Create Custom Highlight Panel without Code

Have you ever needed to show fields outside of the details section?


Create Custom Highlight Panel without Code
Written By Spencer Lowe
Have you ever needed to show fields outside of the details section?


Here is a nice little hack for getting a field or group of fields to show up on your lightning page. This might be for user interface reasons only, but if you really want to use this hack creatively – put some filters on it so it only shows up under certain conditions.

Some examples of how our clients have used this include surfacing an account warning when a child record meets certain criteria (roll up the value using DLRS and then when that value is populated, the quick action shows), or allowing an update of a specific value on the child record (show account risk on the case object and easily update it from the case without needing to navigate to the account).

There are so many uses for this related record component. how have you used it?

#salesforce #lightningpage #relatedrecord #tips #administrator #solvd

Request a complimentary working session today

Contact Us