Page Layouts in Salesforce are powerful tools that allow administrators to control the organization and display of fields, related lists, buttons, and other components on record detail and edit pages. They serve as templates that determine what users see when viewing or editing records in Salesforc…Page Layouts in Salesforce are powerful tools that allow administrators to control the organization and display of fields, related lists, buttons, and other components on record detail and edit pages. They serve as templates that determine what users see when viewing or editing records in Salesforce.
Key aspects of Page Layouts include:
**Field Organization**: Administrators can arrange fields into sections, making records easier to read and navigate. Fields can be marked as required, read-only, or hidden based on business requirements. This helps ensure data quality and guides users through the data entry process.
**Related Lists**: Page Layouts control which related lists appear at the bottom of record pages, allowing users to see associated records from child objects. Administrators can customize the columns displayed and the order of these lists.
**Buttons and Actions**: Custom and standard buttons can be added or removed from the page layout, controlling which actions users can perform on records. Quick actions can also be configured to streamline common tasks.
**Assignment by Profile**: Different page layouts can be assigned to different user profiles, ensuring that sales teams, support agents, and managers each see information relevant to their roles. This is managed through Page Layout Assignments.
**Blank Spaces and Sections**: Administrators can add blank spaces for visual organization and create collapsible sections to group related fields logically.
**Mobile Considerations**: Page layouts also influence how records appear in the Salesforce mobile app, though compact layouts and mobile-specific configurations provide additional control.
To access Page Layouts, navigate to Object Manager, select the desired object, and click on Page Layouts. From there, you can create new layouts, edit existing ones, or manage assignments. The drag-and-drop interface makes customization intuitive, allowing administrators to quickly modify the user experience to match business processes and improve productivity.
Page Layouts in Salesforce: A Complete Guide for Administrators
What are Page Layouts?
Page Layouts in Salesforce control the organization and visibility of fields, buttons, related lists, and other components on record detail and edit pages. They serve as the blueprint for how users interact with and view record information in Salesforce Classic and partially in Lightning Experience.
Why are Page Layouts Important?
Page Layouts are critical for several reasons:
• User Experience: They determine what information users see and how it is organized, making data entry and record viewing efficient. • Data Quality: By marking fields as required or read-only, page layouts help ensure data accuracy and completeness. • Security and Access: They control field-level visibility for different user profiles, complementing field-level security settings. • Productivity: Well-designed layouts reduce clutter and help users focus on relevant information for their role.
How Page Layouts Work
Page Layouts function through several key mechanisms:
Field Properties: • Required: Forces users to enter a value before saving • Read-Only: Displays the field but prevents editing • Visible: Shows or hides fields on the layout
Layout Sections: • Organize fields into logical groupings • Can be configured with one or two columns • Can be collapsed or expanded by default
Related Lists: • Display child records associated with the parent record • Can be customized to show specific fields and sorted accordingly
Buttons and Actions: • Standard and custom buttons can be added or removed • Quick actions appear in the Salesforce mobile app and Lightning Experience
Page Layout Assignment
Page Layouts are assigned to users through a combination of: • Profile: Each profile can have a different page layout assigned • Record Type: Different record types can have different layouts for the same profile
The assignment matrix allows administrators to specify which layout appears for each profile and record type combination.
Page Layouts vs. Lightning Record Pages
It is essential to understand the distinction: • Page Layouts: Control field arrangement, field properties, related lists, and buttons • Lightning Record Pages: Control the overall page structure and components in Lightning Experience
In Lightning Experience, both work together. The Lightning Record Page defines the page structure, while the Page Layout controls field details within the Record Detail component.
Exam Tips: Answering Questions on Page Layouts
Key Concepts to Remember:
1. Field-Level Security vs. Page Layouts: Field-level security is more restrictive. If a field is hidden through field-level security, it will not appear on the page layout regardless of layout settings.
2. Required Fields: Fields can be made required at the field level (universally required) or at the page layout level (required only for users with that layout).
3. Mini Page Layouts: These control the fields displayed in hover details and event overlays. They are a subset of the main page layout.
4. Assignment Logic: Remember that page layouts are assigned based on the intersection of Profile and Record Type.
5. Related Lists: These are configured per page layout and can vary between different layouts for the same object.
Common Exam Scenarios:
• When asked about making a field required for specific users, consider whether page layout-level requirement or universal field requirement is appropriate. • Questions about users not seeing certain fields should prompt you to evaluate both field-level security and page layout visibility. • Scenarios involving different departments needing different field arrangements typically point to multiple page layouts with profile-based assignments. • If a question mentions record types, remember that layouts can vary by record type within the same profile.
Watch Out For:
• Confusing page layouts with Lightning Record Pages - they serve different purposes • Assuming page layouts alone can restrict field access - field-level security takes precedence • Forgetting that compact layouts (for highlights panel) are separate from page layouts