Page Layouts in Salesforce

In this Salesforce tutorial, we will learn about what are Page Layouts in Salesforce and their importance in SFDC. Page layouts in Salesforce determines the field, relates lists, sections, and buttons when users view or edit a record. We can modify an Salesforce Object’s default page layout or create new Salesforce page layout. Page layout in Salesforce is an arrangement of different parts or components to have a simple and clear view. Page layouts are the user interfaces where we interact with the object and fields that we created. When looking at page layouts, there are different types of page layouts in Salesforce. They are

  • Page Layouts.
  • Mini Page Layouts.
  • Search layouts.

Page Layouts in Salesforce

Page layouts in Salesforce are used to display the fields related to objects and allows user to enter data into those fields. This gives Salesforce administrators the flexibility to show different page layouts to different users based on profiles and/or record types.  At the time of object creation, a default page layout is created with “Object name”.

How to view Page Layouts in Salesforce?

Page layouts for sObjects can be viewed by the following paths given below

Standard Object

Go to Setup-> Build-> Customize-> ObjectName-> Page Layouts

Custom Objects

  • Go to Setup-> Build-> Create-> Objects-> ObjectName-> Page Layouts

New Page Layouts can be created with or without cloning the existing page layout. If the new layout is created without cloning, it will be created with mandatory fields in that object. It’s very important to view the data in a well-defined manner so that the user will not get the mess out of searching for a field. 

page layouts in Salesforce

Page Layouts in Salesforce

Mini Page Layouts

Mini Page Layout is a layout defined from the existing “Page layout”. It is a subset of units existing in page layout. It is defined to show hover details when you mouse over a field on an object’s detail page or in the Recent Item section of the sidebar. Importance of mini page layout is to show you the minimum required information to get the idea of a record without going to the records detail page. Mini Page Layouts for sObjects can be accessed by the following path

 Standard Object

Go to Setup-> Build-> Customize-> ObjectName-> Page Layouts-> Mini Page Layout in the drag-and-drop toolbox.

Custom Objects

Go to Setup-> Build-> Create-> Objects-> ObjectName-> Page Layouts-> Mini Page Layout in the drag-and-drop toolbox.

Search Layouts

Search Layouts are used to show the fields of an object in various result lists. Efficient use of search layouts will increase productivity by displaying mostly used fields.

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