Change the TAB default to DETAILS in the right setup section by using the drop down.Drag and drop TABS into the left page section (1/3 of page).Drag and drop the HIGHLIGHTS panel from left setup section to the top component.From the CHOOSE PAGE LAYOUT list, choose HEADER AND LEFT SIDEBAR (though later I will probably regret the choice and should have selected Header, Subheader, Left Sidebar).Pick the CONTACT object from the dropdown list.Click the NEW button on the upper right.Click PLATFORM TOOLS – – OBJECTS AND FIELDS.Open a Contact and click the SETUP GEAR ICON.However, in this case, the reformatting process is pretty involved. Luckily, Lightning includes tools for formatting Record Page Layouts They wanted more activities to be visible ‘above the fold’, i.e., visible when the Contact opened. For example, the Subject Lines of emails were taking up multiple lines of space pushing other emails down and off the visible screen. They feel that there was too much wasted or white space in the Details section and that the information in the Activity section was too crowded.
By default, in a Contact, the Details section takes up 2/3 of the screen and Activities are confined to 1/3 of the screen. This week they wanted me to resize the Details and Activity sections. Last week, they asked me to figure out how to bring the Details tab to the foreground when a Contact record is opened. I’ve named the label as Demo.In an effort to increase Lightning adoption, I am meeting regularly with the sales reps to get their feedback on Lightning. – Lightning Component: You can add you own Lightning Component to which the will open as pop-up on the button click.Ģ) Select Lightning Component option, select the lightning component which you have created from above code and fill related information. – Update Record: It provides default functionality of editing record in lightning experience, you can add fields according to your need. It is mandatory that the respective sobject of which action is created should be the standard controller of visualforce page – Custom Visualforce: You can add you own visualforce page to which the button will redirect.
– Log A Call: It provides the default functionality for creating a task to log a call. – Create A Record: It provides default functionality of creating record in lightning experience, you can add fields according to your need. 1) Go to Buttons, Links and Actions related listġ) You will observe a picklist with the label Action Type, which will have following option:
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