Salesforce page templates
Clickable Lightning pages and Experience Cloud portals, each with the spec the studio writes for it.
Lightning pages
Record pages and screen flows for the people inside the org.
- OpportunityOpportunity Record — Sales PathHighlights panel, sales path with guidance, details, activity and related lists.See the template
- CaseCase Resolution & SLA EscalationSupport workspace with an escalation path, SLA milestone fields and case comments.See the template
- AccountClient Onboarding WizardThree-step screen flow for onboarding a new customer, with navigation between steps.See the template
- QuoteQuote Line Editor — CPQQuote workspace with approval stages, discount rules and product line items.See the template
- LeadLead Onboarding & ConversionLead qualification page with status path, scoring fields and a convert action.See the template
- QuoteCPQ Quote Approval & Deal DeskDeal desk workspace with multi-tier approval path, margin floor fields and triggered approval rules.See the template
- CaseService Console Case TriageOmni-Channel P1 case triage page with entitlement milestones, cloud region routing and incident linkage.See the template
- OrderB2B Commerce Order & Credit HoldB2B order fulfilment page with credit review path, trade credit balance and ERP sync actions.See the template
- AccountFinancial Services Client OnboardingWealth management onboarding workspace with KYC/AML verification path, risk profile and beneficial owners.See the template
- WorkOrderField Service Work Order & DispatchTechnician dispatch page with safety permit checklist, scheduling fields and van stock parts required.See the template
- QuoteEnterprise Proposal & SOWEnterprise proposal record page with SOW approval path, legal redline status, pricing schedules and e-signature.See the template
- Project__cSalesforce Implementation Plan & CutoverDelivery governance workspace with Discovery-to-Go-Live path, UAT sign-off, data dry-run and cutover milestones.See the template
- OpportunityAccount Renewal Health & Save PlanCustomer success renewal workspace with health score telemetry, conditional churn risk reason and save playbooks.See the template
- CampaignMarketing Campaign & Pardot AttributionDemand generation campaign page with Pardot landing page attribution, MQL scoring threshold and SDR routing.See the template
Experience Cloud portals
Branded sites for customers and partners.
- CaseCustomer Help Center & SupportSelf-service community portal with search hero, knowledge topics, trending articles, and case deflection.See the template
- OpportunityPartner Central & Deal RegistrationPartner portal featuring KPI scorecard, deal registration tiles, collateral playbooks, and discussions.See the template
- AccountCustomer Account & Billing PortalExternal customer portal for subscription details, invoice tables, payment methods, and billing help.See the template
- AccountB2B Dealer & Warranty PortalAuthorized dealer portal with KPI scorecard, warranty claim submission, part reorders and service bulletins.See the template
Start from any of these.
Pick a template in the studio, change what you need, then share a link or export the spec and the Lightning page metadata. Free to start: one AI-built page, no card needed. Already have an account? Sign in.
SFProto is made by Cloud Mavericks Pty Ltd and is not affiliated with Salesforce. Salesforce, Lightning and Experience Cloud are trademarks of Salesforce, Inc. Every template shows made-up sample data. Terms · Privacy