| Table of Contents |
| Page layouts in Salesforce? Terminologies in Page Layouts What can we do with Page Layouts in Salesforce? Creating Page Layouts Page layouts in Salesforce Lightning experience |
Simply said page layouts are a layout for display of data.
Page layouts in Salesforce?
Page layouts in Salesforce govern the display of data records for users. Page layouts enable changing elements from a page, removing and adding fields, sections, links, as well as add custom Visualforce code.
Page Layouts can enable different viewing formats to different groups of users (Sales, Support, Finance, Management) and helps display data relevant to that group.
Page Layout facility helps make changes related to User Interface. Whenever we create an object in Salesforce
we get a Page layout for the same, by default. One Page layout per object goes mandatory.
Terminologies in Page Layouts
>>SAVE Save the completed work and return to the previous page.
>>QUICK SAVE Save the in-progress work with what all has been completed till the moment and thereby continue working on the same page.
What can we do with Page Layouts in Salesforce?
1. Add / Remove fields
2. Set field properties: Make the fields mandatory for certain or all profiles. Make the field read-only.
Note: When a field is made mandatory during creation, it stays a mandatory field for all profiles and users, and can’t be manipulated differently in page layouts as well.
3. Add / Remove buttons
4. Add / Remove sections
5. Add / Remove space
6. Add / Remove related list
NO more than a total of 200-page layouts is recommended in Salesforce
From a perspective of custom objects, let’s look into the details of page layouts in Salesforce.
Creating Page Layouts
Setup > Create > Object >(select the desired) > New Page layout
Next, give the layout a name and click on Next to move to the page layout editor window.
As highlighted we have options for fields, buttons, related lists, charts, etc. Drag and drop the required fields to add them to the layout of the object.
You can also pick and drop back the field, buttons, etc back into the panel to delete them from your new layout. You can also remove elements with the minus sign upon hovering on them.
Hover on the sections or fields to get to properties option via wrench symbol (🔧).
Section properties in page layout allow switching from one to two columns with a left-to-right or top-bottom approach.
Making the field required ensures it is mandated to be saved in the database. While the read-only is to disable editing by the profile.
You can use the preview to view as certain profile and save the layout.
Click on Page Layout Assignment > Edit Assignment > Select the Profile > Select layout from drop down > Save
A new page layout is hereby created and made in use for a different data view for diverse profiles.
Page layouts in Salesforce Lightning experience
The process becomes simpler. View the desired object. Go to Gear option and select Object.
We now have the object manager window and select page layouts and the rest process remains the same.
