Salesforce gives the ability to print key details and related lists from a record page in Lightning Experience, just as in Salesforce Classic. You don’t need to switch back and forth to classic to use this feature.

Specify record details visibility on the printable page and print the page from the browser. This feature is available for all users, for Account, Campaign, Case, Contact, Contract, Lead, Opportunity, Order, and custom objects.

How to Use:

On a record home page, click Printable View. The sections and fields on the printable view reflect the current user’s page layout. The related lists reflect the current user’s related list preferences.

The printable view opens with the record details expanded or collapsed, based on visibility on the record home page. You can change the visibility for all record details or for individual detail sections.

Atul Gupta

Atul Gupta is CloudVandana’s founder and an 8X Salesforce Certified Professional who works with globally situated businesses to create Custom Salesforce Solutions.

Atul Gupta, a dynamic leader, directs CloudVandana’s Implementation Team, Analytics, and IT functions, ensuring seamless operations and innovative solutions.