Component?

 

I know Salesforce has produced a "cookbook" of common custom components that Admins can copy and paste...is anybody familiar with a component like I'm describing?

 

Thanks for the help!

7 件のコメント
  1. 2020年3月6日 18:53
    Hi @Buyan thyagarajand -- attached is a screen shot of where I landed. Essentially, I took @Elna Miller 's advice and created a quick action with the fields I needed added to the layout. I then created a Lightning Component with that quick action embedded and added it to my Lightning page. The component in @Eric Smith

    's link above looks perfect for my use case as well, so you may try that too.

    Thanks to all for the collaboration!

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