Activating the Advance Survey Record Page

Published on February 11, 2026 Feedback360

Activating the Advanced Survey Record Page

This guide explains how to activate the Survey_Advanced_Record_Page Lightning record page for the Survey object using the Lightning App Builder, so users get the advanced survey experience as the org default.

Prerequisites

• Access to the Salesforce Setup menu.
• Permissions to modify objects and Lightning pages.

Tip: Activating as Org Default affects every user who does not have a more specific page assignment. Confirm with your admin team before proceeding.

Step-by-Step Instructions

1. Navigate to the Survey Object

• Go to Setup and click the Object Manager tab.
• Locate and select the Survey object from the list.
• In the left-hand sidebar, click Lightning Record Pages.

2. Open the Advanced Record Page

• Look for the page titled Survey_Advanced_Record_Page.
• Click the Survey Advanced Record Page link to open it in the Lightning App Builder.

Note: The page will initially open in read-only mode.

3. Initiate Activation

• Click the Activation... button in the top-right corner of the builder.
• The Activation: Survey Advanced Record Page dialog box appears.

4. Set Organization Defaults

• Ensure the Org Default tab is selected.
• Click the Assign as Org Default button.

5. Select Form Factor

• Choose the devices on which the page should be available:
  • Desktop
  • Phone
  • Desktop and Phone (Recommended)
• Click Next to review, then click Save to complete the activation.

Success: Open any Survey record. It should now display the Advanced Survey Record Page layout.

Troubleshooting

Cannot find the page or the Activation button is disabled? Verify you have permission to customize the application and that the page is listed under the Survey object's Lightning Record Pages.

Changes not visible? Refresh the browser, clear the cache, and check for profile or app-specific page assignments that override the Org Default.

Knowledge Article Number: KA-00166