The Salesforce Lightning Experience has transformed the way businesses use Salesforce—offering flexibility, speed, and a user-friendly interface. However, many admins and teams still struggle to organize pages efficiently. That’s where Salesforce Lightning Experience Templates come in.
These templates allow you to build or modify record pages quickly—without writing a single line of code. Whether you want to improve usability, boost performance, or simply modernize your CRM’s look, templates make customization easier than ever.
At iBirds Software Services, we help organizations use Lightning templates to design intuitive layouts that make data easier to access, ensuring teams spend less time searching and more time selling.
In this complete guide, you’ll learn what Lightning pages are, why customization matters, how to use Salesforce Lightning Experience Templates effectively, and expert tips from iBirds to make your CRM smarter and faster.
What Are Lightning Pages in Salesforce?
Lightning Pages are the foundation of the Salesforce Lightning Experience. You can think of them as dynamic, customizable layouts that display your CRM data in an organized and visually appealing way.
Unlike Salesforce Classic, Lightning Pages let you drag, drop, and rearrange components such as record details, charts, or lists—creating layouts that fit each team’s workflow.
Salesforce defines Lightning Pages as a middle ground between page layouts and Visualforce pages, offering both flexibility and speed. With the latest updates, admins can use Dynamic Forms and Conditional Visibility to show or hide fields based on user profiles or record types.
In short, Salesforce Lightning Experience Templates help create personalized user experiences—where every department sees only the most relevant information.
Why Customize Salesforce Lightning Experience Templates
Customizing Lightning templates is not just about looks—it’s about improving functionality and productivity. Here’s why customization matters:
- Enhanced User Experience: Display only relevant fields and data for each role, reducing confusion and improving navigation.
- Faster Access to Information: Team members can find what they need in fewer clicks, saving time during every interaction.
- Higher Productivity: Streamlined pages help reduce training time and human errors.
- Tailored Layouts for Teams: Sales, Service, and Marketing teams can each have their own unique view of Salesforce.
At iBirds Software Services, we use these strategies to help businesses align Salesforce with their exact operational needs, turning complex record pages into clean, efficient workspaces.
Types of Lightning Pages You Can Create
When building a new Lightning Page, Salesforce offers several types of templates designed for different use cases:
- App Page – A home screen for a specific app that displays dashboards, charts, or key performance indicators.
- Home Page – Appears when users log in, ideal for quick access to tasks, reports, and recent records.
- Record Page – Displays details for a single record like a Lead, Account, or Opportunity—one of the most customized page types.
- Forecast Page – Used by sales teams to track pipelines and predict future revenue.
Out of these, the Record Page template is the most commonly customized. It’s where your users spend most of their time, so optimizing it can have the biggest impact.
Common Salesforce Lightning Experience Templates
Let’s look at the most useful templates available within the Salesforce Lightning Experience and how they enhance usability:
1. Header and Right Sidebar
One of the most common templates, offering a clean structure with highlights at the top, details in the center, and related lists on the right. It’s perfect for users transitioning from Salesforce Classic.
Tip from iBirds: Use Dynamic Highlights Panels to show different fields based on record type or user role.
2. Header and Three Regions
This layout divides the page into three columns—ideal for displaying a lot of data at once. For example, Chatter on the left, Details in the center, and Related Lists on the right.
Pro Insight: You can replace Chatter with the Salesforce Slack Component for smoother team communication.
3. Header, Sub-Header, and Right Sidebar
Best for summarizing key information at the top while keeping detailed data below. This is great for “Account Health” or “Opportunity Stage” dashboards.
4. Header and One Region
A minimalist design focused on a single section. Perfect for mobile-first views or teams who want simplicity and speed.
5. Pinned Left Sidebar
Common in Console Apps, this keeps navigation fixed on the left side so users can move between records quickly.
Each of these Salesforce Lightning Experience Templates allows admins to design efficient layouts that balance data density and usability.
Step-by-Step: How to Build a Lightning Page
Creating or modifying a Lightning Page using templates is simple and code-free:
- Go to Setup → Lightning App Builder → New.
- Choose Record Page and select the object (Lead, Account, etc.).
- Pick a template or clone an existing page.
- Drag and drop components like tabs, charts, or related lists.
- Use Dynamic Forms to control visibility based on user profiles.
- Click Activate to publish your page.
Before saving, always preview both desktop and mobile layouts to ensure consistency.
Best Practices for Salesforce Lightning Experience Templates
When customizing Lightning pages, following these practices ensures maximum performance:
- Keep the design clean; too many components slow loading times.
- Group related data under tabs instead of long scrolls.
- Add automation with Flow Components to handle repetitive actions.
- Use icons and spacing for visual clarity.
- Always test changes in a sandbox before deploying live.
At iBirds, we believe that a well-structured Lightning page saves hours of manual effort each week.
Advanced Customization Features
Want to go beyond the basics? Salesforce provides advanced tools to take your Lightning Experience further:
- Dynamic Actions: Show or hide buttons based on conditions.
- Embedded Screen Flows: Add automation directly on the record page.
- Custom Components (LWCs): Build tailor-made solutions with developer support.
- App Builder Filters: Control which components appear on desktop or mobile.
These features make Salesforce Lightning Experience Templates adaptable for every business need—from startups to global enterprises.
Real-World Example: iBirds Project Insight
Recently, iBirds Software Services helped a Dubai-based client rebuild their Opportunity Pages.
Before: The sales team had to click multiple tabs to locate related data.
After: Using the Header and Three-Region template with Dynamic Forms, all key details appeared on one screen—reducing navigation time by 40% and improving user satisfaction significantly.
This project proved how intelligent page design can transform workflow speed and data visibility.
Common Mistakes to Avoid
Even small missteps can make Lightning pages confusing or slow. Avoid these pitfalls:
- Adding too many components on a single page.
- Ignoring mobile responsiveness.
- Forgetting to test visibility rules.
- Overlapping custom code with standard elements.
A well-structured layout is always faster and more user-friendly.
Conclusion
The Salesforce Lightning Experience gives businesses full freedom to design their CRM the way they work best. Using Salesforce Lightning Experience Templates, you can build dynamic, responsive pages that reduce effort, increase adoption, and enhance productivity.
At iBirds Software Services, our Salesforce experts specialize in customizing Lightning pages, automation flows, and templates that bring your CRM vision to life.
To learn more about Salesforce Lightning or explore official documentation, visit the Salesforce Lightning Platform page.
Want a layout that’s fast, intuitive, and perfectly aligned with your team’s goals?
Contact iBirds today for a free consultation and start optimizing your Salesforce experience for 2025 and beyond.
FAQ – Salesforce Lightning Customization
Q1. Can I modify Lightning Pages without coding?
Yes! You can use Lightning App Builder and Dynamic Forms—everything is click-based.
Q2. What’s the best template for sales teams?
The “Header and Right Sidebar” and “Header and Three Regions” templates are ideal for visibility and workflow speed.
Q3. Can I create different pages for different teams?
Absolutely. You can assign different templates based on App, Record Type, or User Profile.
Q4. What if I need custom features?
Developers at iBirds can build Lightning Web Components (LWC) to meet your exact business requirements.