Build a Lightning Page

To build a simple Lightning page in Salesforce, follow these steps:

Step 1: Log in to Salesforce

Log into your Salesforce environment. Ensure that you have the necessary permissions to create and customize Lightning pages. Usually, you need to be an administrator or a user with appropriate profile settings.

Step 2: Access the Lightning App Builder

1. Click on the App Launcher (grid icon) in the upper left corner.
2. Type Lightning App Builder in the search bar and select it from the results.
3. You will be directed to the Lightning App Builder interface.

Step 3: Create a New Lightning Page

1. In the Lightning App Builder, click on the New button.
2. A dialog will appear prompting you to choose the type of page you want to create. You can select:

• App Page: for a standalone page within the app.

• Home Page: to customize the layout of the home page for your org.

• Record Page: to create a custom page layout for record detail views.

3. For this example, let’s select Record Page and click Next.

Step 4: Define the Page Properties

1. Enter a Label for your Lightning page (e.g., "Simple Account Page").
2. Select the Object for the record page; for instance, choose Account if you are building a page for account details.
3. You can specify additional properties such as setting a specific page template. For simplicity, let’s select the default One Region layout.
4. Click on Finish to create the page.

Step 5: Customize the Lightning Page

1. You will see a blank canvas where you can drag and drop components.
2. On the left panel, you will find both standard and custom components.
3. Drag and drop components from the left side onto the canvas. Common components include:

• Record Detail: Displays fields and values from the object record.

• Related Records: Shows related lists for the selected record.

• Tabs: To organize different sets of information.

4. Adjust the properties of each component by clicking on them. You can configure which data fields to display, how they appear, etc.

Step 6: Preview the Lightning Page

1. Once you have placed your components, click on the Preview button in the upper right corner.
2. This will allow you to see how the page will look for end-users.
3. Check if everything corresponds to your expectations and make adjustments as necessary.

Step 7: Activate the Lightning Page

1. After finalizing your layout and component settings, click the Save button.
2. Next, click on Activation to define where this page should be used. You can assign it as the default page for the object or activate it for specific profiles/users.
3. Select the appropriate options and click on Save again to finalize the activation.

Step 8: Test the Lightning Page

1. Navigate to a record of the object you selected (e.g., an Account).
2. Verify that the Lightning page appears as intended.
3. Ensure that all components function properly and display the expected data.
By following these steps, you can create a simple yet effective Lightning page tailored to your requirements in Salesforce. This customized setup enhances user experience and streamlines access to vital information within the platform.

thin the platform.

thin the platform.