{"id":17577,"date":"2025-11-28T10:30:32","date_gmt":"2025-11-28T10:30:32","guid":{"rendered":"https:\/\/www.oreateai.com\/blog\/how-to-change-lightning-record-page-template\/"},"modified":"2025-11-28T10:30:32","modified_gmt":"2025-11-28T10:30:32","slug":"how-to-change-lightning-record-page-template","status":"publish","type":"post","link":"https:\/\/www.oreateai.com\/blog\/how-to-change-lightning-record-page-template\/","title":{"rendered":"How to Change Lightning Record Page Template"},"content":{"rendered":"

Alright, let me walk you through this like I\u2019m helping a neighbor fix their garage door. Because honestly? The first time I tried changing a Lightning record page template in Salesforce, I felt like I\u2019d accidentally wandered into Home Depot\u2019s plumbing aisle\u2014overwhelmed, confused, and 100% sure I was about to flood the house. (Spoiler: No virtual floods happened, but there were<\/em> a few facepalm moments.)<\/p>\n

Here\u2019s the thing\u2014Salesforce makes it sound scarier than it is. You\u2019re probably staring at terms like \u201cDynamic Lightning Pages\u201d or \u201cApp Builder\u201d and thinking, \u201cWait, isn\u2019t this just rearranging boxes on a screen?\u201d Oh man, I\u2019ve been there. Let me save you the three hours I lost trying to \u201cwing it\u201d during my kid\u2019s naptime (RIP, cold coffee).<\/p>\n

The \u201cClick Here, Not There\u201d Moment<\/strong>
\nMy rookie mistake? Assuming \u201cpage layout\u201d and \u201crecord page template\u201d were the same thing. Nope. Think of it like baking: The template is your recipe (structure), and the layout is how you decorate the cake (fields, buttons). To change the template, you\u2019re not tweaking fields\u2014you\u2019re picking a whole new foundation.<\/p>\n

Here\u2019s how it clicked for me:<\/p>\n

    \n
  1. Go to Setup<\/strong> > Object Manager<\/strong> > Pick your object (let\u2019s say \u201cOpportunity\u201d).<\/li>\n
  2. Click Lightning Record Pages<\/strong>.<\/li>\n
  3. See that dropdown next to the page name? That\u2019s your golden ticket. Hit Change Template<\/strong>.<\/li>\n<\/ol>\n

    But wait\u2014here\u2019s where I faceplanted. Salesforce only lets you switch templates if the page isn\u2019t active. I spent 20 minutes raging at the \u201cEdit\u201d button like it was a broken Keurig before realizing I needed to deactivate the page first. (Cue my dog side-eyeing me from the couch.)<\/p>\n

    The \u201cPermission Denied\u201d Panic<\/strong>
    \nOnce, I followed all the steps perfectly\u2026 and nada. Turns out, my admin hadn\u2019t given me the \u201cCustomize Application\u201d permission. It\u2019s like having a Costco membership but forgetting your card at home\u2014frustrating, but fixable. Always check your profile permissions first. Trust me, it\u2019s less awkward than Slack-ing your IT guy at 9 PM.<\/p>\n

    Template Choices: Less Starbucks, More Dunkin\u2019<\/strong>
    \nSalesforce\u2019s default templates are\u2026 fine. But if you\u2019re like me (read: stubborn), you\u2019ll want the \u201cHeaderless\u201d template for a cleaner look. It\u2019s the difference between a cluttered minivan and a Tesla dashboard. To get there:<\/p>\n

      \n
    • After selecting \u201cChange Template,\u201d pick \u201cHeaderless\u201d or another layout.<\/li>\n
    • Use Lightning App Builder<\/strong> to drag sections back in (like \u201cRelated Lists\u201d or \u201cActivity Timeline\u201d).<\/li>\n<\/ul>\n

      Pro Tip:<\/strong> Use the Preview<\/strong> button like it\u2019s Netflix. Test different devices (mobile vs. desktop) unless you want your sales team roasting you in the Zoom chat.<\/p>\n

      Why This Works for Real Life<\/strong>
      \nI\u2019ve set up record pages for everything from volunteer events (PTA superhero here) to side-hustle client projects. The key is to treat templates like IKEA furniture\u2014follow the instructions, but feel free to tighten screws your way. And don\u2019t stress if your first attempt looks like my 3rd grader\u2019s Minecraft castle. Iteration is your friend.<\/p>\n

      Final Pep Talk<\/strong>
      \nChanging a Lightning record template isn\u2019t about being a Salesforce guru. It\u2019s about knowing where to click (and having the permissions to click it). You\u2019ve got this. Now go tweak that page, then reward yourself with something stronger than coffee. (Target\u2019s Starbucks aisle? Highly recommend.)<\/p>\n

      Oh, and if you accidentally hide the \u201cSave\u201d button? Don\u2019t panic. I\u2019ve literally done that. Just hit \u201cReset to Default\u201d and blame it on the kids. Nobody has to know. \ud83d\ude09<\/p>\n","protected":false},"excerpt":{"rendered":"

      Alright, let me walk you through this like I\u2019m helping a neighbor fix their garage door. Because honestly? The first time I tried changing a Lightning record page template in Salesforce, I felt like I\u2019d accidentally wandered into Home Depot\u2019s plumbing aisle\u2014overwhelmed, confused, and 100% sure I was about to flood the house. (Spoiler: No…<\/p>\n","protected":false},"author":1,"featured_media":1752,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_lmt_disableupdate":"","_lmt_disable":"","footnotes":""},"categories":[35],"tags":[],"class_list":["post-17577","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-content"],"modified_by":null,"_links":{"self":[{"href":"https:\/\/www.oreateai.com\/blog\/wp-json\/wp\/v2\/posts\/17577","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.oreateai.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.oreateai.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.oreateai.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.oreateai.com\/blog\/wp-json\/wp\/v2\/comments?post=17577"}],"version-history":[{"count":0,"href":"https:\/\/www.oreateai.com\/blog\/wp-json\/wp\/v2\/posts\/17577\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.oreateai.com\/blog\/wp-json\/wp\/v2\/media\/1752"}],"wp:attachment":[{"href":"https:\/\/www.oreateai.com\/blog\/wp-json\/wp\/v2\/media?parent=17577"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.oreateai.com\/blog\/wp-json\/wp\/v2\/categories?post=17577"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.oreateai.com\/blog\/wp-json\/wp\/v2\/tags?post=17577"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}