While working as a Salesforce admin, I received a requirement from our client. They have two profiles: sales executives and sales managers, and both use the same Salesforce object.
Sales executives need to see and fill only the basic fields, but sales managers need additional fields such as discount, approval status, and internal notes.
Instead of creating a separate object for sales managers and copying all fields again, which would be difficult to manage and create extra work. For that, we used Salesforce page layouts.
We created two different page layouts on the same object:
- One-page layout for sales executives
- One-page layout for sales managers
Then we assigned these page layouts to the respective profiles. Now, sales executives see only the fields required for their daily work, and sales managers see all the fields needed to review and approve deals.
In this article, we will learn about page layouts in Salesforce, including what they are, why we need to create them, and how to create and assign them to profiles.
What are Page Layouts in Salesforce?
In Salesforce, Page layouts control what users can see and edit on a record page. They decide which fields, buttons, related lists, and sections display on Salesforce objects.
For example, sales executives and sales managers both work on opportunities, but they do not need the same information. Sales executives usually enter customer details, deal amount, and stage.
Sales managers need additional fields, such as discount, approval status, and internal notes, to review and approve deals.
To handle this, a Salesforce admin creates two page layouts on the opportunity object. A one-page layout shows only basic fields for sales executives.
The other page layout shows all fields, including approval and discount fields, for sales managers. These layouts are then assigned to different profiles.
Now, when both users open the same opportunity record, they see different pages based on their role.
Create Page Layouts in Salesforce
In the steps below, I will explain how to create different page layouts in Salesforce and assign them to different profiles.
- Navigate to the Setup and open the Object Manager. Select the object on which you want to create page layouts.
- Here, I have selected the Account object. Then, as you select the object, you will have the Page Layouts option. Click on it.
- Click the New button to create a Page layout. To edit an existing page layout, click on the dropdown arrow next to the page layout and select Edit.
- To clone an existing layout, we can select one from the Existing Page Layout. If you want to create from scratch, then select None.
- Enter the Salesforce Page Layout Name and click Save.