Now that you know how to configure a custom permission and use it in conjunction with component visibility to show an action, field, or component on a Lightning record page, I want you to try this solution yourself. Page Layouts? Replacing broken pins/legs on a DIP IC package. As we can only assign one sales process to one record type, we will need to create three! Example D: The support team has a requirement to show different information on the page layout, depending on which level the case has been escalated to (Tier 1, 2, or 3). They only have one Sales profile. For example, if we want to include a button on the Case related list on Account: It seems this is controlled from within 'Search Layouts for Salesforce Classic' on the target object. add the Visualforce page to the profile settings. Buttons don't have a corresponding "button-level" security. When to Use Record Types vs. Our technical experts will get back to you in real-time. Lightning App Builder: This is the page that houses your detail page layout (described above). Site design / logo 2023 Stack Exchange Inc; user contributions licensed under CC BY-SA. If using Lightning Experience, you will need to go to "Salesforce Mobile & Lightning Experience Actions" section when modifying your page layout and drag the action button onto page layout from there. administration - Why can't I see "Login" button on User record Once she configures Dynamic Forms for the Cupcake Order page, Addison sets component visibility for the Coaching Comments field: Just like that, Addison set the Coaching Comments field to only show if the user has the custom permission Access Exclusive Cupcake Order Components. If I consider there are 2 different profiles, in above example until the Oppo record is closed, both profile users can modify the record(this can be done by assigning same recordtype pagelayout to both profiles) wherein when it moves to Closed, I need to change the pagelayout as 2 additional fields for follow-up will appear on layout and only should be editable to operation team.
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