Lightning Record Page in Salesforce has become the backbone of user experience customization. It allows administrators to design personalized layouts, display the most relevant data, and improve productivity using clicks instead of code. Unlike Salesforce Classic, the Lightning Experience is fully component-based, which means every section on the screen can be rearranged and customized to match the way your team works.

In this 2025 guide, we will explore how to modify Lightning Record Pages using Salesforce’s built-in templates, Dynamic Forms, and Conditional Visibility to create efficient and modern layouts.

Lightning Record Page in Salesforce Guide

What Are Lightning Record Pages

Lightning Record Pages are customizable layouts within Salesforce Lightning Experience that define how records such as Leads, Accounts, or Opportunities are displayed. They sit between traditional Page Layouts and Visualforce Pages, offering greater flexibility without requiring coding.

These pages are created using the Lightning App Builder, a drag-and-drop tool that allows administrators to place components exactly where they are needed. With Dynamic Forms, Dynamic Actions, and Conditional Visibility, you can now show or hide specific fields or components based on user roles, record types, or criteria. This makes each page truly dynamic and user-focused.

Types of Lightning Pages in Salesforce

Before diving into Record Pages, it’s important to understand the different types of Lightning Pages available in Salesforce. The Lightning App Builder offers several page types that serve unique purposes, allowing admins and developers to customize the user experience according to business needs. The main types of Lightning Pages are App Page, Home Page, Forecasts Page, and Record Page.

1. App Page

An App Page is designed to display key information and functionality in one central location, often serving as a custom dashboard or a workspace for a specific app. It allows users to combine standard and custom components, such as charts, lists, reports, and visualforce pages, to create a unified view of important data. For example, a Sales App Page might show recent opportunities, a performance chart, and quick links to common tools all on one screen.

2. Home Page

The Home Page enables you to customize the default Salesforce Home tab experience for your users. By creating different Home Pages for various user profiles, you can ensure that each team sees the most relevant information when they log in. For instance, a sales rep’s Home Page could display their open opportunities, tasks, and recent leads, while a support agent’s Home Page might show case queues, recent interactions, and quick access to knowledge articles.

3. Forecasts Page

A Forecasts Page is tailored for sales leaders and managers who rely on accurate forecasting to track revenue and team performance. This page type allows customization of the forecasting experience, enabling you to highlight key metrics, trends, and insights that help with decision-making. It’s particularly useful in organizations where forecasting is a critical part of the sales cycle, providing a visual and interactive way to analyze pipeline data.

4. Record Page

Among all Lightning Page types, Record Pages are the most powerful and frequently used. A Record Page determines how information appears when a user views a specific record such as an Account, Opportunity, Contact, or any custom object. Using the Lightning App Builder, admins can customize layouts by rearranging standard fields, adding related lists, and embedding components that provide additional insights or actions. For example, a custom Opportunity Record Page could include deal progress charts, quick action buttons, and integrations with external systems. This flexibility allows organizations to streamline workflows and ensure users have the most relevant data at their fingertips.

In summary, Lightning Pages in Salesforce provide a flexible way to enhance productivity and tailor the user experience. While App Pages, Home Pages, and Forecasts Pages serve specialized roles, Record Pages stand out as the backbone of user interaction, offering the most control over how users engage with their data.

Lightning Record Page Templates in Salesforce

Salesforce offers a variety of Lightning Record Page templates that allow admins to design pages tailored to different business needs and user experiences. These templates define the structure and layout of the Record Page determining where components, fields, and related lists will appear. By selecting the right template, you can create pages that balance usability, data visibility, and workflow efficiency. Each template serves a distinct purpose and can be customized further using the Lightning App Builder.

1. Header and Right Sidebar Template

This is one of the most commonly used templates because it provides a familiar layout for users transitioning from Salesforce Classic. It includes a highlights panel at the top for displaying key record information—such as name, owner, and status—and a sidebar on the right for related lists or supporting components.
This design keeps critical details visible while allowing space for related data and actions. For even more flexibility, you can replace the standard highlights panel with the Dynamic Highlights Panel, which adjusts automatically based on record data, showing only the most relevant fields or metrics for each record type.

2. Header and Three Regions Template

The Header and Three Regions template divides the main content area into three equal columns beneath the header. This layout is ideal for users who need to view multiple types of information simultaneously.
A common use case is to display collaboration tools like Chatter or Slack integrations on the left, core record details in the center, and related lists or related records on the right. Because it can show more data at once without requiring extra clicks, this template is especially useful for power users or managers who rely on a comprehensive, multi-pane view.

3. Header, Sub-Header, and Right Sidebar Template

This template emphasizes summary and key performance information at the top of the page. The header and sub-header regions provide space for metrics, charts, or visual indicators that give users a quick overview before diving into detailed record information.
It’s an excellent choice for executive dashboards or summary-heavy records for example, showing total deal value, customer satisfaction score, or service case priority upfront, followed by detailed sections below.

4. Header and One Region Template

The Header and One Region layout is a simple, single-column design that prioritizes clarity and ease of navigation. Because it focuses the user’s attention on one central content area, it’s best suited for straightforward workflows or objects with minimal complexity.
Admins can use tabs within this layout to organize sections of information—like “Details,” “Related,” or “Activity.” Additionally, tab filters can be applied to personalize what different user roles (such as Sales, Support, or Customer Success) see, ensuring a cleaner, role-based experience.

5. Pinned Left Sidebar Template

The Pinned Left Sidebar template is specifically designed for Salesforce Console Apps used by service or sales teams who handle multiple records simultaneously. It provides a fixed navigation panel on the left side, allowing users to switch between records quickly without losing context.
This template enhances productivity for users managing high volumes of cases, opportunities, or leads especially those who need to move rapidly between records in the same workspace. Note that this option is available only for desktop users, as console layouts are not optimized for mobile.

How to Create a Lightning Record Page in Salesforce

Creating a Lightning Record Page in Salesforce is a simple yet powerful way to tailor the user interface for specific business needs. Using the Lightning App Builder, you can design layouts that highlight the most relevant data and actions for your users, helping them work more efficiently and intuitively. Below is a detailed, step-by-step guide to creating a Lightning Record Page from scratch.

Step 1:

Navigate to the Lightning App Builder

1. Go to Setup (the gear icon in the top-right corner).
2. In the Quick Find box, type App Builder.
3. Click on Lightning App Builder under the “User Interface” section.
4. You’ll see a list of existing Lightning Pages such as App Pages, Home Pages, and Record Pages. This is where all your page configurations are stored.

Step 2:

Create a New Lightning Page

1. Click New to start building a page.
2. Choose Record Page as the type of page you want to create.
3. Click Next.
4. Enter a descriptive name for your page, such as Opportunity Overview Page or Account Insights Page.
5. Select the object you want the page to be associated with this could be Account, Opportunity, Contact, or a custom object specific to your organization.
6. Click Next to move to the template selection step.

Step 3:

Choose a Template or Clone an Existing Page

Salesforce provides a variety of prebuilt templates designed for different use cases. For example:

• Header and Right Sidebar offers a familiar Classic-style layout.
• Header and Three Regions gives a multi-column view for more data visibility.
• Header and One Region provides a clean, single-column layout.

You have two options here:

• Select a template that best fits your layout goals.
• Clone an existing Record Page if you want to build upon a previously designed structure.

Once selected, click Finish to open the Lightning App Builder canvas, where you can begin customizing your page.

Step 4:

Customize Your Page with Components

In the Lightning App Builder, you’ll use a drag-and-drop interface to add and organize components on your page. Components are the building blocks of a Lightning Page, and they come in three types:

• Standard Components: Provided by Salesforce (e.g., Record Details, Related Lists, Chatter Feed, Highlights Panel).
• Custom Components: Built by your developers or installed from the AppExchange for specialized functionality.
• Dynamic Components: Intelligent components that change visibility or content based on rules you define.

To build your layout:

1. Drag desired components from the left-hand panel into your chosen template regions.
2. Rearrange or resize components for better usability.
3. Remove unnecessary components to keep the layout clean and focused.

The goal is to create a layout that allows users to access key information and perform actions with minimal scrolling or navigation.

Step 5:

Apply Visibility Filters and Dynamic Actions

To make your page more intuitive and user-specific, apply conditional visibility and dynamic actions:

• Visibility Filters let you control which components appear based on factors such as user profile, record type, or specific field values.
  Example: Show a “Renew Contract” button only when the Contract Status equals “Active.”
• Dynamic Actions allow you to display or hide buttons and quick actions based on the record’s context.
  Example: A “Submit for Approval” action might appear only when an Opportunity’s Stage is “Negotiation.”

By leveraging these options, you ensure that each user sees only what’s relevant to their role and workflow.

Step 6:

Enhance with Dynamic Forms

If your object supports Dynamic Forms, this is the perfect time to use them.
Dynamic Forms allow you to:

• Group related fields into sections (e.g., Contact Information, Billing Details, Preferences).
• Apply field-level visibility rules so users only see the data they need.
• Simplify page layouts by showing or hiding fields dynamically, depending on record data.

Dynamic Forms improve performance, make data entry easier, and reduce clutter creating a cleaner and more personalized experience.

Step 7:

Preview and Test the Page

Before publishing your new design:

1. Click Preview in the top-right corner of the App Builder.
2. Review the page layout, component arrangement, and dynamic rules.
3. Ensure all components load correctly and the design looks balanced.

It’s a best practice to test the page in a Sandbox environment first. This ensures compatibility with automations, validation rules, and other processes without affecting live users.

Step 8:

Activate and Assign the Lightning Record Page

Once you’re satisfied with your page:

1. Click Activation in the top-right corner.
2. Choose how you want to assign the page:
   • Org Default: Makes it the default page for all users.
   • App Default: Assigns the page to users within a specific Lightning App.
   • Record Type / Profile Assignment: Targets specific groups, allowing different teams to see different layouts.
3. Click Save and Activate when done.

Your new Lightning Record Page is now ready for use!

Best Practices for Building Effective Lightning Record Pages

• Start simple: Focus on the most important information first, then enhance gradually.
• Use tabs and accordions: Reduce scrolling and organize data for quick access.
• Leverage Dynamic Forms and Actions: Personalize the user experience.
• Collect user feedback: Observe how teams interact with the page and refine accordingly.
• Monitor performance: Avoid overloading pages with too many components to keep load times fast.

Conclusion

In the Salesforce ecosystem, Lightning Record Page in Salesforce plays a crucial role in shaping how users interact with data. It empowers administrators and developers to create efficient, intuitive, and user-centric interfaces all through clicks not code. By leveraging a Lightning Record Page in Salesforce, businesses can design customized layouts that enhance productivity, improve usability, and provide a seamless user experience.

By leveraging features such as Dynamic Forms, Dynamic Actions, and Conditional Visibility, you can transform static layouts into intelligent pages that adapt to each user’s role, context, and workflow. These capabilities not only improve usability but also help teams work smarter by surfacing the right information at the right time.

As Salesforce continues to evolve, Lightning Record Pages remain a cornerstone of its Lightning Experience, blending customization, flexibility, and scalability into one seamless framework. Whether you’re optimizing sales performance, streamlining customer service, or enhancing executive dashboards, mastering Record Pages ensures your organization gets the most out of Salesforce’s modern interface.

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