Accessing Records in the Salesforce Lightning Experience - dummies

Accessing Records in the Salesforce Lightning Experience

By Liz Kao, Jon Paz

To get to a record in the Salesforce Lightning Experience, find its equivalent object icon in the navigation bar and click the icon. If it’s not there, use the App Launcher to click the corresponding app’s tile, and then locate a specific object name to click.

Clicking the object name from the navigation bar results in a page displaying a list view of the most recently viewed objects. You can then change this to a custom list view by clicking the little triangle to the right of the Recently Viewed picklist name. Select your record from the list of items returned.

Getting to the Account record.

When you’re looking at a record, realize that the Lightning Experience is meant to reduce the vertical scrolling that is predominant in the Salesforce Classic UI. The elements of the old UI still exist; they’ve just moved around.

Here are some common changes that occur on a new Lightning Experience record page:

  • Standard fields are summarized at the top of the page. The top part of a record displays standard field information. When scrolling down, the record name is anchored so you never forget which record you’re seeing details about.
  • The Edit and New Record buttons are shifted to the right. Edit and Delete buttons still exist. They’re just offset a bit to the right. If you can’t see one of your buttons listed, click the little triangle to the right of existing buttons, to see a list of additional ones.
  • Related lists appear as cards. For some objects, this appears in the middle part of the record, below the record header. For other objects, related lists appear on the right-hand side. They all take the form of cards, where a few fields are exposed to give people some context around that record.
  • Activity buttons have been changed to subtabs in the Activity subsection. For some objects, the Activity subsection appears in the middle part of the record, below the header. For other objects, the Activity area is in the right-hand column. The Salesforce Classic buttons are gone, replaced by subtabs that still allow you to log a call, or create a new task, event, or email.
  • Record details have been moved to the new Details subsection. This is meant to both reduce the amount of vertical scrolling, while also allowing you to quickly get to additional fields on your record. Custom links also appear here.
  • The Chatter feed is nested in the new Collaborate subsection. You’ll see all the posts from your Chatter feed here, related to whatever record you’re on. You’ll be able to post a comment, share a link, or create a poll just as you did before, under respective subtabs. Again, this helps reduce the vertical scrolling on a record.
Salesforce Account record
Dissecting the Account record.