Advanced setup

Last updated 8 Oct 2026

Most orgs do not need this chapter. It asks for more Salesforce skill. TAF offers paid help with it through a case.

Edit with highlights

1. Open the object in Object Manager.

   Open Setup. Click Object Manager. Click your object.

2. Open the standard Edit action.

   Click Buttons, Links, and Actions. On the Edit row, open the menu at the right and click Edit. The Override Properties page opens.

3. Set the Lightning override to the Highlighter Edit component. Then click Save.

   Under Lightning Experience Override, pick Lightning component. Choose:

   highlighter:HighlightEditCopy

   

4. Wait ten seconds. Then refresh the record page several times.

   Lightning takes a while to pick up the change. The new Edit window is a little wider and takes a little longer to load. That is how you know it works.

Show a field set with highlights

The fieldsetWithHighlights component shows a group of fields anywhere on a record page. It edits in place and keeps the highlights. You can add it several times to one page, and each copy works on its own. A field set is a named group of fields that you build in Setup.

1. Open the object in Object Manager.

   Open Setup. Click Object Manager. Click your object.

2. Click Field Sets. Then click New.

   To change a field set you already have, click its name instead, and skip the next step.

3. Name the field set. Then click Save.

   Type a Field Set Label. Salesforce fills in Field Set Name. Type a short note in Where is this used?. Click Save. The field set editor opens.

4. Drag fields into the field set.

   Drag from the field list at the top into In the Field Set. Drag a field back out to remove it.

5. Click Save.

6. Open the Lightning record page.

   In Object Manager, click Lightning Record Pages and open the page. If that list is empty, open a record of the object. Click the gear icon, then Edit Page.

7. Drag fieldsetWithHighlights onto the page.

   fieldsetWithHighlightsCopy

   Drop it inside a region of the page, such as the right column. A region turns green when the component can drop there. The gray area outside the regions does not take the component.

   

8. Click the component. Fill in its settings in the right panel.

   Setting	What to enter
   objectName	Pick the object. Today the list holds only the current object.
   Enter Layout Title	A title for this group of fields. Leave it blank to show the object name.
   Choose Field Set	The field set from steps 2 to 5.
   Enter Icon Name	Leave it blank for the object's own icon. For another icon, type icon_type:icon_name, for example utility:activity. The four types are utility, doctype, standard and action. See the Lightning Design System icons.
   No. Of Columns	1 or 2.

9. Check the component. Click Save. Then click the back arrow.

   The component updates as you fill in each setting. After you save, wait a couple of seconds. The back arrow sits at the top left.

Options

The Options button sits at the bottom of the Highlighter setup page. Each option applies to every user in the org. TAF cannot turn one on for a single user.

The window also lists Classic options and button options. They do not apply in Lightning. Some features are not in the window at all. Open a case, and TAF sets them up with access to your org or on a call.

Beta features

TAF is building two features that are not on the setup page yet. Open a case to join the trial. TAF sets each one up by hand, in your sandbox first and then in production, and charges for that time.

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