You can use it to enforce data integrity by indicating that something is missing, or to traverse records – for example, let’s say you’re on a case and you want to remind users that the associated contact is missing an email address. My example used a checkbox that was updated manually, but there are so many other great use cases I’ve seen. Then when that box is checked, your users see the lovely banner you created: Here’s the filter in my component visibility: In Lightning you can still use that checkbox – but, in the Lightning Record Page, you can drop a Rich Text Component and format a message that will show for your users.
Sure, we can make a checkbox only Tier 2 can see/edit, but making a dynamic Visualforce component to show on a page layout was beyond us at the time. Back in Salesforce Classic, this was a tough sell when it came to priority against other goals. The wish was a big banner that could not be missed, and they wanted only their Tier 2 team to be able to put the banner on the account. When I first became a Salesforce Admin, I remember there was a request to show on the account when a customer escalates a case to Tier 2 support. Naturally, your users will love that you’re able to turn around their request so fast! Both you and your users benefit from this, because the next time a change is requested, you can more quickly identify which page to change. Simplify these pages by consolidating the experience into as few pages as possible. A new page was created by the admin each time different users requested a change to the page. An Org Default was never set, and a new page was saved each time the admin clicked Edit Page from the Setup menu while on the record.ī. I’ve found there are two main reasons for a list like this to exist:Ī.
I can’t tell you how many times I’ve logged into a client’s org for the first time to make some requested updates to a Lightning Record Page and I come to list like this: Here’s the article from when it launched, and is a great introduction to Salesforce Component Visibility.Īs I promised, I’m going to make you fall in love with Lightning Record Pages, by highlighting a few of my favourite things that I’ve discovered. Why? Component Visibility – it’s a game-changer! When Lightning came out, I had a lot of resistance to switching, and It wasn’t until Winter ‘18 that I got really excited about the potential of Lightning. You might seem dubious about this if you’re new to Lightning – I don’t blame you.
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