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  • Highlights Panel

  • Buttons on the right

    • Only the buttons needed

    • Dynamic Actions

  • Large Column with detail layout

    • Detail first

    • Related Second

  • Narrow column with things to focus on

    • Salesforce Indicators at the top to show what needs done next or what is important

    • Duplicate checking (whether standard Salesforce duplicates that are far from adequate, or your duplicate manager of choice.

  • Chatter First

    • Chatter is so important!

  • Activities Second

  • Detail page structured:

    • I STILL subscribe to these rules Usability: Fields and Page Layouts

    • Descriptive fields on the left

    • Action fields on the right

    • Good sections structure

    • Address down the bottom of the page

  • Things I may add:

    • Formulas to the Highlights Panel - eg City State Country

    • More useful tools in the Utility Bar

    • A Related List of the next things to look at - only contextual - eg if there are Open Cases or Open Opportunities, I may display them at the top of the detail page for the Sales or Support team only.

    • Related List Quick Links component if there are a lot of related lists.

    • Dynamic Related Lists

    • A good Files component on a separate tab - see Files, Content, Attachments, Documents etc.

    • Report Chart Component and Record Reports on a separate tab

  • I may go to Dynamic Forms if needed (Dynamic Actions are already done)Dynamic Forms and Dynamic Actions

Some Example Demo Pages

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  • See one on the The Magical Demo Record Page page… but that doesn’t have the Contact panel, which is the key thing we are talking about here.

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This one is one of the simpler layouts that is within reach of us maybe re-creating something similar

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titleSidebar - check this REAL layout out

This is a real layout for a real client after setting up the suggested Case Feed - feed first - layout for Cases in Lightning. Yes the fields are obscured, but yes this was their Case record. This is the information they needed on the Case to deal with the long running Case.

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