Quick Pages (Beta)

Use natural language to create and share tailored pages in Salesforce that gather all the information you need in one view. Chat with the agent to create and refine a Quick Page for any business need, such as for a presentation, meeting prep, or work prioritization. Share a page with specific users or public groups within your org, or with the entire org. Quick Pages are grounded in your Salesforce data and follow your org’s security model, so viewers of shared pages see only the data that they have access to.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer editions with Foundations and hosted on Hyperforce. Unavailable in Alibaba Cloud and Salesforce Government Cloud.

Note Note: Quick Pages is a beta service. You can choose to try this beta service at your sole discretion. Any use of the beta service is subject to the applicable Beta Services Terms, as well as the Non-GA Agentforce and Non-GA Gen AI terms in the Product Terms Directory.

The Quick Pages tab shows all the pages that you have access to, whether they’re pages that you created or pages that another user shared with you.

Set Up Quick Pages (Beta)
Configure your org to enable Quick Pages, and assign permissions to grant access to standard users to create, edit, and share pages, or only to view pages.
Considerations and Limitations for Quick Pages (Beta)
During the beta, keep these considerations and limitations in mind.
Create and Share Quick Pages (Beta)
Use natural language to create and refine a page. Share the page with the people or groups who need it, or with your entire org. Edit the page to update its appearance or the information that it conveys.