Lightning Experience

To support the introduction of Salesforce Lightning Experience, we have added several new Lightning record pages. This section describes how to enable these pages for use in your org.

Lightning Record Pages

We have added several new Lightning record pages and compact layouts. Our new pages provide a seamless user experience when viewing records for Salesforce and Certinia objects in Lightning. Some of the details in the new pages are controlled by compact layouts, which specify a record’s key fields. We have added a new compact layout for each new page.

If you are using Lightning Experience and want to provide access to the new Lightning pages, you can use the Feature Console to activate and assign the pages as org defaults. The Lightning Page Assignments feature enables you to assign the pages in bulk, rather than activating specific pages from the Lightning App Builder. By default, the new compact layouts are assigned as primary compact layouts.

For more information about assigning these pages, see Updating Lightning Record Pages.

For more information about org defaults and primary compact layouts, see "Activate Lightning Experience Record Pages" and “Compact Layouts” in the Salesforce Help.

Page Layouts

If you are upgrading to Fall 2019 and want to use the new Lightning pages, we recommend that you customize the list of actions on the relevant page layouts. By default, Lightning Experience actions are predefined by Salesforce. You can override these actions by updating the Salesforce Mobile and Lightning Experience Actions section of a page layout. You can include custom buttons by selecting them as actions from the Mobile & Lightning Actions section of the palette.

Some Lightning pages contain actions for standard buttons that have been overridden with a Visualforce page. We have added these actions to ensure that they are visible by default for new installations. Due to a Salesforce known issue, the buttons are removed when you edit the page layout. However, you can manually add the buttons back to the page layout by first removing the overrides.

The following Reporting objects contain buttons that are overridden with a Visualforce page:

  • Reporting Definition

If you are using Lightning Experience, we recommend that you check the page layouts for these objects and any other objects that contain buttons that have been overridden with a Visualforce page.

For details on how to ensure overridden buttons are visible on Lightning pages, see see Updating Lightning Record Pages.

If you are using Lightning Experience and your org contains record or Sencha pages that display custom buttons, you must also update your page layouts. Ensure you add the custom buttons to the Salesforce Mobile and Lightning Actions section of the relevant page layouts.

For more information, see "How Actions Are Ordered in Lightning Experience" in the Salesforce Help.