Go into the Lightning Record Page for your object and click Edit Page to start the Lightning App Builder. Place the Related Record Component on your Lightning Record Page Then add the fields you’d like to display.Ģ. You probably won’t need these because of how we’re using this action. You can start by removing the fields that were automatically added by Salesforce, including the ones that appear required with the *. This is where you’re going to put the fields you want to show. You’ll now be on the screen for your new action. Go the Object Manager, find your desired object, and choose Buttons, Links, and Actions > New Action.ĭescription: It’s always good to give a description to help those who come after you. Create an Update Records Action on the object you want to highlight key fields on. If I changed his volunteer region, those fields would not display.ġ. In the image below, I am conditionally displaying fields for a volunteer in Pennsylvania, which has different clearance requirements than other states. Here is the same technique used on a volunteer contact record where I put the volunteer release information in a custom tab: Let’s see how this looks for my “Harry Potter” student contact where I’d like to highlight school performance: I created an Action on the Object that shows critical information that I want my users to pay close attention to and added it to the Lightning Record Page. I want my users to quickly see key information on a record without having to scroll down or click through endless screens of fields. Once you learn how they solved their specific problem, you will be inspired to try their solution yourself! Let’s take a look at how Michael Kolodner was able to highlight key fields on Lightning Record Pages to bring the most important information right where his users need to see it. Welcome to a new series on the Salesforce Admins blog called “How I Solved This.” In this series, we will do a deep dive into a specific business problem, and share how one #AwesomeAdmin chose to solve it.
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