How to Create a Custom Page in Salesforce

Salesforce is a powerful CRM platform that allows businesses to customize their user experience by creating custom pages. Whether you want to enhance record layouts, build a dedicated application interface, or streamline customer interactions, Salesforce provides flexible tools to achieve this.

One of the easiest ways to create a custom page without writing any code is by using Lightning App Builder. This intuitive drag-and-drop tool enables admins and developers to design pages that meet their business needs without requiring deep technical expertise.

In this blog, we’ll guide you through the process of creating a custom page in Salesforce using Lightning App Builder and explore some built-in Salesforce pages like Forecasts, Embedded Service, Voice Extension, and Omni Supervisor that enhance business operations.

What is Lightning App Builder?

The Lightning App Builder is a no-code page creation tool in Salesforce that allows users to design and customize pages easily. It supports drag-and-drop functionality, making it accessible to both admins and non-technical users.

Why Use Lightning App Builder?

• No Coding Required – Create pages without writing a single line of code.
• Drag-and-Drop Interface – Easily arrange and configure components.
• Customizable Layouts – Choose from multiple templates based on your needs.
• Integration with Standard and Custom Components – Enhance pages with standard UI components or custom-built Lightning components.
• User-Specific Assignments – Assign custom pages to specific user profiles or make them the default for the organization.

Whether you need a custom homepage, record detail page, or a dedicated application page, Lightning App Builder is the go-to tool for enhancing user experience in Salesforce.

How to Create a Custom Page in Salesforce Using Lightning App Builder

Follow these steps to create a custom page:

Step 1: Navigate to Lightning App Builder

1. Log in to Salesforce and go to Setup.
2. In the Quick Find box, type Lightning App Builder and click on it.
3. Click the New button to create a new Lightning page.

Step 2: Choose a Page Type

Salesforce provides multiple page types based on functionality.Choose the option that best fits your needs:

• App Page – A standalone page designed for a specific custom application.
• Record Page – A page customized for a specific object (e.g., Accounts, Opportunities).
• Home Page – A custom homepage tailored for users.
• Embedded Service Page – A page that integrates real-time customer support services.
• Omni Supervisor Page – A dashboard that provides real-time visibility into agent workload and assignments.
• Voice Extension Page – A page that integrates telephony to manage customer calls directly in Salesforce.
• Forecasts Page – A page to track revenue, quotas, and expected sales performance.

Each of these pages serves a unique purpose and helps organizations streamline operations and improve user efficiency.

Step 3: Select a Template

Once you’ve chosen your page type, Salesforce provides a variety of layout templates, including:

• Single Column – A simple layout for focused content.
• Two Columns – A balanced layout for better data visualization.
• Header and Sidebar – Ideal for dashboards or detailed record pages.

Select a template that best suits your page’s content and user needs.

Step 4: Add Components

The Lightning App Builder allows you to drag and drop components onto your page. These components can be:

• Standard Components – Pre-built Salesforce elements like Related Lists, Recent Items, Reports, and Charts.
• Custom Components – Custom-built Lightning components developed for unique business processes.
• Third-Party Components – Components available from the AppExchange to extend functionality.

For example, if you’re building a custom Opportunity page, you might include components such as:

• Opportunity Details – Displays key opportunity information.
• Related Records – Shows linked accounts, contacts, and quotes.
• Activity Timeline – Lists interactions like emails, calls, and meetings.
• Embedded Reports – Displays sales performance insights.

Step 5: Save and Activate the Page

After arranging your components:

1. Click Save to store your custom page.
2. Click Activate to deploy the page.
3. Choose who can access the page:
   • Make Default for All Users – Applies to everyone.
   • Assign to Profiles – Limits access to specific user groups.
   • App Default – Assigns the page to a particular app.

Once activated, your new custom Salesforce page is live! 

Conclusion

The Lightning App Builder provides a powerful, no-code solution for creating custom pages in Salesforce. Whether you need a record page, app page, or customer service page, you can easily drag and drop components to design a tailored experience.

Additionally, Salesforce offers pre-built pages like Forecasts, Embedded Service, Voice Extension, and Omni Supervisor, which add valuable features without extra development effort.