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Why We Still Love Lightning Record Pages hero image

Why We Still Love Lightning Record Pages

May 01, 2025

We get it—Flows and Apex get all the attention. But great Lightning Record Pages can change how your team works every single day.


Why Lightning Record Pages Matter

When users complain about Salesforce being “clunky” or “slow,” it’s not always automation or data model issues. Often, the problem is the record page design.

  • Too many sections = endless scrolling
  • Important fields buried in side panels = wasted clicks
  • Generic layouts reused everywhere = confusion about what’s relevant

A well-designed Lightning page makes Salesforce feel more intuitive and keeps people focused on the task at hand.


What We Focus On

  1. Page layouts that match business flow, not object structure
    Users don’t think in terms of “field groups” or “schema.” They think in steps: qualify a lead, log activity, close a deal.
    • Group fields by workflow stage
    • Put the most important info above the fold
    • Push reference-only data into collapsible sections
  2. Tabs and visibility rules that reduce cognitive overload
    Instead of dumping everything on one screen:
    • Use Tabs for “Details,” “Related,” “Collaboration,” etc.
    • Apply Component Visibility so users only see what matters to them (e.g., show Service fields only to Support, not Sales).
  3. Highlights, quick actions, and contextual components
    • Add key fields to the Highlights Panel so users can scan quickly.
    • Place Quick Actions where they make sense—like “Log a Call” or “Send Email” at the top, not buried.
    • Drop in Dynamic Related Lists or custom components to give instant context (open cases, past interactions, key contacts).

Example in Practice

We once redesigned an Account page where reps had to scroll through five full screens to see everything. By reorganizing:

  • Key fields moved into the Highlights Panel
  • Activity Timeline given its own tab
  • Service-related components hidden unless the Account Type = “Support”

Scrolling dropped by 70%. Reps reported they could prep for calls “at a glance” instead of hunting through fields.


Pro Tips

  • Prototype first → Spin up a draft page in a sandbox and test with one power user.
  • Use the App Builder preview → Test for different form factors (desktop, tablet, phone).
  • Don’t duplicate layouts → Use Dynamic Forms to reduce the need for dozens of page variations.

Key Takeaway

Flows and Apex may run the logic, but page design runs the experience.

If your team has to scroll, guess, or tab-hop, your page layout is slowing them down. Invest a little time in Lightning Record Pages, and you’ll give users the gift of focus and speed every time they log in.