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Record Page Save Options in Lightning App Builder

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Record Page Save Options in Lightning App Builder

With save options, you can define object-specific checkboxes that can be configured as part of a Dynamic Forms-enabled record save. Save options are available when editing an account or when creating, editing, or cloning a case or lead. Optionally, you can set the checkboxes to be selected by default.

Required Editions

Available in: Lightning Experience
Available in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions

To use save options, some setup is required.

  • Set up account save options like the Evaluate this account against territory rules on save option for layout-based pages.
  • Set up case save options like the Case Assignment and Email Notification options for layout-based pages.
  • Set up lead save options like the Lead Assignment option for layout-based pages.

When a field section is added to an account, case, or lead record page in the Lightning App Builder, Salesforce shows the save options checkboxes. Here is an example of how configuring Save Options for an account appears in Lightning App Builder.

The Account save options check boxes in the Lightning app builder

Choose whether to show the assignment rule checkbox and, if so, whether the checkbox is selected by default. If you set up Case Save Options, selected by default, here is how it would appear to someone creating a case.

The case save option checkboxes when adding a new case

See Also

 
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