Updating Lightning Record Pages

You can use the Lightning Page Assignments feature in the Feature Console to assign the new pages introduced in Fall 2021. The feature enables you to assign the Lightning pages as org defaults.

To enable the Lightning Page Assignments feature:

  1. Click the Feature Console tab.
  2. [Optional] Filter the list of features by application or status.
  3. Click the name of the Lightning Page Assignments feature.
  4. For each step, click Launch. The Feature Console lists all action overrides that you can complete and displays the following information:
    • The name of the object
    • The action to override (View)
    • The user interface that is affected (Lightning Experience)
    • The current override value
    • The proposed override value
  5. Check the list of selected objects before you proceed. If you want to skip one or more objects, deselect the relevant row. The Feature Console only applies updates to the selected rows.
  6. Click Perform.
  7. If applicable, repeat the previous three steps for any other steps in the Lightning Page Assignments feature.
  8. When all steps are complete, use the Status slider in the Feature section to enable the feature. The Messages panel displays a summary of the changes.

If your org contains several Certinia apps, the Feature Console can display several Lightning Page Assignments features. Some features also require you to complete additional manual steps. Check the release documentation for each app for more information about how to enable their features.

Customizing the List of Actions on Lightning Record Pages

By default, Lightning Experience actions are predefined by Salesforce. If you are upgrading to Fall 2021 or later, we recommend that you customize the list of actions on the relevant page layouts. Due to a Salesforce known issue, standard buttons that are overridden with a Visualforce page are removed when you edit the page layout.

To add these buttons, complete the following steps:

  1. From Setup, navigate to the object, edit the relevant button, and remove the Visualforce override. For example, for the Salesforce Classic Override, select Standard Page and click Save.
  2. Edit the page layout and add the button to the layout. You can drag the button from the Mobile & Lightning Actions section of the palette to the Salesforce Mobile and Lightning Experience Actions section of the page layout and click Save.
  3. Add the Visualforce override to the button and click Save.

For more information about overriding standard buttons and customizing page layouts, see the Salesforce Help.