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New Lightning Record Pages, Page Layouts, etc.

Shane Wright
  • Updated

Why We’re Improving the Interface and Page Layouts

Over the past few years, we’ve significantly expanded our managed package. This includes new fields, deeper relationships, and additional automation designed to support more complex and flexible workflows. While these enhancements added powerful capabilities, the interface has not evolved at the same pace.

As a result, some pages have become cluttered, include outdated or rarely used fields, and no longer reflect how teams actually work day to day. We are focused on closing that gap.

Some Lightning Record Pages in these releases use conditional visibility and dynamic components. If the page is not activated for the correct App and Profile combination, users may not see the updated experience.

What This Update Delivers

Better alignment with your data model
We’re updating page layouts to reflect recent schema changes, ensuring that new and critical data points are visible, easy to find, and placed where they make the most sense.

A simpler, more focused experience
Redundant fields, unused sections, and legacy elements are being removed or consolidated. This reduces visual noise and helps users focus on the information that matters.

Improved performance and clarity
By leveraging Dynamic Forms and conditional visibility, pages will load faster and display only what’s needed in a given context. This improves responsiveness while making each page easier to understand.

The Result

Modernizing the interface allows us to deliver a more intuitive and efficient experience. These improvements support better data accuracy, higher adoption, and greater confidence in daily workflows, while ensuring the platform continues to scale with your needs.
 


Product Release – Version 1.40 (Winter 2026) - Group 1

Release Date: 2/17/2026
Version: v1.40

Interface Updates: Group 1 Objects

As part of our interface modernization initiative, Group 1 includes updates to the following objects:

  • Account

  • Contact

  • Address

  • eLead

  • Inquiry

  • Lead Source

  • Product

  • Staff

Each object in this group has received a refreshed page layout and Lightning Record Page, with improvements focused on usability, relevance, and performance.

Account

Page Layout: Account 2.0

  • Related lists updated

  • Full redesign completed

Lightning Record Page: Account Record Page 2.0

  • Dynamic Highlights Panel

  • Account Not Qualified component

    • Visible when Not Qualified = true

  • Related List Quick Links

  • Text Message component

    • Visible when Text Opt Out = false

Tabs

  • Details (Dynamic Record Details)

  • File Manager

  • Activities

  • Map

  • Chatter

Dynamic Field Visibility Highlights

  • Contact Email is shown when Contact Has Opted Out of Email = false

  • Opt-out fields appear only when applicable

  • Phone and mobile fields respect Do Not Call settings

  • Welcome Email Sent is shown when New Account Email = true

Contact

Page Layout: Contact 2.0

  • Related lists updated

  • Full redesign completed

Lightning Record Page: Contact Record Page 2.0

  • Dynamic Highlights Panel

  • Text Message component

    • Visible when Text Opt Out = false

Tabs

  • Details (Dynamic Record Details)

  • Activities

  • Chatter

Dynamic Field Visibility Highlights

  • Phone and email fields respect Do Not Call and Email Opt Out settings

  • Text Opt Out Date is shown only when Text Opt Out = true

Address

Page Layout: Address 2.0

  • Related lists updated

  • Full redesign completed

Lightning Record Page: Address Record Page 2.0

  • Dynamic Highlights Panel

  • Address Verification Status

  • Address Autocomplete

  • Address Map

  • Related List Quick Links

Tabs

  • Details (Dynamic Record Details)

Dynamic Field Visibility Highlights

  • Territory, Account, and Staff fields appear only when populated

  • Pre-1978 and Verification Error fields display contextually

  • Geolocation details appear when location data is found

eLead

Page Layout: eLead 2.0

  • Related lists updated

  • Full redesign completed

Lightning Record Page: eLead Record Page 2.0

  • Dynamic Highlights Panel

  • Convert action visible only when no Account exists

Details (Dynamic)

  • Sales Appointment Information appears when an appointment exists

  • Verification section appears when an Address is linked

Related Links

  • Sales Appointment link shown when applicable

Inquiry

Page Layout: Inquiry 2.0

  • Related lists updated

  • Full redesign completed

Lightning Record Page: Inquiry Record Page 2.0

  • Dynamic Highlights Panel

Details

  • Dynamic Record Details

Lead Source

Page Layout: Lead Source 2.0

  • Related lists updated

  • Full redesign completed

Lightning Record Page: Lead Source Record Page 2.0

Details

  • Record Details (not dynamic)

Compact Layout

  • Lead Source Compact 2.0

  • Field updates applied

Product

Page Layout: Product 2.0

  • Related lists updated

  • Full redesign completed

Lightning Record Page: Product Record Page 2.0

  • Dynamic Highlights Panel

Details

  • Dynamic Record Details

Dynamic Field Visibility Highlights

  • Markup is shown only when both List Price and Cost are greater than zero

Compact Layout

  • Product Compact 2.0

  • Field updates applied

Staff

Page Layout: Staff 2.0

  • Related lists updated

  • Full redesign completed

Lightning Record Page: Staff Record Page 2.0

  • Dynamic Highlights Panel

  • Staff Calendar Color Picker

Details

  • Dynamic Record Details

Dynamic Visibility Highlights

  • Capabilities section appears when Show on Calendar = true

  • Create User field is visible only to users with the appropriate admin profile

 

Product Release – Version 1.41 (Spring 2026) - Group 2/3

Release Date: 5/5/2026
Version: v1.41

Interface Updates: Group 2/3 Objects

As part of our interface modernization initiative, the following objects have received updated page layouts and Lightning Record Page enhancements. These updates focus on improving usability, surfacing key actions, and supporting a more consistent Lightning experience.

Objects included in this group:

  • Commissions
  • Commission Adjustments
  • Inbound Text
  • Job Material
  • Loan
  • Loan Options
  • Outbound Texts
  • Payments
  • Payment Link
  • Permit
  • Projects
  • Project Activities
  • Sales Opportunity
  • Sales Appointment
  • Sales
  • Sale Items
  • Project Costs
  • Project Template
  • Project Template Activity
  • Quote
  • Quote Item
  • Quote Template
  • Quote Template Item
  • Sales Appointment Opportunity
  • Supplier Material
  • Time Block
  • Tasks
  • Events

Each object in this group has received refreshed page layouts and Lightning Record Pages, with improvements focused on usability, dynamic visibility, and streamlined workflows..

Commissions

Page Layout: Commissions 2.0

  • Related lists updated
  • Layout refreshed for Lightning usability and consistency

Commission Adjustments

Page Layout: Commission Adjustments 2.0

  • Related lists updated
  • Layout refreshed for Lightning usability and consistency

Inbound Text

Page Layout: Inbound Text 2.0

  • Related lists updated
  • Layout refreshed for Lightning usability and consistency

Job Material

Page Layout: Job Material 2.0

  • Related lists updated
  • Layout refreshed for Lightning usability and consistency

Loan

Page Layout: Loan 2.0

  • Related lists updated
  • Layout refreshed for Lightning usability and consistency

Loan Options

Page Layout: Loan Options 2.0

  • Related lists updated
  • Layout refreshed for Lightning usability and consistency

Outbound Texts

Page Layout: Outbound Texts 2.0

  • Related lists updated
  • Layout refreshed for Lightning usability and consistency

Payments

Page Layout: Payments 2.0

  • Related lists updated
  • Layout refreshed for Lightning usability and consistency

Payment Link

Page Layout: Payment Link 2.0

  • Related lists updated
  • Layout refreshed for Lightning usability and consistency

Permit

Page Layout: Permit 2.0

  • Related lists updated
  • Layout refreshed for Lightning usability and consistency

Projects

Page Layout Updates

  • Added Related Links section
  • Added Quick Actions

Lightning Record Page Updates

  • Dynamic Highlights Panel
  • Address Map component added
  • Text component added
  • Related List Quick Links added

Project Activities

Page Layout Updates

  • Added Related Links section
  • Added Quick Actions

Lightning Record Page Updates

  • Dynamic Highlights Panel enabled

Sales Opportunity

Page Layout: Sales Opportunity 2.0

  • Related lists updated
  • Full redesign completed

Lightning Record Page: Sales Opportunity Record Page 2.0

  • Related List Quick Links
  • Text Message component
    • Visible when Text Opt Out = false
  • Address component

Tabs

  • Details (Dynamic Record Details)
  • Activities

Dynamic Field Visibility Highlights

  • Email shown when Contact Has Opted Out of Email = false
  • Email Opt Out shown when Contact Has Opted Out of Email = true
  • Phone fields shown when Primary Contact Do Not Call = false
  • Text Opt Out shown when Text Opt Out = true
  • Do Not Call shown when Do Not Call = true
  • Sale shown when Sale Name is populated

Section Visibility

  • Most Recent Appointment History shown when Sales Appointment Name is populated

Sales Appointment

Page Layout: Sales Appointment 2.0

  • Related lists updated
  • Full redesign completed

Lightning Record Page: Sales Appointment Record Page 2.0

  • Related List Quick Links
  • Text Message component
    • Visible when Text Opt Out = false
  • Address component

Tabs

  • Details (Dynamic Record Details)
  • Activities
  • Chatter

Dynamic Field Visibility Highlights

  • Taken On shown when Taken By is populated
  • Contact Email shown when Email Opt Out = false
  • Phone fields shown when Do Not Call = false
  • Sales Rep emails shown when assigned
  • Time Block shown when populated
  • Set On, Assigned On, Confirmed On shown when staff present
  • Confirmation Email Sent On shown when confirmation email enabled
  • Cancellation Email Sent On shown when cancellation email enabled
  • Resulted By shown when Status ≠ Pending
  • Resulted On shown when populated
  • Territory shown when assigned

Sales

Page Layout: Sales 2.0

  • Related lists updated
  • Full redesign completed

Lightning Record Page: Sales Record Page 2.0

  • Related List Quick Links
  • Text Message component
    • Visible when Text Opt Out = false
  • Address component

Tabs

  • Details (Dynamic Record Details)
  • Sale Items
  • Change Order Items
  • Activities
  • Chatter

Dynamic Field Visibility Highlights

  • Contact Email shown when Email Opt Out = false
  • Phone fields shown when Do Not Call = false
  • Territory Name shown when populated
  • Sales Tax shown when Sales Tax > 0
  • Total Payments shown when Total Payments > 0
  • Total Sale Costs shown when Total Sales Costs > 0
  • Paid in Full Email Sent On shown when enabled
  • Sales Appointment shown when assigned
  • Approval status dates shown based on Status values
    • Approved / Net / Complete
    • Not Approved
    • Net
    • Complete

Actions

  • Assign Items to Projects
  • Create PDF

Path

  • Uses packaged Sale Path

Sale Items

Page Layout: Sale Items 2.0

  • Full redesign completed

Lightning Record Page: Sale Items Record Page 2.0

  • Related List Quick Links

Tabs

  • Details (Dynamic Record Details)

Dynamic Field Visibility Highlights

  • Project shown when assigned
  • Quote Item shown when assigned

Section Visibility

  • Assignment & Responsibility shown when:
    • Available for Maintenance = true
      OR
    • Staff assigned

Project Costs

Page Layout: Project Costs 2.0

  • Full redesign completed

Lightning Record Page: Project Costs Record Page 2.0

Tabs

  • Details (Record Details)

Project Template

Lightning Record Page: Project Template Record Page 2.0

Dynamic Highlights Panel

  • Clone Template action available on mobile form factor

Tabs

  • Details (Record Details)
  • Project Template Items (Item Cards)

Project Template Activity

Page Layout: Project Template Activity 2.0

  • Full redesign completed

Quote

Page Layout: Quote 2.0

  • Full redesign completed

Lightning Record Page: Quote Record Page 2.0

  • Related List Quick Links

Tabs

  • Details (Dynamic Record Details)
  • Quote Items
  • Activities

Dynamic Field Visibility Highlights

  • Contact email shown when Email Opt Out = false
  • Phone fields shown when Do Not Call = false
  • Taxable Total shown when > 0
  • Sales Tax shown when > 0
  • Sales Appointment shown when assigned
  • Sale shown when assigned

Actions

  • Create PDF

Quote Item

Page Layout: Quote Item 2.0

  • Full redesign completed

Quote Template

Page Layout: Quote Template 2.0

  • Full redesign completed

Lightning Record Page: Quote Template Record Page 2.0

Dynamic Highlights Panel

  • Clone Template action available on mobile form factor

Tabs

  • Details (Record Details)
  • Quote Template Items (Item Cards)

Quote Template Item

Page Layout: Quote Template Item 2.0

  • Full redesign completed

Sales Appointment Opportunity

Page Layout: Sales Appointment Opportunity 2.0

  • Full redesign completed

Supplier Material

Page Layout: Supplier Material 2.0

  • Full redesign completed

Time Block

Page Layout Updates

  • Time Block 2.0
  • Staff Availability 2.0
  • Capacity Scheduling 2.0
  • Full redesign completed

 

Instructions: Assigning New Page Layouts Only (Commissions, Commission Adjustments, Inbound Texts, Loan, Loan Options, Outbound Texts, Payment Links, Permit, Quote Template Items, Sales Appointment Opportunties, Supplier Material)

 

Steps to Assign the New Page Layout

  1. Go to Setup
  2. Navigate to Object Manager
  3. Select the object (example: Account, Contact, Staff, etc.)
  4. Click Page Layouts
  5. Click Page Layout Assignment
  6. Click Edit Assignment
  7. Select:
    • Profiles
    • Record Types (if applicable)
  8. Choose the new layout from the Page Layout To Use dropdown
  9. Click Save

 

Instructions: Assigning Lightning Record Pages AND Page Layouts (Account, Contact, Address, eLead, Inquiry, Product, Staff, Project, Project Costs, Project Template, Project Activities, Sales Opportunities, Sales Appointments, Sales, Sale Items, Quote, Quote Items, Tasks and Events)

Part 1: Assign the Lightning Record Page

  1. Go to Setup
  2. Navigate to Object Manager
  3. Select the object
  4. Click Lightning Record Pages
  5. Locate the new page (example: Athena Staff Record Page)
  6. Click Activation
  7. Choose assignment type:

Options:

  • Org Default
  • App Default
  • App + Profile
  • Profile Only

Recommended:

App + Profile Assignment
  1. Select:
    • App(s)
    • Profile(s)
  2. Click Save

Repeat for each Lightning Record Page included in the release.

Part 2: Assign the Page Layout (Still Required)

Even after activating Lightning Record Pages:

  1. Go to Setup
  2. Navigate to Object Manager
  3. Select the object
  4. Click Page Layouts
  5. Click Page Layout Assignment
  6. Click Edit Assignment
  7. Assign the new layout
  8. Click Save

How To Can Confirm Assignment Was Successful?

Admins should verify:

  • record opens with new tabs/components visible
  • expected related lists appear
  • conditional sections render correctly
  • Dynamic Forms fields display as expected

If not visible:

Check App + Profile assignment precedence in Lightning Record Page activation.

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