Record Page Settings

Administration 🔴 Advanced
📖 4 min read

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.

Real-World 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 Matters

Record Page Settings is a Setup page in Salesforce where administrators configure default behaviors for Lightning record pages across the org. Key settings include enabling Dynamic Forms (which allows individual fields to be placed anywhere on a page layout rather than being confined to the standard detail section), enabling Dynamic Related Lists (which allows related list visibility to be controlled by filter criteria), and choosing whether to use standard record pages or custom Lightning pages as defaults. These settings solve the problem of rigid page structures that force all users to see the same layout regardless of context.

As organizations invest in Lightning Experience customization, Record Page Settings becomes the foundation that unlocks advanced page design capabilities. Without enabling Dynamic Forms, admins cannot take full advantage of Lightning App Builder's field-level placement and conditional visibility features. Similarly, Dynamic Related Lists remain static without being enabled here first. Organizations that overlook Record Page Settings often spend hours trying to achieve page customizations that simply are not available until the correct settings are toggled on. Admins should enable these settings for key objects early in their Lightning migration to maximize flexibility.

How Organizations Use Record Page Settings

  • Forge Dynamics — Forge Dynamics' admin opened Record Page Settings and enabled Dynamic Forms for the Account object. This allowed her to place individual fields anywhere on the page layout instead of being confined to the standard detail section. She also enabled Dynamic Related Lists so related list visibility could be controlled by filter criteria, showing only open Opportunities on active accounts.
  • Pinnacle Retail — Pinnacle's admin enabled Dynamic Forms for their custom Order object, then used Lightning App Builder to create a page where shipping fields only appeared when the delivery method was set to 'Ship.' In-store pickup orders showed a completely different field set. This reduced visual clutter by 40% and eliminated confusion about which fields to fill for each order type.
  • BlueWave Consulting — BlueWave enabled Dynamic Related Lists through Record Page Settings for their Project object. They configured the Tasks related list to show only tasks assigned to the current user, and the Milestones related list to display only upcoming items within 30 days. Project managers reported that their record pages went from overwhelming to focused, and they stopped needing separate list view tabs.

🧠 Test Your Knowledge

See something that could be improved?

Suggest an Edit