Record Page Settings
Record Page Settings is a Setup page where administrators configure default behaviors for Lightning record pages, including whether to use the standard record page or a custom Lightning page, how related lists are displayed, and whether to enable dynamic forms and dynamic related lists.
Definition
Record Page Settings is a Setup page where administrators configure default behaviors for Lightning record pages, including whether to use the standard record page or a custom Lightning page, how related lists are displayed, and whether to enable dynamic forms and dynamic related lists.
In plain English
“Here's a simple way to think about it: Record Page Settings decides whether your org gets the modern Lightning experience. Dynamic Forms, Dynamic Related Lists, advanced page features - gated behind these settings being configured.”
Worked example
The admin at Forge Dynamics opens Record Page Settings and enables Dynamic Forms for the Account object, which allows her to place individual fields anywhere on the page layout instead of being confined to the standard detail section. She also enables Dynamic Related Lists so that related list visibility can be controlled by filter criteria.
Why Record Page Settings decide whether your org gets the modern Lightning experience
Lightning record pages can use Dynamic Forms (field-level visibility based on record state), Dynamic Related Lists (filtered subsets of related records), and several other newer capabilities - but only if Record Page Settings allows them. The page is the gate between building a custom Lightning page that uses these features and having those features actually render to users. For modern Salesforce design patterns, this is foundational.
The reason most orgs don't enable everything immediately is that each feature has migration implications. Dynamic Forms in particular requires a one-time conversion of the page layout, and that conversion is reversible only by recreating the original layout from scratch. Plan the rollout deliberately, convert objects one at a time, and verify each conversion in a sandbox before touching production.
How to set up Record Page Settings
Record Page Settings configure global defaults for Lightning Record Pages — Lightning Page assignment defaults, Activity Composer behavior, related list display. Most per-page customization happens in Lightning App Builder; Record Page Settings is the org-wide layer.
- Open Setup → Record Page Settings
Setup gear → Quick Find: Record Page Settings → Record Page Settings.
- Configure Activity Timeline Default View
Whether activities show by date / by type / collapsed / expanded by default.
- Configure Related Lists Default
Whether related lists show as Tabs (Lightning) or Inline. Tabs is modern default.
- Configure Lightning Page Assignment Inheritance
When a record type doesn't have its own Lightning Page assignment, what default applies.
- Save
Settings apply org-wide to Lightning Record Pages.
By Date / By Type / Collapsed / Expanded.
Tabs / Inline.
Falling back to org default vs strict per-record-type.
- Record Page Settings is org-wide. Per-Lightning-Page customization happens in Lightning App Builder, not here.
- Activity Timeline view affects rep productivity. Reps used to one view can be confused by changes — coordinate with end-user training before adjusting.
- Related List Tab display sometimes hides related lists in Mobile. Test on the Salesforce mobile app after changes.
How organizations use Record Page Settings
Enabled Dynamic Forms after careful sandbox testing; record pages became context-aware without breaking existing automation.
Dynamic Related Lists let pages show different related records based on record state; pages feel responsive to the data.
Advanced features enabled per object as the team migrates from Page Layouts; the conversion is one-way per object.
Test your knowledge
Q1. In which area of Salesforce would you typically find Record Page Settings?
Q2. Why is understanding Record Page Settings important for Salesforce admins?
Q3. Can a Salesforce admin configure Record Page Settings without writing code?
Discussion
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