# Lightning record pages, Dynamic Forms and list views

*Platform User Experience Designer Study Guide · Declarative Design · Last updated October 16, 2026 · https://www.certifyforce.com/study-guide/user-experience-designer/declarative-design/lightning-record-pages-dynamic-forms-and-list-views*

How a designer controls what a record page shows and in what order: page layout editor vs Lightning App Builder, compact layouts and the highlights panel, Tabs and related-record components, activation and device filters, Dynamic Forms visibility rules, list view charts and dynamic dashboards.

- Certification: Salesforce Platform User Experience Designer
- Exam section: Declarative Design
- Study guide: https://www.certifyforce.com/study-guide/user-experience-designer

**Official exam objective:**

> Given a scenario, describe declarative features that improve information presentation, hierarchy, and architecture in static experiences.

## What the exam expects

- Say which tool controls each part of a record page: the page layout editor, the compact layout or the Lightning App Builder.
- Reduce scrolling and build hierarchy with page templates, Tabs, Accordion, Related Record and Related List–Single.
- Activate record pages by org, app, record type, profile and form factor, and hide components by device.
- Design Dynamic Forms pages: field vs field section visibility rules, mobile enablement, and why visibility is not security.
- Summarize many records in place with list view charts and give every viewer their own numbers with a dynamic dashboard.

Key terms: **compact layout** (an object's key-field list that feeds the highlights panel and hover cards); **Dynamic Forms** (page layout fields and sections turned into individual Field and Field Section components); **visibility rule** (filter logic that hides a component until it is met); **form factor** (desktop or phone, used in activation and Device filters); **dynamic dashboard** (a dashboard that shows each viewer only the data they can access).

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Highlights panel fields | First 7 compact layout fields on desktop, up to 10 on mobile | [Compact Layouts](https://help.salesforce.com/s/articleView?language=en_US&id=platform.compact_layout_overview.htm&type=5) |
| Compact layout assignment | Per record type, never per profile or user | [Compact Layout Limitations and Considerations](https://help.salesforce.com/s/articleView?language=en_US&id=platform.compact_layout_notes.htm&type=5) |
| Related list fields | Up to 10; more than 4 in Lightning needs Enhanced List | [Customize Related Lists](https://help.salesforce.com/s/articleView?id=platform.customizing_related_lists.htm&type=5) |
| Activation options | Org default, app default, app + record type + profile, form factor | [Activate Lightning Record or Home Pages](https://help.salesforce.com/s/articleView?id=platform.lightning_app_builder_customize_lex_pages_activate.htm&type=5) |
| Field section rule timing | Evaluated only after save | [Dynamic Forms Tips and Considerations](https://help.salesforce.com/s/articleView?id=platform.dynamic_forms_considerations.htm&type=5) |
| Dynamic Forms on phones | Setting in Salesforce Mobile App Setup, then remove Record Detail - Mobile | [Enable Dynamic Forms on Mobile](https://help.salesforce.com/s/articleView?language=en_US&id=platform.dynamic_forms_on_mobile_enable.htm&type=5) |
| List view chart types | Vertical bar, horizontal bar, donut; up to 7 groupings | [Create a List View Chart in Lightning Experience](https://help.salesforce.com/s/articleView?language=en_US&id=xcloud.customviews_listview_chart_create_lex.htm&type=5) |
| Dynamic dashboard limits | No private folder, no scheduled refresh; 5 EE, 10 UE/PXE | [Dynamic Dashboards](https://help.salesforce.com/s/articleView?id=analytics.dashboards_dynamic_overview.htm&language=en_US&type=5) |

## Check yourself

- Why does a Dynamic Forms page still need field-level security for sensitive fields?
- When do mobile users ignore Dynamic Forms visibility rules?
- How do you show different highlights panel fields to two teams?

## Sources

- [Dynamic Forms Tips and Considerations](https://help.salesforce.com/s/articleView?id=platform.dynamic_forms_considerations.htm&type=5)
- [Break Up Your Record Details with Dynamic Forms](https://help.salesforce.com/s/articleView?id=platform.dynamic_forms_overview.htm&type=5)
- [Enable Dynamic Forms on Mobile](https://help.salesforce.com/s/articleView?language=en_US&id=platform.dynamic_forms_on_mobile_enable.htm&type=5)
- [Compact Layouts](https://help.salesforce.com/s/articleView?language=en_US&id=platform.compact_layout_overview.htm&type=5)
- [Compact Layout Limitations and Considerations](https://help.salesforce.com/s/articleView?language=en_US&id=platform.compact_layout_notes.htm&type=5)
- [Visibility Rules on Lightning Pages](https://help.salesforce.com/s/articleView?id=platform.lightning_page_components_visibility.htm&type=5)
- [Activate Lightning Record or Home Pages](https://help.salesforce.com/s/articleView?id=platform.lightning_app_builder_customize_lex_pages_activate.htm&type=5)
- [Standard Lightning Page Components](https://help.salesforce.com/s/articleView?id=platform.lightning_page_components.htm&type=5)
- [Customize Related Lists](https://help.salesforce.com/s/articleView?id=platform.customizing_related_lists.htm&type=5)
- [Assign Page Layouts to Profiles or Record Types](https://help.salesforce.com/s/articleView?id=platform.layouts_assigning.htm&type=5)
- [Create a List View Chart in Lightning Experience](https://help.salesforce.com/s/articleView?language=en_US&id=xcloud.customviews_listview_chart_create_lex.htm&type=5)
- [Dynamic Dashboards](https://help.salesforce.com/s/articleView?id=analytics.dashboards_dynamic_overview.htm&language=en_US&type=5)
- [Customize Record Page Components and Fields](https://trailhead.salesforce.com/content/learn/modules/lex_customization/lex_customization_page_layouts)
- [Customize Record Highlights with Compact Layouts](https://trailhead.salesforce.com/content/learn/modules/lex_customization/lex_customization_compact_layouts)
- [Explore the New Service Tools](https://trailhead.salesforce.com/content/learn/modules/lex_migration_whatsnew/lex_migration_whatsnew_service)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 15 linked practice questions, and unlimited timed mock exams are included with the Platform User Experience Designer pack (USD $19): https://www.certifyforce.com/practice-exams