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Page layouts in Salesforce determine how a Salesforce object looks and works. They decide which fields the user can see and change when adding information to a record.
Page layouts are like the design master that controls how fields, related lists, and custom links appear for standard and custom objects.
In this article, you’ll discover About page layouts in Salesforce and their limitations.
You can assign a page layout to multiple users with different Salesforce profiles.
By the end of this article, you’ll have a full understanding of page layouts, how to create them, and the various tasks that are possible using page layouts.
How to create a Page Layout?
- Click on the ⚙ icon and select Object Manager
- Open any Object, navigate to the page layouts section
- Click on the New button. The user can choose between either cloning an existing page layout and making modifications or creating a new page layout from scratch.
- Designing a page layout without utilizing the cloning feature will lead to standard sections with translated labels being left out, affecting the experience of your global user base.
- Now name your page layout. Start adding, removing or rearranging fields and sections using the drag-and-drop interface.
- Don’t forget to save your layout when you’re done.
Features of Page Layouts
Users have access to make changes to the content within the page layout using the page layout editor.
The Object Manager’s Page Layout Assignment button serves the purpose of allocating page layouts to their respective profiles.
Following are the features designed to help manage different elements of page layout:
1. Fields
The most fundamental elements of a page layout are fields. You can add, remove or rearrange them on a page layout.
You have the option to modify field properties within page layouts, such as setting them as read-only or making them mandatory.
2. Buttons
When you’re customizing page layouts, you have the ability to manage which standard and custom buttons are shown.
You can also configure the sequence in which custom buttons are presented.
3. Custom Links
Generate a personalized link for the object by utilizing the “Button, Link & Actions” functionality.
You can add these custom links to the details page of the record page layout.
4. Quick Actions
Quick Actions can simplify user experiences. For instance, if you need to create a Shipping details record when adding a new Contact, you can add an action to the Contact record.
It will enable users to create the Shipping details record directly, eliminating the need for additional navigation.
5. Mobile & Lightning Actions
The actions listed in this section are visible in both Lightning Experience and the mobile app’s action bar, and they might also be accessible in third-party applications that utilize this page layout.
6. Expanded Lookups
When you incorporate expanded lookups and mobile-enabled Visualforce pages into the page layout, they will be displayed as mobile cards on a record’s home page within the mobile application.
7. Related Lists
These lists present connected records, like contacts, opportunities or custom objects. You have the flexibility to tailor which related lists are displayed and their sequence on the page layout.
8. Report Charts
This feature allows you to insert report charts onto a record’s page layout.
Before integrating a chart into a page layout, ensure that the source report is stored in a shared folder accessible to the users who require access.
On a single-page layout, you can include a maximum of two report charts.
Reports located within personal report folders cannot be added to a page.
Business Use Case
- Create custom functionality like ‘Create New Opportunity’ to help sales reps quickly create opportunities from leads.
- Set up related lists to display opportunities and contacts linked to the Account object.
Limitations of Page Layouts in Salesforce
- You have the option to include a single dashboard per page layout.
- In Salesforce Professional Edition, renaming a page layout is not possible
- Having more than four external lookup fields on a Lightning Experience record page can cause it to break during use.
- 10 or fewer fields can be included per a related list in Salesforce.
Best Practices
- Try to group similar types of fields into the same section for example group fields like Billing Address, Shipping Address etc. under the Address Information section.
- Offer training to clients so they can effectively use the page layouts.
- Include descriptive help text for custom fields. It will be helpful to clarify the type of data expected in the field from the users.
- Enhance page layouts for a more user-friendly experience by eliminating extra fields or related lists. Simplified layouts promote user clarity and boost overall efficiency.
- For improved visibility and accessibility, position the essential fields at the top of the page layout.
- While there is technically no fixed cap, Salesforce suggests a maximum of 200-page layouts for effective management.
Next, explore – Business Process and Paths in Salesforce
Conclusion
In Salesforce, page layouts form the basis of a customized and user-friendly CRM experience. It allows administrators to show different fields and sections based on business requirements and user profiles.
When you create page layouts that suit your needs, you can boost user efficiency, better organize your data and ultimately contribute to the success of your business using Salesforce.
If you’re looking to delve deeper into Salesforce customization or need expert guidance to make the most of your CRM, saasguru is here to help. Check out our Salesforce Admin Certification Course.
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Frequently Asked Questions (FAQs)
1. What is a Page Layout in Salesforce?
A Page Layout in Salesforce is a framework that determines the organization and presentation of fields, related lists, and custom links on object record pages. It controls how a record is displayed and interacted with in Salesforce, specifying which fields are visible, editable, and how they are arranged.
2. What is the Use of Page Layout in Salesforce?
Page Layouts in Salesforce are used to customize the user interface of records for different objects. They enable administrators to tailor the layout of records to suit the specific needs of their business processes and user roles. This includes controlling field visibility, editability, the arrangement of related lists, and the placement of custom buttons and links for an optimized user experience.
3. What are the Types of Page Layouts in Salesforce?
Salesforce doesn’t categorize page layouts into distinct ‘types’ per se. However, page layouts can vary widely based on the object they are associated with (like Accounts, Contacts, Opportunities, etc.) and can be customized for different user profiles or record types, providing a variety of layouts for different business needs within the same object.
4. How are Page Layouts Assigned in Salesforce?
Page Layouts are assigned in Salesforce through Profile settings or Record Types. Each profile can be assigned a specific page layout for each object, allowing different user groups to have tailored views and interactions with records. Additionally, different Record Types can have different Page Layouts, allowing for further customization based on the specific type of record being viewed or edited.
5. Can We Clone Page Layout in Salesforce?
Yes, in Salesforce, it’s possible to clone a page layout. This feature is useful for creating a new layout that is similar to an existing one. When cloning, you can choose to copy all the settings from the existing layout, and then make modifications as needed, saving time and effort compared to creating a new layout from scratch.
6. Where to Find Page Layout in Salesforce?
Page Layouts can be found in Salesforce by navigating to the Object Manager in Setup. Choose the specific object (like Account, Contact, etc.) for which you want to modify the page layout. Inside the object’s settings, you will find a ‘Page Layouts’ section where all the layouts for that object are listed and can be edited, cloned, or new layouts can be created.
