AX - Record Detail
Overview
AX - Record Detail is an Experience Cloud component that displays Salesforce record fields and details in a customizable layout on Experience Sites pages.
Use it to show portal users detailed information about specific records—such as account details, case information, order specifics, or standard or custom object data. Configure which fields appear, their layout, and styling in Experience Builder without code.
Perfect for account detail pages, case detail views, order information displays, or anywhere portal users need to see comprehensive record information in a custom format.
Getting Started
Use this simple tutorial to learn the basics of the Record Details component and start building your use cases.
Configuration Options
Object Name
Specify the Salesforce object you want to display (e.g., Account, Contact, Opportunity, Case). This determines the type of record the component will fetch and present.
Record ID
Provide the unique identifier of the specific record you want to display. This ensures the component retrieves and displays the correct information.
Example
Imagine you want to add the Record Detail Component to a page about a specific account. To show the details of that account on the page (instead of just any random account), you'll need to use a special Experience Cloud expression. This tells the component to dynamically display the details of the account that the user is currently viewing.
Read Only (Toggle)
Choose whether users can edit the displayed record data directly on your Experience Cloud site. Enable this option for a static, informational view, or disable it to allow users to update record details.
Layout
Select a layout style:
Full: Displays all available fields in a detailed format, perfect for seeing everything.
Compact: Shows only the most important fields to save space, ideal for quick overviews.
Custom: Tailor the layout to your specific needs. Handpick which fields to display and arrange them in your desired order
Number of Columns
Define how record fields are arranged across the component. Choose multiple columns for a structured, tabular layout or a single column for a streamlined, vertical presentation.
Density
Control the spacing between elements in the component for optimal readability:
Comfy: Provides generous spacing for a relaxed reading experience.
Compact: Uses tighter spacing for a more condensed view.
Auto: Automatically adjusts spacing based on screen size and available space.
Use Case Examples
Example 1: Account Highlight Panel
Give your account pages instant visual impact by surfacing the most critical account information in a clean, scannable highlight panel. This setup pulls key fields directly from the Account record and displays them in a compact format, right where your team needs them.
What You'll Achieve
Faster account scanning: Key account details are immediately visible without opening the full record
Consistent presentation: A structured highlight panel creates a uniform experience across all account pages
Before You Begin
Profile card component: Optionally use a profile card component as the container to frame your highlight panel
How to Set It Up:
Links
AX - Profile CardExample 2: Display parent account details on a case
Equip your service agents with instant account context as they work a case, so they can personalize every customer interaction without switching tabs or searching elsewhere for information.
What You'll Achieve
Customer 360 view: Agents see relevant account details directly on the case, providing full customer context at a glance
Improved case resolution rate: Faster access to account information means agents can focus on solving the issue rather than hunting for background details
Before You Begin
Case object pages: Ensure you have created Case Object pages, specifically the Case Detail page, in Experience Builder
How to Set It Up
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