Give users a customized set of fields on their contact record pages.
- Select Edit Page from a contact record
- Upgrade the page to use Dynamic Forms
- Use the Contact Layout as the source for the fields
- Remove these fields from the page:
- Fax
- Other Phone
- Home Phone
- Remove the Notes & Attachments related list from the Contact Layout page layout and replace it with the Files related list.
- Save and activate the page as the org default, and make it available to both desktop and phone users
has anyone completed this challenge. I am not clear with the first step in this
#Trailhead Challenges
1 answer
Hello Karnam,
For the first step, just open any Contact record in your Salesforce org. Once you’re on the Contact record page, click the Setup icon in the top-right corner and select Edit Page. That will open the Lightning App Builder, where you can start customising the Contact record page and then move on to the Dynamic Forms steps. Hope this helps!
