Apply Audiences to Record Detail Pages with Record-Based Criteria

You can now vary what people see on a record detail page using audience criteria based on record fields. For example, you can display different theme layouts when someone is looking at a coffee machine or a box of tea, or different pages for high-value and low-value opportunities. Also, we moved record criteria from the advanced section into the main body of the editor, so you can easily combine it with user criteria to create custom formulas.

Where: This change applies to Lightning communities accessed through Lightning Experience and Salesforce Classic in Enterprise, Essentials, Performance, Unlimited, and Developer editions.

Why: Record-based criteria has been around for a while, but was limited to only one field type: record type. In Winter ’21, we expanded the types of fields that can be used to vary a record detail experience to offer you a more powerful option. As a result, many of the fields on common objects, like opportunities, can be used as the basis for varying the record detail experience.

To create the opportunity example, select the value field on an opportunity record, and assign an amount. Using the Greater Than operator, assign a minimum value, and apply the audience to a page. Opportunities with a value higher than what was assigned see one version of the page while all others see a different version.

You can create record-based criteria using these objects:

  • Account
  • Asset
  • Campaign
  • Case
  • Contact
  • Contract
  • Lead
  • Opportunity
  • Product2
  • ProductCategory
  • Quote
  • Custom Objects
  • Any object with at least one record type (only some fields available)