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Playbook
User Interface
Lightning App Builder
Record Page

Record Page

Create Lead Record Page (2 Regions)

Design

User Story
As a Salesforce User
I want to have a customised page layout for Leads
So that I can see the information that is relevant when working with Leads
Acceptance Criteria
Given I need to edit a Lead record
When I click on the record
Then I can see a customised Lead page layout

Build

Label: Lead Record Page (2 Regions)
Object: Lead

Page Template: Header and Two Equal Regions

Header Region:

  • Highlights Panel
  • Path

Left Region:

  • Tabs: Details(default), Notes & Files, History

    1. Details Tab: Record Detail
    2. Notes a Files Tab: Add Related List Single component for Notes and Files
    3. History Tab: Add Related List Single component for Activity History

Right Region:

  • Potential Duplicates
  • Tabs: Activity(default), Chatter

Test

Steps

  1. Open a Lead record

Expected Results

  1. At the top of the page, you can see the Highlights Panel and Path
  2. On the left side of the page, you can see the Details, Notes & Files, and History tabs
  3. On the right side of the page, you can see the Potential Duplicates, Activity, and Chatter tabs

Opportunity Record Page (2 Regions)

Design

User Story
As a Salesforce User
I want to have a customised page layout for Opportunities
So that I can see the information that is relevant when working with Opportunities
Acceptance Criteria
Given I need to edit a Opportunity record
When I click on the record
Then I can see a customised Opportunity page layout

Build

Label: Opportunity Record Page (2 Regions)
Object: Opportunity

Page Template: Header and Two Equal Regions

Header Region:

  • Highlights Panel
  • Path

Left Region:

  • Tabs: Details(default), Notes & Files, History

    1. Details Tab: Record Detail
    2. Notes a Files Tab: Add Related List Single component for Notes and Files
    3. History Tab: Add Related List Single component for Opportunity History

Right Region:

  • Tabs: Opportunity Contact Roles, All Account Contacts

    1. Opportunity Contact Roles Tab: \

      • Add the following text in italic style "Add Contact Roles to gain clear visibility into which contacts are associated with closing this Opportunity." \
      • Add Related List Single component for Opportunity Contact Roles

    2. All Account Contacts: Add Related List Single component for All Account Contacts

  • Tabs: Activity(default), Chatter

Test

Steps

  1. Open a Lead record

Expected Results

  1. At the top of the page, you can see the Highlights Panel and Path
  2. On the left side of the page, you can see the Details, Notes & Files, and History tabs
  3. On the right side of the page, you can see the Potential Duplicates, Activity, and Chatter tabs

Resources

Page Templates Options

  • Grouped Header and One Region
  • Header and Left Sidebar
  • Header and One Region
  • Header and Right Sidebar
  • Header and Three Regions
  • Header and Two Equal Regions
  • Header, Subheader, Left Sidebar
  • Header, Subheader, Right Sidebar
  • One Region
  • Pinned Header
  • Pinned Header and Left Sidebar (2 regions)
  • Pinned Header and Left Sidebar (3 regions)
  • Pinned Left Sidebar (2 regions)
  • Pinned Left Sidebar (3 regions)
  • Pinned Left and Right Sidebars
  • Pinned Right Sidebar (3 regions)
  • Printable View
  • Three Regions