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#Trailhead Challenges1,693 discussing

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6 answers
  1. Aug 25, 12:44 PM

    Hey Camila, 

     

    Standard Record Page uses Salesforce's default layout tied to the object's page layout, quick to set up, works fine when everyone needs the same view. 

     

    Custom Record Page (built in Lightning App Builder) lets you drag-and-drop components, use Dynamic Forms/Dynamic Actions, add custom LWCs, control visibility by criteria, and assign different page versions by app, profile, or record type. 

     

    When to customize: different teams/profiles need different views of the same object, you want to hide irrelevant fields for a specific role, you need conditional visibility (show a component only when a certain field value is set), or you're adding a custom component that doesn't exist on the standard page. If the default layout already serves everyone well, stick with standard, less to maintain. 

     

    Reference:

    https://help.salesforce.com/s/articleView?id=sf.lightning_app_builder_customize_lex_pages.htm&type=5

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When working on this, I am unable to locate the 'properties pane' after completing step 7

Create a Custom Lightning Record Page

Maria wants to create an Energy Audit record page just for her sales team so they can have the necessary field and related list information at their fingertips when they view the Energy Audit records.

When the Energy Audit custom object was created, a system default Energy Audit record page was created too. Right now, everyone in the org who views an Energy Audit record sees the information from that default layout. Maria is going to create a customized record page just for the sales people.

Let’s follow along.

  1. From the App Launcher , find and select Energy Consultations, then click the Energy Audits tab.
  2. Open the All list view.
  3. Select Burlington evaluation.
  4. From the Setup menu , select Edit Page

    The page opens in the Lightning App Builder.

  5. In the page properties, change the Label to Energy Audit Record Page for SalesCopy.
  6. Change the API Name to Energy_Audit_Record_Page_for_SalesCopy.
  7. Click the Details tab on the canvas, then click the Record Detail component (where the fields are). 

    There are all the fields for the Energy Audit object. But they’re all in one non-customizable block. With the click of one button, we can change that.

  8. In the properties pane, click Upgrade Now to start the Dynamic Forms migration wizard.

#Trailhead Challenges

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