[Admin Beginner] Lightning Experience Customization -Customize Record Details with Page Layouts

Customize Record Details with Page Layouts

페이지 레이아웃으로 레코드 세부 사항 사용자 정의

https://trailhead.salesforce.com/content/learn/modules/lex_customization/lex_customization_page_layouts 

Lightning Experience 사용자 정의

 

You can customize and personalize many things on a given object record page using page layouts.

 

There are two ways to customize a page in Lightning Experience.

1. You can customize a page’s layout
2. or customize its contents. These are done with separate tools.

 

Lightning pages are a collection of Lightning components arranged in regions on the page.
You can customize the structure of the page and the position of its components with the Lightning App Builder

 

You can customize a page’s contents, such as the fields and buttons that appear on the page, by using a different tool called the page layout editor. helps you manage the content of pages in both our Classic UI and in Lightning Experience. 

 

왜  page layout editor를 사용하나요?
Because the Lightning App Builder can't customize buttons, actions, and fields on pages...yet.

The page layout editor lets you:

• Control which fields, lists of related records, and custom links users see (사용자 정의 링크 제어)
• Customize the order that the fields appear in the page details (필드가 표시되는 순서)
• Determine whether fields are visible, read only, or required (필드가 표시되는지 읽기전용인지 필수인지 등등)
• Control which standard and custom buttons appear on records and related lists (레코드 표시 사용자 정의버튼제어)
• Control which quick actions appear on the page (페이지 표시되는 빠른 작업 제어)

 

: buttons, lists, record details?

The Related tab (1) contains related lists, which are lists of other records that are associated with the record you’re viewing.
For example, an account can have related products, contacts, opportunities, and other custom records.
즉  Related lists make it easy to find and manage related information.

레코드와 연결된 다른 레코드 목록인 관련목록이 나타남. 관련정보를 쉽게 찾을 수 있다.

 

The Details tab (2) shows information about a record.
For example, a contact record detail page shows the name, address, owner, account, and other fields that are used to store information about the contact and other related records. To change the content of the fields on a related or detail page, you can click Edit (3).
레코드에 대한 정보를 보여줌.

Wondering what the icons mean to the left of some of the field labels? 

• 

  ―The field must have a value to save the record, but isn’t required on the page layout itself.

• 

  ―The field must be included on the page layout because an administrator configured the field as universally required or Salesforce automatically requires the field. Although you can’t remove such fields, you can move them to different locations. 필수포함! 제거 불가, 다른 위치로 이동은 가

• 

  ―The field is a controlling field. (제어필드)

• 

  ―The field is a dependent field. (종속필드)

• 

  ―The field is read-only. (읽기전용)

 

퀴즈

Quiz

+100 points

1With a page layout, you can control: ( 페이지 레이아웃)

A.Whether a user sees related or details pages

B.The fields that display in the highlight panel

C.Which fields, lists, links, and buttons a user sees on related, details, and edit pages (사용자 관련, 세부 사항 및 편집 페이지에서 볼 수 있는 필드, 목록, 링크 및 버튼)

D.The size of the margins of a page

E.All of the above

 

2When you modify page layouts, you can: (페이지 레이 아웃 수정)

A.Change whether a field is required (필드 필수 여부 변경)

B.Change the order of the fields on the page (필드 순서 변경)

C.Assign custom page layouts to different user profiles (다른 사용자 프로필에 레이아웃 할당)

D.Arrange fields in logical sections( 논리 섹션의 필드 정렬)

E.All of the above

 

3Where do the fields and sections from a page layout appear when you view a Lightning record page?
Lightning 레코드 페이지를 볼 때 페이지 레이아웃의 필드와 섹션은 어디에 표시되나요?

A.In the Highlights panel

B.Under the Details tab (세부사항 탭)

C.Under the Related tab

D.In hover text when you mouseover the record name

Check the Quiz to Earn 100 Points