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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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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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Can we Build this ourselves
No, not without a custom LWC
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Aha, someone in the community DID build this with an LWC! See Mykhalio Vdovychenko’s Post |
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Look, I worked on this for 2 hours and still it is exceptionally ugly, and non functional:
I tried 4 different image Appexchange apps - this was the best I could get an image to display. So much real estate for very little benefit. The tiny File preview could be enough.
I did not try the Picture Uploader app that Mykhalio tried, becuase it has Vertical Nav in the Appexchange pictures, and now that I have tried it, it uses Visualforce Components and Attachments. YUK!
I tried the Labs Highlights Panel app to separate out the highlights fields and buttons.
The buttons on the left are not good - as noted above.
I like the indicators to be on the right still.
I still want my details pane first.
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