Salesforce Lightning Experience offers powerful tools to tailor the user interface to different business needs.
Customizing Lightning Record Pages is one of the best ways to enhance usability, increase productivity, and surface the most relevant data to your users. In this guide, we walk through a step-by-step approach to optimizing Lightning Record Pages for a more intuitive and efficient user experience.
Step 1: Understand the Business Context
Before diving into customization, identify:
Who the users are (sales reps, service agents, nonprofit program managers, etc.)
What data they need at a glance
Which actions they perform most frequently
Pain points in the current UI setup
Step 2: Access Lightning App Builder
Navigate to any record (e.g., Account, Contact).
Click the gear icon and choose Edit Page.
This opens the Lightning App Builder where you can visually drag, drop, and configure components.
Step 3: Define Page Layout Structure
Choose a layout that matches your needs:
- Header and Left Sidebar for navigation-heavy roles
- Two or Three Column Layouts for rich, parallel views of related data
Step 4: Add Standard and Custom Components
Highlights Panel: Surface top fields (e.g., Account Name, Status, Owner)
Tabs Component: Create sections for Activity, Details, Related Lists, and Custom Tabs
Related Record Component: View and edit data from a related object inline
Custom Components: Use Lightning Web Components (LWC) or Aura components for tailored needs (e.g., KPI Tiles, Visual Indicators)
Step 5: Filter Component Visibility
Use Dynamic Forms and Component Visibility Filters to:
- Show/hide components based on record data (e.g., show Opportunities tab only for Accounts with type = Customer)
- Tailor layouts for specific user profiles or form factors (desktop vs. mobile)
Step 6: Save and Activate
Click Save.
Click Activation to assign the page by:
App
Record Type
Profile This allows different views for different teams (e.g., Sales vs. Support).
Step 7: Test with Users
Always preview or log in as a test user to:
- Validate usability
- Ensure critical info is easily accessible
- Collect feedback for future iterations
Tips from LDA Digital Solutions
- Group information logically: use tabs and related lists to reduce clutter.
- Surface automation tools (like quick actions and flow launchers) in context.
- Add dashboards and metrics to highlight real-time insights when needed.
Final Thoughts
Customized Lightning Record Pages dramatically improve user productivity and satisfaction. By designing with your users in mind and applying thoughtful layout and visibility logic, you create a CRM experience that drives adoption and results.
Want help designing your Lightning pages? Reach out to LDA Digital Solutions for expert Salesforce UI customization and optimization support.
