Introduction

Salesforce Lightning refers to a component-based framework for Salesforce app development. It aims to simplify the overall Salesforce app development processes for business users, especially those who do not have programming experience.

Lightning pages, in particular, offer an opportunity to create dynamic, user-centered interfaces. However, not many organizations are equipped enough to get the maximum out of it.

This post aims to explore Salesforce Lightning pages more and ways to design and best utilize them to create efficient and purposeful user experiences.

What is Salesforce Lightning App Builder?

Salesforce Lightning App Builder is a Salesforce native, low-code tool that lets admins create and customize Home pages, Record pages, and App pages without writing code.

The tool uses a visual drag and drop interface to place standard, custom, and third-party components on Lightning pages.

Lightning App Builder supports role-based personalization, responsive layouts, and deep CRM integration to improve user experience and productivity across desktop and mobile environments.

Types of Salesforce Lightning Pages

Salesforce Lightning pages define how users interact with data inside the Lightning Experience. Each page type serves a distinct purpose and supports role-based customization, responsive layouts, and component-driven design.

These pages help admins tailor user experiences without code while keeping interfaces consistent and scalable across the Salesforce platform.

1. Home Page

The Home page is the first screen users see after logging into Salesforce. It provides a centralized workspace that surfaces key information, tasks, and insights relevant to a user’s role.

Admins customize the Home page using standard and custom components such as dashboards, reports, recent items, and assistant tools. Personalization by profile and app improves focus, productivity, and daily workflow efficiency within Salesforce.

2. Record Page

The Record page displays detailed information for a specific record, such as an Account, Opportunity, or Case. It organizes fields, related lists, automation, and components into a single, interactive layout.

Admins customize Record pages by object, app, profile, and record type. This approach ensures users see only the most relevant data and actions, which reduces clutter and improves task completion speed.

3. App Page

The App page acts as a custom landing page for a specific Salesforce app, such as Sales or Service. It brings together related components like dashboards, reports, charts, and custom tools into a single workspace.

Admins use App pages to support focused workflows that span multiple objects. Custom App pages improve efficiency by giving users one place to monitor performance, take action, and navigate key records without switching contexts.

How to Create Salesforce Lightning Pages?

Here is the stepwise procedure for creating Salesforce Lightning pages:

1. Home Page

Go to 'Quick Find/Search' from Setup on the profile and click 'Lightning App Builder.' Once done, follow the steps below-

1. Click on 'New' to get redirected to the 'Create a new Lightning Page' pop-up.
2. Select 'Home Page' here and click on it.
3. Once done, select the 'Label Name' and pick the page template to ensure that the home page appears in the selected format.
4. Finish the 'Setup' so that the home page template opens in the Lightning App Builder in Edit mode. This page will contain all the custom and standard components installed in Salesforce.
5. At this stage, you can drag and drop the components that you wish to display on the home page, followed by saving the page

2. Record Page

Go to 'Quick Find/Search' from Setup on the profile and click Lightning App Builder. Once done, follow the steps below:

1. Click New> Record Page >Next.
2. Once done, enter the 'label name' and choose the page template that you wish to display on the page.
3. After this step, the record page template will open in Lightning App Builder in Edit mode.
4. Here, drag and drop the components that you wish to display on the record page, followed by saving the page.

3. App Page

Go to Quick Find/Search from Setup and click Lightning App Builder. Once done, follow the steps below:

• Click New to open the Create a new Lightning Page pop-up.
• Select App Page and click Next.
• Enter a Label Name and choose a page template based on how you want components arranged on the page.
• Complete the setup to open the App page template in Lightning App Builder in Edit mode.
• Drag and drop standard, custom, or third-party components such as dashboards, reports, list views, or custom tools onto the page.
• Save the page and activate it by assigning it to a specific app, ensuring the page appears as a dedicated workspace within that Salesforce app.

App pages are ideal for creating focused, task-driven workspaces that combine insights and actions across multiple objects.

By designing App pages around specific workflows, admins can reduce context switching and help users complete tasks more efficiently within a single interface.

Why are Lightning Pages Underutilized?

Lightning pages in Salesforce let you make every single component on the page, including individual fields, screen flows, buttons, reports, field sections, actions, and others, conditionally available depending on different rules.

This, in turn, allows you to build a super simple and flexible user experience.

However, even after such robust features, lightning pages are not optimally utilized. There are several reasons for this, as discussed below-

1. Lack of Understanding

Although you can create great lightning page experiences in Salesforce without the technical knowledge of code custom lightning web components, the challenge is in unpacking the details of when and how to do the same.

2. Minimal Awareness

Another challenge here is that not many users are aware of the powerful capabilities of Salesforce Lightning pages and how to leverage them to get maximum benefits out of them.

For instance, how to make any field or special component conditionally visible, or the details of the fields, like when and which fields you should apply it to.

How Can You Address the Issue?

The best way to address the issue is by leveraging UPN (Universal Process Notation), which can be an excellent tool to help you create a properly organized, dynamic, and customized user experience.

Although UPN is essentially a diagramming standard used for business processes and business analyst certification, it can be an equally effective and viable tool for designing a powerful user experience in Salesforce.

Here is how UPN can help in designing:

• a. Allow business analysts to design UX (user experience) requirements
• b. Let UX designers introduce a common language between business analysts and designers.
• c. Helps you map the business process to a diagram with better inputs and outputs for every single step, so you can define the kind of information required at each stage.

Overall, you can use the UPN diagram to design your Salesforce Lightning Experience, along with deciding the fields, components, and other information to be visible at a particular stage of using a given object.

How to Use Lightning Builder Plugins to Improve Email Workflows

Lightning App Builder is not limited to standard Salesforce components. Admins can also extend Lightning pages by adding AppExchange components, dashboards, and custom tools that support specific workflows. This is where email-focused plugins become especially useful.

For teams that rely heavily on email communication inside Salesforce, tools like MassMailer can be added directly to Lightning pages to streamline how users create, send, and track emails without switching screens.

Adding email components to Lightning pages

Using Lightning App Builder’s drag-and-drop interface, admins can place MassMailer components or reports on:

• Record pages, so users can send emails, access templates, or review email activity directly from a Contact, Lead, or custom object
• Home pages, where teams can surface email performance dashboards, alerts, or campaign insights
• App pages, creating a centralized workspace that combines email analytics, templates, and related records

Because these components are added visually through Lightning App Builder, no custom code is required.

How this improves day-to-day email workflows

When email tools are embedded directly into Lightning pages:

• Users spend less time navigating between tabs and tools
• Email actions stay closely tied to CRM records and context
• Templates, tracking, and performance data remain accessible where work actually happens
• Admins maintain control over layout, visibility, and role-based access using standard Lightning page assignments

For example, a sales or marketing team can design a Record page where MassMailer email status, activity tracking, and reporting appear alongside key record details.

This keeps communication workflows consistent while still leveraging Salesforce’s native page design capabilities.

The key advantage here is not the plugin itself, but how Lightning App Builder enables thoughtful page design.

By combining standard Salesforce components with purpose-built tools like MassMailer, admins can design Lightning pages that support real workflows without adding technical complexity or custom development overhead.

Conclusion

Salesforce Lightning pages offer a great way to design a unique, dynamic, and specific interface for users defined by their roles. Regardless of what you need to create lightning pages for, UPN can help you deliver the right set of information at the right time.

The key here is to ensure that the lightning pages maintain a proper, detailed, and uniform look to allow end users to quickly learn how to locate and use them, and also how to make them their own with various customized options.

Not restricted to mere layouts, the methodology used in lightning pages empowers a more engaged and much more efficient user experience. Proper implementation of these principles allows business analysts and designers to leverage the true potential of Salesforce Lightning pages for personalized and more responsive user experiences.

About MassMailer

MassMailer is a powerful email marketing solution and a Salesforce native that allows you to send unlimited emails in a few simple steps. Apart from this, the tool also comes with a range of interesting features such as email monitoring, mail verification, an email template builder, drip campaigns, and much more to help you further strengthen your email campaigns.

If you are looking for a strong email marketing solution for your business, sign up for a free trial with Massmailer today and take your business to the next level.

Visit the MassMailer website to explore its full range of functionalities today!