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          Deciding When to Use Lightning App Builder or the Page Layout Editor

          Deciding When to Use Lightning App Builder or the Page Layout Editor

          The Lightning App Builder helps you customize Lightning Experience pages. The page layout editor helps you customize Salesforce Classic record page layouts and some aspects of Lightning pages, depending on the page's configuration. Each tool has its own unique capabilities. To help you decide when to use one tool instead of the other, review the uses each one supports.

          Required Editions

          Available in: both Salesforce Classic and Lightning Experience
          Page layouts are available in: All Editions

          Lightning App Builder is available in:

          Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions

          To determine which tool is better suited for you, consider whether you're working in Salesforce Classic or Lightning Experience. If the answer is Salesforce Classic, then the page layout editor is the right tool for you. Lightning App Builder can customize only Lightning record pages, not Classic record pages.

          If you’re in Lightning Experience, the next thing to consider is how the fields on the record page are being delivered. For example, let's say you’re on an object record page, and you want to reorder or change the fields that appear on the page. You go to Setup (Setup gear icon) and select Edit Page, and the record page opens in the Lightning App Builder. Take a close look at where the record fields are located on the page.

          • If the page uses the Record Detail component to show record fields, those fields come from the object’s page layout in one big block. The only way to adjust the presence or placement of the fields inside a Record Detail component is by using the page layout editor.
            Note
            Note If you select the Record Detail component on the Lightning App Builder canvas, you see an option in the component properties to upgrade the page to use Dynamic Forms instead. By upgrading to Dynamic Forms you can manage the record fields right inside the Lightning App Builder.
          • If the page uses Dynamic Forms, where the record fields are present as individual components on the canvas, then you can adjust them right in the Lightning App Builder without having to go to the page layout.
          When You Want To... Page Layouts Lightning Record Pages
          Get real-time page performance feedback Lightning record pages
          Support non-LWC-enabled objects Page layouts

          Lightning record pages

          Some dynamic features of Lightning record pages, such as Dynamic Forms, aren’t supported on non-LWC-enabled object record pages. For a list of LWC-enabled objects, see LWC Migration for Record Home Pages.

          Set page visibility based on record type or user profile Page layouts Lightning record pages
          Set page visibility based on app Lightning record pages
          Set page visibility based on form factor (desktop or phone) Lightning record pages

          Customize page structure using standard templates

          Some dynamic features of Lightning record pages, such as Dynamic Forms, aren’t supported with custom page templates.

          Lightning record pages
          Put page elements such as related lists, record fields, and highlights anywhere on a page Lightning record pages
          Add custom Lightning components (LWC and Aura) Lightning record pages
          Spread page elements across multiple tabs Lightning record pages
          Hide section headers and collapse the space between two sections Page layouts
          Show or hide individual fields and page elements based on criteria you set Lightning record pages
          Add blank spaces to align fields Page layouts Lightning record pages
          Make fields required or read-only Page layouts Lightning record pages
          Add cross-object fields Lightning record pages
          Add conditional formatting to record fields Lightning record pages
          Display fields in two columns in narrow regions Page layouts

          Indicate which fields can be inline-edited in object home list views

          To support inline edit, a field must be present on at least one page layout, and that page layout must be assigned to the user's profile.

          Page layouts
          Customize actions and fields in the Highlights Panel Page layouts Lightning record pages
          Customize the buttons and actions that appear on the page Page layouts Lightning record pages
          Add or remove related lists Page layouts Lightning record pages
          Customize related list columns and buttons Page layouts

          Lightning record pages

          You can use the Dynamic Related Lists component in the Lightning App Builder to add, remove, and reorder related list columns, and to add related list buttons. Not all related lists are supported for use with Dynamic Related Lists, however. See Create Dynamic Related Lists in Lightning App Builder.

          Add custom links Page layouts
           
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