Break up Salesforce Record Detail into Tabs | Salesforce Lightning Page Layouts
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- Опубліковано 9 лип 2024
- The default Salesforce Lightning page layout creates one Details tab with all the fields associated with the page layout. However, you may come across a requirement when you want to display a subset of fields on a separate tab for view or edit.
In this video I will show you how to create an Action with a subset of fields from your object and then add this action to a separate tab. This will allow your users to be able to view and edit a subset of fields on a separate tab. You will also learn how to edit your lightning record page in the Salesforce Lightning App Builder.
If you want to learn how to break up the Salesforce Related Lists on the Related tab into separate tabs, check out my last video here: • Break up Salesforce Re...
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LinkedIn: / farahcharania
Twitter: / signiforce
Thanks for making this, this was a great alternative to dynamic forms that we're waiting on implementing
Thank you Marcos for the feedback! So glad you found the video helpful. I’m super excited for the upcoming dynamic forms functionality!
YOU JUST MADE MY WHOLE YEAR!! THANK YOU!!!!
I'm so glad the video was so helpful. Thank you for your kind comment. You are very welcome!
-Farah
Great workaround to split fields into tabs as needed!
Thanks Mohamed. Glad the tutorial was useful!
- Farah
THANK YOU... this is exactly what I was looking for!
You are welcome Laura. I'm so glad you found the video helpful!
-Farah
This is what I was looking for! You are a saver!
Thanks Dhiraj for the feedback. So glad you found the video helpful!
- Farah
brilliant piece of ingenuity.
Great! I was looking for a way to optimize the account layout by putting different sections in different tabs. Thanks for the help!
Thank you! So glad this video was helpful for you!
Combining this with visibility filters based on value... Its just a great feature
Thanks Jaime for your feedback. I agree visibility filters are one of my favorite features to combine with this to show/hide tabs as applicable.
Great demo, thank you!
You are welcome Nankya! So glad you found this video helpful!
-Farah
This solved a major issue for my org. this morning. Thanks!
Thanks schmusey. So glad the video was helpful!
-Farah
This is a genius and a great option!
Thanks Matthew for the feedback! I'm so glad you found the video helpful.
-Farah
This is great! Thank you so much 😀
Thanks for the feedback Hari. I'm so glad you found the video helpful!
-Farah
SO SO USEFUL! THANK YOU!
Glad it was helpful!
This video was really helpful for me.
Thanks
Thanks Atul, glad it was helpful!
Awesome video - thanks! Highly useful share.
Thanks Mark. I'm so glad you found the video helpful!
-Farah
You rock! Thanks for this video
Thanks Alexander. I am so glad you found the video helpful!
-Farah
Thank you!
You're welcome!
Thank you for this video!! Saved me ways to keep things dynamic. Is there a reason why I cannot edit the field after I add it to the record? It all works- and is triggering correctly based off of field visibility but it will not let me edit the specific fields.
Thank you for this, and I can't believe I just discovered this great tip!
I extended this to the contact page, and displayed the related account's key info, but there is an action on account update record action that allows users to view or remove the related account. Do you know if these actions can be hidden?
Thais was fantastic thank you!
Thanks Matt for your feedback! So glad you liked the video!
-Farah
Hi! Thank you for this useful video - I followed all the steps but the fields are not editable and I am a system admin (I checked the field level security as recommended). What might be the reason?
This was really helpful - great video. One issue I am having is the Related Record appears on all Tabs on the page. When I delete from one it deletes from all. Any ideas?
Very helpful! Is there a way to limit the tabs visibility to a specific record type? For instance, show up on Grant opportunities but not Contract opportunities?
Hi Theresa,
So glad you found the video helpful! Unfortunately, you cannot limit visibility for one of the tabs in tab component; visibility is set at the component level. Your options are to either create two record pages and assign one for each of the record types or add two tab components to the page with the different configuration and hide one for one record type and hide the other for the other record type.
Hope that helps!
Farah
@@signiforce Thank you!
Great video 👍 I have followed the instructions and added the tab and a text field. However editing the field clears all contents? Is this standard for an action?
Thanks Shaun, glad you found the video helpful! No I don't believe that is standard action behavior. Perhaps you have some kind of automation running in the background that is clearing out the data.
Hello! Thanks you so much for this videos, there is anyway I can put two fields in one tab?
Hi Cinthya, so glad you found the video helpful. Yes, you can absolutely put more two or more fields in a tab. The example in this video has more than 1 field on the tab.
Thanks for subscribing!
-Farah
Hi, great video! I wanted to apply it to a new SF object from HR Service center called "Employee" but i got this error - "The first validation error encountered was "Target Object: bad value for restricted picklist field: Employee"." Do you have any idea if there is any workaround around this?
Does it allow more than 8 fields to be put on layout???
Thanks. This tutorial is very helpful. Do you have a short tutorial on how to adjust the Contact Record where 'Jane Pressley' name is at the top of the contact page? This contains Account Name, Affiliation, Total Gifts, Phone, Email and Owner. Any help would be appreciated.
Hi Matt,
Glad you found the video helpful! To update the highlights panel on the top you will need to update the Compact Layout. Here's a trailhead that walks you through it: trailhead.salesforce.com/content/learn/modules/lex_customization/lex_customization_compact_layouts
Hope this helps!
-Farah
@@signiforce Thank you so much. I appreciate the information.
Hi, I followed the same steps. I’ve added related record but I’m unable to edit those fields on contact info section. Can you please help me with this?
Thanks.
Hi Shirisha,
Make sure the user has access to edit the fields that you added to the action. You can do that in the Object Manager by accessing field level security. Hope that helps!
-Farah
Can we display the tab based on a field value?
Hi Ramya,
No unfortunately, you cannot set visibility for one specific tab, the visibility can only be done for the whole tabs component. One workaround for this is to have two sets of tabs on the page (one with the tab you want to display and one without the tab you want to display) and then do component visibility for both tabs components and show based on field value.
Hope that hleps!
- Farah
Why is this better than a straight quick action?
Hi Phyllis, great question! Quick actions are great. This particular tutorial is to show how to break up fields between tabs. So in this particular scenario if you want to remove the fields from the record detail and have it display in another location, you would insert the action into the tab. If you don't need to see the fields in another location, then yes you can simply use a quick action.
I'm getting an error that says Related Record is invalid
Did you create an Action of the type Update Record on the same object? You will need to create the action on the same object first and then select that in the related record component.
@@signiforce Nailed it! I was doing it under contact like yours but on mine I was trying to do it under lead. Thanks so much!
@@signiforce Is there a way to break the data into expandable sections just like on the details page?
No, unfortunately, there is no way to add sections to actions. If you really need this consider creating two separate actions.
Thank you!
You're welcome!
Thank you!
You are welcome! Glad you found it useful!
-Farah