Record Page Component Visibility Rules Based on Device

Cloud Kicks has a requirement to make the recommendation component visible on a Sales Rep’s desktop. Build out a custom Lightning account page.

  • Create a new Lightning page:
    • Page type: Record Page
    • Label: Account Page
    • Object: Account
    • Template: Clone Salesforce Default Page > Account Grouped View Default
  • Add the Recommendations component to the page you created
  • Add a visibility filter on the Recommendations component:
    • Filter Type: Device
    • Field: Form Factor
    • Operator: Equal
    • Value: Desktop
  • Save and activate the page for all users
  • Assign the page as the org default