Customizing Salesforce Lightning Page Layouts for Accounts and Opportunities | Best Practices

Salesforce Lightning Page Layout Customization

Question

Universal Container's Salesforce admin has modified the page layouts for accounts and opportunities in the lightning experience.

Where would the fields appear when the users access the account or the opportunity page layout?

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D.

Correct Answer: C

The Detail tab contains all the fields that are available on the page layout in the lightning experience.

Option A is incorrect because the highlight panel shows the high-level fields that are customized on the compact layout.

Option B is incorrect because the related tab will show the related list information.

Option D is incorrect because the activity tab shows everything related to activities.

Reference:

Sure, I'd be happy to explain in detail!

When a Salesforce admin modifies a page layout for accounts or opportunities in the Lightning Experience, the fields will appear in different sections of the page layout, depending on how the admin has configured the layout.

In general, there are three main sections of a Lightning page layout:

  1. The Highlights Panel - This is a section at the top of the page that shows key information about the record, such as the record owner, related records, and recent activities.

  2. The Details Tab - This is the main section of the page where the most important fields are displayed. The Details tab is divided into sections, and each section can be customized to show different fields.

  3. The Related Tab - This section shows related records, such as contacts or opportunities, and can also include related lists that display related records in a list format.

So, to answer the question, the fields modified by the Salesforce admin could appear in any of these three sections, depending on how the page layout was configured.

Based on the answer choices given, we can eliminate D, as the activity tab is not a standard section of the page layout for either accounts or opportunities.

A is a possibility - if the admin has added the fields to the Highlights Panel section of the page layout, they will appear there.

B is also a possibility - if the admin has added the fields to a section within the Details tab, they will appear there.

C is also a possibility - if the admin has added the fields to the standard sections within the Details tab, they will appear there.

So, the correct answer is one of A, B, or C, depending on how the Salesforce admin has configured the page layout.