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.
- Page Layout Sections: We can see the Section in the Fields. This helps us add a section for the fields. If collapsible sections are enabled, they can be expanded and collapsed.
- Drag the Section to the Fields region in the page layout. After this, we can select the number of columns (one or two) and the tab-key order.
- Field Options: We can add and remove the fields from the Page Layout.
- After adding fields, click on the Settings to set field properties to make a field ‘Read-Only’ or ‘Required’ at the page layout level.
- Page Layout Buttons: From the Buttons, we can add or remove Standard buttons in the Account Detail section.
- Related Lists on Salesforce Page Layouts: Related lists can be added or removed from the page layout using drag-and-drop. We can also control the related list properties, including which columns and buttons should be displayed.
- Mobile & Lightning Actions: We can add and remove actions from the Salesforce page layouts. To add actions, drag them into the Salesforce Mobile and Lightning Experience Actions section.
- These Actions appear in the Global Actions menu in the header, on related lists, and on list view items.
- Actions also appear on a Salesforce record page in one of several places, depending on the action’s type.
- After organizing the Fields, Buttons, and Actions on the Page Layout, click on the Save button.
- Salesforce Page Layout Assignment: To assign the page layout, click on the button Page Layout Assignment.
- In the Salesforce page layouts assignment setup, we can see multiple page layouts for different profiles or record types.
- Here, select the profiles to which you want to assign the page layout, then select Page Layout from Page Layout to Use, and click Save.
When we click Save, the newly created Salesforce Page Layout will be assigned to the selected profiles.
In this way, we can create, customize, and assign Salesforce page layouts using the steps above.
Conclusion
In this Salesforce tutorial, we have learned about Salesforce Page Layouts. We first learned about Salesforce page layouts, and then, using the steps above, we learned how to create, customize, and assign them.
By now, you will be able to create and modify the page layout in your Salesforce instance and enhance the user experience in your Salesforce org.
You may like to read:
- Create a Custom Lightning Record Page in Salesforce
- Add Tabs on Lightning Record Pages in Salesforce
- Add a Pop-up message in the Salesforce Record Page
- Create Global Publisher Layouts in Salesforce
I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.
