Adding Page Components

Below is a guide to adding page components to records on Salesforce to allow basic customisations for customers.

Step-by-step guides for the below points can be found here.

Adding Page Components
From the Page you wish to edit (must be a record page and not a menu), Click the Gear Icon and select Edit Page to bring up the Lightning Page Editor.
From here you can make the following edits, there is an infinite amount of customisation you can make to the page but we’re going to guide you through some of the more common requests.
Before you add anything through the Lightning Page Editor, you first need to add them to the page layout if they don’t already exist. For example, if you want to add a Notes section to your account. You first need to include the Notes on the page layout.

Adding Tabs

Usually, every Lightening Record will have an accordion, but to add a tab you simply click the row of tabs then on the Menu on the right click the button Add Tab
Then you can either select one of the pre-made headings or scroll to the top of the picklist and select Custom to enter your own heading.

Adding Notes & Files

Adding Notes and Files is good for work that is done off Salesforce that you want to store on a customer’s account.
To get started you want to add either a new component frame or add another tab to your accordion and we can custom label this ‘Notes & Files’, then you will add a ‘Related List – Single’ from the component menu on the left.
Set the Related List as Notes and set the Type to Enhanced List. Then repeat the process but next time setting the Related List as ‘Files’ while keeping the Type as Enhanced List.

Adding Activities

Activities are added through the component menu on the left. The Activities component only shows up if the Activities View is set to Activity Timeline for the org or user, more can be found here

Adding Report Dashboards

We usually recommend adding the report dashboards to the bottom of the page but in theory they can be placed anywhere.
To add this, simply add a new component frame where you would like the report to be, then select the Report Chart component menu on the left and drag it into place.
To make sure the Report Chart is available, ensure that your custom report is not in a Private Folder and has a Chart on the report.
You can change the report being displayed by selecting a new one on the menu on the Right and changing the selected report in the picklist.

Bottom-Up Report Types
Page Component Graphs for Bottom-Up Reporting are done using the following Report Types:

• Ledger Entries
• Ledger Entries with Account
• Ledger Entries with Product
• Ledger Entries with Bank Account
• Ledger Entries with Analysis Codes 1-10

For additional help, please see the Salesforce Help Article for Page Components