Quick summary
Adding a banner in Salesforce involves using the Lightning App Builder to drag a Rich Text component onto a contact record page and configuring visibility filters before saving. This step-by-step walkthrough covers how to customize a Salesforce contact page with a targeted banner message using built-in no-code tools.
Steps
- Go to the Contacts page and open any individual contact record.
- Click the Gear icon in the top-right corner and select Edit Page to open the Lightning App Builder.
- From the left pane components, select the Rich Text component and drag it onto the page layout.
- Drop the Rich Text component in the position where you want the banner to appear.
- Enter your banner text in the right-column properties panel.
- Use the Device view toggle to arrange and preview components for different devices your contacts are viewed on.
- Click the Add filter button to set visibility filters that define which contacts will see the banner.
- Define your filter criteria (for example, show the banner only for contacts with a specific Mailing Country).
- Ensure the Display as card option remains checked in the component settings.
- Click Save and then Activate to publish the banner to the live contact page.
