How to Edit Pages in Salesforce Using Lightning App Builder

Salesforce is a powerful Customer Relationship Management (CRM) platform that provides businesses with extensive customization capabilities. One of the key features that allows users to tailor the platform to their specific needs is the Lightning App Builder. This tool enables administrators and developers to create, edit, and customize pages within Salesforce without needing any coding skills. Whether you need to modify a standard object page like Opportunities, Leads, or Cases, or build a custom page, the Lightning App Builder offers a simple drag-and-drop interface for seamless customization.

The ability to customize Salesforce pages is crucial for improving user experience, enhancing productivity, and ensuring that the most relevant information is readily available. By optimizing page layouts, adding necessary components, and setting visibility rules, businesses can streamline workflows and boost efficiency.

What is the Lightning App Builder?

The Lightning App Builder is a point-and-click tool that allows admins to create, edit, and customize Lightning pages in Salesforce. It enables users to modify layouts, add standard or custom components, and configure the visibility of elements.

How to Edit a Page in Salesforce

Step 1: Open the Lightning App Builder

1. Navigate to Setup.
2. In the Quick Find box, search for Lightning App Builder.
3. Click on Lightning Pages.
4. Find the page you want to edit and click Edit.

Alternatively, you can go to the record page of an object (e.g., Opportunity, Account) and click Setup > Edit Page.

Step 2: Customize the Page Layout

Once inside the Lightning App Builder, you will see three main sections:

• Navigation Bar: Displays different views such as desktop, tablet, and mobile

• Canvas: The main area where you can drag and drop components. It also provides a preview of the page. You can add components directly to the page.

• Components Panel: Located on the left, it contains standard and custom components. This panel has two tabs:
  • Components: Includes elements like Activities, Chatter, Related Lists, Actions, and more.
  • Fields: Allows you to add object fields to the page, including fields from related objects.

• Properties Panel: Located on the right, this panel allows you to configure the selected component. You can:

Change the template of the page to modify the header and sidebar.

Click the “Change” button to open different templates and choose one.

• Adjust properties for each section. For example, to change the settings of a Related List, select it in the Canvas area, and its properties will appear in the right panel.

Common Customizations

• Add Components: Drag components such as Chatter, Related Lists, and Reports onto the page.
• Modify Sections: Rearrange or remove components to improve usability.
• Configure Path Settings: Define sales stages for opportunities and customize progress indicators.
• Set Component Visibility: Show or hide components based on conditions such as user profile, field values, or record type.

Step 3: Save and Activate the Page

• Click Save to store your changes.
• Click Activation to make the page available.

• Choose where to apply the changes:
  • Org Default: Applies the new layout to all users.
  • App Default: Applies it only to a specific Lightning app.
  • Profile Assignment: Assigns the page to specific user profiles.

Best Practices for Editing Pages in Salesforce

• Keep It Simple: Avoid overcrowding pages with unnecessary components.
• Use Filters for Visibility: Show relevant data based on user roles or record values.
• Optimize for Performance: Minimize the number of components to improve page load times.
• Test Before Deployment: Use the Preview feature to ensure the page looks good across different devices.

Conclusion

Customizing pages in Salesforce using the Lightning App Builder is an essential skill for administrators looking to enhance the platform’s usability. With its intuitive drag-and-drop interface, the Lightning App Builder makes it easy to create a personalized experience for users. By strategically organizing components, setting up visibility rules, and optimizing layouts, businesses can streamline processes and ensure their teams have access to the most relevant data.

Investing time in proper page customization not only improves efficiency but also enhances the overall user experience. Whether you are designing pages for sales teams, customer support, or marketing, leveraging the full potential of the Lightning How to Edit Pages in Salesforce Using Lightning App Builder can significantly impact productivity and data accessibility. By following best practices and regularly reviewing page layouts, businesses can maintain an optimized Salesforce environment that meets the evolving needs of users.